Permission Required
Users with the Manage Marketplace permission profile can install the Zoho Meeting extension.
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Integrating the Zoho Meeting extension 

Integrating with Zoho Meeting extension involves the following steps:

• Start Date
• Duration
• Meeting Key
• Password
• Participants
• Meeting Link

These are default fields or placeholders that are added by the system. Users cannot add additional placeholders or fields in the template. However, the template can be customized to include additional messages or disclaimers as necessary, such as:"This is an automated message from Zylker Inc".

Points to remember

• This integration is department-specific. The Zoho Meeting extension must be installed for the desired department. 
• Users can rename the extension from the Extension Details tab.
  

To integrate the Zoho Meeting extension

1. Navigate to Setup (   ) > Integrations > Zoho.  
2. Search for and select the Zoho Meeting extension.
   
3. Click Install.
   
4.  In the Zoho Meeting Installation page, Click the General Settings tab.
   
5. Choose the desired Departments and Profiles/Agents from the drop-down list. 
   
6. Check the Terms and Conditions.
   
7. Click Install.
   Once Installed, the authorization box appears.
8. Click Authorize to activate the extension.
   The authorization page will appear in the new tab.
9. In the authorization page, click Create to authorize.
   
10. Click Accept.
    
11. In the authorization pending box, click Authorize.
    
12. In the DRE authorization page, click Accept to complete the authorization.
    
    

To customize the meeting details tab

1. Go to the Zoho Meeting Installation page.
   
2. Navigate to the Meeting Details tab.
   
3. Customize the private comment (meeting session template) accordingly.
   
   
   

Creating a meeting from the Ticket 

After installing the Zoho Meeting extension, users can create meetings directly from the ticket interface. They have two options: they can either click Meet Now to start the meeting immediately, or click Schedule Now to initiate the meeting at a later date. 

Once the meeting is created, a private comment will be added as a thread in the ticket, which will contain the Meeting ID, password, duration, status, participants, meeting link, meeting recording, and messages that were configured in the meeting details tab during installation. 

If the agent records the meeting, then the recording will be available in the private comment automatically, along with other meeting details after the meeting concludes.

Notes:

• The subject will be populated from the ticket's subject automatically. Users can edit it, if needed. 
• The category will be auto-selected as an "online meeting via Zoho Meeting."
• The Ticket field displays the ticket to which the meeting is associated with; it cannot be edited. 
• The ticket owner and the customer who raised the ticket are added as participants automatically while creating a meeting. Agents can include additional participants as needed.
• Other participants include Agents (both agents and admins), Contacts, and Others (users who are not part of Zoho Desk; their email address can be   provided).
• If the Schedule Now option is chosen, the Set Reminder toggle will be activated automatically.
  

To create a Meeting from a ticket

1. Open the desired ticket in its detail view.
   
2. Click the More Actions icon.
   
3. Select Meet Now or Schedule Now.
   Upon selecting, the user will be redirected to the Activities module's Add Event page.
   
   
   
   
4. In the Add Event page, do the following:
   
1. Select the Start time.
   
2. Enter the Duration of the meeting.
   
3. Change the Event Owner (Ticket owner), and Priority, if required.
   
4. Provide the ticket Description.
   
5. Turn on the Set Reminder toggle, if required.
   This will be turned on by default if the Schedule Now option is selected.
   
   
   
5. Under the Meeting Information section, do the following:
   
1. Select the Meeting Type.
   You can choose either audio or video.
2. Select the Participants to add to the meeting.
   
   
   
6. Click Meet now or Schedule now.
   Upon creating the meeting, a private comment will be added within the respective ticket.
   
   
   

Starting the meeting  

To initiate the meeting, users can either click the meeting link from the private comment in the ticket detail view, or they can navigate to the Activity module subtab in the ticket. 

To start the meeting from the Activity subtab

1. Open the desired ticket in its detail view.
   
2. Navigate to the Activity subtab.
   
3. Choose the desired created meeting event.
   
4. Click the meeting icon (   ) in the left eye-bar to view the relevant meeting details.
   
5. Click Start Meeting.
   Once the meeting ends, a private comment about the meeting date, time, link, and password will be added within the respective ticket.
   
   
   
   
   

Disabling and Uninstalling the Zoho Meeting extension  

Users can disable or uninstall the Zoho Meeting extension when needed. Once uninstalled, users will not be able to initiate meetings within a ticket. However, any private comments regarding meetings added previously to a ticket will remain intact. 

Note: Users with the Manage Marketplace permission can disable or uninstall the extension.

To disable the extension 

1. Navigate to Setup > Integrations > Marketplace. 
   
2. Click Installed Extensions.
   
3. Choose Zoho Meeting from the list of extensions.
   
4. Toggle the Disable option.
   
5. Click Disable to confirm the selection.
   
   
   

To uninstall the extension

1. Navigate to Setup > Integrations> Marketplace > 
   
2. Click Installed Extensions.
   
3. Choose Zoho Meeting from the list of extensions.
   
4. Click the More icon in the top-right corner of the page and select Uninstall Extension.