DOCUMENTATION

Set up ZE Messenger for your organisation.

Start with a supported Zoho CRM organisation, active Messenger access, authorised users, and a connected Twilio account.

01 · Enable access

Install the extension when access is available. Choose enabled users in the CRM administrator settings.

02 · Connect CRM and telephony

Complete administrator OAuth, choose the designated background CRM user, and connect Twilio. Select numbers that support the required channel.

03 · Configure the first workflow

Set your time zone and communication hours, create a template, and test an inbound and outbound message. Configure a bot only after the basic connection works.