Welcome to Zoho SalesIQ. In this guide you will find information about setting up your live chat system and configuring it so your business can get the most value from it. What are you waiting for? It is time to start connecting with your customers.
Embedding Live Chat in your website is a very simple process. You(or your webmaster) have to copy-paste the code into your website's source file. And, Live Chat will be ready for use!
First navigate to your web editor and choose the specific page or template you wish to place your chat widget. Then navigate in a separate browser tab to your Zoho SalesIQ.
If you don't have access to your site's HTML code or are not comfortable with adding new code, simply use the built in link with each embed to send the code to your webmaster directly.
You have now enabled your Zoho SalesIQ, but before you can start connecting with your customers instantly, you will need to configure your Live Chat operation to ensure you maximize each-and-every interaction with your customers.
Before you launch Zoho SalesIQ and boost your customer support with your new live chat operation, we want to ensure you know your way around the application, and have tuned your live chat program to best fit your business.
Login into your Zoho SalesIQ dashboard, and try to initiate a test chat from your website. This gives you a feel for what a pop-up style chat window will look like and how Zoho SalesIQ operates.
The window that pops up is the default chat window, where after entering your visitor information you can start your Zoho SalesIQ’s first live chat to test your system. When you start the chat, you will notice the incoming chat on the left menu, with the visitors name under the “Waiting Visitors” heading. To answer the incoming chat request, simply click on the visitor or just hover over it and click over the "Pick up" button. The new live chat window open automatically into your Zoho SalesIQ dashboard.
Now that you have answered your test-incoming request, we want you to take this time to familiarize yourself with the Zoho SalesIQ chat window within the dashboard, and the powerful tools you can use during live chats with your customers.
You can view more information about the visitor you are engaging with on the right hand side of the dashboard, including the visitors e-mail, country, web browser, operating system and the page they launched the live chat from.
To view more in-depth visitor information from a particular chat, you can click the i icon along the top right. It provides the visitor info such as Name, Email Address, Contact number, Visitor Location, Visitor Browser Information and System Used.
You can also view the visitor location via Google maps which is placed in the right corner of the visitor location click on the magnifying glass to see the location.To view the visitor contact number the contact number should be defaulted in Chat Window Embed.
Once you determine a chat is complete, you can hit “End Session” on the chat window and then “End Immediate” or select any of your required "End timer" to stop the current live chat.