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.
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.
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 trust, satisfaction, 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
Also, read:
Behind the scenes of a successful ticketing system (BTS Series)
Further reading:
The Wheels of Ticketing Series
Recent Topics
Zoho mail account ownership transfer
We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete
Email Authentication is Failing
I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']
DMARC reports for mail I didn't send: how to deal with?
I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction
ms
Email set up for communication
Fix the speed
It takes ages to load on every step even though my dataset is quite small.
Capture Bank Charges for Invoice Payments
We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment: 1. Click the "Invoices" sub-tab under the "Money-In" tab. 2. Click the 'add payment' link for the invoice that you wish to record the payment for. 3. On the add
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
Image field in custom module
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
Deluge Function to Update Custom Field
I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue
"View ticket" link is broken
The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.
import data from Apollo.ai into zoho crm via zoho flow
I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
Woocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
Synching changes to Stripe when changes are made in Zoho Billing
We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
Disable Smart Filters By Default
The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random
ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408
Client Script | Update - Client Script Support For Custom Buttons
Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
Zoho Mail not working
Zoho Mail not working
Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
I can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
Spreadsheet View click & focus issue in Arabic (RTL) localization
Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.
Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
Ghost email notification on a form
Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the
bulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?
Bulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?
Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via
email address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks
How to use MAIL without Dashboard?
Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.
Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM
Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
How can i download and secure all my mails from the archive folders?
Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir
How to open filtered report in popup using Zoho Creator Deluge?
First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click any
Can you default reports/charts to report the current week?
Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar
Rendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)
Overlapping Reports in Dashboards
It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be good
Feature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
Admin guide: Handling Mailbox Settings for better user management
Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challenging
Cisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
Designing a practical Zoho setup for a small business: lessons from a real implementation
I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
DKIM (Marketing emails) UNVERIFIED (Zoho One)
I'm having a problem with Zoho One verifying my Marketing Email DKIM Record for MYFINISHERPHOTOS.COM. I have removed and re-entered the ownership, DKIM (Transactional emails), SPF and Marketing DKIM and all of them come back verified except the DKIM (Marketing
Zoho Recruit Community Meet-up - India
Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date City
Next Page