Pro Fututo Consulting a.s. - Blog #Zoho CliqPro Fututo Consulting a.s. - Blog #Zoho Cliqhttps://www.pfc-group.com/blogs/tag/zoho-cliqThu, 07 May 2026 14:20:57 +0200http://zoho.com/sites/<![CDATA[Level Up Your Dashboard Experience with Zoho Cliq Widgets]]>https://www.pfc-group.com/blogs/post/level-up-your-dashboard-experience-with-zoho-cliq-widgetsFeeling overwhelmed by numbers? Whether you're a business leader reviewing monthly sales figures, a project coordinator analyzing team performance, or ]]>

Feeling overwhelmed by numbers?

Feeling overwhelmed by numbers?
Whether you're a business leader reviewing monthly sales figures, a project coordinator analyzing team performance, or an HR specialist compiling event metrics, scrolling through endless spreadsheets can quickly become exhausting.

But what if you could turn those numbers into something more visual, interactive, and easy to digest? Welcome to Zoho Cliq’s Widgets—a smarter way to view, manage, and act on your data.

Clean, clutter-free dashboards  

Widgets are the foundation of a personalized dashboard experience in Zoho Cliq. You can bring real-time data from your favorite third-party apps and design a workspace that highlights exactly what’s important to you. These widgets aren’t just functional—they’re visually powerful, offering a variety of display options like bar charts, pie graphs, line trends, and more that breathe life into raw figures.

Smarter data management with Zoho Cliq Widgets  

Let’s talk KPIs—those key performance indicators that help measure the impact of your strategies. Whether you’re tracking customer satisfaction, monitoring site visits, or evaluating task completion rates, Zoho Cliq widgets allow you to display your metrics in highly customizable formats. Use progress gauges for sales goals, pie charts for team productivity, or add informative text blocks, cards, and images to add context and clarity.

Real-world use cases: Widgets in action  

Sales Insights Dashboard
Track your sales team’s progress in real-time with a widget that visualizes sales targets using trend graphs. Add interactive filters to drill down by time period or region for a deeper understanding of your performance.

Customer Support Metrics
Use bar charts to analyze incoming ticket volumes, visualize regional response time differences, and highlight resolution speed with KPI indicators—all in one glance, driving better service quality and team responsiveness.

Logistics and Warehouse Operations
Visualize delivery routes using map tickers, keep tabs on stock movement through bar graphs and data cards, and compare warehouse productivity across timeframes—helping you boost efficiency and cut operational costs.

Incident Tracking and Downtime Monitoring
Stay on top of service incidents using widgets that capture downtime, response time, and workload distribution. Use visual prioritization to spotlight critical issues first, helping teams respond faster and more effectively.

Data meets real-time collaboration  

What sets Zoho Cliq apart is the seamless blend of data and dialogue. With widgets, you’re not just monitoring metrics—you’re having conversations around them. Open a chat or hop on a call directly from within a widget. Whether it’s brainstorming your next campaign or refining a strategy, discussions happen alongside the data for faster decisions.

Noticed a sudden dip in user engagement? Start a discussion right next to the widget to address it with your team instantly.

Automate important updates with bots or schedulers to push key insights into channels. You can also stream relevant industry news directly into Cliq, enabling marketing and strategy teams to respond in real-time.

Turn data into decisions  

With Zoho Cliq’s widgets, your dashboard becomes more than just a data display—it’s an interactive command center for your organization. Instead of waiting for reports or switching between tools, you get instant access to meaningful insights, right where you work.

No more spreadsheet fatigue—just streamlined data, smarter collaboration, and decisions made with clarity.

Make your dashboard work for you—start visualizing smarter with Zoho Cliq.

For more details visit pfc-group.com.

