The Knowledge Base: Your One-Stop Information Hub

The Knowledge Base: Your One-Stop Information Hub

Hello Everyone!
As we celebrate Deepavali, the festival of lights—a time when our homes and hearts glow with warmth and joy—we at Zoho Desk wish to bring the same light to your customer service. With our Knowledge Base module, we aim to illuminate your path in sharing knowledge and wisdom with your customers, enhancing their experience and your service.


The digital world has brought information at our fingertips, making it easy to find solutions. Besides this, Kiosks at airports, train stations, and metros still do a great service offering up-to-date information.  
Customer support includes providing the digital Kiosk through the Knowledge Base.  A furnished self-service portal with peer-reviewed articles from authenticated authors lets search engines crawl and bring accurate information to the top for customers to refer whenever required. 

Offering Self-Help 
ZylkerShop used the Knowledge Base module in Zoho Desk to increase the autonomy of customers and empower them through its Knowledge Base. ZylkerShop created a repository of information to educate users on its products and help them walk through various retailing processes within. Feedback on the articles was tracked as tickets to address the users accordingly. 

Knowledge Base Setup 
The Knowledge Base (KB) was segregated based on user groups, language, IP addresses, topics, subtopics, and the product categories offered by ZylkerShop. Articles were drafted, reviewed by moderators, and published. The relevancy of information on the articles was tracked with an expiry date for the article, raising the need to update the article. In case of outdated information, the expiry date on the articles helped in tracking the articles to update them periodically. 

KB Management 
The admin set up permissions to specific agents to update, edit, or moderate changes to Knowledge Base articles as required. The articles had different versions to track the number of revisions. Meta tags were added to the articles for search engine optimization to enable crawling of the keywords. The Knowledge Base provided options to follow the article, print, download, or even view in a readable format through clickable icons. 
By using the settings available within the Knowledge Base module, ZylkerShop helped customers become self-reliant, save time, and contact support only for complex issues. This served well both ways, for the customers as well as the support representatives. 

What's more? 
Zylkershop was motivated witnessing Zoho Desk using its own knowledge base to educate its customers and serve them at its best. 
This does not end here. The Knowledge Base is accessible to the users from the Help Center. Zoho Desk offers customization options to present the Knowledge Base in a way that aligns with the organization's goals. 

This Deepavali, celebrate the profound triumph of Knowledge by empowering your customers with the Knowledge Base module in Zoho Desk.
Happy Deepavali! Here’s to new beginnings and brighter days ahead. Wishing you a luminous and insightful festival filled with prosperity and growth!

Stay tuned for more exciting updates to come.
Warm regards,
Lydia | Zoho Desk

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • Register for Zoho Desk Beta Community

                                                              With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
                                                            • Share your Zoho Desk story with us!

                                                              Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
                                                            • Tip #1: Learn to pick the right channels

                                                              Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
                                                            • Welcome to Zoho Desk Community - Say hello here!

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

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


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

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

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Test Emails Show Sent "via zcsend.net" in My Gmail Account

                                                                                                                I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.
                                                                                                              • Internal Error When Accessing Team Inbox.

                                                                                                                All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
                                                                                                              • Calling the new 'Custom API' feature from within a Custom Widget

                                                                                                                From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even
                                                                                                              • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

                                                                                                                We had another admin that left the company. Since he left, we get this error when posting to Instagram.
                                                                                                              • Automate pushing Zoho CRM backups into Zoho WorkDrive

                                                                                                                Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
                                                                                                              • Enhance productivity with the revamped Zoho Sheet View

                                                                                                                Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
                                                                                                              • Can I re-send the Customer Satisfaction Survey after a ticket closure?

                                                                                                                Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Sharing URLs and direct access

                                                                                                                Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
                                                                                                              • Zoho desk desktop application

                                                                                                                does zoho desk has a destop applicaion?
                                                                                                              • Ability to re-order Workflow Rules

                                                                                                                We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.
                                                                                                              • Ticket to article and Ticket to template

                                                                                                                Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
                                                                                                              • Create an article template

                                                                                                                I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste
                                                                                                              • Persisting email signals to contact timeline?

                                                                                                                Hello there. Regarding the email signals that are logged when a contact opens an email, am I correct that these signals are not logged to a contact's timeline? Ideally, I would like to have this context available for future follow-ups, if the contact
                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                                                                                              • FOLDER DISAPPEARED

                                                                                                                Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,
                                                                                                              • 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
                                                                                                              • Change of Blog Author

                                                                                                                Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                                                                                              • Zoho FSM API Delete Record

                                                                                                                Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                                                                                              • How create a draft via workflow?

                                                                                                                I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
                                                                                                              • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

                                                                                                                Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that 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
                                                                                                              • Upload ticket attachments via Drag-&-Drop

                                                                                                                Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...
                                                                                                              • Can we disable add to cart in Zoho Commerce?

                                                                                                                Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However
                                                                                                              • Introducing WhatsApp integration in Bigin

                                                                                                                Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                                                                                              • Issues with Zoho Sheet in Mac

                                                                                                                I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store
                                                                                                              • Zoho One account closure vs deactivation

                                                                                                                I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?
                                                                                                              • Global Search placement in the new UI

                                                                                                                Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                              • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                                                                                                Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                                                                                              • Schedule Zoho CRM reports only on Business Days

                                                                                                                Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks
                                                                                                              • Missing the "Find & Merge Duplicates" choice

                                                                                                                Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there.  I have full permissions.  Please assist me on finding this feature. Thanks!
                                                                                                              • 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?
                                                                                                              • Improved Contact Sync flow in Google Integration with Zoho CRM

                                                                                                                Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
                                                                                                              • Cannot see Application from Lookup field

                                                                                                                Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
                                                                                                              • Deluge Error Code 1002 - "Resource does not exist."

                                                                                                                I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
                                                                                                              • How to track a contact or customer's past product purchases in Bigin Premiere?

                                                                                                                Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take
                                                                                                              • LENTITUD EN RECIBIR MAIL

                                                                                                                Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.
                                                                                                              • Items should display under specific warehouse

                                                                                                                I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards
                                                                                                              • Tracking Non-Inventory Items

                                                                                                                We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
                                                                                                              • Next Page