Introduction to Quartz for Partners | Zoho Quartz Help

Introduction to Quartz for Partners

Notes
Zoho Quartz for Partners is currently in its beta phase and available on an on-demand basis. Interested Zoho Partners can request early access by sending an email to quartz-team@zohocorp.com.

Overview

Zoho Quartz for Partners is a comprehensive issue management tool designed to streamline customer support for Zoho Partners. Zoho Quartz is a privacy-first tool for reporting issues and sharing visual feedback, designed to eliminate lengthy exchanges with tech support when dealing with complex issues. It stands apart from traditional client-side logging tools by ensuring quicker resolutions without compromising your business’s security. Zoho Quartz was initially launched as an internal tool for Zoho users to report issues directly to Zoho Support. 

Now, Quartz has been extended to Zoho Partners, offering them powerful capabilities to help address and manage client issues. Quartz now enables partners to assist their customers more effectively by offering a seamless method to report, analyze, and resolve issues. With a unique screen recording feature, partners can gather detailed insights about client issues, including browser logs and performance metrics, simplifying the troubleshooting process.

Zoho Quartz serves two main types of end users:
  1. Customers 
    These are external users who use your solutions and may need to submit issues through screen recordings. They use the Quartz platform to capture and share these recordings, helping you better understand and resolve their concerns.
  2. Internal Employees
    Your employees, such as testers or quality assurance (QA) teams, can also use Zoho Quartz to record and submit issues encountered during internal testing or bug-finding activities. 

Availability

Zoho Quartz for Partners is available across all our DCs (US, EU, IN, AU, CN, JP, CA, and SA). Your customers can record issues with solutions developed by you using 15+ Zoho Services.

Capabilities

Zoho Quartz for Partners provides you with an array of robust features
  1. Centralized Dashboard: Easily track and monitor all reported issues through a unified interface. Feedback from customers and internal bug submissions are neatly segregated for better organization and visibility.
  2. Escalations: Partners can manage multiple customers efficiently and escalate unresolved issues to Zoho Partner support.
  3. Department Segregation: Create distinct departments and generate a unique Quartz recording link for each. If your organization manages different teams that handle specific customers or processes, such as a support team handling customer tickets or internal QA teams working on bug testing, Departments allow you to streamline this structure.
  4. User Management: Add users to departments and configure role-based access control to ensure that each user only accesses what they’re authorized to handle.
  5. Client Portal: A dedicated portal for your customers to view their submissions and track communications related to their issues, providing transparency and easy follow-ups.
  6. Custom Workflows: Automate actions by creating custom workflows for specific events such as when feedback is created, shared, or deleted. You can configure actions to be executed on popular third-party services like Jira Cloud, Zendesk, Zoho BugTracker, Zoho Cliq, Zoho Creator, Zoho Desk, Zoho Mail, and Zoho Projects.

Advantages for your Customers and Employees

Zoho Quartz also offers the following benefits for your customers:
  1. Quickly record their issue they are facing
  2. Elaborate with voice recordings, annotations, and more
  3. Mask sensitive aspects of their recording with the video editor
  4. Share the recording with you(the partner) with just a click
  5. Access their submitted feedback through a dedicated portal
  6. Get accelerated turnaround times whenever they encounter an issue

What sets Quartz apart

  1. Client-side metrics:
    Quartz has a unique advantage in this space of error-debugging and resolution, thanks to its potential to integrate deeply with Zoho's suite of business applications. This means diagnostic metrics automatically include all client aspects, giving you a robust view of the issue and its environment.
  2. Privacy-first philosophy:
    Unlike its counterparts, Quartz comes with a built-in video editor that allows your customers to carry out a range of functions to make the recording more descriptive, all while masking or blurring out sensitive portions of the video recording. Your customers can also easily trim out portions of your screen or audio recording (independently) as they deem fit. Quartz also avoids collecting unnecessary user information like sensitive browser cookies, ensuring only those data points that have a direct implication on performance are collected.
  3. Advanced network diagnostics:
    Quartz has an important advantage over its traditional client-side logging alternatives, in not only providing a trail of events but also highlighting exceptions to swiftly zero-in on the problem at hand. It also automatically captures the network speed of the client, for agents to accurately simulate their environment.
  4. Contextualizing your recording:
    Quartz's video editor, in addition to its privacy-first features, also provides your clients with quick provisions to further describe issues they had encountered. This includes the ability to add annotations, supplement with voice overlays in portions, and more.

Working with Quartz for Partners

Zoho Quartz for Partners is currently in its beta phase. Interested partners can visit the Quartz website at quartz.zoho.com and click the Request Early Access button. Alternatively, you can email the Quartz team at quartz-support@zohocorp.com to request access. 

Once your account is enabled from the backend by the team, you can log in to Zoho Quartz using your existing Zoho account credentials. Upon logging in, you’ll be directed to the Quartz dashboard, which serves as the central hub for managing client issues, tracking feedback, and monitoring workflows.

Quartz Dashboard 

The Quartz dashboard provides a comprehensive interface where partners can manage all aspects of client support, issue tracking, and feedback. The dashboard is intuitive and designed to provide a clean interface for managing all your tasks efficiently. This streamlined design enhances user experience, making it easy to access feedback, monitor client interactions, and manage workflows all in one place.


Key modules in the Quartz dashboard
  1. Feedback:  
    The Feedback module categorizes and organizes all incoming issues, whether submitted by customers or identified internally. It allows you to track the progress of each submission and offers tools for prioritizing or resolving issues based on their urgency. Feedback also provides you with in-depth technical information and metrics for debugging. Learn more
  2. Departments:  
    This module allows you to create and manage separate departments within your organization. Each department can have its own dedicated Quartz recording, enabling more organized issue tracking and resolution efforts based on specific client segments or business functions. Learn more
  3. Users:  
    Manage your users efficiently with this module. You can add new users, assign them to departments, and configure role-based access control, ensuring that users only have access to the information and tools relevant to their roles. Learn more
  4. Portals:  
    The Portals module provides dedicated portals for each of your Customers. They can use these portals to submit issues, view the status of their feedback, and communicate directly with your support team. Learn more
  5. Workflows:  
    Create automated workflows to enhance efficiency within Quartz. You can set up rules to be triggered on defined events to perform specific actions in third-party tools like Jira Cloud, Zendesk, Zoho BugTracker, Zoho Desk, and others. Learn more
  6. Settings:  
    The Settings module allows you to configure your Quartz environment. Learn more
  7. Trash:
    The Trash module contains the deleted feedback entries and allows you to restore mistakenly deleted items.

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