Mihu AI for Zoho CRM
Reach out to your Leads and Contacts with AI voice calls, WhatsApp messages, and call campaigns — without leaving Zoho CRM. Every interaction is written back to the record as a Note, so your team always has the full picture.
Install & connect
Add the extension and link your Mihu AI account in a few steps.
Start calling
Trigger an AI voice call on any record with one click.
Send WhatsApp
Send approved templates with parameters from CRM fields.
Run campaigns
Add records to call campaigns individually or in bulk.
Overview
Mihu AI is an AI-powered contact center platform. This extension embeds Mihu AI's calling and messaging directly into Zoho CRM, so your sales team can act on a Lead or Contact right where they already work.
Once installed and configured, the extension adds four actions to your Leads and Contacts:
- Call with Mihu AI — place an AI voice agent call on the record's phone number.
- Send Mihu WhatsApp Message — send an approved WhatsApp template, with parameters auto-filled from CRM fields.
- Send Mihu Call Campaigns — add the record (or many records) to a Mihu AI call campaign.
- Remove from Mihu Campaign — take records back out of a campaign.
Whatever action you take, the outcome is logged automatically as a Note on the record — call summaries, messages sent, and campaign changes all in one place.
How it works
The extension connects Zoho CRM to your Mihu AI workspace. You choose which AI agents to use, and Mihu AI handles the calls and messages while writing results back into the CRM.
| Step | What happens |
|---|---|
| You act in Zoho CRM | Click a Mihu action on a Lead or Contact, or select records in a list view. |
| Mihu AI runs it | The selected agent places the call, sends the WhatsApp template, or updates the campaign. |
| Results come back | Mihu AI sends the outcome to Zoho CRM through a secure webhook. |
| The record updates | A Note is added to the Lead or Contact with the call summary, message, or campaign change. |
Prerequisites
Have these ready before you install, so setup goes smoothly.
- A Mihu AI account with at least one configured AI agent.
- Your Mihu API token and workspace subdomain, both from your Mihu AI dashboard under Developer → API Tokens.
- Administrator access to your Zoho CRM organization.
- For WhatsApp: a connected WhatsApp Business Account with at least one approved template in Mihu AI.
yourcompany.mihu.ai, your subdomain is just yourcompany.Installation
Install Mihu AI from the Zoho Marketplace directly into your CRM.
- Open the Marketplace. In Zoho CRM, go to Setup → Marketplace → All, or open the Mihu AI listing from the Zoho Marketplace.
- Install the extension. Click Install and review the requested permissions.
- Choose who can use it. Install for all users, admins only, or specific profiles, then confirm.
- Confirm it's ready. The extension now appears under Installed, and Mihu AI actions are available on Leads and Contacts.
Configuration
Open the settings page from Setup → Marketplace → Installed → Mihu AI → Settings and complete three short steps.
1. Connect your Mihu AI account
Enter your Workspace Subdomain and API Token, then click Connect. When the connection succeeds, you'll see a green Connected status. Saving also registers the Mihu webhook automatically, so activity can be logged back to your records.
2. Select your AI agents
| Agent | What it does |
|---|---|
| Call Agent | The AI agent that places voice calls when you use Call with Mihu AI. |
| WhatsApp Agent | The agent whose WhatsApp Business Account sends your messages. Templates are chosen per message from the record. |
3. Set your calling rules
Control when and how often Mihu AI may call your contacts:
| Rule | Description |
|---|---|
| Call Start Time | Earliest time of day a call may be placed. |
| Call End Time | Latest time of day a call may be placed. |
| Max Calls Per Day | Maximum call attempts per contact, per day. |
| Max Total Calls Per Contact | Maximum call attempts per contact, overall. |
Click Save to apply. Changes take effect immediately.
AI voice calls
Start an AI voice agent call on any Lead or Contact, and get the summary back as a Note when the call ends.
- Open a record. Go to any Lead or Contact.
- Start the call. Click Call with Mihu AI from the record's action buttons.
- Mihu AI dials out. Your selected Call Agent calls the record's phone number, following your configured calling rules.
