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Zoho Cliq Full Product Tutorial – 2020

Check out the latest Zoho Cliq Full Product Overview for 2022!

This webinar on Zoho Cliq is presented by Brett Martin & Tyler Colt from Zenatta Consulting. We hope you find this information useful and we included all of the Q&A from this webinar below.

Video Timestamps:

0:35 Agenda

3:45 Product Tour & Basic Setup
-One on one -Conversations
-Channels
-External Users

Advanced Features
-18:30 Marketplace
-20:15 / Commands (also covered again in the Q&A)
-24:00 Message Actions
-26:12 Remote Work
-29:40 Q & A

Q: Has anyone figured out how to set up an away message? People don’t always pay attention to the “Status”.

A: Unfortunately, there is no way currently to set up auto-responses based on Status. I would not be surprised, however, to see Zoho implement this type of workflow functionality to Cliq in the future.

Q: Do you know if external users can set up for free and use Cliq or do they have to pay?

A: There is a free version of Cliq that they can continue to use, but it does not have access to external channels/connections.

Q: With Pins, I’ve noticed you can’t pin more than one message within a channel and if someone else has something pinned, you can’t pin unless you unpin theirs. Is there a workaround for that?

A: Unfortunately, only one message can be pinned at a time per conversation/channel.

Q: I would like to move everyone in our org. to Cliq, but unlike Slack, it seems like users have to manually log in to Cliq each time they log on, whereas, with Slack, it’s ready to roll without a sign-in.

A: Hi Daniel, this will depend on your sign-in timeout settings in Zoho. Zoho apps do have the ability to remain signed independently of these settings for the organization.

Q: Is there a best practice for external users? I have each one create a fake company called their name and “co” so like CraigCo then I can invite them. It would be nice if there was an easier way to do it, especially since some of our users try to join the organization and that messes everything up.

A: Unfortunately, users will need to create a Cliq account with a company to be added as an external user.

Q: Anyone found a way to edit those Remote Status Options? Name them something different, or change default times, or so on…?

A: Not yet, as this is a fairly new feature. I’d expect Zoho to layer on some additional customization on these statuses in the near future.

Q: Is there a way to send a Cliq using VBS or VBA? I would like to send system alerts into Cliq. I have them going to email, but more users have Cliq up at all times.

A: You can hit a webhook in Zoho Flow and use the pre-built Flow-Cliq connection to post the message to a certain channel.

Q: How do I generate reports?

A: It is under Settings – Admin Panel – Reports (bottom of page) – Remote Work

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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