Converse Desk

Setup Converse Desk Web Tab

You need to update and install version 25.0 of the SMS-Magic Interact package on Zoho CRM to have one on one conversations with your customers from within the Zoho CRM.

Please follow the below steps to configure Converse Desk Web Tab in Zoho CRM:

  1. Once the updates to the package are installed, please follow the below steps to create Converse Desk Web Tab:
  2. On Zoho CRM, go to Setup > Customization > Modules and Fields
  3. In the Web Tabs page, click on the + New Tab button

4. Enter the details, as given below:

5. Click on the Save button

6. A Converse Desk Web Tab will be added to your Module list. Search for Converse Desk in Modules List and open it.

Browser Settings
If you are using Safari or Mozilla Firefox to access Zoho CRM, you can directly access Converse Desk on Zoho CRM. If you are using Google Chrome browser, perform the below steps to access Converse Desk Web Tab on Zoho CRM.
a. On your Google Chrome Browser, Go to Settings -> Privacy and Security -> Cookies and other site data.

b. Make sure your selection is either Allow all cookies / Block third-party cookies in Incognito / Block third-party cookies.

c. Scroll down to Sites that can always use cookies. Click on Add.
d. Based on the Data Center of Zoho CRM you use, enter
i. [*.]
ii. [*.]
iii. [*.]

e. Check Including third-party cookies on this site.
f. Click on Add
g. Restart your Browser.

  • If you have logged in to the SMS-Magic Web Portal before, Converse Desk will open automatically via SSO with Zoho CRM. If not, you will see the SMS-Magic Web Portal login screen. Login using Zoho CRM, and you will be able to view the Converse Desk.
  • If you are inactive for more than 2 hours on Converse Desk, your session will expire and you will be redirected to the login screen. Re-login to access the Converse Desk again.

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.