What happens if an agent misses an incoming chat?

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• What happens if an agent misses an incoming chat?

  If an agent misses an incoming chat, a task is created for the missed chat by default and is automatically assigned to the record owner.

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  RingCentral is an agent through which calls are made and received. So when you click on call to make an outgoing call from Zoho CRM, the call is first made to the softphone and then to the destination number. Hence the softphone shows this call as an ...

• Ask or Chat with Zia

  Call Zia Call Zia to get instant answers for all your questions in Zoho CRM. She can perform actions such as creating records, adding notes, converting leads, calling customers and changing the stages in deals. To call Zia In the Zoho CRM home ...

• Chat or call Zia with using iPhone

  Call Zia, your own sales assistant, to get instant answers for all your questions in Zoho CRM. She can also perform actions that you specify. For example, "Get me the list of my overdue tasks" and she displays the result you need. You can also choose ...

• I do not see my chat transcripts. Why?

  To ensure that you receive the chat transcript Go to Zoho SalesIQ and click Settings > Integrations. Under the CRM Configurations section, select the Push Chat Transcript as attachment in CRM checkbox.