💻Zohodesk

Create a new Account

In order to access and utilize our system on Zoho Desk, it is necessary to create an account on our platform. Additionally, you will need to set up a billing account with Stripe, our payment processing provider. The billing account with Stripe ensures a secure and streamlined payment process for your transactions within our system.

Create a new Account

1. To begin the sign-up process, please visit our platform's registration page at https://app.caffeinatedcx.com/registration.

2. On this page, you will need to provide the following personal information:

   1. First Name: Enter your first name.

   2. Last Name: Enter your last name.

   3. Email: Provide a valid email address.

   4. Password: Choose a secure password for your account.

   

3. After filling in your personal information on the registration page, click on the 'Next Step' button to proceed to the next stage of the sign-up process. This will take you to the subscription page.

4. On the subscription page, click on the 'Subscribe' button to initiate the subscription process. This step is necessary to set up your billing account and enable access to the full features of our platform.

5. On the subscription page, you will be prompted to enter your personal information, including your email address and support domain. Additionally, you will need to provide your payment information to complete the subscription process.

For Zoho Desk, your support domain will be your Portal Name. The portal name is the address of your help desk account in Zoho Desk. Typically, it is your company name and is created when you sign up for your help desk. The format will look like this: desk.zoho.com/support/<my_company>/.

If your Zoho Desk domain is https://desk.zoho.com/support/caffeinatedcxdev/, your support domain will be caffeinatedcxdev.

Checkout Page

1. After a successful payment, you have two options to proceed:

   1. Install our application on Zoho Desk: To integrate our application with Zoho Desk, simply click on the provided links below. These links will guide you through the installation process, ensuring a seamless setup.

   2. Customize your AI actions: Alternatively, you can start customizing your AI Actions right away. By accessing the customization settings, you can tailor the AI's actions and behavior to align with your specific requirements and preferences.

   

If you require further assistance or have any questions during the installation or customization process, our support team is readily available to assist you at [e-mail]

Installing

To install our application on Zoho Desk, please follow these simple steps:

1. Once you have successfully created an account, please visit https://marketplace.zoho.com/app/preview/desk/caffeinated-cx to proceed with the installation of the plugin on Zoho Desk. This link will direct you to the plugin's preview page where you can initiate the installation process.

Zoho Marketplace

1. Click on the 'Install' button.

2. Verify your personal information and select the desired portal name for installation.

Confirm Installation

1. Choose the department and determine the user profiles that can utilize the plugin based on your preferences and organizational needs.

General Setting

1. Finally, click the 'Install' button to initiate the installation process.

2. Once you have successfully installed the plugin, a modal will appear, prompting you to authorize our plugin. This authorization is required for our application to function properly.

Authorize Plugin

1. Our application requests permission to read and write tickets, as well as their sub-resources, to analyze the ticket information and generate responses on your behalf. To proceed, please click 'Accept' to grant the necessary permissions.

Accept Authorization

By following these steps, you will successfully install and authorize our application on Zohodesk and be ready to benefit from our features and functionalities.

Features

Below is a list of features available for Zoho Desk:

Ticket AnalysisAI ActionsPortal AdminTicket History