Featurecast Story 17 - IM via the Desk mobile app

Featurecast Story 17 - IM via the Desk mobile app

IM'ing (Instant Messaging) Feature Story Series 

Featurecast Story 17 - IM via the Desk mobile app

Carry your support desk wherever you go! 



We're delighted to introduce you to our Zoho Desk's IM mobile software development kit (SDK). Zoho Desk is the first app to integrate the instant messaging SDK.

These days, comprehensive mobile app development means there are apps for just about everything: shopping, travel, fitness, gaming, entertainment, and much more. There are also many business apps to support productivity, planning, and communication. There are multiple factors that have contributed to the growing popularity of mobile apps, including convenience, the growth of broadband network availability, and the increasing power of mobile devices.

It's also important to realize that apps are so popular because they empower people to take control of their lives and manage their work more effectively. Let me illustrate this with a short story.

Mobile apps empower business users

Once upon a time, a busy professional named Kia had many tasks to complete every day. She found it challenging to keep track of everything and often felt burned out at the end of the day. One day, she discovered a mobile app that promised to simplify her life and make things easier.

At first, Kia was hesitant to use the app. She wondered whether setting it up and learning how to use it would be worth her time and effort. But eventually, she decided to try it, and she was pleasantly surprised by how helpful it was.

The app allowed her to track her tickets, set reminders for important tasks, and manage her activities. As she continued to use the mobile app, Kia found that it saved her a lot of time and stress. She no longer had to worry as much about deadlines because she felt more organized and in control of her life.

At Zoho Desk, we love to make it easier for people to succeed at work! So, if you're like Kia and feel overwhelmed by your daily job, why not try the IM mobile SDK for your business communication needs?

Integrated messaging boosts mobile app development

Technology must constantly evolve to maintain a modern appearance and keep up with changes in users' requirements. That's why we've provided the SDK with access to the IM features on your Desk mobile apps.
 
We have introduced the easy click-to-send option, enabling you to send templates through the Desk mobile app.
 
You can seamlessly integrate your favorite messaging apps, such as WhatsApp, Telegram, LINE, WeChat and Facebook Messenger with Zoho Desk. You can also choose templates and send them to your mobile device's preferred platform.

Desk's IM mobile SDK offers advantages for customer support

Real-time communication

Instant messaging allows rapid communication between customers and support agents, leading to quicker issue resolution and improved customer satisfaction.

Convenience

Customers can access support anytime using their mobile devices, allowing them to get assistance without waiting on hold or sending emails.

Multimedia support

Many messaging apps support multimedia content such as images, videos, and documents. This enables customers to easily share screenshots or videos of their issues, which can help support agents understand and resolve problems more effectively.

Chat history

Messaging apps often maintain chat histories, allowing customers and support agents to refer to previous conversations. This can help track the team's progress toward resolving issues or enable them to review past solutions to similar problems.

Multiple conversations

Support agents can simultaneously handle multiple customer inquiries through instant messaging, increasing efficiency and reducing customer wait times.

Notifications

Instant messaging apps can send notifications to users, alerting them when a support agent responds to their message. This ensures that customers stay informed and engaged throughout the support process.

Integration

Many instant messaging apps integrate with other business tools and systems, such as CRM software or help desk platforms. This streamlines support agents' work and enables better customer interaction management.

Let's review IM SDK features 

Sessions view

The sessions view will list the chat sessions and show the available options for switching between conversation views and integrated channels. Users can also apply status-based filters.

Conversation view

The conversation view shows all the conversations in that chat session with a clean in-and-out message bubble UI. You can also perform chat-specific actions, such as ending a chat, reopening chat sessions, and blocking or unblocking chats. The compose-message view also supports canned messages and pre-approved template messages. By typing the hotkey "#," you can invoke the saved canned messages from your library.

Themes and fonts

You can choose brand colors and fonts in light or dark themes.

Settings

Set the date and time format, the default contact image type, and your contact avatar or the first letter of your name.

Options

You can control the contacts' names, messages in a conversation, URL handling, attachment selection, and presentation style.

Push notifications

The client apps can receive push notifications.

Privacy

Our mobile SDK was developed with a focus on ensuring privacy and data protection. Any data that is of concern is sent to the client app via the error listeners and direct callbacks.

Database encryption

Database encryption is functional in Android and iOS.

Benefits of using the mobile SDK

    •    Facilitating teams' communication and productivity
    •    Remaining "top of mind" with customers
    •    Ensuring ease of use
    •    Capturing data

I hope you found this story helpful. Start using the IM SDK via the Desk mobile apps to accelerate your business communications and provide comprehensive support to your customers.

