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  • Add Code to Website

    Check how to add the code and set up Zoho SalesIQ on your website to seamlessly track and connect with your visitors.

     

     

     

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    1. Setup Brand
  • Set Chat Window Flow

    Add/customize the flow of the chat window to obtain all the essential info from your visitors and assist them accordingly.

     

     

     

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    1. Setup Brand
  • Customize Chat Widget

    Customize or choose a unique look to your chat widget that blends with your website design and brand's image.

     

     

     

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    1. Setup Brand
  • Configure Chat window

    Customize the chat window on your website based on your needs and achieve a competitive edge in your business.

     

     

     

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    1. Setup Brand
  • Do a Test Run

    Test out the SalesIQ portal and try all the essential features of SalesIQ before connecting with your visitors

     

     

     

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    1. Setup Brand
  • Setup your SalesIQ portal

    Customize your SalesIQ portal to fit your workflow and maximize productivity.

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    1. Setup Brand
  • Add Operators

    Increase your arsenal by adding more operators to assist your visitors longer and better.

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    1. Adding Operators
  • Assign Roles

    Specify the roles and privileges the operator have in your portal.

     

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    1. Adding Operators
  • Change Operator Role

    Give or take away the privileges the operators have on your portal.

     

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    1. Adding Operators
  • Change Operator Availability

    Avoid missing chats by changing the availability status when taking breaks.

     

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    1. Adding Operators
  • Associate Operator-Department

    Associate you operators with departments to track visitors related to the department and use the department resources to assist the visitors better.

     

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    1. Adding Operators
  • Other operator settings

    Decide the number of chats an operator can handle simultaneously and allow operators to get notified on their mobile to stay alert during new incoming chats.

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    1. Adding Operators
  • Add Department

    Organize and structure your Zoho SalesIQ portal by creating different departments to take on your business's various aspects without getting tangled up.

     

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    1. Manage Departments
  • Associate Operators - Department

    Include operators in the departments to allow them the support visitors using the resources available in the department.

     

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    1. Manage Departments
  • Email Configurations

    Configure the 'From' email address to send out more professional support mails to your visitors.

     

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    1. Manage Departments
  • Edit Department Configurations

    Tailor your department to fit your requirements and ensure a smooth operation.

     

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    1. Manage Departments
  • Disable/Delete departments

    Disable or delete inactive departments to reduce clutter and make more space for new departments.

     

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    1. Manage Departments
  • Setting up business hours

    Define the working hours of your company and acknowledge visitors about your availability.

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    1. Controls
  • Set company profile

    Add essential info about your company to enable operators and visitors to understand your company better.

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    1. Controls
  • Set personal profile

    Add basic information and set up your profile to fit your needs.

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    1. Controls
  • Customize sounds

    Change notification sounds to stay vigilant and respond instantly.

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    1. Controls
  • Setup operator chat window

    Become an expert in supporting your visitors with the perfect chat window setup.

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    1. Controls
  • Set availability

    Mark yourself unavailable when taking breaks to avoid missing chats.

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    1. Controls
  • Configure Portal owners

    Transfer the ownership of the portal to another admin.

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    1. Controls
  • Enable GDPR

    Acknowledge and get consent from users for all the tracking policies in place.

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    1. Controls
  • Block Spammers

    Prevent unnecessary attacks and abuse from spammers by blocking their IP address.

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    1. Controls
  • Ring View

    Zoho SalesIQ's state of the art tracking interface that allows you to get an overview of all the visitors your website and perform various actions right from the dashboard.

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    1. Tracking Visitors
  • List View

    A more traditional tracking method lists all the active visitors in well-structured categories that can be modified according to the operator's requirements.

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    1. Tracking Visitors
  • Proactive Chat Window

    Break the ice by initiating a chat with visitors without having to wait for them to communicate with you.

     

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    1. Conversations
  • Customize Tracking Views

    Modify the tracking conditions to filter out prospects from dead leads.

     

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    1. Tracking Visitors
  • Advanced Visitor Info

    Get more data on the visitor to help you assist the visitor better.

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    1. Tracking Visitors
  • Other Tracking Settings

    Personalize Sounds to identify visitors' type and generate Tracking Reports to get detailed information on the visitors who land on your website. 

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    1. Tracking Visitors
  • Visitors

    Get an overview of all the visitors who have visited your website so far and their details

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    1. Visitor History
  • Contacts

    View all visitors contact information such as email address, phone number, etc. that can be used to perform a follow-up.

     

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    1. Visitor History
  • Companies

    Get a quick overview of the company type, revenue, number of employees, and other basic information. Categorize and filter the companies that suit your needs and start conversing with the company's visitors right inside SalesIQ.

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    1. Visitor History
  • Lead Scoring

    Identify who your prospects are based on the score they have earned during visits to your website

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    1. Automation
  • Company Scoring

    Score the companies that visit your website based on various criteria like domain, revenue, number of employees, etc. to identify the companies that are most likely to become a potential customer.