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]]>Wed, 19 Mar 2025 10:37:15 +0100<![CDATA[Zoho Cliq: Boost Your Speed—One Shortcut at a Time]]>https://www.pfc-group.com/blogs/post/zoho-cliq-boost-your-speed—one-shortcut-at-a-timeIn fast-paced work environments, conversations can pile up quickly. Important chats often get lost beneath an avalanche of new messages, and even your ]]>

In fast-paced work environments, conversations can pile up quickly. Important chats often get lost beneath an avalanche of new messages, and even your pinned conversations can start to feel like clutter. Ever found yourself endlessly scrolling to locate that one frequently used chat or widget? And if your mouse decides to misbehave—vanishing off the screen or accidentally opening a personal thread you’ve been dodging—it only slows you down further. So, what if there was a quicker, more seamless way to access exactly what you need?

Unlocking speed with keyboard shortcuts

Your keyboard isn’t just for typing—it can be your ultimate productivity tool. While learning keyboard shortcuts might take a bit of practice initially, they can dramatically enhance your speed and workflow.

Research consistently shows the benefits of using keyboard shortcuts. According to a study by Brainscape, professionals who rely on shortcuts can save up to eight working days each year. Some of the most efficient users hardly even touch their mouse. Another study suggests that working in a shortcut-friendly environment increases adoption, making productivity gains even more accessible. The more shortcuts you master, the more efficient your day becomes.

Regardless of your role, if you spend time at a computer, shortcuts can elevate your output. Designers use Ctrl + Z to quickly undo actions in editing tools. Developers rely on Ctrl + Shift + N to launch new windows or sessions. Writers often press Ctrl + B to emphasize text (yep, just like this!). Data analysts use Ctrl + Shift + L to toggle filters in spreadsheets. No matter the field, shortcuts help users work smarter, not harder.

A brief look at the history of shortcuts

Keyboard shortcuts have deeper roots than you might expect. Their origins go back to typewriters, where the Shift key was first used to change character cases. As computing evolved, command-line interfaces demanded specific typed inputs to perform tasks. With the rise of graphical user interfaces (GUIs), keyboard shortcuts became a natural extension for improved efficiency.

Famous shortcuts like Ctrl + C and Ctrl + V became mainstream thanks to Apple’s Lisa computer in the early 1980s, eventually becoming universal commands. The widely used Ctrl + Z was born from the need for a quick undo function during software development. These combinations have since become ingrained in the way we navigate our digital tools.

Go further with Zoho Cliq

If you're aiming to supercharge your communication workflows, Zoho Cliq steps up with customizable keyboard shortcuts designed for maximum efficiency. In addition to the many built-in shortcuts already available, Cliq allows you to tailor shortcuts to match your specific needs.

Currently, Zoho Cliq supports custom shortcuts for two key actions that can save you time instantly:

  • Opening a conversation

  • Opening a widget

Say you regularly chat with your team lead—manually searching for that chat every time can be a drag. Instead, you could create a custom shortcut like M + A, making it possible to jump into that conversation in seconds.

If you haven’t explored this functionality yet, now’s a great time to dive in. Cut down on clicks, reduce interruptions, and discover a faster, more efficient way to work with Zoho Cliq.

For more details visit pfc-group.com.

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]]>Thu, 13 Mar 2025 09:14:21 +0100<![CDATA[Why Your Business Needs Live Chat]]>https://www.pfc-group.com/blogs/post/why-your-business-needs-live-chatLive chat is a game-changer for businesses looking to engage visitors in real-time. The live chat market was worth $2.2 billion in 2024 and is project ]]>

Live chat is a game-changer for businesses looking to engage visitors in real-time. The live chat market was worth $2.2 billion in 2024 and is projected to grow to $7.14 billion by 2035. Here’s a quick guide to adding live chat to your website:

Key Benefits of Live Chat:  

  • Increase Conversions: Engage visitors instantly and turn them into customers.

  • Pre-engage Customers: Set triggers to engage visitors based on behavior.

  • Qualify Leads Fast: Assess needs quickly to focus on high-quality leads.

  • Real-time Support: Provide immediate assistance to boost customer satisfaction.

