Desk | Workflows | Knowledge Base

Workflows
Configure Workflow Notification for Zoho Cliq, Slack, MS Teams, and Google Chat
To keep customers satisfied, businesses prioritize reducing resolution time as much as possible without compromising the quality of their service. This can be a challenge, but is achievable with strategic ticket routing. For example, an urgent ...
AI-powered Workflow Automation with Zia Actions
Important read Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early Access. To try these ...
Working With Custom Actions Gallery
Zoho Desk offers numerous functionalities to automate, customize, and simplify your customer support process. It allows you to create webhooks and write custom functions to automate your repetitive support workflows, reduce the manual ...
Creating Workflow Rules
Workflow Rules are a set of actions (alerts, tasks, field updates and custom functions) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating certain fields ...
Configuring Automation Rules for Happiness Ratings
Typically, happiness rating is a placeholder [${Cases.Customer Happiness Rating}] that contains the rating question and the answer links. The placeholder, when inserted into an email template, can be sent to your customers using the automation rules ...

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