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

    • Latest updates in Zoho Meeting | Create departments, Share PDF files

      Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly
    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
    • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
    • Project expenses in Zoho Books

      Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
    • What is going on with GMail extension.

      Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
    • Marketing Tip #6: Cross-sell with related products

      Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items
    • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

      Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple
    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
    • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

      Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample
    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
    • Automate insurance document workflows with Zoho Writer

      Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
    • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

      Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when
    • [Webinar] Zoho Writer for SCM and logistics

      Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed
    • [Webinar] Zoho Writer for the manufacturing industry

      Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
    • Add Comprehensive Accessibility Features to Zoho Writer

      Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
    • [Webinar] Simplifying document workflows in financial services with Zoho Writer

      Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar
    • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
    • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

      Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
    • Branding of native system emails

      Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
    • Support “Never End” Option for Recurring Meetings in Zoho Meeting

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
    • Add Custom Field Inside Parts Section

      How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
    • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

      Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
    • Weekly Tips: Manage External Images in Zoho Mail

      When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
    • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

      Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project
    • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

      Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
    • Is it really true that I can't set the default 'deposit to' account in 2025?

      I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
    • SINCH HUB MESSAGEMEDIA with ZOHO DESK

      1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.
    • Function #46: Auto-Calculate Sales Margin on a Quote

      Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
    • Invalid URL error when embedded sending url into iframe for my website when using in another region

      Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
    • New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

      Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally
    • Kaizen #59 - Creating alerts and custom messages using Client Script

      Hello everyone! We are happy to resume our Zoho CRM Developer Community series - The Kaizen series! Welcome back to the new start of Kaizen! This post is about Client Script and its simple use cases involving ZDK Client functions. What is Client Script?
    • [Webinar] Zoho Writer for content creators and publishing houses

      Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
    • Universal search

      Hi, it would be useful if the search bar was universal-so if you entered a term, it would bring up results from contacts, candidates, clients etc all at the same time (but broken down under the relevant headings)
    • Attachment reminder?

      My team and I often need to attach files to our messages, e.g. an explanatory screenshot or a shipping label. More often that I want to admit I mention the attachment but forget to actually attach it. Some email clients have a check-for-missing-attachments
    • ZIA in Zoho Cliq

      Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Next Page