Featurecast Story 20 - Transform conversations into tickets

Featurecast Story 20 - Transform conversations into tickets

IM'ing (Instant Messaging) Feature Story Series  

Featurecast Story 20 - Transform conversations into tickets

Easy ticketing from within the IM module

Conversations to tickets

There are two types of ticket conversions available in instant messaging

    •    Manual ticket conversion



Most support desks create tickets for customers who send messages about problems they've encountered. Agents typically ask for the customer's name or email address to locate and open their contact file and then submit a ticket. However, the Instant Messaging module expedites the ticketing process. You can now click the Create Ticket option to load the ticket form within the module, minimizing the customer's wait time.

    •    Automatic ticket conversion



Convert conversations to tickets in IM using a straightforward setting. You can update your preferences for each help desk instant messaging channel and specify how much time should pass before a conversation is converted into a new ticket.
Please note if the timer selection remains None by default, conversations will not be converted into tickets.

Traditional ticketing

In traditional ticketing systems, when users face an issue, they submit a ticket and wait for a response while the support team manually assesses and prioritizes incoming requests and then provides a solution.

Conversational ticketing has numerous advantages compared to traditional ticketing systems. It enables agents to enhance the user experience by addressing queries and tickets faster.

Conversational ticketing

Conversational ticketing is a customer support system that enables real-time communication between users and support staff via instant messaging.

When you convert a conversation into a ticket, the system ensures that the ticket is appropriately routed to the right agents for resolution. This helps streamline ticket management and improve overall throughput.

This process assists employees by engaging them within their existing work environment, thus avoiding the necessity to switch platforms when managing their open tickets.

Benefits of converting conversations into tickets

Ensure your ticketing system records interactions concerning support and service cases. You can now create a ticket from a critical message in an ongoing business conversation. The ticket can then be shared between the agent and the customer for easy tracking, and their communications are logged in one easy-to-manage thread. Both parties can refer to the ticket in the future.

Prompt response times

Conversational ticketing enhances the speed of resolving issues by offering real-time support to users through self-service prompts. Using technology to identify acute problems and automate frequently asked questions helps agents address all inquiries swiftly, particularly in critical situations.

Unique support experiences

Modern communication platforms offer a more conversational approach than traditional ticketing systems. Zoho Desk personalizes the support process to improve user satisfaction.

Around-the-clock support

The conversational ticketing system allows businesses to offer around-the-clock support through their IM channels. Incorporating automation and real-time support enhances the efficiency of support tickets and enables support teams to deliver timely assistance to users.

Final thoughts

Customers today prefer communication channels that offer fast assistance without creating obstacles or reducing efficiency. The shift to conversational ticketing is gaining momentum. Still, these systems must be integrated with existing IM platforms such as WhatsApp, Telegram, FB Messenger, LINE, and WeChat to effectively connect end users with support teams.
Choose the right support ticketing software: Zoho Desk streamlines ticket management and enables you to automate and optimize your help desk process for enhanced efficiency and convenience.
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

        All-in-one knowledge management and training platform for your employees and customers.






                              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

                                                                                                                • Limiting the form - Zoho People

                                                                                                                  Hi Team, I would like to limit the number of form/request submissions for employees within a given month. For example, if an employee has already submitted 3 requests in the current month, they should not be allowed to submit any further requests. An
                                                                                                                • Introducing our new 'Extension Development' Series!

                                                                                                                  Hello users, We're excited to launch a new series on 'Building Extensions in Zoho Sprints' where the workspace owner or developers can learn to customize the workspace to meet their unique or niche requirements. Each post in this series will guide you
                                                                                                                • Product Updates in Zoho Workplace applications | March 2026

                                                                                                                  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of March. Zoho Mail Create Collections Under Categories in Bookmarks Create multiple collections under categories
                                                                                                                • How to install Widget in inventory module

                                                                                                                  Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                                • Credit card transactions are backwards after importing statements

                                                                                                                  I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
                                                                                                                • BMO bank connection not working with either Yodlee or Plaid

                                                                                                                  Been experiencing this issue for almost a month now. Anyone else?
                                                                                                                • How to reduce inventory valuation when not tracking individual items?

                                                                                                                  We purchase clothing items wholesale, embroider them with a company's logo, then resell. The garment style, size, color, etc. changes according to a customer's desire, so we don't track the individual item's purchase within Zoho Inventory unless there's
                                                                                                                • Email templates for estimates

                                                                                                                  Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note
                                                                                                                • Stage-probability mapping feature in custom module

                                                                                                                  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?
                                                                                                                • Mastering Zia Match Scores | Let's Talk Recruit

                                                                                                                  Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant
                                                                                                                • Zoho Books - France

                                                                                                                  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité
                                                                                                                • Zoho Home Tasks View - any way to add conditional formatting?

                                                                                                                  Hello! Is there any way to add conditional formatting to the tasks window under Home Page? Id like tasks to be shown in green/yellow and red depending on its task date. I know Classic View shows colorfull icons: But its not possible to add any custom
                                                                                                                • User Name in Zoho Cliq Not Updating Across Apps?

