DEMO Index

DEMO Index

Below is a proposed script for using the Demo, either during the evaluation of the solution or during a demonstration within your organization or to your customers.

You may use the following LINKS as long as you are logged into your DEMO CRM; they will not work in other versions.
  1. Start of agent session:
    With the appropriate credentials, the person acting as an agent managing the CRM and conversations will access the DEMO account. 

  2. Component identification
    1. ZOHO CRM 
      1. Home, hosts support documents for the DEMO
      2. Lead module
      3. Contact module
      4. Campaign module
      5. WhatsApp logs module
      6. Company number http://wa.me/+34644212242

    2. ZOHO CLIQ

  3. Customer sends an initial WhatsApp http://wa.me/+34644212242
    1. A WhatsApp Chabot is launched. The use of WhatsApp Chatbots is optional and generated on demand. You can find the documentation for this Chatbot HERE
    2. The customer, after accepting the terms and conditions, initiates the conversation, which displays In ZOHO CLIQ as unknown, in a CHANNEL conversation.
    3. Text message exchange "/w hola"
    4. Image message exchange "/w hola"
    5. Video mensaje exchange "/w hola"

  4. Collaboration with colleagues
    1. Sharing ideas and comments: The agent can write without inserting the "/w" at the beginning of the sentence; this would be a message shared with colleagues.
    2. File storage: agents can drop all kinds of documents, pin messages, etc.

  5. Lead/contact registration in CRM
    The agent, once the customer is identified, decides to create it in CRM. To do so, a new record is completed noting the WhatsApp number in the MOBILE field. 
    1. When you refresh the browser, you will notice that the number has been "copied and automatically standardized" in the WHATSAPP NUMBER field.
    2. When viewing the CHANNEL, the name and company information will be updated.

      WOZTELL does not automatically save to your CRM, as the required information, and generally, the business policy deciding whether or not to enter a lead depends on each organization. To do this automatically you can contact a ZOHO and WOZTELL specialist who will do the necessary work. If you would like us to contact you, please call the WOZTELL customer service number https://wa.me/16506145421

  6. Conversation display
    1. CHANNEL in ZOHO CLIQ
    2. The lower taskbar in ZOHO CRM 
    3. WhatsApp aesthetic conversation within a specific record
    4. Related View within a specific record. 
    5. WhatsApp Logs module

  7. File display
    1. In ZOHO CLIQ
    2. In ZOHO CRM

  8. Bulk messaging
    1. Campaign programming
    2. Bulk messaging in Leads/Contacts

  9. Finding a conversation
    1. Magnifying glass in ZOHO CLIQ
    2. Magnifying glass in CRM
    3. Magnifying glass in ZIA

  10. Reports

  11. Usage on mobile phones