Questions Answered
? 1. (1:17) In Zoho Desk […] we added a “From Email Address” for each agent. Instead of getting a [reply] from support@ a customer would get a [reply] from brett@ or whoever replied to the ticket. I like it being more personal but […] I could not find a solution to automatically use the personal from address of the user by default when answering […] a ticket.
? 2. (4:17) If a user shares a ticket with another department those tickets are not […] visible in the “All tickets” view. […] The ticket would only show up if somebody regularly checked […] a specific “shared ticket” view. Is there a solution for […] making sure shared tickets are taken care of?
? 3. (6:43) If I set [up CRM email settings] for another member of our organization, would it affect the CRM if I log out of that account?
? 4. (7:21) I have [knowledge base] articles in English and Spanish, but the [SalesIQ Zobot] only replies [with] the English articles. […] If a user types a question in Spanish, can the bot find [articles in Spanish?]
? 5. (10:26) I’m curious to know if it’s possible to […] include articles […] from either Zoho Learn, Zoho Writer, or Zoho Notebook [in a response from Chat GPT?]
? 6. (12:54) I’ve created a “List-Opt out” check box in the CRM as well as checkboxes for the Topics in Campaigns. […] Inside the CRM email templates I have [an opt-out] Form that updates the Record. I don’t use the “unsubscribe” function. […] I’ve set up a workflow that emails me to say someone has Opted out [via the default CRM “opt out” field] and I then manually [update] the “List Opt-out” box and uncheck the “Opt-out” box. Thoughts?
? 7. (17:06) Is it possible to have the Answer Bot active while not having the Live Chat active on the website?
? 8. (18:48) I have all of my [LinkedIn Contacts] inside the CRM. […] Should I use a CRM Form and link it to a Newsletter field in the CRM and then sync that with Campaigns or use the CRM sign up form?
Links to articles & videos discussed:
Question 6: Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