  • Encourage Engagement: Keep visitors on your site longer, increasing sales.

  • Gain Insights: Analyze conversations to improve sales strategies.

9 Easy Steps to Add Live Chat:  

  1. Sign Up for Software: Choose a platform like Zoho SalesIQ.

  2. Generate the Code: Find the code under Settings > Installation.

  3. Add the Code: Paste the code into your website’s HTML.

  1. Customize Your Widget: Tailor the widget’s colors, messages, and images to fit your brand.'

  1. Go Live: Test the chat to ensure it’s working across devices.

  2. Automate with Chatbots: Set up chatbots to answer common questions and guide users.

  3. Create a Knowledge Base: Offer FAQs and articles to streamline support.

  1. Install Mobile & Desktop Apps: Manage chats on the go with Zoho’s apps.

  1. Track Metrics: Monitor performance and optimize based on reports.

Why Zoho SalesIQ?  

Zoho SalesIQ offers AI-powered chatbots, advanced analytics, and integration with ChatGPT. It’s an all-in-one solution to engage customers and boost business growth.

For more details pfc-group.com.

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]]>Thu, 27 Feb 2025 15:07:11 +0100<![CDATA[Never Miss an Urgent Call: Smart Response Automation with Zoho Cliq]]>https://www.pfc-group.com/blogs/post/never-miss-an-urgent-call-smart-response-automation-with-zoho-cliqAt a leading retail giant, special promotions are set to drive a shopping frenzy. But just as sales are about to surge, a last-minute supply chain hicc ]]>

At a leading retail giant, special promotions are set to drive a shopping frenzy.

But just as sales are about to surge, a last-minute supply chain hiccup delays a critical shipment of high-demand gifts—risking customer satisfaction and revenue loss.

In a bustling ICU, a nurse detects a patient’s sudden deterioration. Urgently needing the attending physician, she faces delays in reaching them, escalating the crisis with each passing second.

Meanwhile, on a busy manufacturing floor, a key piece of equipment malfunctions, grinding production to a halt. With deadlines looming and orders piling up, the absence of the maintenance crew turns a routine day into a logistical disaster.

Three industries, three high-stakes challenges—but a single question remains: How can technology step in to save time and minimize losses?

Enter Zoho Cliq Bot Calls – Your Critical Lifeline in Urgent Situations  

How Do Cliq Bot Calls Take Control When It Matters?  

Instant Alerts via Smartwatch and iOS Devices  

With Zoho Cliq’s REST API, bot calls deliver immediate voice alerts, ensuring vital messages are heard loud and clear—exactly when they’re needed the most.

  • In retail, as inventory levels dwindle on best-selling items, a bot call instantly alerts the nearest warehouse, initiating an emergency resupply before shelves go empty.

  • In healthcare, when doctors are not nearby, attending staff can trigger an urgent bot call to ensure immediate medical intervention.

  • In manufacturing, when equipment malfunctions, a bot call mobilizes the maintenance crew instantly, preventing costly downtime and production delays.

What If the Recipient Can’t Answer?  

The Bot Call Handler ensures your alerts don’t go unheard. Whether the recipient is busy, offline, or misses the call, you can configure automatic responses—reassigning the call to an available team member or posting an update in Cliq. Think of it as having a virtual assistant that never takes a break!

From Call to Control – Automate Crisis Management with Action Buttons  

With smart, customizable action buttons, staff can respond to urgent situations with a single tap.

  • Acknowledge Alerts – Confirm receipt of a bot call and take immediate action.

  • Delegate Tasks – Reassign urgent matters when unavailable.

  • Escalate Issues – Direct critical concerns to higher-level support.

  • Trigger Instant Actions – Order emergency shipments, notify logistics, halt machinery, or access real-time patient reports—right from the bot call interface.

