Key Features and Use Cases

Zoho Connect groups its functionality into a few key areas: internal communication, engagement, team collaboration, workflow automation, and customisation. This overview covers the main features in each area and where they’re useful.

Internal communication

• Company wall and feeds for sharing updates and news.
• Announcements pinned at the top of everyone’s feed.
• Polls and Q&A for quick feedback.
• Mentions and notifications so the right people see important messages.
• 1:1 and group chat, including audio and video calls.
• Translation support for global teams.

Engagement

• Town halls for real time updates.
• Recognition and rewards, such as badges, leaderboards and points.
• Engagement metrics and sentiment analysis.
• Surveys and feedback tools.
• Gamification features to encourage participation.

Team collaboration

• Groups and channels for teams or projects.
• Task boards to manage projects and dependencies.
• A knowledge base for manuals and SOPs.
• Document collaboration for editing and sharing files in real time.
• Calendars and events for meetings and reminders.

Workflow automation

• Custom forms and apps to capture data and run internal processes.
• Workflows and schedulers to automate recurring tasks and messages.
• Dynamic group rules to add users to the right teams automatically.
• Reporting tools built from app or form data.

Customisation and control

• Branding, including logo, colour theme and custom domain.
• A white-label mobile app for a branded experience.
• Access controls with roles and permissions.
• Directory integration, including SSO.
• Analytics and data export to track engagement.

Tips

• Pin high-priority posts so they stay visible.
• Automate routine messages, such as meeting reminders, rather than sending them manually.
• Use forums and templates to encourage knowledge sharing.
• Review analytics periodically to understand engagement trends.