Set up ZE Messenger for your organisation.
Start with a supported Zoho CRM organisation, active Messenger access, authorised users, and a connected Twilio account.
GUIDESend, schedule, and follow the reply.
A message needs a permitted sender, an E.164 recipient, and resolved content.
GUIDEStart a call with a configured AI bot.
Choose an active outbound bot, an approved caller number, and an eligible recipient.
GUIDEAdd Messenger to your CRM workflows.
Use versioned CRM workflow actions for texts and AI calls.
GUIDESet up the mobile companion.
Subscriber access is enabled by organisation. The companion does not use the embedded CRM SDK.
GUIDEZE Messenger API
Scoped access for server-side customer integrations. Live endpoints remain disabled until a pilot is enabled.
GUIDESend your first test message.
Use a test key and an illustrative recipient before enabling real telecommunications.
GUIDEKeep your key on the server.
Keys are credentials. Treat them like passwords.
GUIDESend a text. Follow its status.
Create immediate or scheduled message actions.
GUIDEStart a call with a configured outbound bot.
The bot calls the recipient through the organisation’s telephony connection.
GUIDEUse the resources your administrator permits.
Resource endpoints return permitted numbers, templates, bots, and conversations.
GUIDEReact to the outcome.
Verify signed events before processing them.
GUIDEHandle failures without repeating the action.
Use machine-readable codes and request IDs to diagnose problems.