ai-email-intelligence

🚀 AI Email Intelligence for Zoho CRM

Analyze emails, generate replies, and create actionable tasks — instantly inside Zoho CRM.

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⚡ Quick Start

1️⃣ Install Extension

• Go to Setup → Marketplace → All Extensions
• Search AI Email Intelligence for Zoho CRM
• Click Install → Install for All Users

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2️⃣ Configure API Key

• Go to Setup → Marketplace → Installed Extensions
• Open AI Email Intelligence
• Click Settings
• Enter your OpenAI API Key
• Click Save

⚠️ Required to enable all AI features

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🎬 Product Walkthrough

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📧 How It Works

Step 1: Open a Record

• Go to Contacts / Leads / Accounts
• Open any record with email history

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Step 2: Launch AI Widget

• Locate AI Email Intelligence widget
• Open Smart Email Actions

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Step 3: Select Emails

• Choose one or more emails from the list

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Step 4: Use AI Features

✅ Generate To-Do List

Convert emails into actionable CRM tasks
👉 Click Generate To-Do List

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✅ Summarize Emails

Get quick summaries of long conversations
👉 Click Summarize Emails

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✅ Write with AI

Generate professional email replies
👉 Click Write with AI

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❓ FAQ

🔹 What does this extension do?

It analyzes emails and provides:

• Smart summaries
• Suggested replies
• Actionable tasks

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🔹 Where can I find the widget?

Inside Contact record view

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🔹 Can it send emails automatically?

❌ No
✔ Generates draft replies only
✔ Users must review before sending

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⚠️ Troubleshooting

🚫 Widget not visible

• Refresh Zoho CRM
• Reopen the record
• Ensure extension is assigned to your profile

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🚫 Buttons disabled

• API key not configured
• No emails in the record

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🚫 No emails found

• Ensure emails exist in Emails related list

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🚫 No output / response

• Email must contain content
• Check internet connection
• Try another email

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🚫 Tasks not created

• Click Generate To-Do List
• Ensure task permissions are enabled

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🔐 Security & Privacy

• Data is processed only when triggered
• No permanent storage of email content
• Access limited to selected CRM record

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⚡ Performance

• Typical response time: 5–20 seconds
• Depends on email length and complexity

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🧩 Requirements

• Zoho CRM with email integration
• Valid OpenAI API Key
• Access to:
  • Contacts / Leads / Accounts
  • Emails related list

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📩 Support

📧 support@techiesaround.com

Please include:

• Zoho Organization ID
• Screenshot
• Issue description

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💡 Pro Tip

Use Generate To-Do List to automatically convert emails into CRM tasks — saving hours of manual follow-ups.

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⭐ Best Practices

• Use emails with meaningful content
• Select multiple emails for better summaries
• Always review AI-generated responses before sending

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🎯 Final Note

This extension helps:

• Reduce manual work
• Improve response time
• Increase productivity

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