FAQs: Channels

FAQs: Channels

Can I configure more than one social media (Twitter/Facebook/Instagram) account?

Yes, you can configure more than one Facebook, Twitter, or Instagram account in Zoho Desk. You can also add multiple pages from different Facebook, Instagram, and Twitter accounts to convert the posts into tickets.
 
Take an example of a conglomerate that runs a food delivery business, restaurant chains, logistics, production, FMCG goods, automobiles, and more. This company will need different Facebook and Instagram pages for all their sub-brands for marketing, sales and support purposes. Like your support agents are specialized in logistics, the support tickets should be ideally related to logistics. This social branding helps you segregate the tickets and have conversations with the customers depending upon the brand type.
If businesses want to add their social brands in Zoho Desk we have this enabled for them to add their brand pages in the system. This will help them manage their businesses types depending upon the brands they have and the services they offer to customers.

To configure more than one social media account, follow the steps below:
  1. Log in to your Zoho Desk account with administrative privileges.
  2. Go to Setup ( ) > Channels > Social.
  3. On the Social page, click + New Brand.
  4. Enter the brand name and description, and click Save.
  5. Click the Add icon next to Facebook, Twitter, or Instagram to link an account.
  6. Add your credentials and associate your social media account to the channel.


What is a brand in Zoho Desk? 

Social media accounts are organized into distinct units known as brands within Zoho Desk. While a single portal can incorporate multiple brands, each brand comprises one Facebook page, one Instagram page, and one Twitter handle. In Zoho Desk, you have the flexibility to create new brands or import existing ones from Zoho Social.
While setting up Twitter, Facebook or Instagram accounts, the support admin can convert all @mentions(username) as a distinct ticket or create a ticket if some specific keywords are used. Similarly, if a customer sends a direct message or uses specific keywords, it can be added as tickets. For example, if a ticket has @mentions with specific keyword like help, support, or urgent, we have an option to convert those as tickets automatically.


For example: A customer has inquired about the trip package provided by this company via a Twitter message. This message has been converted into a ticket and is now visible within the tickets module specific to that department. Agents will be able to view the tickets and it will be shown in the chats section in the top-left corner of their Desk account.



Can agents send notifications of an event via chat?

Yes, the support admin for a Desk account can send a chat alert to agents for specific events like tasks, tickets, and similar events. Notifications can be sent through three channels:
  1. Emails
  2. SMS
  3. Chat 
To enable notifications for agents:
  1. Go to Setup() > Automation > Notify.
  2. On the Notification Rules page, scroll down to Agents Notifications.
  3. Under Agents Notifications, you will see a list of options to enable for sending different notifications to agents via email or SMS notifications.


 

Please note, for sending SMS notifications, the Zoho Desk account must be integrated with an SMS add-on.


To enable SMS add on in your account:
  1. Log in to a paid plan of Zoho Desk.
  2. Purchase SMS credits from one of the following technology partners of Zoho Desk: SMS-Magic or Clickatell.
  3. Configure the authentication credentials received from the vendor in Zoho Desk.
     
Click here for more details on configuring SMS or text notifications in your Desk account.

 

In order to send notifications via chat, the Zoho Desk account must be integrated with Zoho Cliq, the in-house tool that simplifies your team communication with organized conversations, easy-to-find information, and connections to the tools you love.

For more information on this, refer to this doc: Zoho Cliq integration with Zoho desk.

 


How can I reach out to Zoho Desk's support from the live chat?

To reach out to our live chat support, follow the steps below:
  1. Log in to your Zoho Desk account.
  2. Click your account display picture in the top-right corner.
  3. Click Help from the right panel and select Chat with us.
  4. Enter your question in the pre-chat survey window.
    Note: your name and email address are auto-filled.
  5. Click Start Chat to start the conversation.


While you're always free to reach out for support over our live chat, you can also search for your query here in our Help Center. Just enter your question or search for specific keywords in the search field at the top of the page.

 

Note: Live chat support is not available for customers on the Free and Standard plans.



We hope that this list of frequently asked questions about Channels is informative. If you still have questions that haven't been addressed, please let us know. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below!



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Setting up Live Chat using Zoho SalesIQ

                                                                                                            Open an immediate line of communication between your support team and your customers by adding the power of live chat to Zoho Desk. It enables your agents to have real-time conversations with your customers to serve them more quickly, and to build a ...
                                                                                                          • FAQs: Help Center

                                                                                                            What is help center in Desk? Help Center is a customer portal that allows users to learn about the product and understand its processes by accessing knowledge base articles. It provides a platform for self-help and learning, where users can find ...
                                                                                                          • FAQs: Working on Tickets

                                                                                                            What are Tickets Tabs in Zoho Desk? Tickets Tabs in Zoho Desk are designed to organize and provide contextual information about support tickets within the help desk system. These tabs enable users to connect tickets with other standard modules of ...
                                                                                                          • Working with Chat Module in Zoho Desk

                                                                                                            The Chat module in Zoho Desk is a central hub for the support agents, from which they can engage with visitors and also track older conversations with the customers that provide better insights in resolving questions. For example, if a customer seeks ...
                                                                                                          • FAQs: LINE

                                                                                                            What is the LINE Messaging App?
 LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources