See Every IM Conversation as It Happens

See Every IM Conversation as It Happens



Instant messaging moves fast. Customers expect quick replies and smooth conversations across WhatsApp, Instagram, Facebook, and live chat.

But without real-time visibility, small issues become big problems. A session stays open longer than expected. A message is delivered but never read. A bot hands over too often. An integration stops working and no one notices immediately.

With IM webhooks in Zoho Desk, you can now see every important change in an IM conversation the moment it happens.

This is not about technical tracking. It is about staying in control.

What’s included   

You can now track three important things:
  1. When a message is sent or received
  2. When a chat session changes status
  3. When a message is delivered or read
Together, they give you a complete view of what is happening inside every IM conversation.

Example 1: A customer sends a WhatsApp message   
Let’s say a customer messages you on WhatsApp asking about a delayed order.
  1. Here is what happens behind the scenes:
  2. The message is received.
  3. The chat session becomes OPEN.
  4. It gets assigned to an agent.
  5. The agent replies.
  6. The message is delivered.
  7. The customer reads it.
  8. The session ends once resolved.
With IM webhooks, you can track each of these steps automatically.

Now imagine this situation instead:
  1. The session becomes OPEN but stays there for 10 minutes with no assignment.
  2. That prevents delays before the customer even feels them.
That is the practical value.

Track every message   

Whenever a message is sent or received, you can capture that information instantly.

This helps you:
  1. Update dashboards in real time
  2. Monitor how many chats are active
  3. Connect chat activity with other systems
If your team wants to know exactly when conversations start increasing during peak hours, this gives you that visibility.

Monitor session status and avoid bottlenecks   

Every chat session moves through different stages such as:
  1. Newly started
  2. Waiting to be handled
  3. Being handled
  4. On hold
  5. Ended
  6. Blocked
Tracking these changes allows you to manage workload better.

For example, if several chats are sitting in the “waiting” stage, you can quickly spot a capacity issue and assign more agents.

If sessions frequently move to “on hold,” it may indicate agents need better information or internal support.

Instead of reacting later, you can respond immediately.

Example 2: The customer reads but does not reply   

Now consider another real situation.

An agent sends a payment link through chat. The system shows that the message was delivered and read, but the customer does not respond.

With message status tracking, you can:
  1. See that the message was read
  2. Trigger a follow-up reminder after a few minutes
  3. Notify the agent to check in 
Without this visibility, the agent might assume the customer never received the message.

Small insight. Big difference.

Improve bot and agent coordination   

If you use Guided Conversations, you can also see when chats move from bot to agent.

For example:

If many conversations start with the bot but quickly get transferred to an agent, that may indicate customers are not finding answers in the flow.

You can use that insight to improve your conversation design and reduce unnecessary escalations.

This helps you refine your automation strategy over time.

Align IM with your response goals   

Customers expect quick responses on IM channels.

With session tracking, you can:
  1. Set internal response time targets
  2. Alert supervisors when chats wait too long
  3. Measure how long conversations stay active
  4. Track how quickly agents resolve sessions
This brings structure and accountability to real-time support.

Prevent channel issues before customers notice   

Sometimes issues are not about agents or customers. They are about integrations.
 
For example:

If a WhatsApp access token expires or messaging credits are exhausted, messages may fail silently.

With webhook alerts, you can notify administrators immediately and fix the issue before customers are affected.

That protects your brand experience.

Build a clear conversation timeline   

By combining message tracking and session tracking, you can see the full journey of every interaction from start to finish.

You know:
  1. When it started
  2. Who handled it
  3. When replies were sent
  4. Whether messages were delivered and read
  5. When the session ended
 
This supports performance analysis, quality review, and internal reporting.

How to set it up   

For session status tracking, contact Zoho Desk Support to enable the feature for your portal. Then go to Setup > Automation > Webhooks, create a new webhook, select the session status event, enter your destination URL, and save.

For message tracking and message status tracking, simply create a webhook under Setup > Automation > Webhooks, select the relevant event, enter your URL, and test.
Testing in a sandbox environment before going live is recommended.

Let's talk!

    • Topic Participants

    • Raj R

    • Sticky Posts

    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
    • WhatsApp pricing changes: Pay per message starting July 1, 2025

      Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
    • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

      Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
    • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

      Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
    • Zoho Desk Cheat Sheet For The Year-End

      Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
    • Recent Topics

    • Which user's capacity is used for Shared Mailbox storage?

      We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?
    • Evernote (ENEX) import limitations

      I have been with Evernote since 2010, but the latest price increase is ridiculous. I am currently testing Zoho Notebook as a replacement. I am impressed so far - if it were not for critical need to import legacy Evernote notes, I would 100% migrate to
    • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

      Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.
    • Prevent duplicate with custom fields?

