Get early access

HELP

Help for ZE Messenger

Setup articles, the mobile companion, and a way to book time with ZE Partner.

START HERE

Getting started

GUIDE

Setting up ZE Messenger inside Zoho CRM

Install the extension, connect Zoho and Twilio, enable your users, and then set the organisation defaults. The detailed screens are in the setup guides.

GUIDES

Guides

GUIDE

Setup instructions

These ten guides follow the administrator screens inside Zoho CRM.

GUIDE

Using the ZE Messenger mobile app

The companion is the installed site at zemessenger.com/app, not an app-store download. An incoming call alerts this phone when it is installed and notifications are on. Open the alert while the call is still ringing to answer. Keep the app open during the call.

VIDEOS

Tutorial videos

Each setup guide includes a picture of the screen. Follow the written steps beside it.

GUIDE

Setup instructions

These ten guides follow the administrator screens inside Zoho CRM.

GUIDE

Using the ZE Messenger mobile app

The companion is the installed site at zemessenger.com/app, not an app-store download. An incoming call alerts this phone when it is installed and notifications are on. Open the alert while the call is still ringing to answer. Keep the app open during the call.

SUPPORT

Support

Book a meeting with ZE Partner, or email help@zepartner.net. Do not send passwords, access tokens, or customer message content.

SUPPORT

Book a support meeting

Book a setup call with ZE Partner. Sign in with Zoho first, using the account you use in CRM. That tells us who you are and which organisation the meeting is for.

SUPPORT

Email support

Write to help@zepartner.net with your organisation and a description of the issue. Never include passwords, access tokens, or customer message content.