Hello All,
We are back with some exciting updates and feature enhancements to meet your business communication needs.
Let's take a look at what's new in the Instant Messaging module.
Multi-number support for WhatsApp users
If you have been using the WhatsApp channel to communicate with your customers, you're likely aware that, on the current WhatsApp Business platform, every WhatsApp Business Account (WABA) needs a verified phone number specifically dedicated to each channel.
Great news! We now support multiple WhatsApp Business Account (WABA) phone numbers on the WhatsApp Business platform.
Note: Multi-bot support is also available for configured Telegram channels.
Use template messages to reach out to customers—even after the 24-hour messaging window
Now that you have set up the WhatsApp Business platform, you can start creating message templates for initiating conversations with your customers.
A highly structured message (HSM) is a form of message template that is pre-approved by WhatsApp. You can use it to proactively communicate with customers by sending outbound messages through our integrated WhatsApp channel.
WhatsApp message templates help you keep customers engaged with your business, without waiting for them to initiate contact.
IM Custom Actions Gallery
Zoho Desk offers a set of functionalities to automate and simplify the customer support process. The custom actions gallery lets you add workflow actions, in addition to the alerts, tasks, field updates, skills, and custom functions available by default. All you have to do is select or specify an action and set the values to add it to your desired workflow rule.
Introducing two custom actions you can associate with workflow rules:
Notify via the Instant Messaging module: Send notifications to customers through your configured IM channels.
Reply via the Instant Messaging module: Send automatic responses to IM tickets through your integrated channels.
Enable Auto-Response for your business
Automatic response messages help give your customers the right information at the right time to show that you are invested in them around the clock. This helps give your services a personalized feel and creates brand value for your customers.
Why is Auto-Response important for your business?
Customers have always valued businesses that deliver quick responses and prompt resolutions to their problems. By enabling Auto-Response, businesses can enhance users' experiences, improve customer retention, attract new leads, and solve problems instantly.
Convert conversations to tickets in IM using one simple setting
At
any time, you can update your preferences for each of your help desk
instant messaging channels. Now, you can also specify how much time
should pass before a conversation is converted into a new ticket.
Note: If the timer selection remains None by default, conversations will not be converted into tickets.
Manually create tickets for messages
Your Desk ticketing system creates a document that records interactions related to support and service cases. Now, you can create a ticket from a single important message within an ongoing business conversation. The ticket is shared between the agent and the customer and logs their communications in one easy-to-manage thread. Both parties can refer to the ticket for future use.
Quick deletion of a configured messaging channel
You can delete a messaging channel if you wish to stop sending or receiving messages there. The channel's existing conversations will stay intact, but the agent cannot respond, transfer, or block associated chats.
- Once a channel is deleted, conversations associated with that channel will be listed, but agents will not be able to respond to them or receive additional messages in the channel.
- Chat transfers and chat blocking are restricted for the deleted channel's conversations.
- The deleted channel will be removed from your list of channels.
- The deleted channel will no longer be listed under Tickets or the agents' Preferences.
Personalize your messaging experience
Display modes ensure that your messaging inbox responds to light conditions to prevent eye strain. Now, you can change the messaging console's interface skin to dark or light, based on your preference and needs.
Dark Mode
Dark Mode is ideal in sparse light conditions.
Pure Dark Mode
A subset of Dark Mode, this option provides an even darker background, while maintaining contrast with the text and other graphical user interface (GUI) components.
Instant Messaging on your mobile app
Carry your support desk wherever you go!
With IM, you can handle all business communications on one platform. Desk empowers customers to seamlessly integrate their most-loved apps, such as WhatsApp, Telegram, LINE, WeChat, Instagram (coming soon), and FB Messenger (coming soon).
Try out these features and share your suggestions and feedback in the comments section.
Cheers,
Kavya
The Zoho Desk Team
Recent Topics
Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed
Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server
Enhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
CRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.
Candidate Registration/Invitation
It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template. Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal.
[Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
Where we can change the icon in social preview
Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false
Cadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
I have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.
VAT on Multiple Expenses
Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add
Detect and ignore bots in visitors
The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
Agent assignment filter?
Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't
Default tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)
DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
In arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Kiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
Tips & tricks: Make SalesIQ automations work for you
Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
Finding missing records
I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou
How do I fully delete a user account
Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails
Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar
Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
Credit Management: #6 Tackling Common Mistakes in Credit Based Billing
Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
Updating Blueprint stage from my Deluge function
Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
Replacing email ID,
In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.
Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
Limited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
Introducing Lead Capture: Empower exhibitors to capture leads effortlessly
Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capture
dealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on
Using Contains as a filter
We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports? This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Set off Unearned Revenue
Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the
How Zoho Desk contributes to the art of savings
Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
Zoho Connect Module in Zoho Trident
Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect
Add Webhook Response Module to Zoho Flow
Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements
Zoho Inventory - Managing Items With Multiple Suppliers
Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
Fill Colors
Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce
Next Page