Zia Search business guide.
Unified search to pull information from 20+ apps across the Zoho ecosystem.
Plan business-wide discovery with Zia Search.
Zia Search is designed to find information across supported Zoho applications. Its value depends on organised source data and correct user permissions, because search should help a person locate information without expanding access beyond what that person is allowed to see.
Organisations using several supported Zoho applications that want employees to find permitted customer, communication, file or work information from one search experience.
- Finding related information across supported Zoho applications
- Reducing time spent moving between separate application searches
- Helping users locate records, conversations or files they already have permission to access
- Improving discovery when naming and record structures are consistent
Define the job, information and controls first.
- 01Which applications contain the information users need?
- 02Are record names, owners and access permissions reliable?
- 03Which user groups should be included in the first rollout?
- 04How will incorrect or outdated source information be corrected?
Practical questions about Zia Search.
Does Zia Search change application permissions?+
A search experience should respect the access available to the user in connected applications. Permissions still need to be reviewed in those source systems.
What preparation improves search results?+
Consistent naming, record ownership, useful metadata and maintained source information make discovery more reliable.
Should every application be included immediately?+
Begin with the applications and user groups that have a clear search need, then expand after validating relevance and permissions.