Ytel for Zoho Desk

Ytel for Zoho Desk

The Ytel Extension for Zoho Desk enables support agents to send SMS messages to their clients directly from within the Zoho Desk. Using this extension, support agents can utilize SMS communication as a channel to monitor activities associated with their business processes. Forget about open-rates and maintain a more personal point of contact with your clients.

Installing the extension

You can install the Ytel extension either from the Zoho Marketplace or from your Zoho Desk account.

To install from Zoho Desk:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Ytel' in the search bar on the right.
  5. Select the Ytel for Zoho Desk extension, then click Install.
  6. Under General Settings, select the department and profiles whose agents can access the extension in Zoho Desk.



  7. Agree to the Terms of Use, then click Install.
  8. Click Authorize and select the portal in which you want to install the extension.
  9. Click Authorize in the pop-up to authorize your Ytel account.
  10. Under Configuration, provide the AccountSID and AuthToken available in the Ytel Dashboard.
  11. Under Preferences, select your department.
Upon successful installation, the extension can be accessed from the right tab of the ticket detail page.

Sending messages

With the Ytel extension for Zoho Desk, you can now send messages to your customers from inside Zoho Desk.

To send messages:
  1. Go to the Tickets module.
  2. Click on the ticket you want to send the message for.
  3. Select the number From which you want to send the message.



  4. Enter the message to be sent.
  5. Click Send.
  6. You can view the history of messages in the Ytel History subtab.



Uninstalling the extension

  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. In the Marketplace page, click Installed Extensions.
  4. Choose Ytel for Zoho Desk from the list of extensions.
  5. Click the More icon (  ) in the upper-right corner of the Ytel for Zoho Desk extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm.

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