Zoho Desk is a help desk application that lets you manage customer support activities efficiently. With Zoho Desk extension for Zoho TeamInbox you can access tickets and perform activities on Zoho Desk while reading contextual emails.
- Login to Zoho TeamInbox.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho Desk app from the eWidgets list.
- Choose the portal in which you want to view the tickets.
Here you can view the customer tickets and related stats.
View open tickets
Under My Open Tickets sections, you can view all the tickets that are assigned to you in the portal you've chosen. Click on them to view the details and share comments.
Use the filter option to filter tickets based on Status or Channel.
View unassigned tickets
Under Unassigned Tickets sections, you can view all the tickets that are unassigned in the portal you've chosen. Click on them to view the details and share comments.
Use the filter option to filter tickets based on Status or Channel.
Create new tickets
You can create and assign tickets directly from Zoho TeamInbox.
- Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
- Select the Zoho Desk app from the eWidgets list.
- Select your portal.
- Select Create ticket.
- Fill in the basic details.
- Click Save.
This ticket will also be reflected in Zoho Desk.
View tickets based on cases
Have tickets listed based on the custom views you've created in Zoho Desk for the portal you've selected.
Use the filter option to filter tickets based on Agents, Status, or Channel.