What the agent can do
Read tickets
See open and recent tickets.
Read contacts
Pull a customer’s details.
Draft replies
Prepare responses for agents.
Search
Find the right ticket.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize Zoho Desk for the agent
From the agent’s connections, choose Zoho Desk and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
Zoho Desk API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.