Powering Resilience with the Zoho Cliq Developer Platform  

Zoho Cliq bot calls turn moments of crisis into opportunities for swift resolution. Whether it’s keeping retail shelves stocked, ensuring timely medical attention, or getting production lines back on track, the Cliq developer platform empowers businesses to act fast, reduce downtime, and maintain efficiency when it matters most. Stay ahead of the unexpected—because in critical moments, every second counts.

For more details visit pfc-group.com.

Do you want more info?
]]>Thu, 20 Feb 2025 07:41:11 +0100<![CDATA[How Taz Keeps You Organized in Zoho Cliq]]>https://www.pfc-group.com/blogs/post/how-taz-keeps-you-organized-in-zoho-cliq Life can get chaotic. Deadlines creep up, important details slip your mind, and your to-do list never stops growing. What i ]]>

Life can get chaotic. Deadlines creep up, important details slip your mind, and your to-do list never stops growing. What if you had a smart assistant to handle it all? Enter Taz, your reliable companion to keep you on track with reminders, updates, and notifications.

Here’s how Taz makes your life easier:

Your Notification Hub  

Taz is your one-stop solution for all notifications, ensuring you never miss a task, meeting, or update.

Stay on Top of Events  

With Taz, you’re always in the loop. It nudges you whenever you’re added to a meeting, so you never miss a discussion. Plus, it keeps you updated on RSVPs for events you’ve organized, showing you exactly who plans to attend.

Track Resource Assignments  

Taz ensures you know who’s managing what. Anytime resources like bots or extensions are assigned or reassigned to you, Taz sends a notification. This way, your workflow stays smooth and organized.

Instant Export Alerts  

No more waiting around for reports. Taz notifies you as soon as your exports are ready to download, whether it’s team data or department reports. You can focus on work while Taz handles the updates.

Approval and Rejection Alerts for Admins  

If you’re an admin, Taz keeps you informed. Whenever requests need your approval (or are rejected), Taz ensures you’re notified immediately, helping you address issues without delays.

Never Forget a Task  

Taz takes care of your reminders. When a task is assigned to you, it sends an instant alert. If the task creator sends a “remind all” notification, Taz gently nudges you again. And when a task is due, it reminds you to update its status, making sure you meet every deadline.

File Sharing Made Easy  

No more searching for shared files. Taz instantly alerts you whenever someone shares a WorkDrive document, so you can access it right away.

Your Go-To Chat for Important Stuff  

Taz is not just for notifications; it’s also a handy space to save links, jot down ideas, or upload files. Everything you store in your Taz chat stays organized and easy to find when you need it.

Schedule Events Quickly  

Creating an event is simple with Taz. You can schedule meetings right from any chat or through the Taz bot. Once scheduled, it sends a message card to participants and keeps you updated on RSVPs.

The Final Word  

Taz is more than a bot—it’s your personal assistant, helping you stay organized and stress-free. With Taz managing your notifications and reminders, you can focus on what truly matters: your work.For more details visit pfc-group.com.

Do you want more info?
]]>Tue, 17 Dec 2024 08:04:43 +0100<![CDATA[How Small Businesses Thrive with Zoho Cliq]]>https://www.pfc-group.com/blogs/post/how-small-businesses-thrive-with-zoho-cliqStarting a business is an exciting journey, but it can also be overwhelming. Amidst the checklists and tips you may find—like  ultimate guide for ]]>

Starting a business is an exciting journey, but it can also be overwhelming. Amidst the checklists and tips you may find—like  ultimate guide for small businesses—it’s easy to miss the essentials. One critical tool often overlooked is a robust business communication platform. While there are countless apps for messaging, video calls, and chats, not all of them are built to grow with your business. Communication isn’t just about sending messages; it’s about uniting teams, managing daily tasks, and securely connecting with clients and stakeholders.

That’s where Zoho Cliq shines.
This tool goes beyond basic chats. It supports text, voice, and video communication while offering features like file sharing, project management, scheduling, and even integrating with other tools—all in one place. With Zoho Cliq, you’re not just communicating; you’re creating a complete collaboration ecosystem.

