Introduction:
LogixOne Chat for Zoho CRM is a powerful communication tool designed to enhance user interactions within the Zoho Customer Relationship Management (CRM) platform. In addition to text-based communication, LogixOne Chat allows users to exchange images, files, and emojis, facilitating more comprehensive and dynamic conversations. This knowledge base description outlines how to effectively utilize LogixOne Chat for Zoho CRM to send and receive images, files, and emojis.
Sending Images:
Upload Image: Within the LogixOne Chat interface in Zoho CRM, click on the image icon located in the chatbox or toolbar.
Select Image: A dialog box will appear, prompting you to select an image from your device. Choose the desired image file.
Image Preview: The selected image will be displayed in the chatbox as a preview.
Send Image: Click the "Send" button to share the image with the recipient. The image will be sent and displayed within the chat.
Receiving Images:
Image Notification: When a contact sends you an image, a notification will appear in the chat. Click on the notification to view the received image.
View Image: The received image will be displayed within the chatbox. You can view, download, or save the image for future reference.
Sending Files:
Upload File:
To send a file, click on the file icon in the chatbox or toolbar.
Select File: Choose the file you want to share from your device's file explorer.
File Details: The file's name and type will be displayed in the chatbox.
Send File: Click the "Send" button to transmit the file to the recipient.
Receiving Files:
File Notification: When someone sends you a file, you will receive a notification in the chat. Click on the notification to access the received file.
Download File: You can download and save the received file to your local device for further use.
Using Emojis:
Emoji Selection:
To use emojis, click on the emoji icon located in the chatbox or toolbar.
Emoji Menu: A menu displaying a range of emojis will appear. Browse through the options to find the desired emoji.
Insert Emoji: Click on the desired emoji to insert it into the chatbox.
Tips for Effective Communication:
When sending images and files, ensure they are relevant to the conversation and adhere to professional standards.
Emojis can add a personal touch to your messages, but use them appropriately in a business context.
Check the supported file formats for images and files within LogixOne Chat to ensure compatibility.
Double-check file sizes before sending to avoid sending large files that might take a long time to upload or download.
Conclusion:
LogixOne Chat for Zoho CRM provides users with the ability to enhance their communication by sending and receiving images, files, and emojis directly within the chat interface. By following the outlined steps and best practices, users can effectively utilize these features to enrich their interactions and improve their CRM experience.