What the agent can do
Read records
Pull contacts and deals.
Create records
Add contacts and deals.
Update records
Change fields and stages.
Search
Find the right record.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize Zoho Bigin for the agent
From the agent’s connections, choose Zoho Bigin and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
Zoho Bigin API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.