Everything You Need to Know About Zoho Desk
Ғылым және технология
Interested in discovering more about Zoho Desk? This comprehensive overview is perfect for both newcomers and seasoned users alike. We delve into the essentials, discussing best practices. Our goal is to share our wealth of knowledge on Zoho Desk, ensuring that you find the information both enjoyable and valuable!
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0:00 Intro
1:14 Agenda
2:10 Product Overview/Pricing
5:01 Departments
12:32 Ticket Management
32:25 Knowledge Base
38:11 Automation
1:10:02 Integrations/Zoho Marketplace
1:21:53 Q&A
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At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.
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Пікірлер: 21
Very useful & informational video .. Thank you very much gents for the big effort!
Zenatta Rocks!
not able to add team pleasr suggest
We have Zoho One and would like to add agents from outside our organization. Does this - 10:15 - mean that we need to add them to our Zoho One as a user we pay for?
So if I understand this correctly. People can just send an email to the support desk and helpdesk will see it as a ticket -
@Pianofy
5 ай бұрын
Yes, that is standard in customer service software.
Do you have a video on running reports from Zoho desk? Thank you!
@Ben-tz4cm
11 ай бұрын
Zenatta website - Resources - Desk - "Understanding Ticket Management in Zoho Desk with Customization and Reporting" - 17 min mark of the video.
Hi, what’s the use case for integrating with Zoho Campaign?
@Zenatta
Жыл бұрын
Hi James HO, We answered your question on this week's AZAAZ! Click here to jump to our answer 🎬 - kzread.info/dash/bejne/aJuoz5OCcdW1f6Q.html#t=9m15s
I need to keep an alert system for each ticket. The purpose is that the person working on the ticket should have an alert to act on every ticket assigned. The alert can be rescheduled maximum 7 days only so that all tickets are touched once in a week. I’m running an accounting firm and using Zoho one . Is this possible in Zoho desk ? Thanks in advance
@Zenatta
2 ай бұрын
Hi Firozfctax! Yes, this would be possible via workflows in Zoho Desk. We'd likely choose to create a Task on a regular basis for that Ticket, and activate Email Notifications on that Task so they are immediately directed to the Ticket. Then, you may want a separate workflow that stamps a date field when a User interacts with the Ticket in a way that you'd like to count against the weekly touch rule.
Is it possible to have emails in Gmail marked as read after I attend to tickets on Zoho Desk? I'm using the Email forwarding channel
@Zenatta
10 ай бұрын
Hi e nelson, You can use an API call to remove the 'unread' label: developers.google.com/gmail/api/reference/rest/v1/users.threads/modify
@e.nelson
10 ай бұрын
@Zenatta Interesting. Thank you. I'll now look into triggering this API call after I receive a ticket Updated/ Thread add event.
How can I change Agents from everyone being a "CEO" within Zoho Desk?
@Zenatta
9 ай бұрын
Hi Annelize De Waal, To modify User Roles, please follow these steps: 1. Navigate to 'Setup'. 2. Select 'Agents'. 3. Proceed to the 'All Agents' tab. 4. Locate and click on the desired User. 5. In the upper-right corner, hover over the user name to reveal an 'edit' button and click on it. 6. You can now adjust their Role and Permissions by selecting 'Custom'. If you have a Zoho One subscription you could do this in bulk. Go to Zoho One admin panel and add a simple Conditional Assignment Rule based on a user group criteria, then run the assignment rule on existing users. If you need help setting up these assignments please check the Zoho One Admin Panel Advanced Setup video, I linked the video to the desired spot: kzread.info/dash/bejne/dJaszpqEg7jLl8o.html
How do we block certain email addresses from being able to email us on zoho desk?
@Zenatta
6 ай бұрын
Hi Dana, We discussed your email blocking question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - kzread.info/dash/bejne/c6p7mdV9irqtZMo.html#t=20m40s
I'm currently planning to move away from Zoho Desk because it's impossible to run customer service with my company email. Is it correct that it is correct that there is no solution?
@Zenatta
3 ай бұрын
Hi Fullformance! It is possible to use your own company email. You'll need to set up forwarding from that email to the default email provided by Zoho Desk. Then, you can set up that same company email as a validated From address. These settings can be found under the Channels > Email menu