Sign in with your Zoho user
Open zemessenger.com and choose Sign in, or go to zemessenger.com/app/login. Choose Continue with Zoho. The organisation must have an active ZE Messenger subscription, and your user must be enabled under User settings. Sign-in is Zoho’s screen. After consent, the app opens the inbox. If access is missing, the seat is off, or the subscription is inactive, the app explains that and offers a way back to Zoho CRM for an administrator. Sign out is in Account settings.
Install on iPhone and iPad
In Safari, choose Share, then Add to Home Screen. Web push on iPhone needs that Home Screen install first. The same steps are under Account settings, from the avatar in the inbox header or from zemessenger.com/app/account: iPhone, Safari, Share, Add to Home Screen.
Install on Android
Open the browser menu, then Install app. There is no separate install banner. Account settings states: Android, browser menu, Install app.
Turn on new-message notifications
Open Account settings, then New-message notifications, then Enable or update notifications. Allow the browser prompt from that button. The same permission alerts this phone to an incoming call: it makes a sound and shows who is calling. Open it while the call is still ringing to answer in the app. If the caller hangs up first, the alert changes to a missed call. Include message previews is optional and off unless you check it. Otherwise a message notification says a new message is available, without the text. Disable on this device turns alerts off for this browser. If permission was blocked, allow notifications for the site in the browser settings and try again. On iPhone, install to the Home Screen before enabling notifications. Signing out removes this device’s notification registration.
Send a message
The inbox lists conversations. New conversation searches Contacts, Accounts, Vendors, and Leads after at least two characters, then you pick a number. The thread composer offers SMS and WhatsApp when both exist. Choose the From number. Message templates are the ones managed in Zoho CRM. SMS can be scheduled, and scheduling follows communication hours and the organisation time zone. WhatsApp outside an open session requires an approved template. Send from the button, or with Ctrl or Cmd and Enter.
Make a call
Open the conversation and choose Call. Voice call places an outbound call through a business number. Allow the microphone, keep the app open, and use Mute and End call. Calling can be blocked outside communication hours. An incoming call alerts this installed phone. Open the alert while it is still ringing, then choose Answer.
Start an AI call
On the same Call sheet, choose AI call when your user is allowed to use bots. Pick the business number and the outbound bot, then follow the bot’s script or deliver a specific message. Start it now or schedule it. Status and the transcript show in the conversation. Manage bots stays in Zoho CRM. Refresh bots reloads the list. If you may use bots only on records you own, the sheet says so.