LOGO_WOZTELL_demo

ZOHO CRM DEMO

INSTALL GUIDE .COM and .EU ZOHO servers

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INITIAL REQUIREMENTS

You have to use one of this ZOHO CRM plans

                • ZOHO CRM Enterprise edition
                • CRM included in ZOHO ONE
                • CRM included in ZOHO CRM Plus
                • ZOHO CRM Enterprise Trial Version
                • ZOHO CRM and ZOHO CLIQ Superadmin has to be the same

You have to use one of this ZOHO CLIQ plans

                • ZOHO CLIQ Enterprise
                • CLIQ included in ZOHO ONE
                • CLIQ included in ZOHO WORKPLACE
                • Google Chrome Browser: last version or similar
                • Free ZOHO CLIQ for your smartphone or tablet
          1. Log In to your ZOHO CRM account with your superadmin Access
          2. Make a click:

•This link if you use ZOHO.COM servers

•This link if you use ZOHO.EU servers

•This link if you use ZOHO.IN servers

•This link if you use ZOHO.COM.AU servers

Next step > Next step >

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START INSTALLATION
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You should agree with Terms of Service, Authorize WOZTELL Free Demo and press “Continue”

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CHOOSE USERS/PROFILES
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Choose who will use the WOZTELL Demo and press “Continue”

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AUTHORIZE THE INTEGRATION
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To continue installation of Wozztell Demo press Authorize

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POPUP WINDOW

Press “Accept” on the Popup window

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AUTHORIZE THE INTEGRATION
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Press “Finish”

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AUTHORIZE THE INTEGRATION
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Fill in the fields with the correct phone number and length depending on the country

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GO TO YOUR MAIL INBOX
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You will get an email  from ZOHO. To confirm that you are the owner of the number click on the button Activate.

In case if you cannot find the email, please, check the folders Spam and Notifications.

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LET ZOHO SHOW WHATSAPPS AND MORE
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Press “Accept”

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VERIFY YOUR WHATSAPP NUMBER
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Sending your code you will verify your WhatsApp number and avoid the SPAM

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Use your WhatsApp mobile and get a feedback message

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FINISH YOUR NUMBER VERIFICATION
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Press “NEXT STEP”

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INSTALL CLIQ EXTENSION
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If you install it for the 1st time press “Install”, if you update press “Update”

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FINISH THE PROCESS
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You got it! Press “Take me to Cliq” and start to send whatsapps!

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SCOPE OF THE DEMO
          1. All your ZOHO CLIQ users  will send and receive whatsapp messages from your verified whatsapp number
          2. You will send and receive text, images, videos, and other file messages
          3. Woztell has created a Demo Contact named “John Woztell“ in your CRM
          4. You will be able to see all your messages:
            • In your ZOHO CLIQ in CHANNEL “John Woztell“
            • In your CRM in a related view inside the Contact record of “John Woztell“
            • Using the Search box in your CRM, CLIQ, Mail, or other ZOHO tools
Next step > Next step >

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START SENDING WHATSAPP

All your ZOHO CLIQ users  will send and receive whatsapp messages from your verified whatsapp number

Now to start chatting go to your CRM:

  • Open the Contact “John Woztell“ and press the button “Send WhatsApp”, or go to CLIQ and look for this channel on the left side.
  • To send a WhatsApp in your CLIQ typer command “/w” and after space put your message
  • To get more help about how to use WOZTELL use the command “/w –help”
Install Demo FAQs
What actions can I do in the TRIAL VERSION?

The TRIAL version has been created to check in a real-mode the characteristics of sending and receiving messages, the display of messages within the CRM, the use of texts and files, the creation of WORKFLOWS and the generation of reports.

Are there differences between the TRIAL VERSION and the FULL VERSION?

Yes. The FULL VERSION, in addition to everything included in the TRIAL, has the bulk sending of template messages, the creation of communication campaigns, and unlimited communication of leads/contacts.

How long will my TRIAL VERSION be active?

Your TRIAL version will be active for 15 days. If you need more, you can contact us at presales@woztell.com to extend your testing time.

Should I have any special ZOHO plan?

You must have a ZOHO CRM Enterprise and ZOHO CLIQ account. Remember that if you do not have them, you can activate them in a TRIAL mode within your ZOHO tool and then try WOZTELL. There are other ZOHO plans, such as ZOHO ONE that has the necessary CRM and CLIQ.

How does the installation process of my TRIAL VERSION work?

Through the link you will see in the installation guide, you will install an extension in your CRM. Following all the steps, you must accept the terms and conditions several times, and you will receive an email to be sure that it is you who manages the CRM. You will see that after the installation of the CRM extension, it will help you install a CLIQ extension. Everything together should not take you more than 3 minutes.

How to uninstall the TRIAL VERSION?

To uninstall WOZTELL you must uninstall the ZOHO CRM extension and the ZOHO CLIQ extension. You have screenshot below to do so

Uninstall WhatsApp ZOHO

What number is used to send messages from my CRM?

WOZTELL uses a number to make DEMOS. You can send and receive messages from this number.

Can I send messages to my contacts?

No. The demo allows you to send messages exclusively to your whatsapp number and so you can check the functionality. In WOZTELL we must prevent anyone from misusing our DEMO number and therefore you can ONLY send messages to your own number. You will find your number in the “Mobile” field of CONTACT tab, called Woztell Free Demo, in your CRM.

How do I send a whatsapp?

1 Access the Woztell Free Demo Contact
2 Press send WhatsApp
3 The message box will appear in your chat bar
4 Open the conversation and type “/w” followed by the message you want

How do I know that I've been written a whatsapp?

1 View your whatsapps to read in the chat bar
2 View all conversations in the Sales Signal bell
3 View the related view within each lead/contact
4 View all your company’s messages in the WhatsApp Logs tab

How do I see the whole conversation with a contact?

Access any of the places indicated above and scroll through the conversation. The most comfortable place is within the conversation in CLIQ.

How do I find a conversation with a contact?

Use the SEARCH field of ZOHO. You have it in CRM, Mail, and others. You can also use https://search.zoho.com

How many ZOHO users can use this TRIAL?

There is no users limit. They can be used by all those you have within your CLIQ

How do I see the sent or received files?

You can find all files as a URL in the related view called WhatsApp in the lead/contact.

How do automations work in WOZTELL?

We have created a simple WORKFLOW example. Each time you send the word “WOZTELL” with your whatsapp number to your CRM, a task with the title “Review WhatsApp conversation” will be created, and after 1 hour a second task called “Example of delayed task” will be created.
To see these tasks created automatically you should check your list of activities or look for them in search by their title.You can create your own similar WORKFLOWS, and in the FULL VERSION you can even send whatsapps automatically. If you need to automate conversations or create simple bots, remember that you can ask us for the list of Tech Partners experts in WOZTELL, and if you are a company that wants to sell WOZTELL services you can contact us HERE.

How can I avoid sending messages to a number?

You can try to block the sending and receiving of messages. To do this, select the “No WhatsApp” option and try to send a message later. You will verify that WOZTELL does not allow it.

How do I program a whatsapp template to send to several contacts?

This is not possible to do in the TRIAL VERSION. To make a Bulk Send of Template Message you must use the FULL Version

How do I schedule a communication campaign?

This is not possible to do in the TRIAL VERSION. To schedule a campaign you must use the FULL Version

Can I try something else to make the decision?

You can also interact from “any WhatsApp number” with our bot called WOZTELLBOT.Write a message saying “hi” to the number of whatsapp +34 644653744 and share us your thoughts about the experience.