What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
Improve your business communications with these new and enhanced features in Instant Messaging!
Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build better connections with Instant Messaging.
We're adding more ways to stay connected with your customers!
We are excited to add Facebook Messenger and Instagram to Zoho Desk's list of IM integrations. You can now easily manage your Meta Business (Facebook) Page's activity alongside messages from various channels on one common platform.
Facebook Messenger
One of the most popular messaging channels, Facebook Messenger, fulfills your business communication needs and provides an easy outlet for communicating with customers and maintaining your social media branding.
Manage your Instagram messages directly from your instant messaging inbox and assist your customers using the same inbox automation features you already rely on, such as blueprints, business hours, and much more.
These new integrations let you link your business account with Zoho Desk and respond to customer inquiries on this popular IM platform.
Business Messaging that matches your needs
Business Messaging
Integrate Zoho Desk's native Business Messaging widget seamlessly across webpages and apps, and customize it to align with your brand's style. This allows seamless hand-offs between bots and agents with automation to facilitate personalized and engaging conversations. Whether integrated independently or through the ASAP help widget, you can manage all your interactions using the Instant Messaging module.
Now, you can personalize your messenger to align with your brand, making
your conversational experience accessible on both web and mobile
platforms. Engage with a broader customer base through our business
messaging channel, which is easy to set up, adaptable to your needs, and
scalable for future expansion!
Enhancements in WhatsApp
Multi-WABA support
Great news! We are now supporting multi-WABA for businesses on the instant messaging platform. If you've been using the WhatsApp channel to communicate with your customers, you're likely aware that every WhatsApp Business Account (WABA) needs a verified phone number specifically dedicated to that IM channel for the current WhatsApp Business Platform. Log in for more information: Facebook Business Manager Account.
Acquire in-depth insights on how you spend WhatsApp Credits
Easily identify conversation patterns and anomalies, spot trends quickly with our color-coded graph, and promptly see your actual usage with our clear and easy-to-read conversational payment statements.
Blended conversation is now available across multiple channels
Get ready to experience Bot messaging like never before
You have the option to create a complete Guided Conversations custom bot flow, which enables the development of entirely automated interactions that work in tandem with Facebook Messenger, Instagram, Line, Telegram, and other business messaging channels.
Support teams can set their status as online or offline
Set Business Hours
Now, customers can specify their business hours. This feature provides greater flexibility in managing customer expectations with instant messaging. It allows you to customize business hours for individual teams to accommodate varying time zones or differing work hours for support and sales teams. We have also included the offline message as an automated response informing customers that the support team will be unavailable for an extended period.
Now chat with your customers the way they want
Instant Messaging inbox enhancement
We've enhanced the instant messaging inbox to improve and optimize messaging to provide better tools, features, and capabilities for managing and responding to messages.
Easily configure webhooks in IM
Do more with our Instant Messaging APIs
We introduced a webhook to support all inbound and outbound messages from your applications for custom events across channels.
Promote your business with replies via WhatsApp
Send WhatsApp messages in bulk to your contacts
Agents can now select contacts from the Contacts module to send WhatsApp messages to multiple contacts. The message can be sent to the contact's phone number, mobile number, or both. WhatsApp facilitates effective marketing, engagement, and customer retention management.
Send a WhatsApp message to a Contact using quick action
Agents can send WhatsApp messages to single contacts directly from the quick actions list by clicking the drop-down arrow from the top panel next to the plus sign (+). Alternatively, they can use the keyboard shortcut "w+" from any location within the desk. Each time a message is sent to a new contact, a new record is automatically created in the Contacts module.
Omni-channel messaging
IM conversations thread separation
You can now manage all channel conversations in your ticketing threads. This brings all IM channels and their conversations into one easily accessible ticket thread so that you can quickly understand how communication is handled across users.
Reply to IM tickets
Allows support agents to respond to customer inquiries and interact with them seamlessly across different messaging platforms while maintaining a unified view of the conversation history.
Associating agents made easy
Edit channel form
After successfully adding the instant messaging channel, you will be alerted: You have successfully linked your Zoho Desk account with a messaging channel. You can update your preferences for each messaging channel created in your help desk anytime. The preferences allow you to assign different agents for each channel within the channel form.
IM Automation
Triggering Blueprint is designed as a process management tool for IM conversations
Automating ticket actions via Blueprint transitions helps your team save time and streamline ticketing processes for instant messaging conversations. This allows agents to connect with customers and ensures the proper process is followed.
Monitor customer happiness ratings
Measure Customer Satisfaction across IM channels
By enabling the happiness rating, you can ask the customer to rate their experience in a survey that appears after the conversation ends—supported channels are WhatsApp, Telegram, Facebook Messenger, Instagram, and LINE.
With these improvements to your business communications, you can resolve issues faster, boost customer satisfaction, and grow your business successfully.
For more details, refer to the Instant Messaging help docs.
Cheers,
Kavya Rao
The Zoho Desk Team
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kavya Rao Addepalli
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 keynoteWhatsApp 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 PlatformLive 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 toolsApple 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 helpZoho 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?
Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?Copy paste from word document deletes random spaces
Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and withoutCreate custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions wereDownload a file from within a zoho creator widget
I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I haveTaxes for EU B2B Transactions
Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.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-serverEnhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and SignCRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Candidate Registration/Invitation
It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template. Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal.[Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session
Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,Where we can change the icon in social preview
Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=falseCadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won'tI have error AS101 when I try to add paypal@mydomain.com to Zoho
Please help me with this. I tried to call the help line 4 times but don't get any response.VAT on Multiple Expenses
Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to addDetect and ignore bots in visitors
The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actualAgent assignment filter?
Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can'tDefault tax type for mileage?
Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringAll 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 addressesIn arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignKiosk Page Refresh
We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update whenTips & tricks: Make SalesIQ automations work for you
Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all thisAdd Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadFinding missing records
I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieveDigest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ouHow do I fully delete a user account
Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emailsAutomatically 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 CalendarCredit Management: #6 Tackling Common Mistakes in Credit Based Billing
Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feelTasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closesUpdating Blueprint stage from my Deluge function
Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCanvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!Replacing email ID,
In zoho sheets If I am sending it as an email attachments can I replace sender email ID from notifications to my email ID.Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsLimited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. AreIntroducing Lead Capture: Empower exhibitors to capture leads effortlessly
Events provide a great opportunity for exhibitors to generate awareness and engage with potential customers. Efficiently distributing attendee information to exhibitors through a seamless and secure way is of paramount importance. Introducing Lead Capturedealing with post dated cheques
Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice onUsing 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 RiceMass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:Next Page