Tip #1: Learn to pick the right channels

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. 
 
A telephone conversation helps those customers who don't have an active internet connection reach out to you, and guarantees an immediate response. Phonecalls are also suitable when you need to pacify an irked or angry customer, because it allows for aspects of communication that don't come across through text, like voice and tone. However, if your support staff is not well-trained for phone conversations, or if there is a language barrier, telephone calls are bound to do more harm than good.

Unless you want your customers to broadcast any issues they face to the whole online world, social media channels are best avoided. When you successfully solve an issue, or decide to compliment your customer, though, social media channels are the way to go. If you already have a social media channel, it's best to address the complaints privately on social media rather than diverting them to another channel like chat, phone or email. 

When the customer is new to the product, or if they feel that their issue is too small to raise a ticket over, they can just view your knowledge base and try to help themselves. The FAQs or solutions published there can help reduce your ticket traffic, too.

Know your customers, understand their needs, and enable the right communication channels to create happy customer experiences!

For more information on support channels, check this link: 


    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

                                                                                                              • Tax in Quote

                                                                                                                Each row item in a quote has a tax value.  At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
                                                                                                              • Final Reminder: Discontinuation of Older ASAP Widgets and Mobile SDK Support

                                                                                                                We launched the new ASAP Help Widget last year, introducing a unified and enhanced experience. Since then, older configurations have been placed in read-only mode, with all major updates and improvements built exclusively on the new version. As part of
                                                                                                              • Zoho Subscriptions -- Zoho Commerce integration

                                                                                                                Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
                                                                                                              • Website show Blank white screen

                                                                                                                Customer called me to tell me my website is currently down upon review it shows a white screen however I can access everything via editor. JITCADCAM.com
                                                                                                              • How manufacturing analytics can transform your enterprise with Zoho Projects Plus

                                                                                                                Did you know that every single car is made up of 30,000 to 40,000 individual parts? All of these are manufactured meticulously in various facilities before being assembled into one. The global manufacturing industry spans a wide range from delivering
                                                                                                              • Projects custom colors replaced by default orange

                                                                                                                Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
                                                                                                              • Customize your SalesIQ live chat with Custom CSS and blend it with your website design

                                                                                                                Hi everyone. Hope you all are having a great day! SalesIQ offers various inbuilt customization choices for your chat widget and window like changes in colour, theme, font etc. Although these choices are many, sometimes they may not match with the design
                                                                                                              • From Email Address When Replaying to Missed Chats

                                                                                                                One of the most common things we do is follow up on every missed chat.  Missed chats are like money in the bank, people just waiting for your response and to start a relationship with our companies. However, SalesIQ only lets you respond from 1 email address from your entire account?! We have happily paid for 4 subscriptions, but our users cannot reply from their own email address?  How are we supposed to build customer relationships? The fix to this issue is so simple, just load in the logged in
                                                                                                              • how to treat a same person as customer and vendor in zoho

                                                                                                                hi team, in my company, few persons acting as creditors as well as debtors (which means sometimes we pay them... some times we paid by them). in that case i would like to maintain a same ledger for that person.in zoho books it is treating creditor and
                                                                                                              • Narrative 6 - The impact of rebranding

                                                                                                                Behind the scenes of a successful ticketing system - BTS Series Narrative 6 - The impact of rebranding Every organization has invested in branding to set itself apart, and that should be reflected in the help desk. Zoho Desk enables organizations to apply
                                                                                                              • custom color palette for picklist in Sheet

                                                                                                                Migrating over from Google Sheets and missing the ability to customize the individual item colors of my picklist/dropdown menus. Is this something that is possible? A search showed me creating a custom color palette in Analytics is possible but I am not
                                                                                                              • What's New - July 2025 | Zoho Backstage

                                                                                                                Start smart, end strong. From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you. Planning an event used to be like writing a choose-your-own-adventure
                                                                                                              • Image Upload Field API get encrypted ID and sequence number

