Miami ZUG: Zia Agents
Miami ZUG meetup, Tue Oct 6 2026, 10 AM–1 PM in Brickell. Build smarter automation with Zia Agents: real-world use cases and a hands-on build. Free, in person.
Build smarter automation with Zia Agents
Real-world use cases, then a hands-on build. Bring a task your team repeats every day — we'll help you build an agent around it.
Egret meeting room · 50 SW 12th St, Miami, FL 33130
Free to attend. Seats are limited to the room.
Before you come
What does your team do every day that nobody was hired to do?
Write one down and bring it. Good candidates:
- Copying details from emails into deals
- Chasing overdue invoices or missing paperwork
- Checking whether an order actually shipped
- Answering the same five support questions
Agenda
Three hours, one working agent
A Zoho Community Team host runs the day, with a Zoho technical expert on hand for product questions.
- Introduction & overview
- Zoho CRM health checkReview the CRM foundation that effective automation depends on.
- Smarter automation with Zia Agents EFS NetworksSix agents worth building first, three walked through end to end, and what happens when an agent needs data that lives outside Zoho.
- Build Zia Agents — hands-onBuild and test agents on practical business scenarios.
- Networking & open discussion
Session preview · 10:45
Agents that do the work
A workflow rule follows a script. A Zia Agent follows a goal — reading, deciding and acting inside the limits you set. These are the six we'll look at:
Speed-to-lead
Checks a new lead against CRM history, scores it, drafts the first reply and offers meeting times.
CRM · Mail · Calendar
Inbox to CRM
Reads customer email, updates the right deal, logs the notes and flags promises someone made.
Mail · CRM
Refund triage
Matches a complaint to the order and invoice, checks policy and drafts the fix — big ones go to a manager.
Desk · Books · Inventory
Stale-deal coach
Sweeps the pipeline every Monday and messages each owner a specific next step.
CRM · Cliq
Collections assistant
Writes reminders that fit each overdue customer's history and escalates the ones that stall.
Books · CRM · Mail
Onboarding kickoff
On closed-won, builds the project, sends the welcome and books the kickoff call.
CRM · Projects · Calendar
Take this to the hands-on build
Your agent on one page
Fill these six boxes before 11:30 and you'll spend the build session building, not deciding.
Goal
What does “done” look like, in one sentence?
Trigger
A new record, a schedule, or a person asking?
Knowledge
Which documents would a new hire need?
Tools
Which apps does it read? Which does it change?
Guardrails
What must it never say or do?
Human checkpoint
Where does a person say yes?
Presenting the Zia Agents session
Evan Solomon
Founder & CEO, EFS Networks
Evan founded EFS Networks in 2004 and has spent 22 years connecting the systems businesses run on. EFS has been an authorized Zoho partner for more than a decade, with 100+ Zoho implementations across CRM, Zoho One, Creator, Books, Inventory and Analytics. EFS is based in Miami.
Venue
Hampton Inn & Suites Miami/Brickell-Downtown
Meeting room: Egret
50 SW 12th St, Miami, FL 33130
Who should attend
Anyone applying AI agents to their CRM processes
Questions about the event: leeben@zohocorp.com (Zoho Community Team).
Going deeper · online · Oct 28
Fix the order-to-cash gap in manufacturing & distribution
A Zoho webinar with EFS Networks: a live demo of an order watched from quote to cash across Zoho Inventory, Zoho Books and the carrier. Wednesday, October 28, 11:00 AM CT.
The Miami ZUG is a Zoho User Group meetup hosted by the Zoho Community Team. EFS Networks is a presenting partner. Zoho, Zoho CRM and Zia are trademarks of Zoho Corporation.
Let's talk about what you're building.
Our team brings over two decades of experience to every engagement. Tell us about your project and we'll show you what's possible.