Why Zoho Cliq?
For a new business, every dollar counts. Choosing software that provides excellent value and scales as your business grows is vital. Zoho Cliq does just that, ensuring you’re set for the present and the future. If you’re searching for a communication platform or already considering Zoho Cliq, you’re on the right track.

What Small Businesses Say
Businesses worldwide rely on Zoho Cliq to stay connected, even across different time zones. Here’s what users have to say:
Working across time zones, Cliq is our go-to tool for staying productive. Cliq has become our hub. With custom integrations, our team doesn’t need to leave the platform.

Try Zoho Cliq for Free
If you are interested in getting help with Zoho Cliq  feel free to contact our consultants 
With Zoho Cliq, seamless communication is just a click away!
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]]>Thu, 05 Dec 2024 12:28:02 +0100<![CDATA[Using ChatGPT in the Zoho ecosystem]]>https://www.pfc-group.com/blogs/post/using-chatgpt-in-the-zoho-ecosystemToday, artificial intelligence is booming and revolutionising the way we work, but there's nothing to worry about. ChatGPT is an app that uses machine ]]>

Today, artificial intelligence is booming and revolutionising the way we work, but there's nothing to worry about. ChatGPT is an app that uses machine learning to converse with people and answer questions via text messages. Since the launch of ChatGPT in November 2022, its popularity has only grown and is finding use in many industries. Thanks to the large amount of data being added and the high quality of machine learning, it is able to answer questions in a variety of fields such as science, technology, history, medicine, social sciences, and many more.

The ability to implement ChatGPT into Zoho applications allows you to increase your productivity. Although Zoho already has its own Zia artificial intelligence, there is great potential for using ChatGPT alongside other Zoho applications. Currently, direct integration of Cliq and Notebook is available.

Using the ChatGPT bot for Zoho Cliq

One of the most powerful communication apps (for fast and efficient team collaboration through chatting, file sharing, calling and video calling.) in the Zoho One suite, Zoho Cliq, now has a bot feature that you can use on the Cliq channel to ask it questions.

 

ChatGPT and Zoho Notebook

Zoho Notebook allows users to create notes of various types, including text, image, audio and web links. Users can create multiple note libraries in which they can organize their notes and add labels and bookmarks to them.

Those of you who have already tried ChatGPT will have noticed that due to the sheer number of people trying to use ChatGPT, you sometimes have to wait for the coveted space to become available. That's where Zoho comes in with the Zoho Notebook app, which helps you keep track of all your ChatGPT replies. With these browser extensions, you can store your ChatGPT communications directly in your Zoho Notebook.

 

ChatGPT and other Zoho products

Currently Zoho Notebook and Cliq are the only Zoho apps with direct connectivity so far, and we're sure to see connectivity with CRM, Forms, Mail and Books soon, which we can currently connect thanks to the open API protocol.

If you are interested in getting help with integrating ChatGPT into your Zoho apps, feel free to contact our consultants.
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]]>Wed, 22 Mar 2023 19:29:06 +0100<![CDATA[Ten unwritten rules for virtual meetings.]]>https://www.pfc-group.com/blogs/post/ten-unwritten-rules-for-virtual-meetingsThese are some of the key points you should take note of if you want to use virtual meetings with all their specifics. You should be aware that this w ]]>

Virtual meetings are one of the basic tools of digital transformation or changes in companies. Zoho Meeting and Zoho Cliq are effective tools for virtual communication. 

1

When making video calls, keep your camera on and make sure you look good.

Video calls are a convenient alternative to face-to-face meetings. But that doesn't mean you should let that convenience affect you. Take advantage of video streaming options when your connection allows it and don't turn off the video, let it work, it adds to the credibility of the meeting. Don't underestimate how you look during these virtual meetings, approach them as in-person meetings, be groomed and appear professional. This will help to make a good impression on the participants. Also, if you're concerned that your background is cluttered or distracting, try turning on a virtual background to make it look less distracting.
2

Keep your calendar and appointments up to date.

