Ask the Experts 20: Level up your customer service with Zia

Ask the Experts 20: Level up your customer service with Zia

Hello everyone! We're excited to reconnect with you again.
The recent sessions of our Ask the Experts series have contributed to valuable conversations, beginning at the live sessions and evolving into one-on-one conversations and remote-sessions where we've had the opportunity to offer personalized guidance and customized solutions. Some of our conversations have even allowed our experts to highlight the benefits of upcoming features. These have undoubtedly strengthened the bonds with the Zoho Desk team, and we'd like to keep that momentum going.

In our latest live interactive session in April, we ran a few fun and insightful polls, one of which asked for the full form of Zia: Zoho’s Intelligent Assistant. That moment truly lit up the session and sparked some great energy as many of our users got it right. We want to say a big thank you to our users for staying engaged with all the latest advancements in Zoho Desk. We also noticed that many of you requested deeper insights into Zia, and we'd like to ensure your questions are addressed.



So here we are again, launching our next exciting 'Ask the Experts' session this May!

In the 20th episode of our 'Ask the Experts' series, we look forward to conversing with you about how Zia can help your business and elevate your customer support.


   Date : 29 May, 2025 | Time : 8:30 AM - 4:30 PM GMT 
Live-Text Based Discussion
Time Zone 
Time
IST
   2:00 PM — 10:00 PM
GMT
 8:30 AM — 4:30 PM
CEST
 10:30 AM — 6:30 PM
GST
 12:30 PM — 8:30 PM
AEST
 6:30 PM — 2:30 PM
PST
 1:30 AM — 9:30 AM

Zia: The AI that works with you

Artificial Intelligence (AI) is more than just a buzzword. It is making an impact in every industry today, from customer support and automation to healthcare, manufacturing, and finance. AI isn’t new; it’s been evolving for over six decades. And despite its incredible power to automate and optimize, AI can’t replace the warmth and empathy of human connection. Humans are social beings; we thrive on meaningful interactions, and AI is here to augment that experience.

Let's dive into how AI can elevate your customer support and business operations using the powerful AI features available within Zoho Desk. In our recent Spring Release, we introduced AI capabilities across all editions of Zoho Desk, from Standard and Professional to Enterprise. To fully experience Zia's potential, we encourage you to explore the Enterprise edition. However, we've ensured that every edition benefits from unique AI features tailored to enhance ticket handling, agent responses, and overall customer interactions.

Now, we'd love to have discussions with you! Here are some questions to get you thinking and begin the conversation:
  1. Does using AI also ensure data privacy and protect personally identifiable information?
  2. How can Zia help you better manage and analyze your customer data?
  3. Would you like to know how AI can improve your agents' response quality and speed?
  4. Are you curious about how Zia can detect and interpret the tone of your customers' messages?
  5. Interested in analyzing your business performance with Zoho Desk for better decision making?
  6. How about having AI summarize your ticket conversations and extract key information for an insightful overview?
We understand customer support is the backbone of every successful organization. Your support teams often carry the responsibility of meeting tight deadlines and delivering exceptional customer experiences. So, what better way to support them than with AI-powered assistance to help your agents respond faster, smarter, and more effectively?
Join us for an interactive, live text-based, and knowledge-packed discussion focused on your use cases and questions.
Our expert panel will be live on May 29th, from 8:30 AM to 4:30 PM, ready to answer questions in real time on the community platform.

Type your questions below and Follow this post to keep the conversation going.

See you at the session!
Lydia | Zoho Desk


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

                                                              Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any
                                                            • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

                                                              Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

                                                              Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 4: A 5 hour online Q&A on agent productivity

                                                              Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
                                                            • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

                                                              Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                              Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                            • 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
                                                                                                            • Bulk upload images and specifications to products

                                                                                                              Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
                                                                                                            • Cannot access KB within Help Center

                                                                                                              Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers
                                                                                                            • Territory view for custom modules?

                                                                                                              I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
                                                                                                            • Zoho CRM Analytics - Allow To Reorder Dashboards

                                                                                                              I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go
                                                                                                            • Assignment Thresholds Resetting After Lead Conversion

                                                                                                              Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically
                                                                                                            • Can I map multiple Surveys into the CRM using the same fields?

                                                                                                              Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows
                                                                                                            • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                              Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                            • Dealing with API responses where integers have more than 16 digits

                                                                                                              Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • To Zoho customers and partners: how do you use Linked Workspaces?

                                                                                                              Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is
                                                                                                            • [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
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • Using Zoho Desk to support ISMS process

                                                                                                              Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
                                                                                                            • Customer members area

                                                                                                              Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.
                                                                                                            • ZML vs HTML Snippet - which is better?

                                                                                                              Are there certain use cases where one is better than the other?
                                                                                                            • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                              Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Load PO_Date field (Purchase Order) with current date in Deluge

                                                                                                              Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.
                                                                                                            • Zoho CRM in Microsoft Power Automate Custom Connector

                                                                                                              Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created
                                                                                                            • Sync Contacts in iOS

                                                                                                              What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
                                                                                                            • Related Module in Sharing Rules

                                                                                                              Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well
                                                                                                            • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                                                                                              Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                            • Question Regarding Managing Sale Items in Zoho Books

                                                                                                              Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
                                                                                                            • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

                                                                                                              In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number
                                                                                                            • Problem of Import Client Users From CRM and or Expense

                                                                                                              I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,
                                                                                                            • Unable to enable tax checkboxes

                                                                                                              Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                                                                                            • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                              Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                            • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                                                                                              Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                                                                                            • ZohoSign and ZohoBooks Integration/Workflow

                                                                                                              Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                                                                                            • Manage monthly tasks with projectsf

                                                                                                              Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                                                                                            • Zoho Suite is very slow

                                                                                                              Since today Zoho is incredibly slow over all applications! What's going on?
                                                                                                            • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                                                                                              When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                                                                                            • Combine and hide invoice lines

                                                                                                              In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                                                                                            • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

                                                                                                              Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
                                                                                                            • Transaction Locking with the dynamic date

                                                                                                              Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                                                                                            • Zoho Devops

                                                                                                              We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                                                                                            • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                                                                                              Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                                                                                            • Add a 'Log a Call' link to three dot icon in Canvas

                                                                                                              Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                                                                                            • Next Page