Zoho Desk Manual (free PDF)

Logo Zoho Desk

Multichannel customer service: tickets, SLAs and knowledge base. This free 31-page manual by Nuagix combines a user guide and an administrator guide for Zoho Desk, a deployment checklist and an English-French glossary of interface terms.

  • PDF format · 31 pages
  • Language: English
  • Updated: September 2026
  • Free

What's inside

The first chapters are for users; the following ones are for account administrators.

  1. 1. Introduction and access
  2. 2. Interface and navigation
  3. 3. Tickets
  4. 4. Communication channels
  5. 5. Views, filters and mass actions
  6. 6. Macros, templates and snippets
  7. 7. Knowledge base
  8. 8. Help center and community
  9. 9. Zia, the AI assistant
  10. 10. Customer satisfaction
  11. 11. Reports and dashboards
  12. 12. Mobile app
  13. 13. Best practices
  14. 14. Agents, roles and profiles
  15. 15. Organization, departments and business hours
  16. 16. Customization
  17. 17. Automation, SLAs and Blueprint
  18. 18. Help center and self-service
  19. 19. Integrations
  20. 20. Security and compliance
  21. 21. Editions and licenses
  22. 22. Deployment checklist
  23. A. English-French glossary

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Need help implementing or optimizing Zoho Desk?

Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.

  • Zoho Desk implementation and configuration tailored to your processes
  • Optimization of an existing Zoho account and automations
  • AI agents (Zia) and integrations
  • Training for your users and administrators
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