## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/de-de/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Zoho SalesIQ Zoho SalesIQ is live chat support software that lets your customers reach out to you easily. Integrating Zoho Billing with Zoho SalesIQ helps improve your customer relationship by providing round-the-clock assistance to your customers through a live chat option in the Customer Portal. **What can you do with this integration?** * Help customers facing payment issues in real-time. * Encourage customer self-service by sharing links to help documents. * Create message templates to reply to customers faster. * Set up a bot to handle questions when you’re offline. * Track customers who visit the Customer Portal. ### Set up the Integration * Go to _Settings_ in the top-right corner of the page. * Select **Zoho Apps** under _Integrations & Marketplace_. * Click the **Connect** button next to _Zoho SalesIQ_. ![SalesIQ Connect](/billing/images/help/images/integrations/sales-iq/sales-iq-connect.png) * Click **Connect Now** in the integration details page. **Note:** If you do not have a portal in Zoho SalesIQ, the Connect Now button will be replaced with a link to [create](https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/setup-brand/articles/gettingstarted#How_do_I_Log_into_Zoho_SalesIQ) a Zoho SalesIQ portal. * Select the **Portal** in Zoho SalesIQ that you want to connect with, and then select its **Website**. **Insight:** A portal in Zoho SalesIQ is similar to an organization in Zoho Billing. * Click **Integrate**. ![Sales IQ Integrate](/billing/images/help/images/integrations/sales-iq/sales-iq-integrate.png) Now, your organization is connected to Zoho SalesIQ, and you can start providing support to your customers who access the Customer Portal. **Insight:** You can connect to a different portal or website in SalesIQ by clicking Configure in the Integration Details page. However, this can be done only by the user who set up this integration. ### Chat Widget in the Customer Portal After you set up the integration, a small chat widget will be available in the bottom-right corner of the customer portal. Your customers can reach out to you using this chat widget. ![SalesIQ Chat Widget](/billing/images/help/images/integrations/sales-iq/chat-widget.png) When clicked, this chat widget will expand to a chat window where your customers can mention their query and initiate a chat with you. ![SalesIQ Chat Window](/billing/images/help/images/integrations/sales-iq/chat-window.png) **Insight:** In Zoho SalesIQ, you can [customize the chat widget](/salesiq/help/customizing-your-live-chat-support-operation.html) and chat window to suit your organization. You can display your organization logo, choose a color, customize the message to be displayed, and more. ### Handling Chats in Zoho SalesIQ As soon as your customer sends a message from the chat window in the Customer Portal, you will be notified about it instantly in your connected Zoho SalesIQ portal. You or any of your support agents can accept the chat request to start assisting the customer. When you accept the chat request, you’ll be connected to the customer and can reply to their queries. ![Sales IQ Chats](/billing/images/help/images/integrations/sales-iq/sales-iq-chat.png) If you or your agents miss a live chat request from a customer, you can find them under the [Missed section of Zoho SalesIQ](/salesiq/help/visitor-missed-view.html) . Zoho SalesIQ also offers you a set of features to help you assist customers faster and more efficiently. They are: * [Canned Responses](/de-de/billing/help/integrations/zoho-salesiq.html#canned) * [Zobot](/de-de/billing/help/integrations/zoho-salesiq.html#zob) * [Visitor Tracking](/de-de/billing/help/integrations/zoho-salesiq.html#track) #### Canned Responses A [Canned response](/salesiq/help/canned-messages.html) is a pre-defined message template that you can use to reply to commonly asked customer questions or messages. For example, you can create a canned response to ask your customers to share their invoice number for which they’re facing a payment issue. ![Sales IQ Canned Responses](/billing/images/help/images/integrations/sales-iq/sales-iq-canned-responses.png) You can create many such canned responses from Zoho SalesIQ’s settings to help you reply to your customers faster. #### Zobot [Zobot](/salesiq/help/developer-guides/bot-introduction.html) is Zoho SalesIQ’s conversational AI assistant. It can be used to send automated replies to customers when you’re busy and are not able to reply to customers instantly. For example, you can configure the Zobot to send help document links automatically if your customers ask for them. #### Track Online Visitors In Zoho SalesIQ, in the **Visitors** section, you can [track customers](https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/tracking-visitors/articles/visitor-tracking) based on the time they spend in the Customer Portal. This could help you identify customers who have been spending more time on the portal, and prioritize their chat requests accordingly. You can also initiate chats with them from Zoho SalesIQ, if needed. Learn more about Zoho SalesIQ and its features in [Zoho SalesIQ’s help documentation](https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/setup-brand/articles/gettingstarted). 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