[
Zoho Desk Reviews
](https://www.g2.com/products/zoho-desk/reviews)

[
Zoho Desk Reviews
](https://www.g2.com/products/zoho-desk/reviews)

# Zoho Desk Features

##### 
## Platform (6)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Customization

Allows users to customize chat colors, text, logos, and branding.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integration

Integrates with other customer service software to improve support and enhance functionality

Reporting

Provides analytics tools that reveal important business metrics and track progress

Dashboards

Displays important metrics relating to performance

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##### 
## Ticket and Case Management (8)

Ticket Creation User Experience

User Experience of creating and submitting a ticket

Ticket Response User Experience

User Experience of responding and receiving a response

Workflow

Route tickets based on values of fields, changes to ticket status and time based conditions

Automated Response

Respond to common requests with standard reply

SLA Management

Offers tools for managing and tracking service-level agreements (SLAs)

Attachments/Screencasts

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Ticket Collaboration

Share and collaborate on tickets with multiple customer service representatives

Customer/Contact Database

Central repository for account and contact information

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##### 
## Communication Channels (5)

Customer Portal

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Email to Case

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Live Chat Support

Ability for customer service agents to communicate with customers via live chat to solve problems live

Social Media Integration

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Voice

Make and receive calls directly in the application. Track and record calls for analysis.

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##### 
## Self-Service Experience (5)

Knowledge Base

Provides a repository of information that can be used by those seeking support.

Searchable Articles

Makes articles in the knowledge base searchable on the web.

Community Forums

Enables users to engage with other users to solve common issues.

Mobile Optimization

Optimizes the customer self-service experience on mobile devices

Personalization

Gives the user targeted, personalized results based on their activity or preferences

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##### 
## Self-Service Platform (4)

Branding

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automation

Automates some or all operation related tasks

Artificial Intelligence

Utilizes artificial intelligence to improve workflows or customer experiences

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

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##### 
## Communication (5)

Pop-up Chat

Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.

Notifications

Delivers notifications to both sides of the conversation.

Targeted Emails

Sends automated emails to further engage clients and potential clients.

In-App Messaging

Allows for live chat to be enabled within the app for customer help.

Co-Browsing

Allows agents to join a customer's browser session and navigate through the website with them.

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##### 
## Internal Use (5)

Customization

Allows users to customize chat colors, text, logos, and branding.

Lead Development

Enables employees to denote potential customers.

Knowledge Base

Establishes a knowledge base for employee reference during conversations.

Team Inbox

Provides a central location for help requests, helping employees respond sooner.

Customer Profiles

Allows for the creation of profiles for contacts and customers.

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##### 
## Process (3)

Mentions

Scours various channels for brand mentions to proactively seek reparative communications.

Tickets

Creates and assigns support tickets, scheduling them in a timely manner.

Macros

Allows administrators to create templated responses to frequently asked questions.

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##### 
## Channels (7)

Email

Ability to connect agents with customers through Live Chat.

Social

Connects employees with customers through a social media solution.

Live Chat

Ability to connect agents with customers through email.

Phone

Connects employees with customers through a calling solution.

Text

Ability to connect agents with customers through text message solution.

Multi-Channel Coverage

Software incorporates multiple digital communications channels.

Open Listening

Allows incorporation of inbound contacts from non-marketing channels.

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##### 
## Insight (4)

Surveys

Provides opportunity for customers to give feedback through a survey.

Reporting

Enables administrators to create customized reports reflecting customer satisfaction.

Visitor Activity

Allows administrators to track visitor activity to understand the research that was done before turning to customer service.

Help Desk

Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.

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##### 
## Administration (6)

Database Management

Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.

Data Workflows

Operationalizes data delivery workflows to easily scale repeatable preparation needs

Issue Management

Provide workflows to create and escalate issues related to risks and requests

Integrations

Integrates with live chat, chatbots, help desk, or other customer service software

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

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##### 
## Compliance (4)

Policies and Controls

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Data Governance

Ensures user access management, data lineage, and data encryption

Compliance

Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.

