Hello everyone! We're excited to reconnect with you again.
The recent sessions of our Ask the Experts series have contributed to valuable conversations, beginning at the live sessions and evolving into one-on-one conversations and remote-sessions where we've had the opportunity to offer personalized guidance and customized solutions. Some of our conversations have even allowed our experts to highlight the benefits of upcoming features. These have undoubtedly strengthened the bonds with the Zoho Desk team, and we'd like to keep that momentum going.
In our latest live interactive session in April, we ran a few fun and insightful polls, one of which asked for the full form of Zia: Zoho’s Intelligent Assistant. That moment truly lit up the session and sparked some great energy as many of our users got it right. We want to say a big thank you to our users for staying engaged with all the latest advancements in Zoho Desk. We also noticed that many of you requested deeper insights into Zia, and we'd like to ensure your questions are addressed.
So here we are again, launching our next exciting 'Ask the Experts' session this May!
In the 20th episode of our 'Ask the Experts' series, we look forward to conversing with you about how Zia can help your business and elevate your customer support.
Date : 29 May, 2025 | Time : 8:30 AM - 4:30 PM GMT Live-Text Based Discussion |
Time Zone | Time |
IST | 2:00 PM — 10:00 PM |
GMT | 8:30 AM — 4:30 PM |
CEST | 10:30 AM — 6:30 PM |
GST | 12:30 PM — 8:30 PM |
AEST | 6:30 PM — 2:30 PM |
PST | 1:30 AM — 9:30 AM |
Zia: The AI that works with you
Artificial Intelligence (AI) is more than just a buzzword. It is making an impact in every industry today, from customer support and automation to healthcare, manufacturing, and finance. AI isn’t new; it’s been evolving for over six decades. And despite its incredible power to automate and optimize, AI can’t replace the warmth and empathy of human connection. Humans are social beings; we thrive on meaningful interactions, and AI is here to augment that experience.
Let's dive into how AI can elevate your customer support and business operations using the powerful AI features available within Zoho Desk. In our recent Spring Release, we introduced AI capabilities across all editions of Zoho Desk, from Standard and Professional to Enterprise. To fully experience Zia's potential, we encourage you to explore the Enterprise edition. However, we've ensured that every edition benefits from unique AI features tailored to enhance ticket handling, agent responses, and overall customer interactions.
Now, we'd love to have discussions with you! Here are some questions to get you thinking and begin the conversation:
- Does using AI also ensure data privacy and protect personally identifiable information?
- How can Zia help you better manage and analyze your customer data?
- Would you like to know how AI can improve your agents' response quality and speed?
- Are you curious about how Zia can detect and interpret the tone of your customers' messages?
- Interested in analyzing your business performance with Zoho Desk for better decision making?
- How about having AI summarize your ticket conversations and extract key information for an insightful overview?
We understand customer support is the backbone of every successful organization. Your support teams often carry the responsibility of meeting tight deadlines and delivering exceptional customer experiences. So, what better way to support them than with AI-powered assistance to help your agents respond faster, smarter, and more effectively?
Join us for an interactive, live text-based, and knowledge-packed discussion focused on your use cases and questions.
Our expert panel will be live on May 29th, from 8:30 AM to 4:30 PM, ready to answer questions in real time on the community platform.
Type your questions below and Follow this post to keep the conversation going.
See you at the session!
Lydia | Zoho Desk
Recent Topics
Not able to item an item to non taxable via api, despite sending is_taxable as false
Hi everyone, I'm trying to update an item via books api and even when sending is_taxable as false, the item still shows Taxable in zoho, I get no errors as well when I update, any help appreciated in this!
Collection & Payment Mapping Automation
We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
Nested Sub-forms (Subform within subform)
Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form -> Sub form A ->Sub form B If we tried this, only one level of sub form only working. Any one having any idea about this? Thanks Selvamuthukumar R
Restore Trashed Records Anytime Within 30 Days
Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
Avoiding Inventory Duplication When Creating Bills for Previously Added Stock
I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
Applying EUR Payments to USD Invoices in Zoho Books
Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
How to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho
Customer Addresses cannot be edited/deleted in invoices
In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
Custom Fields connected to Invoices, Customers, Quotes, CRM
I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
Accelerate Github code reviews with Zoho Cliq Platform's link handlers
Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)
Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
Partial payment invoicing
Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as
Inputting VAT Pre-Registration expenses for first VAT Return
Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I
Anyone else experiencing very slow loading of pages in Zoho Projects?
I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other
Zoho Desk Lookup Field Reporting
Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields
Integrating asana will cause notification messages to pop up continuously
When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.
Entire notebook that had notes has disappeared
I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in
My site has disappeared from web builder
www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.
Trying to trigger email notification based on rollup summary field
Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone
zia data enrichment - switch to webamigo Extension
Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method
Export Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?
Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,
Linkedin: when Zoho Social is going serious with it?
Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します! ▷▷詳細はこちら:https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
How to get fields centered in a form?
Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing? Any help would be greatly appricated. Thanks, Michael McNeill
Make Packages from multiple sales order of a single customer
Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
Webhooks and Integration
Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
Zoho Books X Zoho Expense
Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the
ABILITY TO LOG INTO CUSTOMER PORTAL
I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
Sort, filter & save views for BOOKS PROJECTS
Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
edit input format in custom field - sales order
hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina
This transaction type cannot be matched with a line on the statement.
When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized
Timesheets
I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one
Can we embed a Kanban Type of report using iframe too?
I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.
Weekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you
Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings
Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’
Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,
Replace an existing zoho show file with an uploaded one.
For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"
Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!
Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or
Next Page