Enable Email Reply to Clients from Session End Window in Zoho Assist

Enable Email Reply to Clients from Session End Window in Zoho Assist

Dear Zoho Assist Team,

We would like to request an enhancement to the Zoho Assist – Zoho Desk integration that allows agents to send a direct email reply to the client when ending a remote session.

Current Limitation

Currently, after completing a Zoho Assist session, agents can:

  • Add session notes
  • Update ticket status
  • Add a resolution

However, there is no option to reply to the client directly from the session ending window. Agents must manually open the ticket in Zoho Desk and send a separate reply, which adds unnecessary steps and delays.

Feature Request

We request the ability to send an email reply to the client directly from the session ending window. This reply should:

  • Be sent as a regular ticket response in Zoho Desk.
  • Appear in the ticket thread, just like any other agent response.
  • Include predefined templates or allow agents to draft a custom message.

Benefits of This Feature

  • Improves efficiency – Agents can reply to clients immediately without switching between Assist and Desk.
  • Enhances customer experience – Clients receive faster follow-ups after remote sessions.
  • Ensures better documentation – All client communication remains in the ticket history, ensuring a complete record.

This feature would streamline post-session communication and improve both agent workflow and customer experience.

Thank you for your consideration.

Best regards,
Ram

    • Sticky Posts

    • Attention: Upcoming changes to Zoho Assist support for older windows versions

      At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.
    • End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, and 10.13

      Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, and 10.13.
    • Zoho Assist: Important Security Upgrade Notice

      Dear Customers, We're committed to providing safe and secure remote connections across networks and devices. To uphold this commitment, we're upgrading to an updated security protocol. This change won't affect our support for major operating systems.
    • TLS v1.2 Upgrade and Changes to System Requirements for Zoho Assist

      As we tighten our TLS v1.2 security update, admins and users need to be aware that supported versions of operating systems and web browsers will change after October 31st, 2018. After this date, we will retire support for clients using TLS v1.0 and TLS v1.1 protocols. In order to support these changes and meet the updated PCI standards please ensure that computers configured for Unattended Access are updated to TLS v1.2 and use web browsers that support the latest update. What is TLS v1.2, and why
    • Release Notes: Version 1.82, February 2015

      New Chrome Extension: Start a Session quickly! Recently, we have released a  Chrome Extension , which enables you to start a session instantly. You can simply enter your customer email address and start a session right from your browser extension. Make sure you are always logged-in to your Zoho account in your chrome browser so that you can avail the professional edition features if you are a paid customer. Supporting your Mac customers is much easier now! We have deployed a new Customer Console
    • Recent Topics

    • Enhanced crash reporting in Zoho Apptics

      All app crashes have the same sad ending: The app dies while the user still wants to use it. But the reason behind each crash? They vary every time. Identifying the root cause and fixing it is already hard work for your dev team. What makes it harder?
    • Description column in the "all expenses" overview page?

      Hi! I'm new to Zoho Books and accounting. I'm surprised there doesn't seem to have a proper "description" field for the expenses, only "notes", and that I can't have such a description visible on the overview page. So that I can quickly visualize my expenses...
    • Only Default Administrator Profile can Convert Estimates Zoho Finance

      In Zoho Finance Only the Default Administrator Profile can convert the Estimates A different Profile with the Admin level permission cannot convert the Estimate of someone else to a Sales Order, Only and only the default Administrator Profile Why is that
    • Zoho Notebook suddenly running very slow on long notes

      I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for
    • Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?

      Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct
    • Imported tasks

      Good afternoon, I have recently setup a test instance of Zoho CRM and am currently working through a data migration from Hubspot usine the API migration tool. I needed to get a feel for how seamless this process was but I am running into an issue. It
    • Assigning Leads to Queues

      Do you support Queues as Lead Owner? This is a basic function in any CRM. Assign Lead to a Queue group where any member can take ownership by him self.
    • Migration of emails from Yandex to Zoho

      I am trying to migrate an yandex mail account to zoho mail account. I am confused with all the related articles/informations in the net. Could someone please outline the process to do it, just thinking about me as a novice with limited knowledge or experience. A couple of questions from the knowledge gained. 1. I believe we have to delete the yandex current MX from the website records and add Zoho MX. What happens to the emails as we remove the mail exchange record. Yandex stops updating emails and
    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
    • Zoho Sheets working offline

      Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently
    • Fetching whole month availability via API

      We are currently building a custom calendar component that books directly into our client's Zoho Bookings instance. The challenge we are facing is that your API only allows fetching availability one day at a time, which is problematic. Our second workaround
    • reCAPTCHA

      Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?
    • Recent enhancements to Bigin's workflows and Associated Products

      Greetings, I hope all of you are doing well! We're happy to announce a few recent enhancements we've made to Bigin. Let's go over each one in detail. Enhancement to workflows Trigger workflows when specific fields are modified to specific values Previously,
    • Zoho Survey Goes to Junk Folder

