Dear Zoho Desk users,
Greetings!
As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025!
Zia's generative AI capabilities
Zia insights can be highly beneficial in helping agents manage daily support challenges. The following Zia features are available for tickets and IM chats in both iOS and Android apps:
- Summarize tickets and threads
- Summarize IM chats and analyze the sentiment of the incoming message
- Generate ticket and chat replies
- Create other content, like emails, announcements, and invitations
- Refine messages
- Translate replies
Tickets, threads and chat summarization - Android and iOS
Zia simplifies the ticket and thread content and provides a concise overview in a simple, easy-to-understand summary to help agents comprehend the issues quickly. This text can also be regenerated and translated into multiple languages supported by Zia.
Zia insights can also generate a summary of the IM chat helping agents understand complex queries quickly. The sentiment of the incoming message and tickets can be analyzed using Insights to help agents align their responses accordingly.
Generate content - Android and iOS
Agents can generate content other than ticket replies, including emails, invitations, announcements, community posts, and promotional content, by entering a prompt detailing their needs.
Reply assistance for ticket conversations and IM chats - Android and iOS
Zia can analyze tickets and IM chats to draft meaningful responses by leveraging the organization's knowledge base. This helps the agents send quick empathetic responses to customers while maintaining their company's standards.
Modify tone and length of the conversation and chat - Android and iOS
Agents can rephrase ticket responses or chat replies right from the mobile app to modify the tone and length. They can either refine the whole reply or even selected sentences.
Ticket Management
Create individual tasks, events and calls - Android and iOS
Users can create individual tasks, events, and calls that are not associated with tickets such as such as onboarding requests or service maintenance. Outbound calls can be scheduled, and the details of inbound and outbound calls can be recorded to provide transparency and track the agent's progress.They can also sort and view activities in a standard system-defined or custom view per their requirements. This ensures better accessibility by enabling agents to classify activities as needed.
Interlink tickets to maintain an organized database - iOS
Users can interlink related tickets as parent-child to maintain a contextually well-organized database. If similar or related tickets are interlinked, the agents can refer to the relevant ticket to understand the issue they are dealing with before replying to the customer. They can find information easily and also close multiple tickets at once, saving a considerable amount of time.
View the formula fields in your mobile - Android
In the mobile app, users can view the formula field set in the ticket, task, event, contact, and account layout in six different data types: decimal, boolean, currency, string, date, and datetime.
Send the ticket as an email to the customers
Agents can send the ticket subject and description to the customers to keep them in loop of their conversation for better clarity.
Restrict attaching certain files based on the organization settings - Android and iOS
Attachment file type restriction blocks unauthorized file attachments that a user can attach to a ticket. By configuring attachment settings, administrators can allow to upload or download or block specific file types for both incoming and outgoing support tickets in mobile.
Save the filtered list view in mobile to access your tickets easily - Android
Users can apply field-based filters to the Tickets module that suit their search criteria and save them for quick access. This reduces the time spent in setting up filters every time to look for specific tickets. Users can also rename and delete filters.
Execute specialized actions through custom buttons in the mobile app - Android and iOS
Users can access other apps or websites or even fill out forms in third-party tools from the ticket interface in their mobile device. They can also execute custom workflow items, like sending alerts, triggering approval requests, or creating records through custom buttons.
Sort and view table columns in the mobile app - Android
Agents can view their tickets in a tabular format in the all departments view. They can also sort ticket details alphabetically into columns like subject, status, and contact owner.
Format comments in mobile app using the rich text editor - iOS
Users can format comments using various rich text formatting options, such as bold, italics, underline, strikethrough, font color, highlighting, bullet points, and text alignment. These options provide a more versatile and visually appealing commenting experience within tickets.
Note down information in Scribble using Apple Pencil kit - iOS
Agents can use the Apple Pencil kit in Scribble to note down information and upload notes as attachments to their tickets, comments, and activities.
Instant Messaging
Use multilingual templates to send WhatsApp messages - Android and iOS
Agents can send WhatsApp messages to customers in their preferred language without manual translation using pre-approved templates, thus increasing user engagement and reducing the time needed to draft responses.
Pick up GC bot chats from your phone - Android
Guided Conversation, when associated with channels like WhatsApp and ASAP, creates chatbots to answer customer queries, complete tasks, or access services. When the customers request to transfer the chat to an agent, they can pickup those chats through their mobile anytime and anywhere, providing immediate resolution.
Send WhatsApp message from Desk ticket and contacts page - Android and iOS
Agents can quickly initiate personalized conversations with customers by selecting a pre-approved WhatsApp message template right from the ticket and contact detail page without navigating to the IM module. This improves the turnaround time and also aids consistent resolution of tickets.
