Zoho Desk's Instant Messaging | Feature Updates | Feb 2023

Zoho Desk's Instant Messaging | Feature Updates | Feb 2023

Hello All,

We are back with some exciting updates and feature enhancements to meet your business communication needs.
Let's take a look at what's new in the Instant Messaging module.

Multi-number support for WhatsApp users

If you have been using the WhatsApp channel to communicate with your customers, you're likely aware that, on the current WhatsApp Business platform, every WhatsApp Business Account (WABA) needs a verified phone number specifically dedicated to each channel.
Great news! We now support multiple WhatsApp Business Account (WABA) phone numbers on the WhatsApp Business platform.



Note: Multi-bot support is also available for configured Telegram channels.

Use template messages to reach out to customers—even after the 24-hour messaging window

Now that you have set up the WhatsApp Business platform, you can start creating message templates for initiating conversations with your customers.
A highly structured message (HSM) is a form of message template that is pre-approved by WhatsApp. You can use it to proactively communicate with customers by sending outbound messages through our integrated WhatsApp channel.
WhatsApp message templates help you keep customers engaged with your business, without waiting for them to initiate contact.


IM Custom Actions Gallery

Zoho Desk offers a set of functionalities to automate and simplify the customer support process. The custom actions gallery lets you add workflow actions, in addition to the alerts, tasks, field updates, skills, and custom functions available by default. All you have to do is select or specify an action and set the values to add it to your desired workflow rule.

Introducing two custom actions you can associate with workflow rules:

Notify via the Instant Messaging module: Send notifications to customers through your configured IM channels.



Reply via the Instant Messaging module: Send automatic responses to IM tickets through your integrated channels.


Enable Auto-Response for your business

Automatic response messages help give your customers the right information at the right time to show that you are invested in them around the clock. This helps give your services a personalized feel and creates brand value for your customers.


Why is Auto-Response important for your business?
Customers have always valued businesses that deliver quick responses and prompt resolutions to their problems. By enabling Auto-Response, businesses can enhance users' experiences, improve customer retention, attract new leads, and solve problems instantly.

Convert conversations to tickets in IM using one simple setting

At any time, you can update your preferences for each of your help desk instant messaging channels. Now, you can also specify how much time should pass before a conversation is converted into a new ticket.



Note: If the timer selection remains None by default, conversations will not be converted into tickets.

Manually create tickets for messages

Your Desk ticketing system creates a document that records interactions related to support and service cases. Now, you can create a ticket from a single important message within an ongoing business conversation. The ticket is shared between the agent and the customer and logs their communications in one easy-to-manage thread. Both parties can refer to the ticket for future use.


Quick deletion of a configured messaging channel

You can delete a messaging channel if you wish to stop sending or receiving messages there. The channel's existing conversations will stay intact, but the agent cannot respond, transfer, or block associated chats.


  • Once a channel is deleted, conversations associated with that channel will be listed, but agents will not be able to respond to them or receive additional messages in the channel.
  • Chat transfers and chat blocking are restricted for the deleted channel's conversations.
  • The deleted channel will be removed from your list of channels.
  • The deleted channel will no longer be listed under Tickets or the agents' Preferences.

Personalize your messaging experience

Display modes ensure that your messaging inbox responds to light conditions to prevent eye strain. Now, you can change the messaging console's interface skin to dark or light, based on your preference and needs.

Dark Mode
Dark Mode is ideal in sparse light conditions.



Pure Dark Mode

A subset of Dark Mode, this option provides an even darker background, while maintaining contrast with the text and other graphical user interface (GUI) components.


Instant Messaging on your mobile app

Carry your support desk wherever you go!
With IM, you can handle all business communications on one platform. Desk empowers customers to seamlessly integrate their most-loved apps, such as WhatsApp, Telegram, LINE, WeChat, Instagram (coming soon), and FB Messenger (coming soon).



Try out these features and share your suggestions and feedback in the comments section.

