Sales and customersZoho Bigin

Zoho Bigin with Uebfaqe: your small business pipeline, put to work

Bigin keeps your contacts and deals simple. Connect it and the AI uses them for client sections and answers your pipeline questions right in the chat.

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What you can do

Client and partner sections

Tell the AI which companies to feature and it builds a clients or partners section from their Bigin records.

Your deals at a glance

Ask which deals sit in each stage or what is closing this month and the AI answers from Bigin.

Contacts after you confirm

Ask the AI to add a contact or a deal in Bigin. You see the details in a card and nothing is saved until you click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

Build a Clients section from the companies in my Bigin pipeline marked Closed Won.
Which Bigin deals are still in the Proposal stage?
Add a contact in Bigin for Elira Shala, phone 044 123 456, interested in catering for 50 guests.

How to connect it

1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use Zoho Bigin and find it in the Browse tab.
2
Step 2
Click Connect
Click Connect, sign in to your Zoho Bigin account in the window that opens and approve access. The connection applies to this website only.
3
Step 3
Ask the AI
In the chat, say what you need from Zoho Bigin. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

Frequently asked questions

Why does the connect screen ask for my region?

Zoho accounts live in different data centers (such as .com or .eu), so the connect screen asks which one yours is in. Check the address you use to open Bigin.