Pinnacle SMS for Zoho desk

About

Zoho desk is one of the best customer support ticketing platforms developed by Zoho Corporation. It helps to effectively handle the customer support tickets, contract management and for report creation.

Pinnacle Teleservices is an emerging SMS solution provider and also provides call solutions. The extension "Pinnacle SMS for Zoho Desk" will make communication faster, easier, and more convenient for people to connect globally. This extension thus helps to catch customers without any lack of time and communication.

Pre-requisites for app installation

Should have Zoho Desk account
Should have Pinnacle account
Should have approved templates for sending messages to clients

Features

Initiate New chat to customers from customer view page
Initiate New chat to customers from Tickets view page

Application Installation and working

Step 1: Install the application from the Zoho desk marketplace.

Step 2: Initiate SMS or WhatsApp messages from the contacts view page. Select the Sender ID, add recipients and select the approved templates from the drop-down. Click "Send SMS" or "Send WhatsApp" button to send the message.

Step 3: Initiate a new chat with any of the customers by clicking the "Pinnacle SMS" option found at the top. Select the Sender ID, add recipients and select the approved templates from the drop-down. Click "Send SMS" or "Send WhatsApp" button to send the message.

Step 4: Initiate SMS or WhatsApp messages from the tickets view page. Select the Sender ID, add recipients and select the approved templates from the drop-down. Click "Send SMS" or "Send WhatsApp" button to send the message.

This is the installation and working of the application "Pinnacle for Zoho Desk".

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