AI agents for Bigin by Zoho
A Monmo agent works in Bigin the way the first sales hire at a small business would. It moves deals through each pipeline, logs calls and meetings as activities, turns enquiry emails and form entries into contacts and deals, and prepares the quote or invoice when a deal is won. It signs in with your own Zoho account and asks before it creates, moves or changes anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Bigin by Zoho
Turn enquiries into contacts and deals
Each morning it reads new enquiry emails in Gmail or Zoho Mail and web form entries, checks whether the person or company already exists in Bigin, and proposes a contact, a company and a deal in the right pipeline.
AskEach morning, turn yesterday's enquiry emails into Bigin contacts and deals, and skip anyone we already have.
Move deals stage by stage
Twice a week it reads the latest emails and notes for each open deal and proposes the next stage, for example from Quote sent to Negotiation, with the sentence that shows why.
AskEvery Tuesday and Friday, suggest stage changes for open deals in the Sales pipeline, with the evidence for each.
Log activities after the day's calls
At the end of the day, send it a voice note about who you spoke with. It checks Google Calendar, writes each call or meeting as an activity on the right deal and sets the follow-up task.
AskLog today's calls from my voice note as Bigin activities and add a follow-up task where I promised one.
Prepare the quote when a deal is won
When a deal reaches Closed won, it drafts the quote or invoice in Zoho Books with the products and amounts from the deal, and a thank-you email. You check both before anything is sent.
AskWhen a Bigin deal moves to Closed won, draft the Zoho Books invoice and a thank-you email for me to check.
Look across several pipelines
If you run separate pipelines for sales, partnerships or after-sales service, it reads each one and tells you every Monday what is stuck, what is overdue and which deals have no next step, with the list in Google Sheets.
AskEvery Monday at 8, tell me what's stuck or overdue in each of our Bigin pipelines.
Keep the contact list clean
It finds contacts with the same email or phone, companies spelled two ways and contacts with no company, and proposes merges and fixes you approve in one go or one by one.
AskFind duplicate contacts and companies in Bigin and suggest which record to keep.
How it connects
- 1You sign in to your own Zoho account once, on the data centre your business uses, such as zoho.com or zoho.jp. The agent works with your Bigin user's permissions; if someone else owns the account, they may need to allow the connection.
- 2You choose which agents may use Bigin. A sales agent fits; a bookkeeping agent may only need Zoho Books, with the deal handed over to it.
- 3Reading pipelines, deals, contacts and activities happens without asking. Creating or moving a deal, editing a contact, logging an activity, merging records and sending email ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Bigin by Zoho is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent work in Bigin by Zoho?
Yes. A Monmo AI agent reads your Bigin pipelines and contacts, proposes stage changes, logs activities and adds new contacts and deals from enquiries. It shows every change on one card and saves it when you allow it, through the Bigin connection or in its own browser when the connection does not cover something.
Should a small business use Bigin or Zoho CRM with an AI agent?
Either works, and the choice is about your process rather than the agent. Bigin suits a few simple pipelines and a small team; Zoho CRM suits more modules, roles and rules. The agent works within whichever you use, with the same approvals.
Can it connect Bigin to Zoho Books invoices?
Yes, once Zoho Books is connected too. When a deal is won, the agent can draft a quote or invoice in Zoho Books from the deal's products and amounts. Creating and sending the invoice each ask first, so you check the figures before your customer sees them.
Can I brief the agent in Japanese for a Bigin account in Japan?
Yes. You sign in on the Zoho data centre your account uses, and you can brief the agent in Japanese or English. It reads and writes Japanese company names, addresses and notes as they are, and reports can come back in either language.