The AI subscription
for teams on Zoho.
Looking for the right AI for your company and your Zoho ecosystem? Tau Agent combines the best of both worlds - access to the models of all leading providers, with deep integration into your Zoho system.
You are paying for an AI subscription anyway.
The only question is whether it knows your Zoho.
Questions your AI cannot answer on its own.
The agent works on whichever Zoho applications you grant it - CRM, Books, Desk, Projects and more. All in plain language, no reports.
Before a customer call
“Summarise what happened with this customer recently.” The agent knows the record you currently have open.
Follow up instead of searching
“Which quotes from last month are still open?” - answered in chat instead of building a report.
Look up accounting
“Does this customer have open invoices?” If you grant Zoho Books, the agent answers it in the same chat.
Create and maintain records
Create or update notes, tasks, contacts and fields straight from the conversation.
Insights without reports
“How is our pipeline distributed across the team?” - asked instead of clicked.
You decide the scope
You define which Zoho applications and modules the agent may see - not us.
One connector. Leading models.
Tailored to Zoho.
The difference to an AI chat you wire up to Zoho yourself: our connector is built for Zoho. It knows the tools of your Zoho applications, picks the right ones for each question and gives the model the context it needs.
Up and running in three steps.
Set up once - after that everyone on the team simply signs in.
Install Tau Agent in Zoho
A Zoho admin installs the extension. The agent then appears directly inside your CRM.
Grant Zoho access
You decide which Zoho applications the agent may use and store the connection once. We guide you through this step.
Ask - in plain language
Everyone signs in via SSO and starts asking. No scripts, no formulas, no reports.
Your Zoho AI subscription
at a flat rate.
Free for 14 days. After that €29 per user per month.
For teams that want to ask their Zoho instead of searching it.
- ✓Chat across the Zoho applications you grant - read and write
- ✓Leading models included, no API key of your own
- ✓Usable directly inside Zoho CRM
- ✓Zoho SSO sign-in, no second set of credentials
- ✓Grant, revoke and audit access centrally
- ✓Normal usage is included
- ✓Email support in German
If you would rather not set it up yourselves.
- ✓Setup inside your Zoho, together with you
- ✓Onboarding session for your team
- ✓First use cases set up together
- ✓A named contact, German-speaking
Common questions.
They are the same leading models - the difference is the connection. Tau Agent works directly on your Zoho data and runs inside your CRM instead of a second tab. And access belongs to the company, not to the individual employee.
Choose the right AI for your company,
with access to your Zoho.
14 days free, no credit card. Sign in with Zoho SSO.
- 1A Zoho admin installs the extension
- 2Users sign in via single sign-on inside the CRM
- 314 days free, no credit card
Installed by a Zoho admin. After that every user signs in via SSO directly inside the CRM.
Prefer to ask questions first? Request a demo.▾
· by Tau Process House