Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges

Hello Everyone!

The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. 

What's in for you? 

Ask The Expert Series is a monthly online session hosted by a panel of experts on specific topics within Zoho Desk. It’s a five-hour live Q&A session where you can ask questions related to the month's topic. This series covers a range of subjects, from basic to advanced, ensuring your questions are addressed in real-time. 

What's in January 2025? 

Whether you're exploring Zoho Desk for the first time or transitioning from another platform, onboarding can

feel overwhelming. Differences in UI navigation, terminology, and configurations can take time to adjust to.

Switching to Zoho Desk may momentarily slow down your processes, but it doesn’t have to!

We’re here to ensure your transition to Zoho Desk is smooth and efficient. Join us this month as we tackle your onboarding challenges and help you adapt seamlessly. Let’s get your processes running smoothly and keep your business moving forward without a hitch!

Got questions? Bring them along, and let’s tackle them together.

When you sign up for Zoho Desk, the onboarding feature introduces you to essential modules and basic functions like creating tickets, adding contacts, and making minor changes.

But what about the bigger questions?

• How do you migrate automation rules or workflows from your previous platform into Zoho Desk?
• Have you faced challenges in automating your organization's processes within Zoho Desk?
• What’s the easiest way to transfer all your contacts to Zoho Desk—or manually add them if needed?
• How do primary contact roles differ from support admins and regular agents?
• What’s the best way to configure your domain, support address, and organization name for a seamless setup?
  

These challenges can feel daunting, but we’re here to guide you every step of the way.

Get Your Questions Answered!

Drop your questions in the comments below as soon as you see this announcement, or bring them to our live

Q&A session! Our team of experts will be online and ready to respond during the 5-hour session.

The live Q&A session is on Thursday, January 30th, from 4:30AM to 9:30 AM (PST). Our panelists will address

your concerns, simplify the onboarding process, and help you get set up for success.

Looking forward to connecting with you!

Cheers,

The Zoho Desk Team

• Topic Participants

• Lydia | Zoho Desk

  

• Ram Freedman

  

• Shivani | Zoho Desk

  

• ICT Support

• Mateen Darbar

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