AZAAZ - Volume 1, Issue No. 21 - a podcast by Brett Martin and Tyler Colt
from 2023-08-09T17:00
This week on AZAAZ we answered:
❓The Questions❓
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💬 1. 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.
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💬 2. 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?
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💬 3. 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?
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💬 4. 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?]
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💬 5. 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?]
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💬 6. 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?
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💬 7. Is it possible to have the Answer Bot active while not having the Live Chat active on the website?
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💬 8. 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?
Here are the links to the help articles discussed:
💥Zoho Team Training Programs💥
Train Your Team In Less Than A Week!
Team Training Courses by Zenatta Consulting
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This Issue of AZAAZ was produced by:
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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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