Linking Chat ID (SalesIQ) with Ticket ID (Zoho Desk)
I am currently working on an integration between Zoho SalesIQ and Zoho Desk. My goal is to automatically update a custom field in Zoho Desk with the SalesIQ Chat ID when a chat is converted into a ticket. However, I have not been able to find a way to
Edit and Delete options in Comments
A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
Auto populate email field
Hello everyone, I would like to ask how can I configure the following scenario: - When I need to send a communication to a client using Zoho Desk - I would like to automatically fill in the field "To" , "cc" , "subject" based on the chosen client - each
Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk
Hello everyone, Note: We have updated this announcement on 13th March 2025. As of 7th March 2025, the following name changes are made with respect to Zia. Zia GenAI is updated as Zia Zia Powered by GPT is updated as Generative AI Native Generative AI
Issue with JWT Token in ZohoDesk Webhook GET Request (While setting up new webhook)
Hi Team, We have set up an endpoint on our application to receive webhooks from ZohoDesk. For security reasons, we expect a JWT token from ZohoDesk to authenticate the request. However, we noticed that while setting up a new webhook and doing the test
Is it possible to require a field in the Help Center but not for an Agent?
It's nice to have required fields in the Help Center, but if a client submits an email directly, I don't want those fields to be required because making any change means each required field needs to be filled in, and we won't necessarily have the info.
Parent-Child ticketing upgrades for better efficiency and context
Hello All, The parent-child ticketing system in Desk helps the customer service team resolve related issues faster and more efficiently. We're excited to introduce some new enhancements to this system. Perform updates on multiple child tickets at once
Zoho Desk Workflows & Notifications
Did something recently change with how Notifications and Workflows work? Up until last week, all of my workflows and alerts that have been setup are being completely ignored. I've had a workflow setup to alert my agents and my customers when a ticket
Parent-Child BETA Notifications
Hello there !! Following our testing with the ZOHO Parent-Child BETA version , we saw that notifications are being sent out in the Parent and with all the x number of child tickets created. Same during the closure. i.e the customer is bombarded with emails
Best Way to Extract Structured Data from Emails in Zoho Desk/Flow
I am trying to automate the processing of NSF (Non-Sufficient Funds) notices received via email in Zoho Desk. Specifically, I need to: Extract specific details from the email body, including: Account Number (e.g., "Account Number: 987654321") NSF Amount
Reusable Custom Functions Across Department Workflows
Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.
Why are Deals from ZOHO CRM not synced to ZOHO Desk?
We are working with Deals in ZOHO CRM to register new assignments from our clients. I would like to service the execution of these Deals via ZOHO Desk, but apparently ZOHO Desk does not automatically show the Deals connected to Clients as registered in
Allow Validation Logic to Prevent Merging Specific Tickets
Is there a way to add a validation to the "Merge" process such that if one of the tickets being merged meets a specific criteria, the system prevents the merge? We have run into issues where a team member merged a ticket that clearly should not have been
Add second Help Center [resolved]
Hi, I need to create a second help center. My two help desks must be independent, each with a custom subdomain, and no common base for users. I don't want in center A they can send a ticker to center B, and vice versa. The first one is functional, and
Images not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
Add Undo Option to Knowledge Base Editor
Unsure if this has already been brought up, but can we add an "undo" option to the Knowledge Base article editor? CTRL+Z deletes the entire article and going through every single draft of an autosave to find the version before something went wrong can
Notification sender email is coming from Zoho, not from my domain
Hello, I have Zoho Desk configured to use "From address" as my domain support email i.e. support@ mydomain.com (email is verified) , we send automatic notification to contact (customer) when they submit a new ticket. Yet the notification email is sent
Can Knowledge Base Article width be increased?
Hello Zoho Team, There is this limitation we want to break. Is it possible to modify and increase the size of Knowledge Base article width which is currently set to 870px?
How to change the colors on Help Center Elegant
Hello, I am looking to make a few changes to the Help Center Elegant - change orange color to blue. - hide help center search form ( currently disabled function) See below screenshot. Many thanks in advance, Kind regards, Hasna
Caller Queue in Zoho Desk with Twilio
Hi Zoho Support, I have setup Twilio in Zoho Desk and everything is working well, except the caller queue. If two people call at the same time, and an agent is speaking with one caller, and a second caller is waiting in the queue, how does the agent switch
How to Prevent Guided Conversations from Restarting After Completion?
Hi all, I have built a Guided Conversations (GC) bot that asks clients a series of initial questions, such as their name and the service they are interested in. Once the conversation is completed, I want the bot to stop and assign the conversation to
Due Date within Business Hours
I have automated rules for Due Date based on a ticket's urgency, which can be 1 hour, 4 hours, or 24 hours. However, I would like the ticket closure time to consider only business hours. For example, a priority 1 ticket (1-hour SLA) received after business
Auto Reply on Zoho Desk
Can we set an Auto Respond to every email that Zoho Desk receives? Is there a way that any of the information in the original email can be pulled through to that reply? Like a mail merge?
Question Regarding Communication Integration with Zoho Desk and Line
Hello everyone, I have a question regarding the integration capabilities of Zoho Desk with the messaging application Line. I understand that Zoho Desk allows automatic ticket creation for customer complaints, enabling real-time communication with clients.
How do you send an email to a customer from Zoho Desk?
I have pulled up a customer record and I click the email icon and the email address, nothing happens.... Email attached of where I am. Is there a different way to send an email?
"Snippet" when responding to a ticket
I see the new 'Snippet' feature when I am responding to a ticket. This can be very beneficial as currently we use our own Outlook to respond back to a lot of tickets, because we have predefined responses saved as Signature files. I understand how we create
Can we turn off archiving views?
Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.
Re-create auth token
I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?
Client Can't View Ticket
Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewed
Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism
The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted
reset of user password
User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?
Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
Queues Management ?
I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? Thanks
Implement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
What does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"
Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23
Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the new
Zoho Desk add OIDC federation for 3rd party IDP
Please consider adding the ability to use OIDC/OAuth compliant Identity Providers to Zoho Desk. You currently have Zoho, Microsoft, LinkedIn, Google and Facebook. But if you added the ability to use ANY OIDC compliant provider, you would add compatibility
Round robin not processing backlog tickets
We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
Merge Tickets Directly from Contact Page in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
How to provide recommended KB articles in the welcome message
I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way
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