Tip #6: Añadir clientes al centro de ayuda de Zoho Desk

Tip #6: Añadir clientes al centro de ayuda de Zoho Desk

Tips and Tricks #6 para Zoho Desk, por Lorenza Pasca

¡Hola, comunidad!

¡Bienvenidos a este nuevo capítulo de Tips and Tricks de Zoho Desk! Un espacio dentro de nuestra vibrante comunidad para compartir consejos y buenas prácticas sobre las aplicaciones de Zoho. 

Como vimos en un tip anterior, tus clientes pueden enviar sus tickets a través de diferentes canales, pero pueden seguir su estado sólo cuando tienen acceso a su centro de ayuda. Hoy vamos a explorar cómo darles acceso. La ventaja de esta función es que permite a los clientes estar informados del estado de su solicitud para evitar demasiadas interacciones y ganar en rapidez.

Hay dos maneras de añadir a tus clientes a tu centro de ayuda:
  • Autorregistro de clientes
  • Invitación de clientes, por parte de los agentes, desde el módulo de Contactos
El autorregistro del cliente es una característica que debe ser habilitada por tu gerente de soporte, en cambio, tienes dos opciones para invitar a tus contactos a tu centro de ayuda:
  • Puedes enviar una invitación de grupo a todos los contactos
  • Puedes seleccionar los contactos individualmente
Para invitar a un contacto individualmente:
  1. Haz clic en el módulo Contactos.
  2. En el módulo de Contactos, abre un contacto para ver sus detalles.
  3. Haz clic en el icono de Más acciones en el panel superior.
  4. Haz clic en Añadir como usuario final en el menú.
  5. Selecciona el centro de ayuda al que deseas añadir el contacto.
  6. Haz clic en Continuar en el diálogo, para invitar al contacto.


Para invitar a los contactos como grupo:
  1. Haz clic en el módulo Contactos.
  2. Selecciona una vista de lista de contactos en el panel izquierdo.
  3. Selecciona los contactos a los que quieres invitar.
  4. Haz clic en Añadir como usuario(s) final(es) en la lista de acciones masivas.
  5. Selecciona el Help Desk (sólo si tiene Help Desks de marca) al que deseas añadir los contactos.
  6. Haz clic en Continuar en el diálogo para invitar a los contactos.


Es importante saber que para añadir un usuario al servicio de asistencia, es necesario disponer de su dirección de correo electrónico.

¡Muchas gracias por leernos! Si quieres saber más sobre el tema de hoy recuerda que puedes dejar un comentario aquí abajo. ¡Nos vemos en el próximo capítulo de Tips and Tricks de Zoho Desk!




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