                                                                                                                  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the
                                                                                                                • New Customization options in the module builder: Quick Create and Detail view

                                                                                                                  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
                                                                                                                • How do I automate my package and shipment process

                                                                                                                  Hey, I have a very basic problem regarding automating my package and shipment. My business does not require me to have those modules and manage them currently and since I'm new to zoho I want to start with just the basics. I just need to automatically
                                                                                                                • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

                                                                                                                  Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
                                                                                                                • zoho creator panel add formula

                                                                                                                  Hello. I'm using zoho panels which works good for me but i need to add an extra calculation the predefined sum function provided by zoho. not sure if this is possible? The code zoho is generating for the sum is as follows; <text margin='0px' padding='0px'
                                                                                                                • How to take result of calculation in a form and subtract from a value in another form

                                                                                                                  I'm using the following code on successful form submission to perform a calculation and enter the result into a field a shown below input.Space_Used = ifNull(input.Area_In_Square_Meters,0) * ifNull(input.Total_Stock,0); I now need the result above, the
                                                                                                                • Missing Fields in Lead Conversion Mapping

                                                                                                                  I’ve been using Zoho CRM since 2013 to manage leads and convert them into contacts and jobs. When I convert a lead to a customer, I create a new contact and a job. Previously, this process automatically transferred key information from the lead to the
                                                                                                                • Mass email from Report output

                                                                                                                  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom
                                                                                                                • What's New in Zoho Analytics - February 2026

                                                                                                                  Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
                                                                                                                • Understanding tasks

                                                                                                                  So we have a module linked to contacts called Equipment and that in turn has a related module called service calls. Often on a service call we want add a task but we are not able. I think it needs a link to the contact. WE therefore tried to add tasks
                                                                                                                • Related Lists in Email Templates

                                                                                                                  Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
                                                                                                                • Auto-sync field of lookup value

                                                                                                                  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                                • Introducing SlyteUI : From Idea to a Working Interface in Minutes

                                                                                                                  Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying
                                                                                                                • need to add tax in servce and items

                                                                                                                  please give access to add gst or tac to add in service and parts
                                                                                                                • Blueprint transitions on locked records

                                                                                                                  We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
                                                                                                                • Lead Entry Strategy

                                                                                                                  Hi there. Was wondering if anybody could share their strategy around lead entry into Zoho CRM. One of the challenges with Zoho CRM is a lead requires a last name. We want to capture companies that operate within our addressable market, and we often don't
                                                                                                                • Social posts not saving as drafts or posting

                                                                                                                  Over the past two days, I have written and modified the same post for 5 different channels 4 different times. They will neither save as draft, nor go through and load in the scheduler, nor will they post when I try to push it live now. In every case,
                                                                                                                • Introducing user groups, roles, and profiles in Zoho Sign

                                                                                                                  Hello, Today, we're excited to unveil user groups, roles, and profiles to offer granular access controls in Zoho Sign. These help administrators manage document visibility and accessibility based on assigned user roles and permission sets. User groups:
                                                                                                                • On Duty Requests - Zoho People Data

                                                                                                                  Hello Team, We are currently using the On Duty Form to record Work From Home (WFH) requests in our organization. However, we are facing an issue where pending On Duty requests are not appearing in the Attendance Module. For example, if I submit On Duty
                                                                                                                • Add org-specific data with Custom modules

                                                                                                                  Zoho Sprints offers a wide range of default modules designed to support agile project management. However, some projects or organizations may require additional modules to store project-specific or organization-specific data. To address this, Zoho Sprints
                                                                                                                • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                                                                                                • 【無料/オンライン】4/30開催|Zoho ワークアウト(オンライン勉強会)

                                                                                                                  ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 4月開催の「Zoho ワークアウト」のご案内です。 本イベントは、Zohoユーザー同士で交流しながら 設定・運用・活用に関する課題解決を目指すオンライン勉強会です。 「設定を進めたいけれど、一人だと手が止まってしまう」 「他社がどう活用しているのか知りたい」 「相談できる相手がおらず、運用に悩んでいる」 そんな方におすすめのイベントです。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/qIH1ut8aTnq-R7-21eF3BQ
                                                                                                                • Give your organization a branded login experience with White Labeling

                                                                                                                  When users log in to their email, the URL they land on is often the first thing they notice. A generic login page can feel disconnected from your organization's identity, especially when you have already established a strong brand presence. For administrators,
                                                                                                                • Archive Option in Conversation View

                                                                                                                  Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just
                                                                                                                • Mail Merge in Zoho Desk

                                                                                                                  Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
                                                                                                                • No DINAR (Serbia) in currency list

                                                                                                                  There is no Serbian Dinar listed in the currency list. Dinar is available in Books, Inventory, CRM, FSM. Please make it available in Desk as well. Without it, the integration with other apps is not possible.
                                                                                                                • Zoho Forms for Vertical Studio Subscriber Organizations

                                                                                                                  We’re excited to introduce the Zoho Forms integration with Vertical Studio. This allows you to capture data using forms and send it directly to your Vertical Studio modules. With this integration, form submissions can be used to create or update records,
                                                                                                                • Using Email Triggers on Zoho Flow

                                                                                                                  Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
                                                                                                                • Next Page