In this guide, we’ll cover everything you need to know about Zoho Cliq, including how to navigate the interface, organize chats and channels, customize settings, and integrate with key Zoho applications. If you want to skip over the video, we broke out the key highlights and notes on the various topics below.
Using Chats and Channels
Organizing Conversations
- Use the “My Pins” section to create folders for organizing chats.
- Recommended organization methods:
- Separate folders for individual chats and group chats.
- Departmental folders (e.g., Sales, Support, Marketing).
- A dedicated Bot folder for notifications and automation messages.
Must-Know Zoho Cliq Features for Team Productivity
- Send messages, files, and meeting requests.
- Set reminders, view media history, and make voice/video calls natively within Cliq.
- Utilize slash commands for quick interactions (e.g., “/shrug”).
- Use whiteboards and screen recording for visual collaboration.
How to Set Up and Manage Zoho Cliq Channels Efficiently
- Channels are topic-based communication spaces.
- Types of Channels:
- Organization-Wide: Open to all employees.
- Team-Based: Restricted to selected teams.
- Personal: Limited to specific users.
- External: Includes outside collaborators.
- Best Practices for Channels:
- Use threaded replies to avoid notification overload.
- Assign clear descriptions for channels.
- Set appropriate permissions for admins, moderators, and members.
Additional Features
History & Files
- The History tab allows you to see past interactions and muted conversations.
- The Files tab provides easy access to all shared files within Cliq.
Calendar & Notes
- Calendar: Integrated with Zoho Calendar, allowing event creation directly in Cliq.
- Notes: Embedded Zoho Notebook functionality for quick note-taking.
Tasks & Organization
- Tasks: Works with Zoho Projects for project management.
- Organization: Displays team structures and roles within the company.
Quick Actions
- Use the plus button (+) at the top of Cliq to:
- Start messages, create groups, make calls, and manage channels.
- Access all key functions from one place.
Settings & Customization
- Profile & Notifications: Adjust personal details and notification preferences.
- Display: Choose between light/dark modes, customize navigation options.
- Privacy: Enable/disable read receipts.
- Calls & Meetings: Configure meeting preferences, including virtual backgrounds.
Zoho Cliq Integrations: How to Boost Productivity
Zoho Cliq integrations connect seamlessly with other Zoho applications to streamline team collaboration and workflow automation. Here’s how to make the most of these integrations:
CRM Integration
- Activating the integration enables:
- CRM Bot: Use slash commands to access CRM data within Cliq.
- Automated Notifications: Configure workflow rules to send CRM updates to Cliq channels.
- Example workflow: Notify the sales team when a new lead is created.
Projects Integration
- Set up in Cliq’s admin panel under Zoho Projects.
- Allows:
- Dedicated project channels for real-time updates.
- Task management within Cliq, linking back to Zoho Projects.
Desk Integration
- Enables ticket notifications and status updates within Cliq.
- Provides slash commands to pull ticket data into chat.
- Configure notifications for ticket creation, escalations, and closures.
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