Zoho Desk

Zoho Desk

The context aware Helpdesk, now in Cliq

Zoho Desk is a web based help desk software that gives you the ability to manage your customer support activities efficiently. You can assign, track and set up alerts for your customer tickets. You can also create departments and assign Agents (your organization users) for specific departments.
Cliq is a team communication software and it aims to establish a one stop place wherein you can collaborate all your work. In line with this, Cliq offers Zoho Desk Extension through which you can get notified of all tickets from Zoho Desk right within your chat window.

Zoho Desk in Cliq

Zoho Desk Integration consists of /ticket (Command), Deskbot (Bot) and #desk (Channel).

/ticket Command:
  • Type /ticket and give Enter in any chat to get the list of tickets that have been assigned to you. 
     
    The result will display the Ticket id,Subject, Customer Nameand Status
    Note that if you have many tickets assigned to you, the latest 3 tickets will be displayed in the result.
  • You can further narrow down your query by entering #ticketid or customer email.
    Example: /ticket #109, /ticket paul@example.com
  • The result will be displayed only to you, and you can post it in the chat by clicking on 'Post here'.
  • Clicking on ticket id will take you to the particular ticket in Desk page.  

Thus you can now access your latest ticket details in any chat at any time by using /ticket command.

Deskbot: 
  • You should subscribe to Deskbot to receive notifications.
  • To subscribe, click on (+) of Bots in LHS, under all Bots go to Deskbot and subscribe to it.
     
    Deskbot will notify you of reminders, status updates and comments for your tickets.

 Now stay in sync with all your tickets from within Cliq by subscribing to Deskbot!

#desk - Organization Channel:
  • You should join desk channel to get notifications. 
  • To join, click on (+) of Channels in LHS, then in the search bar type desk and click Join. 
     
    Every day the channel will post 'Ticket Pending Resolution' at morning 10am and 'Ticket Resolution Summary for the Day' at evening 7pm. 

Be up-to-date of all ticket statuses everyday by joining #desk channel! 

 

#1. In LHS click on the + of Channels to join desk channel and click on the + of Bots to subscribe to Deskbot.

#2. Under All Bots, look for Deskbot and click Subscribe.Subscribe to Bots

#3. Under Channels you can join tab, look for #desk channel or just type in search bar and then click Join.
Search for Desk channel and join it to stay updated on tickets

#4. /ticket command displays the list of tickets assigned and Deskbot notifies of new comments added in the assigned tickets.

#5. #desk Channel posts Ticket Resolutions (pending & summary). 

Installing Zoho Desk Extension:

Click on the button below to go Zoho Cliq Marketplace from where you will be able to install Zoho Desk for your organization. Do note that only org admins can install integrations for the entire organization, and members can install only for their team.

ZOHO DESK IN MARKETPLACE

Now there are 2 possibilities once you click Install:

  1. A Desk account already exists for your company
  2. Your company does not have a Desk account

1. When your company has Zoho Desk account, then clicking on Install in Marketplace will take you Integrations in your Zoho Desk page and Cliq will be installed in your account.

Tip:
The default #desk channel will post results of all your org tickets. Apart from this you can configure to receive ticket info with respect to Desk Departments by selecting Cliq Channel and configuring a channel for each department.

In the desk page, after installing Cliq extension, you can configure channels for your desk departments

2. When you do not have a Zoho Desk account, clicking on Install in Marketplace will take you to Desk Sign-Up page. Here you should create an account and login to Desk. Once logged in, click on Gear icon (Setup) in top right corner and scroll down to Integrations. In Integrations, Cliq will be listed under Chat. Select and Install it. 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • How to configure notifications for Zoho Cliq

                                                                                                                          Web/Desktop Cliq Notifications operate on three levels: Cliq-level, browser-level, and system-level notification settings. It is essential to enable notifications in the following order: Cliq notification settings at three levels Cliq-level ...
                                                                                                                        • Migrate from Google Chat to Zoho Cliq

                                                                                                                          To migrate your conversations from Google Chat to Zoho Cliq, do the following: Export your data from Google Chat Download the data export file Navigate to the Admin panel (admin.google.com) Go to the Data section, select Data import & export, and ...
                                                                                                                        • Migrate from Meta Workplace to Zoho Cliq

                                                                                                                          To migrate your conversations from Meta Workplace to Zoho Cliq, do the following: Export your data from Meta Workplace Grant permissions and copy access token Log in to your Meta Workplace account. In the navigation sidebar, click on the Admin Panel. ...
                                                                                                                        • Zoho CRM

                                                                                                                          Whether you're in sales, marketing, or business leadership, Zoho CRM is essential for streamlining workflows, strengthening customer relationships, and driving revenue growth. But closing deals often requires cross-team collaboration—whether it’s ...
                                                                                                                        • WooCommerce

                                                                                                                          The WooCommerce extension with Zoho Cliq lets you manage your WooCommerce store directly from Zoho Cliq. You can create new orders, view existing orders, receive notifications about new orders and product launches, and even add notes to existing ...
                                                                                                                          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