      Hello, My company is wanting to use Zoho Survey to send out a customer satisfaction survey, and we were wondering if Zoho Campaigns allows the emails to not go into their junk folder. We sent out a test email campaign to our team and for some people it went to their inbox and for others it went to their junk folder. Is there a way to eliminate this from happening? Hope to hear from you soon! Thanks!
    • Nifty enhancements to Reports in Zoho CRM

      Dear Customers, We hope you’re well! We are here with a line of useful enhancements to Reports in Zoho CRM that are readily available to access. Include or exclude Record ID in the report export Display currency fields in record currency Capture report
    • need a formula to return value as shown (zoho sheet)

      Dear folks, What should be the formula in cell B3 to get that output, based on input sheet data.
    • need a formula to return value as shown (zoho sheet)

      Hello folks, what should be the formula in B3, to get the value shown based on input sheet ranges. thanks in advance.
    • Playground: An exclusive test environment to analyze Field Prediction accuracy

      Hello everyone, We are introducing Playground: an exclusive proactive testing environment for businesses to analyze Zia's prediction accuracy. This allows admins and agents to: Run predictions on actual tickets or specific content for realistic test conditions.
    • Attention: Upcoming changes to Zoho Assist support for older windows versions

      At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.
    • Send again email with link for signup

      Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!
    • How do I synchronize a quote to an opportunity?

      Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount.  We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering
    • Zoho Sprints Android app update: Tags and Epic search

      Hello everyone! We are excited to introduce tags and an option to search items within Epic module on the latest Android version(v2.0.2) of the Zoho Sprints mobile app. Let's take a look at these features: Tags You can now create, edit, and delete tags,
    • Zoho CRM Webhooks - Dynamic URL

      Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more
    • Work Order Creation Issue

      Dear Team, I would like to inquire about the daily limit for Work Order creation in Zoho FSM. Yesterday (02/05/2025) at around 6:30 PM GST, I attempted to create a Work Order, but I have been unable to do so since then. Please find the attached image
    • Tracking on Zoho Booking

      Hi We want to use Zoho Booking for our appointment management. We're using Calendly as of now that lets us track sources of the appointments made including UTM parameters. Is there a way for us to do same with Zoho Bookings?
    • Pre-created Popular Zoho Flows returns with 404 Error

      Your popular Zoho Flows are returning with a 404 page error. This applies to all work flows in your Gallery Space. See video here for further clarification. When will this be fixed? https://drive.google.com/drive/folders/1kDl4ni5EQeLHWeaoIDdtRqoUbW8FNLfO?usp=sharing
    • CRM Feature Request

      When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated
    • Import your Google Docs Spreadsheets into Zoho Sheet

      You can now import your Google spreadsheet into Zoho Sheet. This will be useful if you want to switch to Zoho Sheet or if you want to simply try out Zoho Sheet.  If you don't have an account with Zoho, you can still try this by signing in with your Google account. Here is a video on how to do this.  Note: Existing charts won't appear in spreadsheets you import from Google Docs as the Export functionality of Google Docs doesn't give out the charts. Check out the announcement in our blog: https://blogs.zoho.com/general/import-google-docs-into-zoho-productivity-suite
    • Support Mixed Visibility Settings in Knowledge Base Categories

      Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),
    • Will a campaign send duplicates is same email is on two separate lists

      Hi I have two lists to which I want to send campaign. One list is ALL leads and other is list of opportunities and current students. There is overlap between the two lists My question is if I send one campaign to all, will zoho automatically know only to send the email once to the duplicate email?
    • Time Based Report / Dashboard

      We measure our support agent's KPI based on their response time and resolution time from the time the ticket is assigned to them The time based dashboard should provide this information however there is a problem with us referring to this dashboard We
    • Zoho Learn API Access?

      We love using Zoho Learn to manage our internal trainings and knowledge base. What we'd really love is to be able to query Learn via API so that in Zoho Projects, Zoho Creator, or Zoho Desk, we can recommend relevant Learn articles and manuals to team
    • creating buttons in zoho site

      the connection between zoho site and zoho learn will be awesome and amazing feature so the user instead of registering himself twice just one time register on zoho site will be enough and creating accout on zoho learn instead of registering on zoho learn
    • Two Problems with the Description Field

      Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems: 1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications. 2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on
    • Lookup Field limitations

      Good day all, Is anyone else frustrated with the lookup field limitation? I have an enterprise license, but I only get 10 lookups. Additionally, the custom module has been available for a while and is still in diapers. If you want good reporting, you
    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
    • Dynamically Sync zoho.adminuserid with Current App Admin

      Hello Zoho Team, We hope you're doing well. We’d like to request an important enhancement to the Deluge sendmail task functionality. As per the current behavior, in most Zoho services (excluding Zoho Cliq, Zoho Connect, Zoho Mail, and Zoho Sheet), the
    • "Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range

      Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.
    • Zoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.

      Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:
    • Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?

      Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using
    • Next Page