Narrative 4: Exploring the support channels

Narrative 4: Exploring the support channels

Behind the scenes of a successful ticketing system - BTS Series

Narrative 4 - Exploring the support channels

Support channels in a ticketing system refer to the various communication methods that customers use to contact a business for assistance. These channels enable the conversion of customer inquiries into trackable tickets, facilitating the efficient management and resolution of issues.


Importance of support channels

This type of system enhances customer satisfaction by providing users with multiple options for reporting issues and seeking assistance, which improves their overall experience. Next, offering multiple channels, including email, chat, and phone, allows customers to choose their preferred method of communication. 

A ticketing system centralizes communication across all of these channels to maximize efficiency and make relevant information easily accessible to support staff during interactions. All of this helps speed up the resolution process.

Email

Emails are the primary method of communication between customers and Zoho Desk when they submit tickets. When customers send emails, those messages turn into tickets. Each ticket is assigned a unique ID to boost tracking and management. To set this up, forward the emails from your support mailbox directly to Zoho Desk. 


Create a support email address

(e.g., support@yourcompany.zohodesk.com)

Share it with customers in your help desk to enable them to submit tickets.

Quote
Before setting up your email channel, it’s essential to understand email delivery and bounce rates. These factors significantly impact the effectiveness of your support processes. 

Phone

The Phone feature connects the PBX system to Zoho Desk, which contains all the essential customer details. With this feature, Zoho Desk provides a platform to manage incoming and outgoing calls on your computer.
QuoteQuote
 When customers call, you can see the following details on your screen: 
  •  Name 
  •  Phone number 
  •  Overall Happiness Score 

Chat

Enhance your customer engagement by enabling Live Chat to connect with your customers conveniently in real-time. Respond to support inquiries promptly, significantly enhancing your turnaround time. Delight your customers with prompt interactions and exceptional service every single day.

The Chat module in Zoho Desk serves as a central hub, enabling support agents to interact seamlessly with visitors while maintaining access to historical conversations with customers. This comprehensive overview not only facilitates real-time engagement but also enhances the agents' ability to draw insights from past interactions, ultimately leading to more effective and informed resolutions to customer inquiries.

The Chat module

My Chat: Displays the agent's active, missed, and closed.

Chats: A list view of all the chats sorted by status (active, closed, missed, reopened, and monitored)

Help Center

The Help Center is the only self-service channel. It is a customer panel that allows users to learn about and understand the product by accessing knowledge base articles.

This offers a platform for self-help and learning where customers can find answers to their questions by browsing FAQ guides and Community forums, raising tickets, viewing other users' tickets with similar issues, and more.

Instant Messaging

Instant messaging facilitates quick and direct communication. This immediacy not only streamlines conversations but also makes it easier to respond promptly to questions and ideas. The convenience of instant messaging has revolutionized how we interact by enabling seamless discussions.

How does IM work in Zoho Desk?

The instant messaging module connects your business with different messaging platforms. When a customer sends a message on any of the integrated channels, it appears in your IM inbox. Zoho Desk automatically creates or updates a ticket based on your ticket thread settings. This allows agents to respond quickly through a single interface. They can easily attach files, use predefined responses, and get AI-driven suggestions to improve communication.

You can also set up automation rules, deploy chatbots, and implement routing logic to manage messages more effectively. This method not only simplifies processes but also increases customer satisfaction by enabling quick and effective responses.

Supported Platforms

WhatsApp Business

Facebook Messenger

Telegram

LINE

WeChat

Instagram

Business Messaging (Native Live Chat)

Social

Platforms like Facebook, X, and Instagram enable customers to seek support easily, with interactions captured as tickets within your system. This integration streamlines the support process, allowing the agents to manage and respond to inquiries from social media channels alongside traditional methods. By automatically converting these interactions into tickets, businesses can establish a consistent response framework, efficiently track customer concerns, and maintain a comprehensive overview of customer engagements across various platforms.

Utilizing Social for customer support not only enhances responsiveness but also broadens the reach of customer service, allowing businesses to connect with customers where they are most active. This holistic approach to ticket management helps improve overall customer satisfaction and loyalty, as customers feel heard and supported, no matter the medium they choose for assistance.

Web Forms

Web Forms make it easy to capture support tickets straight from your website and import them into your Zoho Desk account. These tickets can come from customers who need help or want to share feedback about your product or service. No matter the reason, Web Forms are straightforward to use.


