Zoho Desk

Zoho Desk - Blueprint Transitions Now Work with IM Tickets for Faster Resolutions

Hello everyone,

Zoho introduced that Zoho Desk now supports Blueprint transitions specifically designed for instant messaging (IM) tickets! This update is set to make it simpler for agents managing IM tickets, enhancing their ability to assist customers efficiently throughout a blueprint-driven workflow.

In the past, agents handling IM-related tickets had to wait for the blueprint transition to conclude before they could respond. This process sometimes delayed communication and impacted the overall customer experience.

With the new update, agents can now directly access the IM interface during a blueprint transition. This feature allows them to attach documents, use pre-set responses, or reply to customers swiftly, without waiting for the transition to finish.

For example, if a customer raises an issue through an IM channel like WhatsApp in Zoho Desk, and the ticket enters a blueprint, agents can now communicate with the customer in real time through the messaging interface. This adjustment removes the need to finish the entire workflow before responding, enabling agents to focus on resolving customer issues quickly.



Key Benefits of this Feature:  

Quick, Seamless Interactions

Agents can communicate directly with customers during a blueprint transition without needing to switch between the IM and Tickets modules for each response. This helps streamline workflows, improves efficiency, and reduces the potential for errors.

Enhanced Workflow Flexibility

Even if the "Reply All" action is set as mandatory, agents now have the flexibility to move through the transition without sending an immediate reply, allowing them to adapt as needed.

Improved Accountability

Immediate IM responses are logged within the ticketing system, making it simpler to track interactions and monitor response times. This provides better accountability and supports performance assessments.

Our support team is here to help with any questions about using IM replies during blueprint transitions.  For more details visit us at pfc-group.com.

    • Related Articles

    • Zoho Desk: 2-Year Data Analytics in Zoho Desk

      Zoho has announced a much-anticipated feature in Zoho Desk. A select group of users now has early access to the "2-Year Data in Analytics - Reports" feature, allowing them to create reports using data from the past two years. Enhanced Reporting ...
    • 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 ...
    • Zoho Desk - Redefine customer experiences with Blended Conversations

      Zoho Desk's Blended Conversations feature is here! Blended Conversation is a fruition of the Instant Messaging framework and the Guided Conversation bot builder, a low-code platform for customer self-service. The IM framework helps businesses ...
    • Zoho Crm : The Role of Optional Fields in Blueprint Transitions

      In the world of CRM, blueprints are like helpful guides that ensure everyone follows the right steps. They make sure users enter required information at each stage to keep processes running smoothly. But sometimes, making every field mandatory can ...
    • Zoho Thrive: A Closer Look at Zoho Thrive's Improved User Experience

      We are delighted to introduce the new and enhanced user interface of Zoho Thrive. This update is designed to make setting up and managing your affiliate and customer loyalty programs faster and easier. Let’s take a closer look at the major changes in ...