Instant WhatsApp Messaging for Individual Contacts

Instant WhatsApp Messaging for Individual Contacts

Dear Zoho Desk Users, 

Zoho made it easier for agents to send WhatsApp messages directly from the quick actions menu. Now, agents can click the dropdown arrow next to the plus sign (+) at the top of their desk or use the keyboard shortcut "w+" to send a WhatsApp message to any contact.


Here's what you need to know:
  • Even if an agent doesn't have permission to create contacts, they can still send WhatsApp messages. However, no record will be created in the module.

  • If an agent isn't allowed to view contacts, the option to send a WhatsApp message won't be available to them.

  • Agents with read-only access to contacts can send messages but can't edit the contact's phone number.

  • If an agent can't see the contact number fields, they'll get an alert that field access is restricted.


Besides sending messages, agents can also create a new contact through this quick action. Entering the contact's name and number will automatically create a new record in the Contacts module.



This new feature is now live and available for all users across data centers. For more details, contact pfc-group.com.
    • Related Articles

    • WhatsApp Interactive Templates: A Game-Changer for Recruiters

      Zoho Recruit has just introduced a game-changer: WhatsApp Interactive Templates! These new features are set to make your candidate interactions more engaging and efficient. What Are WhatsApp Interactive Templates? WhatsApp Interactive Templates are ...
    • Zoho Desk's Instant Messaging Update | New Integration | Nov '23

      We're adding more ways to stay connected with your customers! Hi Partners, 
We've been working on many improvements for the last few months, and we're excited to announce a highly anticipated integration with Facebook Messenger! Let's dive right into ...
    • Zoho Desk's Instant Messaging | Feature Updates | June'23

      As we advance into the year, we're eager to bring you this quarter's feature updates, where we'll run you through the significant updates in the Instant Messaging module. I hope this info is insightful as you continue using our IM module to enhance ...
    • Zoho Desk's Instant Messaging | Product Updates | May'23

      Hello Partners, As we advance into the year, we're eager to bring you this month's product updates, where we'll run you through the significant updates in the Instant Messaging module. I hope this info is insightful as you continue using our IM ...
    • Take Your Marketing to the Next Level with WhatsApp Automation

      Zoho introduced two new features to our WhatsApp integration: Automation and Utility Conversations. These additions will help streamline your marketing efforts by automating messages and delivering essential information to your customers seamlessly. ...