THE DETAILS
Questions before the next conversation?
Straight answers on setup, pricing, AI, and the mobile companion.
What is ZE Messenger?
ZE Messenger connects texts, calls, and configured AI agents with Zoho CRM, so communication and follow-up stay closer to customer records.
What do we need?
A supported Zoho CRM organisation, ZE Messenger access, authorised users, and the required configuration. Texts and calls use a connected Twilio account and suitable numbers.
Do we need our own Twilio account?
Yes. Your organisation connects Twilio for numbers and telecommunications. Those charges are separate from your Messenger subscription.
Can we use our existing number?
That depends on the number’s Twilio configuration, capabilities, and any porting requirements. Contact us before assuming an existing number can be used.
Can AI bots book appointments?
Configured bots can use connected Zoho Bookings or supported Calendly services to check availability and book after confirmation.
Can AI update CRM?
Bots can use the tools their administrator enables, such as adding notes and creating tasks. Your administrator chooses which tools each bot may use.
Can we automate texts and AI calls?
ZE Messenger provides CRM workflow actions. The developer API is being prepared for enabled pilot organisations, with scoped access for texts, scheduling, and AI calls.
Can we schedule messages?
Yes. Scheduling follows your organisation’s communication settings and time zone. Pending scheduled actions can be cancelled before dispatch.
Can messages use CRM information?
Templates and messages can use supported CRM merge fields. Missing fields follow your organisation’s configured handling rules. Review resolved content before sending.
Is it available on mobile?
The mobile companion is being prepared for subscriber users. It supports messaging, scheduled follow-up, AI bot call initiation, outgoing calls, and new-message notifications once enabled for your organisation.
Will the mobile app receive calls?
Receiving calls in the mobile PWA is not included. Outgoing mobile browser calls require the app to remain open.
Does the app work offline?
Messaging and calling require connectivity. The installed app can show an offline screen, but it cannot send texts or place calls without an internet connection.
Is AI included?
Plans include stated AI token allowances. AI must be enabled for your organisation and configured for the intended task.
Are delivery and response guaranteed?
No. Delivery depends on carrier and destination conditions, configuration, and other external factors. AI responses also require appropriate configuration and review.
How do we get started?
Request early access or a demo. We’ll help you confirm the requirements for your organisation.
YOUR NEXT CHAPTER
Put the next
conversation to work.
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.