Skip to content
AI Assistant

CRM, helpdesk and sales

Zoho

Contacts, leads and tickets in Zoho CRM and Zoho Desk from every conversation.

This connection is on the way

It is not something you can switch on yet. Here is what it will do and how it will be set up, so you know what to expect.

01What it does

Contacts and leads in CRM, tickets in Desk

Connect Zoho and your mate writes a contact or a lead to Zoho CRM from a conversation, and opens a Zoho Desk ticket with the transcript on hand-off.

02See it in place

Try it on a real site before you connect it

The channel itself is still being built — the demo previews the experience on a real invented brand.

Zoho desk

Live demo

Wrenbury Dental

A practice with a published price list whose reception desk answers the cost question at 11pm and raises a query as a record: grounded treatment and membership answers, an in-chat form card, WebMCP page actions, its own MCP server and identified patient lookups.

03How to switch it on

  1. Sign in to Zoho when you connect it and allow the CRM and Desk scopes you want.

  2. Choose what is written back.

  3. Publish; the next conversation shows up in Zoho.

04What it needs

A sign-in to your Zoho account when you connect it, and the scopes you allow.

05Questions

We build the channels our customers ask for first. Use “Get notified” and we will tell you the day it opens — no date is promised until it is real.
Yes — one assistant, one memory and one set of tools, whichever channel the customer writes on.

Be the first to know

Tell us this is the channel you want and we will let you know the day it opens.