Auditing

Perform ad-hoc or ongoing IT audits at different levels of the company.

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##### 
## Data Security (4)

Risk Data Attributes

Identify risk data attributes such as description, category, owner, or hierarchy.

Data Transport

Protects data with some form of encryption as it leaves your secure or local network.

Access Management

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Multi-Factor Authentication

Requires a second level of authentication, such as sms messaging or customized tokens, to access data.

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##### 
## Design (5)

Communications Strategy Development

Allows planning and deployment of an overall communications strategy.

Create Content

Includes or integrates with content creation apps.

Personalization

Outbound communications are segmented and personalized.

Inbound Identification

Inbound contacts are identified and handled based on history.

Regulatory Compliance

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

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##### 
## Usability (3)

All-Employee Access

Permits use by job roles outside of service department

Supporting Documents

Allows linking of useful information such as screen shots

Two-Way Communication

Provides direct contact between CSRs and customers outside of milestones

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##### 
## Reporting (3)

Priority Case Alerts

Informs stakeholders of activity on escalated or high-value cases

Trend Analysis

Evaluates frequency of types of complaints

Performance Monitoring

Includes a dashboard or other means of performance monitoring

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##### 
## Knowledge Management (3)

Knowledge Base

Enables the creation of an internal repository of knowledge articles

Publishing Workflows

Provides workflows for writing, editing, approving, and publishing knowledge article content

Analytics

Helps users understand which knowledge articles are working and identifies areas of improvement

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##### 
## Customer Support (3)

Intelligent Search

Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query

Suggestions

Analyzes customer support tickets or conversations to suggest relevant knowledge articles

Decision Trees

Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues

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##### 
## Generative AI (14)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Show More

##### 
## Automation (3)

Customer Interaction Automation

Allows users to automate responses to customer inquiries across various channels.

Feedback Collection

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Document Processing

Allows users to automate the handling, processing, and management of documents.

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##### 
## Autonomy (4)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Adaptive Responses

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Task Execution

Provides the AI agent the ability to execute tasks without requiring constant user input.

Problem Solving

Allows the AI agent to identify and resolve issues without user intervention.

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##### 
## Customer Query Resolution - AI Customer Support Agents (5)

Automated Ticket Resolution

Allows the AI agent to autonomously resolve customer queries without human intervention.

Contextual Response Generation

Enables the AI agent to provide accurate answers based on the context of customer inquiries.

Sentiment Analysis

Allows the AI agent to analyze customer sentiment and adjust responses accordingly.

Knowledge Base Utilization

Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.

Multilingual Support

Provides users the ability to interact with the AI agent in multiple languages for global support.

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##### 
## Customer Interaction Automation - AI Customer Support Agents (4)

Proactive Customer Outreach

Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.

Feedback Collection

Provides users the ability to automate gathering and analyzing customer feedback after interactions.

Escalation Handling

Allows the AI agent to identify when issues require human intervention and escalate them appropriately.

Workflow Optimization

Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.

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##### 
## Agentic AI - Google Workspace for Sales (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Customer Self-Service (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Help Desk (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Show More

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##### Categories on G2

[
Live Chat
](https://www.g2.com/categories/live-chat)[
AI Customer Support Agents
](https://www.g2.com/categories/ai-customer-support-agents)[
Customer Self-Service
](https://www.g2.com/categories/customer-self-service)

[
Help Desk
](https://www.g2.com/categories/help-desk)[
Social Customer Service
](https://www.g2.com/categories/social-customer-service)[
Digital Customer Service Platforms
](https://www.g2.com/categories/digital-customer-service-platforms)[
Customer Communications Management
](https://www.g2.com/categories/customer-communications-management)[
Complaint Management
](https://www.g2.com/categories/complaint-management)[
Contact Center Knowledge Base
](https://www.g2.com/categories/contact-center-knowledge-base)[
Google Workspace for Sales
](https://www.g2.com/categories/google-workspace-for-sales)

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