                                                                                                                Hello is there a way to extract the encrypted id and sequence number from image upload fields through the Zoho CRM API? I created a custom script with javascript within Zoho CRM, but I want to extract the encrypted id and sequence number for all my images
                                                                                                              • Attention: Changes to 10DLC TCR pricing and new authentication requirements

                                                                                                                Hi everyone, Starting August 1, 2025, The Campaign Registry (TCR) is introducing new pricing changes and a mandatory brand verification process called Authentication+ 2.0, which will affect how you register and manage your 10DLC messaging services. These
                                                                                                              • Better Time Tracking

                                                                                                                We need better time tracking customization for IT MSPs. We also need reporting that is built in, rather than having to try and fumble with creating custom reports. We also need to be able to mark whether a ticket has been billed or not, I don't think
                                                                                                              • Scheduled Tickets Need Updated

                                                                                                                There is a very clunky manual way to create reoccurring scheduled tickets. This should be created to be easy for the administrator to create. We create several (10 to 12) reoccurring tickets per account for biweekly and monthly auditing purposes.. The
                                                                                                              • Team Feeds Improvements

                                                                                                                Team Feeds needs to show a feed of every action within the department. Currently it seems that the feed will only show a ticket that I've personally commented on or interacted with/followed. A feed should be that, a feed. As a manager I would like to
                                                                                                              • Better Security, Better User Experience | Help Center Update | June'25

                                                                                                                As part of our commitment to enhancing user experience and security, we are happy to announce updates to our authentication mechanism. This update introduces several key enhancements designed to improve the password recovery process and streamline the
                                                                                                              • Upload Logo to Account Page

                                                                                                                It would be nice to set a logo for an Account
                                                                                                              • View Agent Collision on Ticket List Page

                                                                                                                It would be nice from the ticket listing page (views) to see what agents are working on what tickets rather than having to click into each ticket throughout the day to see what agents are working on what tickets. This functionality would also be desired
                                                                                                              • Restrict user from viewing the detail standard view

                                                                                                                Is there any way to restrict a user(it can be user-field-based) from viewing the detail standard view? Basically, I have created a canvas detailed view so that on some conditions I can hide some data from the users but the standard view client script
                                                                                                              • Upload Picture to Contact

                                                                                                                It would be nice to upload a profile picture to a contact.
                                                                                                              • Allowing Pictures for Client Contacts

                                                                                                                Do you have any plans to allow us to add pictures of our client contacts? There is a silhouette of a person there now, but no way that I can see where I can actually add a picture of the individual.
                                                                                                              • Agent name Alias

                                                                                                                I am seeing that Full name of my staffs are written on every ticket response which is not good for some reasons. It is possible to user like this: Manny P. (First Name with Last Name's First Letter) or  Manny (First Name) This is want we want to show
                                                                                                              • Unable to add attachments to tickets through Desk API

                                                                                                                I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue
                                                                                                              • What's wrong with this COQL?

                                                                                                                What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200
                                                                                                              • [Feature Request] Add support for internationalized top-level domains mail hosting

                                                                                                                This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below
                                                                                                              • Add Enable/Disable to Field Rules and other Rules

                                                                                                                Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled
                                                                                                              • Syncing stuck for days

                                                                                                                Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help
                                                                                                              • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

                                                                                                                Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should
                                                                                                              • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

                                                                                                                Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.
                                                                                                              • API PARAMETER FOR TICKET CLOSED TIME

                                                                                                                Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
                                                                                                              • Reply to email addresses wrong.

                                                                                                                I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".
                                                                                                              • Meeting integration with Otter.ai

                                                                                                                Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
                                                                                                              • How to close/delete a free creator account?

                                                                                                                I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?
                                                                                                              • Zoho books and zapier causes Invalid data provided

                                                                                                                I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The
                                                                                                              • CRM report

                                                                                                                Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam
                                                                                                              • Early Payment Discount customize Text

                                                                                                                Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
                                                                                                              • Enhancements to Client script?

                                                                                                                Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.
                                                                                                              • Add views to new CRM UI navigation + Unlimited Webtabs

                                                                                                                Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put
                                                                                                              • Next Page