Zoho’s Kiosk Studio is a no-code builder that lets admins create interactive, guided screens and actions directly in Zoho CRM. Think of it as a way to design mini-apps—custom UI screens + logic—that help users (and even customers or vendors) complete tasks quickly without clicking around the CRM.


What Kiosk Studio Actually Does

  • Design guided screens (kiosks) with buttons, inputs, and conditional steps—no coding required.

  • Trigger actions like creating/updating records, running queries, or routing users down different paths based on inputs.

  • Embed your kiosk anywhere users work: Home page component, record detail as a button, Setup menu, even Blueprint or Canvas—and test/publish from one place.

Kiosks streamline repetitive tasks and reduce context switching by putting the exact steps—and only those steps—right in front of the user.


Core Building Blocks

  • Screens: the visual steps users see.

  • Buttons & decision logic: move users to the next screen or branch the flow.

  • Queries: pull data via COQL/API (including third-party data) to show or use in actions.

  • Actions: write back to CRM (create/update), trigger processes, etc.


Where You Can Place a Kiosk

  • Home page (as a component)

  • Custom buttons (record detail, list actions, utility menu)

  • Setup menu

  • Blueprint/Canvas surfaces

  • Publish from Kiosk Studio, then “Use” it in these spots.


Great Use Cases

  • Guided deal handoffs: collect just-the-right fields, push the deal to the next stage, create follow-ups.

  • Onboarding checklists: step reps through tasks and capture confirmations in one flow.

  • Account reviews: query KPIs, display them on a screen, and log outcomes with a click.

  • Partner/vendor intake: controlled data entry screens tied to CRM objects.


Benefits

  • No-code speed: ship tailored processes without extensions or heavy scripting.

  • Fewer clicks, fewer errors: the UI shows only what’s needed for the task at hand.

  • Embedded where work happens: eliminate tab-hopping; guide the user in context.

  • Data-driven screens: pull live data into decisions with Queries.


Limitations to Note

  • Not a public trade-show “kiosk.” It’s an in-CRM experience, different from Zoho Forms’ public Kiosk Mode.

  • Best for contained flows. Very complex apps may still require Creator/extensions.

  • Setup & governance: you’ll want naming standards, testing (sandbox), and access control before publishing.


How to Build One (Quick Start)

  1. Go to: Setup → Customization → Kiosk StudioCreate Kiosk.

  2. Add screens, buttons, actions; wire decisions; add Queries if needed.

  3. Test Run, then Publish.

  4. Place it (Home component, button, Setup menu, Blueprint/Canvas).