Answer Bot configured and tested on All Departments but says it isn't enabled within a ticket?
Hello there! I have been configuring the Answer Bot and have a couple of questions as I think I am missing something within the configuration. I have created an Answer Bot, choosing to add this in All Departments. We have two departments and two setsPinned important comments and threads in tickets
Hello everyone, We are happy to announce that users can now pin important comments and threads in a ticket. This feature helps agents quickly access the customer's requirements and stay updated on the latest developments to ensure they have up-to-dateWhat's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
Improve your business communications with these new and enhanced features in Instant Messaging! Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build betterCollaborate without compromise, with Ticket Sharing.
We often hear that the ability to move tickets is a big benefit. That kind of flexibility is great to have when your tickets require expertise across departments. But there's often a price to pay: Moving tickets across departments could result in a (well-intentioned) battle for access. When tickets move between departments while agents are working on them, chaos ensues. To put an end to all these worries, Zoho Desk brings out a new ticket action: simply share. With ticket sharing, everyone getsCustom function mapping incorrect date
Hello, I'm trying to debug a custom function that seems to map an input date incorrectly to another field when executed through our ticket blueprint. Here is the test code I'm using: data = Map(); data.put("cf",{"cf_test_date":activationDate}); info zoho.desk.update(<orgID.>,"tickets",ticketID,data);WhatsApp Calling Integration via Zoho Desk
Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditionalRelated ticket creation on a different department when using blueprints
This idea is a little bit mixed with other ideas. In essential we want to be able to create a ticket on another department by NOT replying to tickets or forwarding them. We do utilize the blueprint feature and every department on our account has a blueprint.How to remove desk-mailer.zohodesk.eu from New Ticket email from address
Hi Can someone advise how to remove the desk-mailer.zohodesk.eu From the auto email. Both the Agent and Customer email as this email address in the from and it looks very ugly and unprofessional. I have setup the additional email accounts and custom SMTPChanging department name
Hi, I want to change the department name from customer success to customer support. Will this change have any consequences to the department id (which we use in Zoho Analytics) or email address etc?Suggestions for Enhancing the "Layouts and Fields" Functionality
1. In the "Layouts and Fields" section, there is definitely a need for more options for the "Boolean Field (checkbox)" type. It seems that the limit of 20 values is too low. This value should be increased to 40. 2. There is also a "Multiple Choice" field.Zoho Desk: What's new in 2024 | Feature release
Zoho Desk's 2024 release is here! This year, we are bringing you a range of highly-anticipated features, including some that are designed to meet unique and industry-specific needs. With solutions for personalization, automation, AI, ticket management,How to create a workflow that automatically split as new ticket in Zoho Desk
How to split a ticket using custom function in workflow where all new email or reply with same customer will be split as new ticket to avoid merging of ticket numberBuilding Extensions #4: Uploading new extensions and updating existing extensions in Sigma
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Welcome back, Developers! Following up on our previous post on building and testing new extensions for Zoho Desk,Zoho integration with Azure DevOps
Hi, How do we integrate Zoho with Azure DevOps? I want to be able to trigger off creating a workitem in DevOps when a ticket is created in Zoho. When the development team makes any status updates to the ticket in DevOps, we want Zoho to be synced up withWe are making preparatory changes to the Ticket ID field type!
Ticket ID field in Zoho Desk serves as one of the key elements of the system. Our current implementation only supports numerical values for Ticket ID. This certainly limits our customers from customizing the Ticket ID. With the above challenge in mind,Views on KB Articles
In the insights section of an article there is a view count. This number is also available in the list of kb articles. How can I get a list of all kb articles with views? It;s not in the exported data nor is in the advanced analytics area. WouldDo not Receive Notifications on top Right When Email Comes in
Hello, Some time yesterday or two days ago, I am unable to get notifications found here: I still get emails to our domain, but just do not get any notification on Zoho.An agent not getting email notificatins.
Hello Zoho Desk Support Team I am using Zoho Desk free edition and one of our agent not getting email notifications. But all others are getting notifications without any issue. Please help on this. Thank you, RuwanRegulating Ticketing Operations in the Help Center
Hello Everyone, This week, we explore ZylkerShop's requirements for customizing tickets in the Help Center. Frequent or accidental changes to tickets can affect the quality of support. Zoho Desk provides the following CSS codes to address these challenges.Create a report that would reflect linked JIRA ticket on a Zoho ticket
Hi Support team, Would just like to ask if there is a way to create a report in Zoho Desk where it would show list of zoho desk ticket details (Ticket ID, contact name, subject, etc) and it would also show the JIRA issue it is connected to?The Support Plan module doesn't calculate the correct credits for a multi-year contract
When we create a contract that spans more than a year, the remaining credits for the support plan are not correctly calculated.Comment Templates
Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responsesAdding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality which is able to support this operation ? Thank you in advance, LeandrosDocumentation
Does anyone use the built-in Zoho Knowledge Base for technical writing/documentation? If so, what is your workflow? Do you use Zoho Writer or some external tool for authoring?Notification Center doesn't update anymore
We are used to using the Notification Center of the Zoho Desk to follow all tickets updates, but I've noticed its last notification was from 11 days ago, as shown in the image below. How I can found out why this happened, and how can I resolve it?Remove the [## XXXX ###] from subject replies
For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerkenIn Standard version can I add a tag depending on the subject using Workflows?