It is important to keep your calendar and appointments in it, always clear and up to date. This way your team members can easily look at your agenda and find the best time to meet with you and other attendees. This makes it possible to schedule meetings quickly and without any conflicts.


3

If you are not speaking, keep your microphone muted or off

Imagine being interrupted during an important presentation by a car horn or a dog barking from someone else's microphone. Wouldn't you find it frustrating or unsettling? To avoid disturbing others in this way, be sure to keep your microphone turned off when someone else is presenting or speaking. You can unmute when it's time to join the discussion. 

4

Do not interrupt others when they are talking

The golden rule in communication is to listen first and speak later. In virtual meetings, the principle of jumping in and letting others do the talking applies even more. By interrupting other speakers, you show impatience, inability to listen, and disinterest in the opinions of others.
Be attentive and respectful, especially in meetings with multiple participants, use the log-in tool and respect others. 
Every meeting has its own rules. It is known who called it, who is to speak at it and for what purpose, who chairs it, who takes minutes or notes. Conclusions and resulting tasks or actions are agreed. Apply these principles even during virtual meetings, even if they are short in duration. Meetings will be more effective, and you will avoid loss of information, ambiguity in conclusions, or conflicts from not completing tasks. 
5

Turn off the various notification sounds during meetings

Background notifications from other apps can be distracting not only to you, but also to everyone listening during an important call or meeting. Make sure you turn off all notifications and their sounds during the meeting. This also applies to the various pop-ups that appear in social media messages or emails.
6

Be on time for scheduled appointments, keep to the time range

Being on time for meetings not only shows your punctuality, but also shows that you value your time and respect the other participants. Try to be ready at least five minutes before each scheduled event.
Sometimes it happens that a meeting goes over the scheduled time. Follow the set rules for meeting duration and minimize overrunning. Approach changes with caution and do not make them the new rule.
7

Limit the number of meetings and use also other tools

Virtual meetings are great for effective collaboration, but they can also take up quite a bit of time in everyone's schedule when not used judiciously. Consider whether it makes sense to initiate a meeting for the purpose or just use other online tools such as online discussion groups or channels, shared documents with notes, cloud storage for sharing documents and files, delegated or group tasks.
8

Don't schedule meetings outside working hours

It sounds obvious but often this rule is not respected, especially in internal meetings. Yet we should follow the same rules as we do in face-to-face meetings, where this often wouldn't even occur to us. This is due to the relative newness and formative principles for this type of meeting. Respect the boundaries between work and private life of both you and others. If you are planning a business meeting, try to make sure first that the time fits into everyone's work schedule.
9

Always record or take minutes of meetings

One of the best practices to follow when holding meetings is to record or take minutes of the meetings so you can refer back to important moments later. These recordings can be used in your internal company knowledge base or for sharing with those, who were unable to attend.
10

Add a co-organiser to help you

Unfortunately, internet and connection quality problems are common in online meetings. Especially if you are participating outside of a fixed connection. Take advantage of the option to add meeting co-organisers who can take over the running of the meeting for you or, in case of you leaving early or dropping out of the connection, ensure it continues.
These are some of the key points you should take note of if you want to use virtual meetings with all their specifics. You should be aware that this way of meeting will be used more and more and is one of the essential tools of the digital transformation, or change if you like, that is taking place around us.
It is not a substitute for face-to-face meetings, which are by their very nature irreplaceable, but a completely new communication method and tool that will probably continue to evolve, due to its technological nature, into a new communication area.
Moreover, those of you who understand the opportunities that arise from this technological nature can use it as an interesting opportunity and a competitive advantage.

Both Zoho Cliq and Zoho Meeting offer a host of other innovative tools such as setting up the user's work modes, camera-based presence insights, connectivity to other applications, automated information feeds for various work activities, communication smart bots for providing routine information, etc., in addition to the standard features we expect from a virtual meeting tool.

We will be happy to share our experience with you or answer your questions!
I want more details!
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