Build data protection into your support

Build data protection into your support

At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how we write our code, test, deliver, and maintain the features.
On this Data Protection Day, we want to share how Zoho Desk practices these principles every day.
  

Privacy standards during free trials

When you sign up for a Zoho Desk free trial, your data is handled in compliance with global privacy regulations. Privacy-by-design ensures that data collection, storage, and processing comply with data regulation from the very beginning.

Consent, transparency, and respect  

How does it feel when a support agent suddenly asks to “take control of your screen”?  
Zoho Desk avoids discomfort by ensuring explicit customer consent before any remote session or debugging activity begins. Customers are informed about how their data is analyzed and used, and support teams access only what is necessary to resolve the issue.

Not everyone needs to see everything   

As an admin, imagine sharing a ticket with an agent, only to realize later that it contained a customer’s card number or personal ID. Zoho Desk helps prevent such moments by allowing organizations to mask personally identifiable information (PII) such as credit card numbers, phone numbers, emails, and identity details. Sensitive fields are encrypted and visibility is restricted based on roles. This ensures that even while support is fast, privacy is never compromised.

Place data in the right hands  

Not every agent needs access to every detail. With role-based permissions in Zoho Desk, organizations can control who sees what across layouts, fields, and modules. Support agents see only what is relevant to their role, while administrators retain broader visibility.
Give everyone the right key, instead of handing out a master key.

Secure communication across every channel  

Whether customers reach out via email or chat, all communication in Zoho Desk is encrypted. Emails are protected by configuring DKIM and SPF, so that every conversation remains secure within Zoho’s ecosystem. So even when customers share sensitive details, their data stays exactly where it belongs: secure and protected.

Safe file attachments  

We have all hesitated before opening an attachment that the email sites as “suspicious.” Zoho Desk reduces that risk by restricting file types that can be attached to tickets and emails. This prevents harmful files from entering the system while keeping customer data safe during document sharing.

Clear audit trails  

Privacy is not just about prevention; it is also about accountability. Zoho Desk audit logs track who accessed or modified data and when actions occurred. This transparency helps organizations investigate issues, meet compliance needs, and maintain trust.

Privacy-driven support

Our support teams comply with GDPR, ISO, and other regional regulations and industry standards. We stay updated on evolving policies, and always seek consent before accessing customer data. We believe in open communication even during an outage or accidents.

The right to be forgotten   

Zoho follows strict data retention policies. During imports, exports, or migration from one data center (DC) or service to another, customer data is retained only for defined periods of two to four weeks and deleted securely within a planned timeframe. Customer data is never stored for prolonged time frames on support systems, ensuring end-to-end data encryption.
Learn more about Zoho's commitment to GDPR compliance.

Privacy tips for Zoho Desk users  

  1. Enable data masking for sensitive fields.
  2. Configure role-based permissions.
  3. Review audit logs regularly.
  4. Use secure communication channels.
  5. These small steps make a big difference in protecting customer trust while delivering efficient support.

Zoho Desk, the privacy-driven support  

Privacy should not slow down support, and support can never compromise privacy. Zoho Desk brings together powerful customer service capabilities with security and privacy controls. You get transparency without complexity, compliance without confusion, and trust without trade-offs.
On this Data Protection Day and beyond, choose Zoho Desk to serve your customers with confidence, responsibility, and respect for their data.
Choose Zoho Desk. Deliver support that your customers trust. 

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                                                              With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
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                                                              Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
                                                            • Tip #1: Learn to pick the right channels

                                                              Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
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