Cheers,
Kavya
The Zoho Desk Team

    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

                                                                                            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

                                                                                                          • 【開催報告】東京 ユーザー交流会 Vol.3 2025/10/17 Zoho サービスの活用促進を外部ツールとの連携で実現!

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10月17日(金)に新橋で「東京 ユーザー交流会 Vol.3」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました! この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション:Zoho Flowと決済システムの連携 あみろくの岡島さんに、Zoho サービスの活用事例として、Zoho Flow を活用した外部サービスとの連携事例をご共有いただきました。
                                                                                                          • received email opens in a new tab every time I log in

                                                                                                            as per the title: since about when I first made my email account, every single time Ive logged in to view my inbox, a new tab opens for an email I viewed once as if restoring a closed session. I thought I just didnt understand the "starting up" settings
                                                                                                          • Engage with your customers at scale using WhatsApp Marketing Template messages

                                                                                                            Hi everyone, To make it easier for organizations to communicate with customers, Desk now allows you to send individual, mass, and bulk WhatsApp template messages from both the Ticket and Contact modules. How is this going to benefit your business? WhatsApp
                                                                                                          • Importation Tickets error

                                                                                                            Hi, I'm newbie here 🤓 So, i'm importing data from csv, but when I try advance to mapping fields the importer tool show this message: Previously I try import, other data, and not show errors in this step. Some ideas? Best Regards,
                                                                                                          • Showing description in timesheet and timelogs.

                                                                                                            I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
                                                                                                          • Direct “Add to Google Calendar” Option in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
                                                                                                          • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

                                                                                                            Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,
                                                                                                          • Workaround: openURL in Blueprints - An alternate approach

                                                                                                            There is a roundabout way to open a URL in blueprints after a save event. By using the 'onBeforeMandatoryFormSave' in Client Script, you can open an external URL. Now, the problem is, this is designed to be run BEFORE the blueprint is saved, not after,
                                                                                                          • MTD SA in the UK

                                                                                                            Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'
                                                                                                          • Migrate file from Single File Upload to Multi File Upload

                                                                                                            Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
                                                                                                          • Open "Live Chat" from a hyperlink?

                                                                                                            Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:
                                                                                                          • Zoho Sites search box

                                                                                                            Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.
                                                                                                          • What stops me from packaging and shipping an order when the inventory is negative?

                                                                                                            It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   
                                                                                                          • Conditional formatting based on another field

                                                                                                            Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline
                                                                                                          • Is there API Doc for Zoho Survey?

                                                                                                            Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                                                                                          • Using IMAP configuration for shared email inboxes

                                                                                                            Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                          • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                            Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                                                                                          • Changing a Single-Line Text field into a Multi-line Field without losing data

                                                                                                            Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
                                                                                                          • Webhook - Google Sheets

                                                                                                            I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                                                                                          • Verified Mark Certificate

                                                                                                            Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                                                                                          • Appointment booking is temporarily unavailable

                                                                                                            Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                                                                                          • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                                                                                            hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                                                                                          • Limited review (/questions) for Bookings 2.0

                                                                                                            Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                                                                                          • Zoho Bookings - Reserve with Google

                                                                                                            Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                          • Tip #3: How to change your booking page language

                                                                                                            Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                                                                                          • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                                                                                            Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                                                                                          • Bigin update: Link email messages to pipeline records.

                                                                                                            Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                                                                                          • Bigin Android app update: Custom buttons and widgets

                                                                                                            Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                                                                                          • Biometric Access Support on Zoho Vault Desktop App

                                                                                                            Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this
                                                                                                          • Zoho Sheet for Desktop

                                                                                                            Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                          • Zoho Sheet - Desktop App or Offline

                                                                                                            Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                          • Collective-booking event not added to all staff calendars

                                                                                                            We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                                                                                          • Project Management Bulletin: October, 2025

                                                                                                            Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                                                                                          • Zoho Sheets saying locked when not locked

                                                                                                            Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                                                                                          • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                            Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                                                                                          • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                            Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                                                                                          • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                            Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                                                                                          • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                            I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                                                                                          • Setting up primary mobile number.

                                                                                                            Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                                                                                          • Add 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! Chad
                                                                                                          • Next Page