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    1. Automation
  • Schedule Reports

    Automate the process of receiving the list of prospective visitors visiting your website by email.

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    1. Visitor History
  • Visitor Feedback

    Analyze visitors' feedback and use them to improve your support.

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    1. Visitor History
  • Chats

    Quickly view all of the chats you have had with your visitors even when you are in the middle of an ongoing chat

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    1. Conversations
  • Missed Chat Log

    View the list of all the chats that you or your operators have missed and send follow-ups

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    1. Conversations
  • Chat History

    Access the archives of all activity from your live chat customer support operation.

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    1. Controls
  • Audio Calls

    Have crisp and quick conversations with your visitors instead of long, monotonous chat sessions with audio calls.

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    1. Conversations
  • Canned Replies

    Use predefined responses to answer FAQs and save time and effort during live chat sessions.

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    1. Resources
  • Articles

    Draft and attach content that is frequently wanted by the customers inside the chat window and save time spent by visitors on navigating through pages.

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    1. Resources
  • FAQs

    Create a list of common questions along with the relevant answers that can be shared by operators or bots during conversations

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    1. Resources
  • Reports

    Get a detailed graphical and statistical representation of various activities on your site as well as your portal.

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    1. Reports
  • Personal Profile

    Add essential details to your profile to help visitors and operators to know more about you.

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    1. Setting Profile
  • Notification Settings

    Customize your notifications to stay alert and make it easy to differentiate high priority notifications from the low priority ones. 

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    1. Setting Profile
  • Set up Email Signature

    Change stereotypical email signatures and allow your email recipients to strike a conversation instantly from the emails you send.

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    1. Setting Profile
  • Triggers

    Trigger an action to your website visitors at different instances and grab their attention using triggers.

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    1. Automation
  • Chat Routing

    Prioritize and route visitor chats to the operators based on the condition and criteria using Chat Routing

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    1. Automation
  • Visitor Routing

    Route visitors to specific agents and set specific filters for the visitors using the Visitor Routing feature.

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    1. Automation
  • Signature Chat and instant connectivity

    Change stereotypical email signatures and allow your email recipients to strike a conversation instantly from the emails you send.

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    1. E-signature
  • Operator specific signature chat code

    Notify specific operators about chats from emails with operator specific signature chat code.

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    1. E-signature
  • Customize email signature theme and stamp

    Choose from a range of chat widget themes and stamps and personalize based on your requirements

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    1. E-signature
  • Signature chat in emails

     Add signature chat to the emails sent from Zoho SalesIQ with ease

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    1. E-signature
  • Adding Signature Chat to Zoho CRM

    Add your Zoho SalesIQ Signature chat to the mails sent out to your customers from Zoho CRM.

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    1. E-signature
  • Adding Signature Chat to Zoho Desk


    Add Zoho SalesIQ Signature chat in your reply emails sent from Zoho Desk, and get connected with your customers in real time. 

     

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    1. E-signature
  • Adding signature chat to Zoho Mail

    Add signature chat for the emails sent from Zoho Mail.

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    1. E-signature
  • Setting up Signature Chat in your Gmail account

    Set up email signature in your Gmail, send business e-mails and get replies through chat.

     

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    1. E-signature
  • Adding Signature Chat to Microsoft Outlook


    Add Zoho SalesIQ Signature chat in your reply emails sent from Microsoft Outlook, and swiftly get connected with your customers in real time.

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    1. E-signature
  • Chat translation

    Support visitors from different countries/language backgrounds using real time chat translation

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    1. Translation
  • Stop/Continue translation during chat

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    1. Translation
  • Auto-detect language and translate chats

    Learn how SalesIQ auto-detects foreign languages and translates them

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    1. Translation
  • View Original Transcript

    View the original transcript of translated chats at any time during the conversation

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    1. Translation
  • Creating and Managing Webhooks

    Automate your use cases and improve productivity with webhooks

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    1. Webhooks
  • Webhook Payload

    Invoke webhooks when the event you've subscribed to occurs in SalesIQ.

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    1. Webhooks
  • Events - Conversations


    Track and describe communications with your website visitors.

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    1. Webhooks
  • Events - Departments

    Subscribe to the event and get notified when a new department is created, updated, or deleted.

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    1. Webhooks
  • Events - Operators

    Subscribe to this and get notified when an operator event is performed.

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    1. Webhooks
  • Events - Visitors

    Subscribe to this event and get notified when a visitor event is performed.

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    1. Webhooks
  • Set up webhooks - Administration Module

    Learn how to set up portal based webhooks in the Administration module

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    1. Webhooks
  • Set up webhooks - Data Module

    Learn how to set up embed based webhooks in the Administration module

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    1. Webhooks