Featurecast Story 11 - Embeddable chat links

Featurecast Story 11 - Embeddable chat links

IM'ing (Instant Messaging) Feature Story Series 

Featurecast Story 11 - Embeddable chat link

What are the benefits of using a chat link?



The chat link feature lets customers click on an auto-generated chat link (also called the reference link) and use their preferred messaging channel to start chatting instantly with a support agent.

A chat link generator simplifies communication by eliminating the need for a user to enter their phone number or manually type a message requesting a help session. This saves time and ensures a seamless experience for your users.

This feature allows you to set up a chat for use later or to choose a specific time when you want the chat to be available. You'll see a button to copy the chat link, which you can easily embed on your website.

Don't leave customers waiting

Our embeddable chat link feature allows you to be there for your customers around the clock. Let's look at a few ways this helps ensure timely support.

Enriched customer support: With this feature, customer support agents can access tickets and gain insights directly within the chat interface. This helps your team reduce response times, resolve issues quickly, and improve customer satisfaction.
 
Efficient task management: Agents can view, create, assign, comment, and update the status of customer support conversations directly from the IM module.
 
Enhanced communication: Real-time messaging enables smooth communication between your support team and customers.

Benefits of embedding a chat link on your website

Build trust

Trust is one of the most important attributes your business needs to establish with customers. It can be the deciding factor when a prospect decides whether to start using your product or service. Unfortunately, building trust is often easier said than done. Making it easy to start a chat and get support helps project a reliable image that enhances your reputation and builds trust.

Eliminate guesswork

When users can't find the information they need, they may try to fill in the gap with assumptions and guesses. But this often leads to inaccurate conclusions and frustration. You can avoid this outcome and provide a better experience by giving your customers a straightforward way to get help quickly.

Get feedback

Asking for feedback is an essential part of improving your product or service, but it's necessary to make the request manageable for your users. Here are two things to keep in mind.
  • Be specific: When asking for feedback, be clear about what you want feedback on. This will show that you value their time and opinions.
  • Make it easy: Provide clear instructions, keep it brief, and ensure the process is as easy as possible.

Engage your audience

Show appreciation by thanking the customer for their business and time. This will show that you respect their opinion and are grateful for their support. Also, consider offering an incentive, such as a discount or free trial of premium features, for clients who provide feedback. This emphasizes that you value their input and encourages loyalty.

Gauge satisfaction

Don't overdo it. You don't want to annoy your customers. Ask for feedback sparingly and focus on critical points in the customer journey, such as immediately after a purchase.

Conduct Q&A sessions

Q&A sessions can be valuable opportunities for your business. It’s a way to give customers a chance to ask questions and raise concerns. These sessions are also efficient, allowing customers to connect with support representatives at scale.
 
I hope you found this article helpful, and try the embeddable chat link to connect customers in the physical world to your online channels.

There's more to come, so please watch this space for more IM feature stories.
 
Until next time,


Kavya Rao
The Zoho Desk team

    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

                                                  After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon.  At this event, we will explore the topics which
                                                • Register for Zoho Desk Beta Community

                                                  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
                                                • 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 questions posted here.   Let's begin the year learning some best practices from our experts. In this month's ATE we are opening the floor to questions on how to use Zoho Desk the best way.  If you have a business use case but not sure if Workflow is
                                                • Share your Zoho Desk story with us!

                                                  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. 
                                                • 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. In this month's Ask the Experts, we will take questions on everything related to Telephony and the Call Module in Zoho Desk. We will discuss the following aspects:  Integration with different Telephony vendors Routing calls to agents Converting


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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

                                                                                                  • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                    Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
                                                                                                  • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being
                                                                                                  • Mass update Accounts in Zoho Desk

                                                                                                    We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update
                                                                                                  • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

                                                                                                    I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?
                                                                                                  • Digital publisher

                                                                                                    Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.
                                                                                                  • Time Zone Correction with Daylight Savings Time

                                                                                                    Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me
                                                                                                  • Load form in iframe without header

                                                                                                    I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any
                                                                                                  • Filter embedded report

                                                                                                    How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'
                                                                                                  • Creator Simplified #5: Set file upload restrictions in Zoho Creator

                                                                                                    Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize
                                                                                                  • Field Type: Address, Change District/State to Dropdown with picklist??

                                                                                                    Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.
                                                                                                  • cutomized fields are not showing up in zoho creator from zoho crm

                                                                                                    We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks
                                                                                                  • How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

                                                                                                    I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form
                                                                                                  • Open New Free Zoho Account

                                                                                                    Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,
                                                                                                  • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

                                                                                                    554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL
                                                                                                  • Emails going back unread

                                                                                                    Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?
                                                                                                  • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

                                                                                                    it is really annoying.
                                                                                                  • Constraints on Tasks

                                                                                                    We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor
                                                                                                  • Moving Project Dependencies Not Moving Precedessors

                                                                                                    Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting
                                                                                                  • Can you set task due dates to be "x" days before the milestone?

                                                                                                    We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!
                                                                                                  • Default ticket template in helpcenter

                                                                                                    Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.
                                                                                                  • Expanded data-capturing capabilities with enhanced tabular sections

                                                                                                    We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections
                                                                                                  • Integration of Business Hours in Email Templates

                                                                                                    Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email
                                                                                                  • Add Owner to deluge-created module record note

                                                                                                    Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
                                                                                                  • Blueprint - Field Validation Criteria (During)

                                                                                                    When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options.  Within the Field Validation Criteria within Blueprint, those options aren't available.  Is there a particular reason for this? 
                                                                                                  • Delete Field that is used in a Zoho Flow connection

                                                                                                    I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
                                                                                                  • Use image on img HTML tag

                                                                                                    Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,
                                                                                                  • ZOHO Compain emails going to spam after authentication is successful

                                                                                                    Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.
                                                                                                  • Security Policies

                                                                                                    To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
                                                                                                  • Zoho CRM functions editor is not in the programming language deluge

                                                                                                    I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type.
                                                                                                  • "Age in Days" calculation in Advanced Analytics

                                                                                                    Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you
                                                                                                  • Automatically set quotes to "lost" if deal is set to lost

                                                                                                    Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!
                                                                                                  • Subdomain

                                                                                                    How can i make subdomain in my zoho website
                                                                                                  • A/R Aging Details shows wrong aging days

                                                                                                    In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
                                                                                                  • Global Choice List share ownership

                                                                                                    I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
                                                                                                  • Domain Transfer

                                                                                                    I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.
                                                                                                  • Project Templates & Reminders

                                                                                                    I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project from
                                                                                                  • Kaizen #126 - Circuits in Zoho CRM - Part 1

                                                                                                    Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
                                                                                                  • Create customized SLAs for your customer base with support plans

                                                                                                    Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pending
                                                                                                  • Zoho Flow or Schedules

                                                                                                    I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more times
                                                                                                  • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

                                                                                                    Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
                                                                                                  • Next Page