Hi, I'm testing the standard version. I've found documentation on how to add tags using workflows (https://help.zoho.com/portal/en/kb/desk/automation/workflows/articles/custom-actions-gallery#Action_Failure_on_DeletingDeactivating_an_Agent) however theAbility to re-order Workflow Rules
We really need the ability to re-order workflow rules within departments. Either the ability to drag/drop them into a different order or something.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 theIssues with plugin-manifest.json
Hello community, I just began creating an extension for our company, as we customers, which write e-mails to different departments. So now I want to create a widget, which checks, if the customer has more then one open ticket. The problem is, that afterHow to keep senders email address details when email is fowared from my helpdesk mailbox to my zoho helpdesk system
Hi everyone, Im trying to get the emails from my helpdesk outlook account that are fowarded to my zoho email support address to show up as tickets with the sender's details. Right now every email is fowarded to my zoho account and they are portrayed asDefault Dashboard Additional Filters
Hi Zoho Desk Team, Is there a way to add more filters to the default dashboard, like "Country" and "Account Name"? Right now, the filters are limited. Also, can you extend the duration filter to 1 year? Currently, it only goes up to 1 month. Thank you,File Encryption - Zoho Desk iOS app update
Hello, Everyone! We have now introduced the 'File Encryption' option within the Zoho Desk app as part of the HIPAA Compliance. This option allows the user to encrypt the attachments within the Desk mobile app, which acts as an additional layer of security.Enhanced Control Over API Calls for Zia Generative AI Integration
Hello, We would like to request an improvement to the way API calls are handled in Zoho Desk when using the Zia Generative AI integration with OpenAI. Current Issue: It appears that API calls to OpenAI are being triggered automatically whenever a ticketAdd Email Failure Data to Relevant Tickets
Hi Team, I would like to request a feature enhancement for Zoho Desk. Currently, when navigating to the "All Departments" view, there is an Email Failure section under the Notifications section. However, the failure information is not added to the relevantEnhanced Round-Robin Ticket Assignment Rule Criteria
Dear Zoho Desk Team, I hope this message finds you well. I am currently utilizing the Round-Robin Ticket Assignment Rules with the Load-Based Assignment option in Zoho Desk. This option allows tickets to be assigned to agents based on their load untilCustomer Alert Status
Can the system send a notice to the customer when the ticket is moved to a different status? Thanks RudyHow can we assign the "Revoke Blueprint" permission to agents?
There isn't an option on the "Permissions" list for this function. How can we assign this permission to particular agents?How to filter E-Mails, where Zoho Desk Acoount is only in CC
Dear All, we would like to filter the incoming e-mails, where zoho account is only in CC, not in main recipients. Is there any solutions for this? Thank you in advance!I can't log in to our help desk portal.
I am having problems logging into our help desk portal. Since the user changes their password in AD, the password is not replicated to our help desk, Enterprise Service Desk version. And the user cannot log in. We have already checked the integrationNext Page
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Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours
Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth andAutomation #7 - Auto-update Email Content to a Ticket
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonlyAutomation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceNew features and improvements in Desk's integration with Zia powered by GPT
Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancementsFeaturecast Story 12 - Auto response
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 12 - Auto response Provide prompt, clear communication Auto response ensures that users receive an immediate confirmation of their message, setting a positive tone for their interactions
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I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in theRequest for Custom Script Support in Help Center
We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such asAutomation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved betweenAnyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!Twilio Phone Integration - Sub Accounts
We have been using the Twilio phone integration with Zoho Desk to manage inbound support calls for our clients. However, after moving some of the client's phone numbers from our main account to a sub-account in Twilio, we have stopped receiving calls
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Webinar 2: Supercharged customer support for growing business
Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you: Understand your customers better and their journeys to proactively support and engage them even before they ask for help. Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer serviceCustomize Colors of your Customer Self Service Portal
You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme. Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, GreenEdit 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-importantLive Webinar - Work smarter with Zoho Desk and Zoho Workplace integration
Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools2024 Email Authentication Standards: Elevating Security with Google and Yahoo
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