Perform mass actions in the contacts module from Android app - Android
Agents can select upto a maximum of 50 contacts and send them WhatsApp messages at scale, they can also delete the contact records. This allows them to improve speed and efficiency.
Reply to IM tickets via email from mobile app - Android and iOS
For tickets originating from the IM channel, the agents can reply through email directly from the ticket, preventing them from navigating to other channels.
Account Personalization
Swipe left or right to perform basic ticket actions - Android
Users can set custom swipes (for left and right swipe) to quickly access basic ticket actions like move, read or unread, close or reopen, pick, assign, edit, delete, mark as spam, and share URL.
Customize the list view in a custom module - Android and iOS
The list view in a custom module can be personalized by adding or removing columns as needed.
For example, in a custom module called Tour Packages, the users can select fields—country of travel, duration, package type, and if a visa is required—to appear in the list view for easy access.
The fields and layouts within a module can be rearranged, and the appearance and alignment of each card in the module can also be customized.
New language support in the Desk mobile app - Android and iOS
Zoho Desk's Android app supports the Norwegian language, bringing the total number of supported languages to 23. Meanwhile, Zoho Desk's iOS app supports Norwegian, Hindi, Marathi, Bengali, and Telugu languages.
View user profile information in the Desk mobile app - Android and iOS
Agents can view their profile in the mobile app to get an overview of information about the tickets they handle, their average handling time, customers' happiness rating, contact details, and other useful metrics.
For more information on the features, kindly refer to the help documents for
iOS |
Android.
Zoho Desk wishes everyone a happy and prosperous 2026!!
Recent Topics
Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
What's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
Zoho POS App Hanging Issue – Sales Becoming Difficult
The Zoho POS app frequently hangs and becomes unresponsive during billing, making it very difficult to complete sales smoothly. This commonly happens while adding items, during checkout, or at payment time, especially during peak hours. These issues cause
Writing by Hand in "Write" Notes
Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!
"Spreadsheet Mode" for Fast Bulk Edits
One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
SAML in Zoho One vs Zoho Accounts
What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure
Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
Deactivated Zoho One account can sign in
I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they
How can I reset the password for a user in Zoho Projects
We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.
How can I add a comment to an existing ticket via API?
I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!
Marketer's Space: Proven tips to improve open rates – Part III
Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important
MCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.
Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, please
Zoho Social - Feature Request - Reviewer Role
Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled
Zoho Books/Inventory - Update Marketplace Sales Order via API
Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected
Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation
Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals
BARCODE PICKLIST
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
How do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services
VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded
How do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Zoho Browser??
hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep
Let’s Talk Recruit: LinkedIn Cheatsheet
Welcome to the first edition of Let’s Talk Recruit for 2026. We are kicking off the year by revisiting one of the most asked about topics in Zoho Recruit. How our LinkedIn integrations actually work and how recruiters can get the most value from them.
Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you
Ability to Set Client Name During Portal Invitation
Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
Move email between inboxes?
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
PDF Attachment Option for Service Reports
Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
【Zoho CRM】データ一覧画面でのメモのバッジ機能リリースのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。2026年度もゾーホーユーザーコミュニティをどうぞよろしくお願いいたします! 今回は「Zoho CRM アップデート情報」の中から、新機能のデータ一覧画面でのメモのバッジ機能をご紹介します。 目次 概要 メモのバッジ機能について メモの作成について メモに関する様々な処理について 最近追加したメモについて メモのバッジの非表示について クライアントスクリプトの対応 概要 メモのバッジ機能について 既存の活動バッジに加えて、すべてのタブのデータ一覧表示画面に、各データごとに利用できる「メモのバッジ」(キャプチャ内の赤枠部分)が新たに導入されました。
is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
Can’t find fsm in zoho one
Every other app is available to me in Zoho one except fsm
Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
Task Deletion Restriction & Strict Stage Control
Hello Zoho Community, We have the following two issues currently pending and under testing, for which we require a workable and reliable solution: 1. Task Deletion Restriction We are testing ways to ensure that staff users are not able to delete tasks
Unable to mass update a picklist field
Hello, I have the records within our Accounts module divided between two account types: Parent Accounts & Member Accounts. I am attempting to mass update accounts from one picklist value to the other (within other specific criteria in our custom fields)
Process checklist in CRM
Hi We've created a new sales process that I'm mapping into the CRM - issue I have is that some of the tasks / milestones I would like to capture require very simple tick box responses but there are quite a few under a variety of sub categories so I don't
CRM project association via deluge
I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate
Holidays - Cannot Enter Two Holidays on Same Day
I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
Next Page