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 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

                                                                                                  • Zoho Desk Ticket Windows are smaller

                                                                                                    Hi Zoho, All of a sudden your ticket windows have become smaller, any idea on what's happening? FYI that my browser window size for Desk is 100% But on my general dashboard view, it's fine.
                                                                                                  • Budget roll up

                                                                                                    If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel
                                                                                                  • is it possible to get job wise (invoice) profit?

                                                                                                    HI Team  Greetings i need a Help.. recently i migrated zoho books to  my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to get 
                                                                                                  • Not able to see "RETAINER INVOICE" in my tab or in General Setting

                                                                                                    As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issue
                                                                                                  • Access demo forms other than developers in Zoho Creator 6

                                                                                                    Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing
                                                                                                  • Change Background in PDF Template

                                                                                                    Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you
                                                                                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                  • Possible to bold or indent text in the description field?

                                                                                                    As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.
                                                                                                  • How would you handle Warranty replacement parts or items in zoho inventory

                                                                                                    Hi everyone, I'm working on setting up zoho inventory for our distribution business.  We handle the service for our customers and will replace items that malfunction under a warranty basis.  Does anyone else do this and how do you set it up in inventory?  Do you have to create a sales order and if you want to the original item back, do you use a RMA?  If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim
                                                                                                  • Apple Messages for Business in Omnichannel communications?

                                                                                                    Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
                                                                                                  • Download email snippets

                                                                                                    Is there a way we can mass download agent-created email snippets?
                                                                                                  • Zoho Desk & Tasks

                                                                                                    Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we
                                                                                                  • CREATING A PACKAGE SHIPMENT DIRECTLY FROM INVOICE

                                                                                                    Hi, In zoho books i can create a package, shipment and delivery only if i am putting a sales order. If I am invoicing a customer without a sales order, then how can i track the shipment details, package and delivery details for that invoice. Please help.
                                                                                                  • 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 Freeze Tasks

                                                                                                    Is there a way to freeze a task in the Gantt chart so it cannot move even when predecessors are moved?
                                                                                                  • Journey : "Added to segment" trigger doesn't work automatically

                                                                                                    Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,
                                                                                                  • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

                                                                                                    As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
                                                                                                  • Zoho People U.S. Compensation Setup

                                                                                                    We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply
                                                                                                  • Meeting integration with Otter.ai

                                                                                                    Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
                                                                                                  • Workflow Logs

                                                                                                    How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?
                                                                                                  • What are the consequences of renaming a picklist value?

                                                                                                    What are the consequences of renaming a picklist value?
                                                                                                  • Integrating Zoho Creator with Google Drive

                                                                                                    I am interested in using Google Drive as a convenient repository to push files from file upload fields in my creator app. I am wondering if people have come up with best practices for this or even how viable it is. https://developers.google.com/drive/api/guides/manage-uploads#simple
                                                                                                  • Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

                                                                                                    Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard
                                                                                                  • Sales Returns - Repairand Return

                                                                                                    Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back
                                                                                                  • Hosted Payment Pages - how to update the address in zoho billing

                                                                                                    I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?
                                                                                                  • Deluge Script to Reopen Ticket if Tasks are not Completed

                                                                                                    I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,
                                                                                                  • UK payroll entries

                                                                                                    Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
                                                                                                  • Subform Lookup field showError doesn't clear in Client Script

                                                                                                    I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.
                                                                                                  • Option to Manually Add and Verify DMARC Record

                                                                                                    Dear Zoho Mail Team, When configuring a new domain in Zoho Mail, we currently have the option to automatically configure the MX, SPF, and DKIM records. For each of these, we can either allow Zoho to create the records or manually add them to our DNS and
                                                                                                  • Working with Products that are non-tangible

                                                                                                    How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
                                                                                                  • Weekly Tips: Categorize Your Emails with Tags

                                                                                                    We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,
                                                                                                  • Create vendor via API

                                                                                                    The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod
                                                                                                  • Function to check frequency of customer ordering patterns

                                                                                                    Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
                                                                                                  • Customization of "List Price" naming convention

                                                                                                    Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc
                                                                                                  • Dashboard Analytics - Time to fill a job

                                                                                                    Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I
                                                                                                  • Zoho Desk - Archiving Contacts

                                                                                                    Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.
                                                                                                  • Zoho Desk integration with Power BI

                                                                                                    Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
                                                                                                  • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                                                                                    Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                                                                                  • Zoho books not accepting valid state code via api

                                                                                                    Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
                                                                                                  • Create View to See Tickets Closed within the last 3 days

                                                                                                    I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within 3 days from that moment. When I try to Create a view and use the criteria of "Ticket Closed Time" I have to specify a discrete time frame (on or before a specific date). It doesn't allow me to define time/date dynamically like I can do with date fields
                                                                                                  • Next Page