Zoho Bigin, without opening Zoho Bigin.
The small-team pipeline, read and kept current from the thread.
- Free to start
- No card
- Every write waits for you
- Your own account, not a shared login
Ask in your own words.
Nothing to configure and no builder to open. Copy one of these into a thread, swap in your own Zoho Bigin details, and Ray takes it from there.
@Ray what is in the pipeline for this month?
@Ray add a note on that deal from the call just now.
@Ray which deals has the team not touched in two weeks?
@Ray move the Acme deal to the proposal stage.
What Ray can and cannot do in Zoho Bigin
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
12 reads wired, 4 actions that wait for a human.
Runs on its own
What Ray reads in Zoho Bigin
- Records across your Bigin modules, and the notes on them
- Pipelines, custom views, fields, and users
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add a record
- Update a record
- Add or update a note
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete a record, a note, or an attachment
- Change notification settings
- Create or change tags
Exactly what Ray will ask you to approve.
Not a category of permission. These are the Zoho Bigin actions Ray can take, each one stopping in the thread with the real content before it happens.
- Add a record to Zoho Bigin
- Add a note in Zoho Bigin
- Update Zoho Bigin note
- Update Zoho Bigin record
Add a record to Zoho Bigin
Showing Deal name, Subject, Event title, Description, Email, Phone, Amount, Stage, Closing date and Owner, each carrying the exact content that will land.
How Ray works with Zoho Bigin
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Zoho Bigin
One click, right where you asked. Ray posts a connect card, you authorise Zoho Bigin with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Zoho Bigin, and tell Dana it is being looked at.
Add a record to Zoho Bigin
- Waiting on
- your approval
Ray uses Zoho Bigin together with the rest of your tools.
One ask can read Zoho Bigin, cross-reference what is in these, and land the finished result back in the thread. Not four connectors taking turns, one teammate with one memory.
What does connecting Zoho Bigin to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Zoho Bigin and it can do the Zoho Bigin part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Zoho Bigin account, so Ray can only reach what that person can already reach, and the history in Zoho Bigin shows who actually asked.
Security and permissions
- You authorise Zoho Bigin on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Zoho Bigin in a message, or uninstall Ray and every connection it held is revoked.
Zoho Bigin and Ray, answered
The questions teams ask before they connect Zoho Bigin. Every answer is how this integration is built rather than a promise about it.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Zoho Bigin.
Free to start, no credit card, and it asks before it acts.
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