      I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
    • Zoho Books' 2025 Wrapped

      Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
    • Composite items inside of composite items; bill of materials needed

      Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
    • Create Invoice automated with Package

      Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
    • Unable to integrate Zoho Projects and Zoho Workdrive

      I'm a Zoho One subscriber. When I go to Zoho Projects > Settings > Marketplace > Zoho Apps I do not see an option for Zoho Workdrive but I do see one for Zoho Docs that does nothing. How do I get the option to integrate Zoho WorkDrive and Zoho Proje
    • Disable payment thank-you emails

      Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
    • How to backdate record payment for the invoice

      I would like to record a payment which happened 2 days ago, but I am not able to select any date later than today. I backdated the invoice, too, but it doesn't change anything
    • Help with deluge script

      Hi Community, this is my first Deluge script. I've pieced it together from reading various articles I want to use it in a workflow to 1 Convert a lead to a contact 2. Create a record in a custom module Below is what I have got so far but it does not fire
    • Marketer's Space: Why email authentication matters in Zoho Campaigns

      Welcome back to another post in Marketer's Space! If you've recently started using Zoho Campaigns, you've probably come across terms like SPF and DKIM. You may have also noticed emails that show "via zcsend.net" in Gmail when testing or sending campaigns.
    • Feature Request: "Send Invitation" Toggle for Events

      I am writing to request a critical "Quality of Life" update for the Activities module. Currently, adding people to the Participants field in an Event triggers an automatic email invitation/acceptance tracking with no way to opt-out. For general events
    • Edit email address that appears on invoice

      Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of a
    • Introducing Zoho Sprints 3.0

      Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Clone Entire Zoho Boooks Organization, including all transactions for testing & training

      Can Zoho Books support help with direct cloning of entire Zoho Books & Inventory Organization? including all transactions, just like a copy & paste or disk cloning. Is this possible?
    • Restrict portal signup until registration form and payment are completed

      Hi everyone, I am working on a Zoho Creator portal for a project. In our business flow, users must first fill out a registration form and pay a registration fee before they are allowed to access the portal. However, when I share the portal link, users
    • Zoho Creator In-App Notification

      Hi Team, I have implemented an in-app notification using code, as it required some customization. I followed the example in the link below: https://www.zoho.com/deluge/help/pushnotify-using-deluge.html#Example I have a couple of questions regarding this
    • Tip #64- Exploring Technician Console: Screenshot- 'Insider Insights'

      Hello Zoho Assist Community! Have you ever needed to capture exactly what's happening on a remote machine, whether to document an issue, guide a customer, or keep a record of your session? That's where the Screenshot feature in Zoho Assist comes in! With
    • Relating Invoices to Projects

      Hi Zoho team, If I have already created previously an invoice in Books, so I want to know how can I associate it with a relevant project? Thank you
    • Create a quote/estimate that includes a range of prices

      I am interested in using Zoho Books' Quote templates to create estimates for my customers. I do a mix of fixed-bid quotes and quotes based on an hourly rate. For the hourly rate quotes/estimates, I like to include a price range, for example: 2-4 labor
    • Budget

      I have just upgraded to the standard plan in order to be able to utilize the budgeting function and record budget amount
    • Capirec bank Automatic feed update

      Can anyone tell me if Zoho supports Automatic bank feed update from a Capitec bank account in south africa?
    • Free webinar! Accelerate deals with Zoho Sign for Zoho CRM and Bigin by Zoho CRM

      Hello, Paperwork shouldn’t slow you down. Whether you’re growing a small business or running a large enterprise, manual approvals and slow document turnaround can cost you time and revenue. With Zoho Sign for Zoho CRM and Bigin by Zoho CRM, you can take
    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
    • 【まだ間に合う!】Zoho ユーザー交流会 | AI活用・CRM・Analytics の事例を聞いて、ユーザー同士で交流しよう!

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 3月27日(金)に東京、新橋で開催する「東京 Zoho ユーザー交流会 NEXUS」へのお申し込みがまだの方は、この機会にぜひお申し込みください!(参加無料) ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー イベントの詳細はこちらから▷▷ https://www.zohomeetups.com/tokyo2026vol1#/?affl=communityforumpost3 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
    • ZeptoMail API

      Hello Since today, we experience issues with the ZeptoMail API. When trying to send e-mails using: https://api.zeptomail.eu/v1.1/email we receive the error: (503) Site unavailable due to a traffic surge. Please try again shortly. I kindly ask you to identify
    • Sender Email Configuration Error.

      Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
    • Managing user mailbox actions

      An organization often has users with different roles and responsibilities, such as leadership, operations, or support teams. While some users may require full access to email features, others may only need limited functionality. For example, enabling
    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
    • Update P_Leave: code: 7052 "Employee_ID": "Enter Employee ID"

      Hi, Zoho People - Update Leaves Can someone assist? ------------------------------------------------------------------------------------------ col = Collection(); col.insert("recordid":id); col.insert("Date_Check_Approval":zoho.currentdate); info zoho.people.update("P_Leave",col.toMap());
    • Prevent tracking users from specific countries

      Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,
    • Es posible cambiar el lenguaje de los modulos del ASAP?

      Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:
    • Using workflows to automatically set classification of new tickets

      Hello, I am trying to use a workflow to set a classification for a new ticket that is created via an email coming into my desk department. The workflow is working fine if I create a ticket from within desk, however if a ticket is emailed in then this
    • Text/SMS With Zoho Desk

      Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
    • Default/Private Departments in Zoho Desk

      1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
    • Next Page