Announcing early-access to Guided Conversations on Zoho Desk

Announcing early-access to Guided Conversations on Zoho Desk


Revolutionise your Customer Service with Zoho Desk's Guided Conversations 


Guided Conversations (GC) are part of a proactive, low code, self-service platform to engage customers with appropriate and intuitive responses in a systematic manner. Using Guided Conversations you can seamlessly create virtual agents to guide your customers through the initial stages of inquiries.

This can be done by setting up any number of predefined flows to FAQs that offer smart and intuitive resolutions. The conversations are also contextually driven through web hooks and preloaded information so that customers can drill down to precise answers. Customers can also build response flows in the language of their choice.


How can this help your business ?

a) Immediate response to customers - Not having to wait is a great thing. Speed of service is as important as quality and this self-service platform empowers customers to find solutions faster.

b) Efficiency for your team - A lot of time and effort is generally wasted on repetitive, mundane tasks, and guided conversations are a great way to automate a lot of these, so that you save your team's energy to focus on what they can do best - thrilling customers.

Look at Guided Conversations in action:





Design Conversations without coding


 Intuitive (Build, test and refine)

Why should you make Guided Conversations part of your Customer Service?
 
Kate Leggett, a Principal Analyst at Forrester quoted self-service as one of the mega trends of future customer service. Self-service in help desk is becoming an integral part of digital strategy and it is imperative that businesses start focusing on this potential channel.
 
Guided Conversations( GC) on Zoho Desk can drive a frictionless, digital self-service experience for your customers through effortless implementation. According to Emily Potosky, a Gartner Senior Research Analyst, a good self-service portal should be simple with a clear design. With Guided Conversations we intend to offer exactly that - to expedite resolutions in a simple and focused way instead of having complex exploratory experiences.
 
You will be setting up the entire flow with a no-code GUI builder backed by data that ensures that your customers are directed to the right responses in a concise duration. 

Let's consider an example:
 
Let's take an example of  an e-commerce portal that sells a variety of electronic goods including mobile phones. When a customer visits the website and needs more information about a particular mobile device, she can click on the Guide Conversations or GC window to initiate an enquiry. After receiving basic information from the customer,  GC will steer the conversation towards helping her pick the right device based on the information received. This can be a great way for the company to boost their sales or even retain a leads on their website for a prolonged period.


Block preview


Deploy chatbots, anywhere instantly




Lets say another customer has a complaint due to a faulty camera or overheated battery on a recently purchased phone. He can initiate a guided conversation in the portal to lodge a complaint and receive information on a refund or replacement along with all the necessary information needed for follow-up. 
 
Similarly GC can be set up in the airline industry to help passengers experience seamless communication through a completely context-aware chat system. For instance, with the help of GC, a passenger can book a flight, inquire about seats, request an additional luggage allowance or even cancel booked tickets, without having to send multiple e-mail and talk to an airline executive. You can use Guided Conversation in many industries, like healthcare, hospitality, education and banking.
 
It's a great way to strengthen self-service functionalities in your customer care process. This also helps agents spend their time and energy on pressing service tickets that need most of their attention. GC can a be a great tool for your business by saving employee hours, deploying resources at the places needed the most, and retaining customers through quick, practical and delightful experiences. 

How to request access?
 
You can request early access using this form and we shall open up the access for GC soon! Once the access is given, you will be guided to an EA users private community for focused feature conversations and feedbacks. 

Keep watching this space for developments on this ambitious self-service project of ours!

                                                                   REQUEST ACCESS

Note: Early access for Guided Conversations will be available only for enterprise accounts. 

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

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

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

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

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

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

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


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Require ticket resolution

                                                                                                            Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where
                                                                                                          • Tables from ZohoSheets remove images when updated from source

                                                                                                            I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the
                                                                                                          • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                            Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server
                                                                                                          • API Pagination Error: 'from' Parameter Limit

                                                                                                            Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records
                                                                                                          • How to go to the next open ticket in the queue when agents closes ticket

                                                                                                            Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                                                                                          • External download link limit

                                                                                                            Can You please help us to understand this For Zoho WorkDrive external users, the download limit is a maximum of 5 GB total download size and a maximum of 50 first-level files and folders What is the meaning of first level? We are using these files in
                                                                                                          • CRM verify details pop-up

                                                                                                            Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                                                                                          • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
                                                                                                          • The difference between Zoho Marketing Automation and Zoho Campaigns

                                                                                                            Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
                                                                                                          • Custom templates for calendar report

                                                                                                            What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.
                                                                                                          • Print a price list or price book

                                                                                                            Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
                                                                                                          • Disable payment thank-you emails

                                                                                                            Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
                                                                                                          • Maximum tags possible in Contacts Records

                                                                                                            I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?
                                                                                                          • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

                                                                                                            Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
                                                                                                          • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                                                                                            When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
                                                                                                          • CRM Mobile reports

                                                                                                            When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
                                                                                                          • When Zoho Tables Beta will be open to EU data center

                                                                                                            Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                                                                                          • Start Form on a different page (i.e., hide form pages)?

                                                                                                            I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
                                                                                                          • Microsoft Teams now available as an online meeting provider

                                                                                                            Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
                                                                                                          • Standard Payment Term is not pulled from account to quotation

                                                                                                            Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                          • How can we disable "My Requests"?

                                                                                                            We are not using this functionality in our system at all and our users get confused.
                                                                                                          • PayPal payment received recording problem

                                                                                                            Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account
                                                                                                          • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                                                                                            Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
                                                                                                          • How to mute chat notification sound by default in Zoho SalesIQ?

                                                                                                            We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
                                                                                                          • Kanban View for Projects.

                                                                                                            At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
                                                                                                          • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                            I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                                                                                          • Add RECURRING option when adding email to calendar events

                                                                                                            When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 
                                                                                                          • Using Contains as a filter

                                                                                                            We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
                                                                                                          • LINE Auto Message Connect to Zoho

                                                                                                            When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                                                                                          • Option to block bookings from specific email address or ip adresss in zoho booking

                                                                                                            Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
                                                                                                          • Threaded conversations for emails sent via automation

                                                                                                            Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
                                                                                                          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                                                                                          • Create folder is fetch fails

                                                                                                            coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
                                                                                                          • Meetups de Usuarios de Zoho - Noviembre 2025

                                                                                                            ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
                                                                                                          • Introducing 7 New Connectors in Zoho DataPrep!

                                                                                                            We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
                                                                                                          • System flaws and lack of response from Zoho

                                                                                                            I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
                                                                                                          • Sales Order, Invoice and Payment numbers

                                                                                                            Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
                                                                                                          • Missing information data Zoho inventory

                                                                                                            there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
                                                                                                          • First day of trying FSM in the field.

                                                                                                            What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                                                                                          • Zoho Desk app update: AI powered features

                                                                                                            Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be
                                                                                                          • Next Page