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  • Introduction

    Understand the permissions and responsibilities of an associate inside Zoho SalesIQ.

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    1. Introduction
  • Visitor Tracking

    Learn how to filter visitors on your tracking dashboard and to identify, track down and record the trail of every visitor visiting your website.

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    1. Tracking Visitors
  • Visitor History

    Learn how to filter and find hot prospects visiting your website using the Visitor history module that stores the visitor's information along with their actions and behavior.

     

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    1. Visitor History
  • Answer incoming chats

    Learn how to pick up and answer incoming chats from your visitors.

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    1. Live Chat window
  • Chats and Connected Visitors

    View and manage all of the active chats that are handled by you.

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    1. Live Chat window
  • Canned Responses

    Learn how to draft pre-determined responses to common queries with which you can handle support requests in a jiffy. 

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    1. Resources
  • Dynamic Text

    Learn how to draft personalized responses to visitor queries using dynamic text.

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    1. Live Chat window
  • Articles

    Learn how to draft and attach content frequently wanted by the customers right on the chat window.

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    1. Resources
  • Google Translation

    Learn how to do real-time chat language detection and translation in SalesIQ

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    1. Conversations
  • Missed Visitor Log

    Access and view requests that are automatically created each time your Zoho SalesIQ misses a visitor’s chat request.

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    1. Conversations
  • Visitor's Feedback


    View all visitors' feedbacks by navigating to the Feedback section, improve your performance and enhance your customer support. 

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    1. Conversations
  • Performance Reports

    View all the information about operator activity, operator attended chats and operator ratings. 

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    1. Reports