Tip #1: Learn to pick the right channels

Tip #1: Learn to pick the right channels



Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing.

Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal. 

When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
 
A telephone conversation helps those customers who don't have an active internet connection reach out to you, and guarantees an immediate response. Phonecalls are also suitable when you need to pacify an irked or angry customer, because it allows for aspects of communication that don't come across through text, like voice and tone. However, if your support staff is not well-trained for phone conversations, or if there is a language barrier, telephone calls are bound to do more harm than good.

Unless you want your customers to broadcast any issues they face to the whole online world, social media channels are best avoided. When you successfully solve an issue, or decide to compliment your customer, though, social media channels are the way to go. If you already have a social media channel, it's best to address the complaints privately on social media rather than diverting them to another channel like chat, phone or email. 

When the customer is new to the product, or if they feel that their issue is too small to raise a ticket over, they can just view your knowledge base and try to help themselves. The FAQs or solutions published there can help reduce your ticket traffic, too.

Know your customers, understand their needs, and enable the right communication channels to create happy customer experiences!

For more information on support channels, check this link: 


    • Sticky Posts

    • Register for Zoho Desk Beta Community

      With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
    • Share your Zoho Desk story with us!

      Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
    • Tip #1: Learn to pick the right channels

      Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
    • Welcome to Zoho Desk Community - Say hello here!

      Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
    • Webinar 1: Blueprint for Customer Service

      With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing
    • Recent Topics

    • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

      I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
    • Zoho Desktop App- Unable to Minimize/Freezes

      I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable
    • Zoho Invoice Zapier Integration

      Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.
    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
    • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

      I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
    • Zobot with Plugs

      Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
    • Print a document from Zoho Writer via Zoho Creator

      If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
    • Is it possible to use HTML formatting in SMS messages sent from Zoho?

      Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho
    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.
    • Training for How can i Operate the Software Features

      need to Help for Training of the ZOHO Billing Software
    • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

      Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
    • Problem applying batch operation error keeps looping that error

      Problem applying batch operation error keeps looping that error an wont login
    • Shared Email Sending Duplicate Copies of Emails

      Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
    • merhaba

      merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.
    • Teaminbox not working

      We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'
    • Related lists New option in missing

      hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?
    • Detailed list of scoring rules in Zoho CRM

      Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
    • Cliq and ToDo integrations?

      I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?
    • Reply-to names are mangled

      Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled
    • I CANT UPGRADE MY FREE ACCOUNT

      I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.
    • Level up your ASO game with tags & categories in store reviews

      Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentiment
    • Including attachments with estimates

      How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.
    • Adding VENDOR SKU to PURCHASE ORDERS

      how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
    • Possible to freely prompt/query CRM data using Zia?

      Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
    • Restrict employees to take only one day holiday from a multi-day festival holiday

      Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.
    • Cannot modify colours in invoice email template

      I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?
    • Cannot find zpuid for Zoho Projects user

      I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that
    • Print a document from Zoho Writer via Zoho Creator

      If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
    • Allow styling for specific Subform fields in Zoho Creator

      Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
    • Career site URL - Suggestion to modify URL of non-english job posting

      Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
    • New 2026 Application Themes

      Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
    • Placeholder format in Number field does not reflect Max Digits configuration

      When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field
    • How does SKU work when selling products in parts in Zoho Inventory

      Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long
    • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

      Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record
    • CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?

      I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
    • CRM Cadences - working times

      I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
    • Push Notification for New Bookings in Zoho Bookings App

      when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
    • Next Page