What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
What'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 better connections with Instant Messaging.
We're adding more ways to stay connected with your customers!
We are excited to add Facebook Messenger and Instagram to Zoho Desk's list of IM integrations. You can now easily manage your Meta Business (Facebook) Page's activity alongside messages from various channels on one common platform.
Facebook Messenger
One of the most popular messaging channels, Facebook Messenger, fulfills your business communication needs and provides an easy outlet for communicating with customers and maintaining your social media branding.
Instagram
Manage your Instagram messages directly from your instant messaging inbox and assist your customers using the same inbox automation features you already rely on, such as blueprints, business hours, and much more.
These new integrations let you link your business account with Zoho Desk and respond to customer inquiries on this popular IM platform.
Business Messaging that matches your needs
Business Messaging
Integrate Zoho Desk's native Business Messaging widget seamlessly across webpages and apps, and customize it to align with your brand's style. This allows seamless hand-offs between bots and agents with automation to facilitate personalized and engaging conversations. Whether integrated independently or through the ASAP help widget, you can manage all your interactions using the Instant Messaging module.
Now, you can personalize your messenger to align with your brand, making
your conversational experience accessible on both web and mobile
platforms. Engage with a broader customer base through our business
messaging channel, which is easy to set up, adaptable to your needs, and
scalable for future expansion!
Enhancements in WhatsApp
Multi-WABA support
Great news! We are now supporting multi-WABA for businesses on the instant messaging platform. If you've been using the WhatsApp channel to communicate with your customers, you're likely aware that every WhatsApp Business Account (WABA) needs a verified phone number specifically dedicated to that IM channel for the current WhatsApp Business Platform. Log in for more information: Facebook Business Manager Account.
Acquire in-depth insights on how you spend WhatsApp Credits
Easily identify conversation patterns and anomalies, spot trends quickly with our color-coded graph, and promptly see your actual usage with our clear and easy-to-read conversational payment statements.
Blended conversation is now available across multiple channels
Get ready to experience Bot messaging like never before
You have the option to create a complete Guided Conversations custom bot flow, which enables the development of entirely automated interactions that work in tandem with Facebook Messenger, Instagram, Line, Telegram, and other business messaging channels.
Support teams can set their status as online or offline
Set Business Hours
Now, customers can specify their business hours. This feature provides greater flexibility in managing customer expectations with instant messaging. It allows you to customize business hours for individual teams to accommodate varying time zones or differing work hours for support and sales teams. We have also included theoffline messageas an automated response informing customers that the support team will be unavailable for an extended period.
Now chat with your customers the way they want
Instant Messaging inbox enhancement
We've enhanced the instant messaging inbox to improve and optimize messaging to provide better tools, features, and capabilities for managing and responding to messages.
Easily configure webhooks in IM
Do more with our Instant Messaging APIs
We introduced a webhook to support all inbound and outbound messages from your applications for custom events across channels.
Promote your business with replies via WhatsApp
Send WhatsApp messages in bulk to your contacts
Agents can now select contacts from the Contacts module to send WhatsApp messages to multiple contacts. The message can be sent to the contact's phone number, mobile number, or both. WhatsApp facilitates effective marketing, engagement, and customer retention management.
Send a WhatsApp message to a Contact using quick action
Agents can send WhatsApp messages to single contacts directly from the quick actions list by clicking the drop-down arrow from the top panel next to the plus sign (+). Alternatively, they can use the keyboard shortcut "w+" from any location within the desk. Each time a message is sent to a new contact, a new record is automatically created in the Contacts module.
Omni-channel messaging
IM conversations thread separation
You can now manage all channel conversations in your ticketing threads. This brings all IM channels and their conversations into one easily accessible ticket thread so that you can quickly understand how communication is handled across users.
Reply to IM tickets
Allows support agents to respond to customer inquiries and interact with them seamlessly across different messaging platforms while maintaining a unified view of the conversation history.
Associating agents made easy
Edit channel form
After successfully adding the instant messaging channel, you will be alerted: You have successfully linked your Zoho Desk account with a messaging channel. You can update your preferences for each messaging channel created in your help desk anytime. The preferences allow you to assign different agents for each channel within the channel form.
IM Automation
Triggering Blueprint is designed as a process management tool for IM conversations
Automating ticket actions via Blueprint transitions helps your team save time and streamline ticketing processes for instant messaging conversations. This allows agents to connect with customers and ensures the proper process is followed.
Monitor customer happiness ratings
Measure Customer Satisfaction across IM channels
By enabling the happiness rating, you can ask the customer to rate their experience in a survey that appears after the conversation ends—supported channels are WhatsApp, Telegram, Facebook Messenger, Instagram, and LINE.
With these improvements to your business communications, you can resolve issues faster, boost customer satisfaction, and grow your business successfully.
Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
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 tools
Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).
As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.
Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted
In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='
We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,
My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these
Hello everyone! As we wrap up the final edition of the Social Wall for 2025, it’s the perfect time to look at what went live during December. QR code generator From paying for coffee to scanning metro tickets, QR codes are everywhere and have made everyday
Hello everyone, Earlier, we introduced Custom AI Solutions in CRM that let you access QuickML for your custom AI needs. Building on that foundation, we’ve now enabled a deeper integration: QuickML models can be seamlessly integrated into CRM, and surface
Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
Hello everyone! Formula fields are super useful when you want your CRM to calculate things for you but writing the expression is where most people slow down. You know what you want, but you’re not fully sure which function to use, how the syntax should
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
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
Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.
Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.
I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to