SalesIQ-Desk integration update: Seamless helpdesk ticket editing in-chat!
Did you know you can now edit your desk support tickets within SalesIQ? Happy to announce the latest update to the SalesIQ-Desk integration. Managing your customer support tickets within SalesIQ just got even smoother and better. No more toggling between platforms – handle everything conveniently within SalesIQ, streamlining your workflow and saving valuable time.
- With this update, you can easily edit desk ticket details directly from SalesIQ without navigating to Zoho Desk.
- Edit any ticket detail as needed, like setting due dates, modifying ticket information, adding notes, sending and replying to emails, adding comments, etc., all from within SalesIQ.
What's new?
Previously, we had the option to convert chats as new desk tickets, view recent tickets of the visitor, and manage/modify the status of these tickets from within SalesIQ. But if there was a need to edit the ticket details, we had to navigate to Desk. Now, we have brought in the option to edit all the necessary information right from the SalesIQ dashboard.
Editing your desk tickets on SalesIQ
- On the operator chat window, click on the Zoho desk widget at the right and choose the ticket that needs to be edited.
- On the ticket window that opens, click on the Edit option at the top right.
- The desk UI of the ticket will load within SalesIQ. Edit all the necessary ticket details as needed all from within SalesIQ.
Head over to our user-guide to learn more about this update. Stay tuned for more updates and enhancements as we continue to improve your SalesIQ!