There are two types of Web Forms in Zoho Desk:

  • Feedback Widget: This is a simple option that you can easily embed on your website. It allows customers to share their thoughts or concerns with minimal effort.
  • Advanced Web Forms: These offer more customization and can gather detailed information from customers. You can adjust them to meet specific needs and ensure you have all the necessary information to address customer inquiries effectively.

Community

The Community support channel offers individuals a platform to collaborate and discuss shared interests. Customers can pose questions, seek assistance, share tips, respond to inquiries from others, or start discussions. Agents, too, can address customer queries, provide solutions, and collaborate with users to brainstorm ideas and solutions.

Due to its extensive reach, the Community also serves as an adequate space for making announcements regarding product launches and beta feature access. Organizations can effortlessly collect suggestions from customers when required. Ultimately, these proactive strategies can help improve outreach and elevate the overall customer service experience.

Now boost customer service efficiency.

  • Customers can conveniently choose their preferred method of communication, such as email, chat, phone, or social, making support more accessible and user-friendly. 
  • Aligning the type of support request with the most appropriate channel speeds up resolutions
  • A variety of channels allows support teams to balance their workload more effectively. 
  • When appropriately managed, multichannel support ensures customers enjoy a cohesive and consistent experienceacross all platforms. 
  • As your business grows, multichannel approaches scale easily, allowing you to serve more customers simultaneously.
  • Prompt, multichannel assistance demonstrates care and reliability, which fosters trustsatisfaction, and ultimately leads to customer loyalty.

Conclusion

Managing support channels in a unified platform is essential because centralizing interactions allows agents to access customer history quickly, respond efficiently, and maintain high-quality service. Providing multiple support channels enhances efficiency and makes support more accessible to meet the needs of each customer.


Please stay tuned for more Desk behind-the-scenes series.

 

Regards,

 

Kavya Rao

The Zoho Desk Team

    • Recent Topics

    • our customers have difficult to understand the Statements

      our costumers have big problems to understand Zohos Statements. we need a text box after the payment number to explain what the payments are for. Is it possible to develop a version of the Statement with that kind of box and if so whu can do it
    • How to track a list of ALL the items that ONE customer bought?

      Hello, I am interested in getting a list of all the items that only ONE of my customers bought, and the invoices are what show up instead. It's very tedious to go through every single invoice when we sell a lot of items to this customer. Surely there
    • Exchange Rate Updates

      Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!
    • Locked Out of Super Admin Account

      I'm locked out of my Super Admin account and the external e-mail is no longer associated with it. There seems to be a problem during set up, the system ought to ask to assign a new password instead of using Google accounts. Please help me get back access.
    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox
    • 550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking
    • Projects Home Customization

      Hello! We've been in Zoho One since July of last year, and my team has started providing feedback on what they'd like to do. Their latest wish is that they could have more control over the Projects Home content. For example, they want a card that shows
    • IMAP search support

      Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement
    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
    • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

      It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the
    • bouncing emails

      My recurring invoices have bounced back
    • Probable Scam / Phising attempt from email pretending to be Zoho

      I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.
    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
    • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

      Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,
    • Emails not being received by @hotmail.com, @outlook.com and a few others

      When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months
    • scroll bar for far left of screen

      I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.
    • OUt of office every friday

      Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?
    • Signature line

      How do I set signature line in email
    • Zoho email

      I cannot send email to mail.ru
    • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

      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、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します! 昨年度までより、さらにパワーアップして戻ってきました! ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho
    • Issue Exporting Data – CSRF Token Invalid Error

      Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could
    • Deluge Learning Series – Client functions in Deluge | January 2026

      We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the
    • Zoho Mail 505 error I can not send email

      Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,
    • Multiple MFA Methods

      With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only
    • Reuse Standalone Function

      I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"
    • Domain renewals

      Need to know how hoe to renew the domain
    • MX shopify problem

      hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -
    • Best Way to Manage Email Notifications While Running a Strategy Website

      I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different
    • What is the maximum email domains ?

      I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?
    • Add to Workdrive filter

      I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.
    • Forgot my admin Panel Id and password

      Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered
    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
    • Blocklist candidates in Zoho Recruit

      We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
    • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

      You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work
    • Need help getting my mail on iPhone and Tablet

      I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.
    • Add an background image to an email template in CRM

      Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but
    • Next Page