- Review the result. When the call completes, its status and an AI-generated summary are added to the record as a Note.
WhatsApp messaging
Send an approved WhatsApp template message from a Lead or Contact, with parameters filled in from the record.
- Open the composer. On a Lead or Contact, click Send Mihu WhatsApp Message.
- Pick a template. Choose a WhatsApp Template from the dropdown. Only templates approved on your WhatsApp Agent's account appear.
- Review parameters. If the template has parameters, they're auto-filled from the record. Edit any value before sending.
- Preview and send. Check the message preview, then click Send Message.
- It's logged. The send is recorded as a Note on the record, including the template used.
Call campaigns
Add Leads or Contacts to a Mihu AI call campaign — one record at a time, or many at once from a list view.
Add to a campaign
- Choose your records. From a record's detail page, click Send Mihu Call Campaigns — or select several records in a list view and use the mass action menu.
- Pick the campaign. Select the target campaign. You'll see its agent, calling window, and limits before you confirm.
- Send to campaign. Confirm to add the records. The action is logged as a Note on each record.
Remove from a campaign
- Open the action. Use Remove from Mihu Campaign from the detail page or the list-view mass action menu.
- Confirm. The selected records are removed from the campaign.
Activity logging
Every Mihu AI action is recorded on the Zoho CRM record as a Note, giving your team a native activity trail without leaving the CRM.
Logged activity includes:
- Calls — status and an AI-generated summary of the conversation.
- WhatsApp messages — the message sent and the template used.
- Campaign changes — additions and removals, with the campaign name and time.
Data & permissions
What the extension accesses, and how your data is handled.
| Area | Details |
|---|---|
| Records used | Reads Lead and Contact fields (such as name and phone) needed to place calls and send messages, and writes Notes back to those records. |
| Credentials | Your Mihu API token and workspace subdomain are stored securely in your Zoho CRM organization and used only to call the Mihu AI API. |
| Webhook | Registered automatically to receive call outcomes from Mihu AI and log them as Notes. |
| Who can act | Mihu actions are available to the profiles you choose during installation. |
Frequently asked questions
Do I need a Mihu AI account to use this extension?
Yes. The extension connects Zoho CRM to your Mihu AI workspace, so you'll need a Mihu AI account with at least one configured agent and an API token.
Where do WhatsApp templates come from?
Templates are created and approved in your Mihu AI account. Once a template is approved on your selected WhatsApp Agent's account, it appears automatically in the template dropdown when you compose a message.
Can I send calls or messages to many records at once?
Yes for campaigns. Select multiple Leads or Contacts in a list view and use the mass action menu to add them to a Mihu call campaign. Calls and WhatsApp messages are sent per record from the detail page.
Where do I see the results of a call or message?
On the record itself. Every action is logged as a Note on the Lead or Contact — including call summaries, messages sent, and campaign changes.
Why was a record skipped when adding to a campaign?
A record is skipped when it can't be added — most often because it has no phone number, or it's already in the campaign. The result summary shows the exact reason for each skipped record.
Are calls placed at any time of day?
No. Calls follow the Call Start / End window and the per-day and per-contact limits you set in Configuration, so contacts are only called within your rules.
Troubleshooting
No WhatsApp templates appear in the dropdown
Confirm a WhatsApp Agent is selected in Settings and that its WhatsApp Business Account has at least one approved template. Templates that are pending or rejected in Mihu AI won't appear.
Calls aren't being placed
Check that a Call Agent is selected, the record has a valid phone number, and the current time is within your Call Start / End window. Also confirm you haven't reached the per-day or per-contact limits.
Actions aren't being logged as Notes
Re-open Settings and click Save to re-register the webhook. Make sure your API token and workspace subdomain are correct and the connection shows as Connected.
The connection won't succeed
Double-check your workspace subdomain (only the part before .mihu.ai) and that your API token is active in your Mihu AI account under Developer → API Tokens. Then click Connect again.
Support
We're here to help.
Reach the Mihu AI team at support@mihu.ai, or visit mihu.ai to learn more about the platform.