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
Narrative 15: Blueprint - Automate, guide, and transform your support processes
Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
Different MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now?
ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."
Refresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
Refund
My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
Calling Function via REST API with API Key gives 401 using Zoho Developer
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Embed CRM record images in email templates
I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
Assign multiple departments to multiple helpcenters
Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
Zoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
PO Based Advance payment to Vendor
We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
ZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
User Tips: How to change the the label display name of a system defined field
Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option. However with a simple hack you can edit any system defined
Search not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
Zoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
Automate onboarding emails with CRM Workflow and Accounts module
We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
Important update: Enhanced security measures for account operations in Zoho Cliq
Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my report
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
Enterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, the
Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
zoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
Customize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Printing Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
I NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEED
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
Bin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
How to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
Tips for Organizing Workflows and Improving Team Coordination in Zoho
Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
Prevent user from viewing all records?
I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) { personID = common.getLoggedInPersonID(); query = "Assigned_Vendor.ID="
Zoho Site pages not displaying in iframes
I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
Next Page