Overview

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. 

1. Embed as a widget: You can embed Quartz directly into your website as a widget. This allows your customers to simply click the widget to initiate the issue-recording process seamlessly. 
   
2. Dedicated URL: Alternatively, you can create a dedicated URL and share it with your clients. By clicking the link, they can directly access Quartz to record and their issues.
   

Availability

Capabilities

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. Project Segregation: Create distinct projects 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, projects allow you to streamline this structure.
   
3. User Management: Add users to projects and configure role-based access control to ensure that each user only accesses what they’re authorized to handle.
   
4. 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.
   
5. 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

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 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 any SaaS business applications. Embed the JavaScript snippet to enable real-time detection on your website. 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 and debugging are collected.
3. Advanced network diagnostics:
   Quartz has an important advantage over its traditional client-side logging alternatives; it not only providing a trail of events, but also highlights 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 Zoho Quartz

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 filter feedback based on criteria like time, time zone, and project to streamline issue resolution. Learn more
2. Projects:  
   This module allows you to create and manage separate projects within your organization. Each project 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 projects, 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 and view the status of their feedback. 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.

Points to Remember

1. Embedding Quartz on your website: Quartz will generate a JS script for you, which must be copied and pasted into the <header> section of your website's HTML code. This script enables Quartz to collect metrics and logs. Ensure that all relevant pages on your site include the script to fully leverage Quartz's capabilities.
   
2. Customization options: Both the embedded widget and the Quartz recording page can be tailored to reflect your organization's branding. This includes adjusting the colors, logos, and other visual elements to ensure a pleasing and professional experience for your clients.
   

Related Topics

1. Recording a video with Quartz
   
2. Feedback
   
3. Projects
   
4. Users
   
5. Portal
   
6. Workflow
   
7. Settings