Featurecast Story 11 - Embeddable chat link

Featurecast Story 11 - Embeddable chat link

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




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • 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
                                                          • 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. 
                                                          • 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. 
                                                          • Welcome to Zoho Desk Community - Say hello here!

                                                            Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
                                                          • Webinar 1: Blueprint for Customer Service

                                                            With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing


                                                          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

                                                                                            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

                                                                                                            • Introducing VeriFactu Support in Zoho Books

                                                                                                              Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                                                                                            • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

                                                                                                              Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
                                                                                                            • Time Entries in Analytics

                                                                                                              I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
                                                                                                            • Amazon invoice in Zoho Books

                                                                                                              I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
                                                                                                            • Zoho Creator Upcoming Updates - November 2025

                                                                                                              Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling
                                                                                                            • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

                                                                                                              Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils
                                                                                                            • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

                                                                                                              Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data
                                                                                                            • How to book GST paid in zoho books

                                                                                                              hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
                                                                                                            • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

                                                                                                              Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
                                                                                                            • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                              Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
                                                                                                            • Kaizen #216 - Actions APIs : Email Notifications

                                                                                                              Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
                                                                                                            • Facturation électronique 2026 - obligation dès le 1er septembre 2026

                                                                                                              Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
                                                                                                            • Your bot just got smarter: AI-Powered routing that reads between the lines

                                                                                                              What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
                                                                                                            • Weekly Tips : Master Keyboard Shortcuts in Zoho Mail

                                                                                                              If you spend a lot of time managing emails, switching between your mouse and keyboard can slow you down. Whether you are replying to clients, organizing your inbox, or searching for messages, every second counts. So, how can you streamline your email
                                                                                                            • Introducing custom lookup fields in the Tickets, Contacts, and Accounts modules

                                                                                                              Hello all, We are excited to announce a new enhancement that will empower you to further customize the Tickets, Contacts, and Accounts modules. Now, you will be able to create custom lookup fields in your Tickets, Contacts, and Accounts layouts for more
                                                                                                            • DKIM cannot be enabled for the domain as no verified default selector present

                                                                                                              Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
                                                                                                            • Contacts per department

                                                                                                              Hello, Is it possible to limit Contacts to a Department? Thanks
                                                                                                            • Collections Management: #3 Tackling Payment Failures

                                                                                                              Sam refreshed the dashboard. "Payment failed". Same customer. Same subscription. This is happening for the third time. He sends a usual email: "Your renewal payment failed again. Could you please check and retry?" A couple of days passed, and there was
                                                                                                            • How do I increase the email attachment size in Zoho CRM ?

                                                                                                              It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly
                                                                                                            • Custom Field in Zoho Projects pulling into Analytics

                                                                                                              We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                                                                                            • Bookmark Loading is Buffering

                                                                                                              Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,
                                                                                                            • WhatsApp Channels in Zoho Campaigns

                                                                                                              Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                            • Zoho sign and creator error message {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"}

                                                                                                              Good day, I receive the error message: {"code":9043,"error_param":"Checked by","message":"Extra key found","status":"failure"} when running below code from creator to sign, void TestForSign(int ID) { //Fetch Template Details (Optional, for dynamic mapping)
                                                                                                            • Download a writer template as .docx instead of .pdf.

                                                                                                              I have been trying to implement a feature to download a writer template as a .docx and got it working partly but it isn't good. Earlier I checked our code and I saw openurl("https://crm.zoho.com/crm/org121314/specific/Template.do?action=print&step=pdfPreview&id="
                                                                                                            • Allow the usage of Multi-Select fields as the primary field on "Layout Rules"

                                                                                                              We want to force our users to enter some explanation strings when a multi-select field has been utilized. I can't understand the reason for the usage restriction of Multi-Select fields as a primary field. This is a simple "Display hidden mandatory field
                                                                                                            • WriterTh

                                                                                                              After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.
                                                                                                            • Extract Archived Projects using Zoho Projects API

                                                                                                              In my organization we archive the projects when they are already completed, charged, invoiced, so that only those that are still pending process remain active. I need to access all projects (active and archived) from an external system, but the API v3
                                                                                                            • Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

                                                                                                              Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered
                                                                                                            • File upload support for subforms

                                                                                                              Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to file upload fields.
                                                                                                            • Circular record relationship in CRM

                                                                                                              Given there is a lookup in custom module Transactions creating a related list on the chosen Contact record. I. e. a lookup field on Transactions module points to Contacts. The related list on a Contact record can thus have have many transaction records.
                                                                                                            • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                                                                                              Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
                                                                                                            • Enhance productivity with the revamped Zoho Sheet View

                                                                                                              Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
                                                                                                            • How to set value of dropdown field to variable

                                                                                                              For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect
                                                                                                            • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

                                                                                                              Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are
                                                                                                            • [WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration

                                                                                                              Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in
                                                                                                            • Less clicks, more connection – the usability edge of Zoho Desk

                                                                                                              Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho
                                                                                                            • Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

                                                                                                              Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.  How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or
                                                                                                            • Why Format section gets disabled when we create Merge Template over PDF

                                                                                                              I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem
                                                                                                            • How to remove some users in zoho accounts

                                                                                                              How to remove some users in Zoho accounts.
                                                                                                            • Whatsapp Integration on Zoho Campaign

                                                                                                              Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can
                                                                                                            • Next Page