Customer service in 2022

Customer service in 2022

2021 was not an easy year for many, but customer service heroes consistently delivered support despite barriers like time zones, language, and business hours. We take pride in knowing that our customers have been able to deliver stellar experiences to their customers across industries like healthcare, education, and government/non-profit organizations.



We are extremely hopeful and excited about what 2022 holds for us. Just like last year, we expect remote support and seamless self-service to be top priorities for customer service teams across the globe. While offering timely and consistent support is critical for the success of a business, employee experience has also become equally important. Keeping that in mind, we’re starting this year by launching some great self-service and UX enhancing capabilities, to help you deliver great experiences across the board.
 
Here are some ongoing early access programs. If you haven't registered for them, you can do so now.


Guided Conversations

Guided Conversations are part of a low code self-service platform to engage customers in a systematic manner, with appropriate and intuitive responses. Using Guided Conversations, you can create virtual agents to guide customers through their initial inquiries, by setting up any number of predefined flows to relevant FAQs. The conversations are also contextually driven through webhooks and preloaded information, so that customers can drill down to precise answers. You can also build response flows in your customer's language. Learn more

 

Instant Messaging Channel Integrations

You can now integrate Zoho Desk with the top 4 instant messaging channels: WhatsApp, Telegram, LINE, and WeChat. These integrations let you receive and respond to real-time requests from customers through these popular platforms. We believe it makes for an improved customer experience if customers can create and track support requests from applications that they're familiar with and already use on a daily basis. Learn more

To request early access, click here.
 

Revamped UI 

A good agent experience can go a long way in improving the quality of customer service. Keeping that in mind, we revamped the UI using our proprietary design philosophy, called DOT—Design Optimization Thinking. It's built on a multi-pronged approach that enables superior communication and navigation for agents, while enhancing scalability, all without limiting management's flexibility. This is also a step towards making Zoho Desk a fully inclusive platform that's accommodating for our differently-abled friends.
 
DOT is the beginning of everything. From a font to an image to the entire layout of an application, everything evolves from that one tiny dot. We wanted to build a new design based on this very philosophy, and this marks the beginning of a new design evolution for Zoho Desk.
 
While the overall look and feel has been refreshed, the design specifics are aimed at delighting our users with new themes, controls, and performance attributes. One such important feature we've introduced is the Dark Mode. Learn more.
 
Experience Desk's new UI by signing up for early access.
 

How we ended 2021:
 
We released a few similar features and updates towards the end of 2021 for an enhanced user experience. Do try them out, if you haven't already. 
 

Multilingual Knowledge Base

Speaking your customer's language across all touchpoints in the buyer's journey is crucial to building lasting customer relationships. With the new multilingual capabilities of Zoho Desk, support teams can now take their self-service efforts up a notch  by translating and publishing knowledge base articles in over 40 languages. Customers can submit article feedback and raise tickets from the help center in their language and agents can reply in the customer's language.
 
Read more about it here.
 

iOS 15 for Zoho Desk

The latest iOS 15 iterations provide users with a host of improvements that give them more control over what, when, and how they see information on their devices. We've leveraged these enhancements to improve user experience and make support on-the-go more convenient, with better multitasking features, time-sensitive notifications, and more.
Learn more.
 

200+ Extensions for Desk on Zoho Marketplace

You can now transform your customer experience with no-code plug and play extensions that suit your unique business requirements. You just have to integrate these extensions with your existing Desk account and you're good to go! There are extensions for support channels, contextual collaboration, productivity, customer success, help desk automation, and more.
 
Check out all the extensions for Desk here.
 
With that, we step into 2022 with the continued goal of helping you craft exceptional customer experiences. In addition to the beta programs, we have some exciting releases lined up. Stay tuned.
 
Wishing you all a great year ahead!
 
Cheers,
Team Zoho Desk

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                            Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                                          • WhatsApp pricing changes: Pay per message starting July 1, 2025

                                                            Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
                                                          • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

                                                            Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
                                                          • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

                                                            Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
                                                          • Zoho Desk Cheat Sheet For The Year-End

                                                            Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next


                                                          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

                                                                                                          • Cliq Meeting Calls No Audio and Screen Share

                                                                                                            When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore the
                                                                                                          • Bug in Total Hour Calculation in Regularization for past dates

                                                                                                            There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
                                                                                                          • Work anniversary and birthdays on connect

                                                                                                            Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho one
                                                                                                          • Alias Email Id already exists

                                                                                                            Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message  Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx Yoav
                                                                                                          • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                            As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?
                                                                                                          • Feature Request: Ability to Set a Custom List View as Default for All Users

                                                                                                            Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would like
                                                                                                          • Adding Multiple Products (Package) to a Quote

                                                                                                            I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
                                                                                                          • Zoho Commerce in multiple languages

                                                                                                            When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                          • webinar registration confirmation are landing in SPMA folders

                                                                                                            I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?
                                                                                                          • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

                                                                                                            Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
                                                                                                          • Is there a way to set Document Owner/Sender via the API

                                                                                                            When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
                                                                                                          • Delegates should be able to delete expenses

                                                                                                            I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
                                                                                                          • Add Save button to Expense form

                                                                                                            A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a
                                                                                                          • Multiple organizations under Zoho One

                                                                                                            Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and other
                                                                                                          • Error AS101 when adding new email alias

                                                                                                            Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                          • Unbundle feature for composite items

                                                                                                            We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
                                                                                                          • Regarding the integration of Apollo.io with Zoho crm.

                                                                                                            I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
                                                                                                          • How do you print a refund check to customer?

                                                                                                            Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                          • MTD SA in the UK

                                                                                                            Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'
                                                                                                          • workflow not working in subform

                                                                                                            I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to change
                                                                                                          • Fetch data from another table into a form field

                                                                                                            I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in the
                                                                                                          • Record comment filter

                                                                                                            Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are not
                                                                                                          • How to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM

                                                                                                            Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see any
                                                                                                          • FSM too slow today !!

                                                                                                            Anybody else with problem today to loading FSM (WO, AP etc.)?
                                                                                                          • Not able to Sign In in Zoho OneAuth in Windows 10

                                                                                                            I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshot
                                                                                                          • Mapping a custom preferred date field in the estimate with the native field in the workorder

                                                                                                            Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my custom
                                                                                                          • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                            Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                                                                                          • Delegates - Access to approved reports

                                                                                                            We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,
                                                                                                          • Split functionality - Admins need ability to do this

                                                                                                            Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an in
                                                                                                          • Is there a way to request a password?

                                                                                                            We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature.  Thanks,
                                                                                                          • Single Task Report

                                                                                                            I'd like a report or a way to print to PDF the task detail page. I'd like at least the Task Information section but I'd also like to see the Activity Stream, Status Timeline and Comments. I'd like to export the record and save it as a PDF. I'd like the
                                                                                                          • Auto-response for closed tickets

                                                                                                            Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed
                                                                                                          • How to Push Zoho Desk time logged to Zoho Projects?

                                                                                                            I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated
                                                                                                          • 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
                                                                                                          • Export to excel stored amounts as text instead of numbers or accounting

                                                                                                            Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                                                                                          • why my account is private?

                                                                                                            when i post on zohodesk see only agent only
                                                                                                          • Getting ZOHO Invoice certified in Portugal?

                                                                                                            Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.
                                                                                                          • 500 Internal Server Error

                                                                                                            I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.
                                                                                                          • Client Script | Update - Client Script Support For Portals

                                                                                                            Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
                                                                                                          • Professional Plan not activated after payment

                                                                                                            I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a
                                                                                                          • Next Page