Admin Implementation

Checklist

  • Enable visitor tracking and live chat on your website
  • Customize the chat widget and window according to your brand's style
  • Set-up your company profile and business hours
  • Invite operators (colleagues) to assist visitors
  • Add departments to categorize brands and operators
  • Schedule and share visitor/contact list to the sales teams for follow-ups
  • Configure global settings and emails
  • Deploy Zobots (chatbots) to assist users 24/7
  • Score your visitors' activities on the site
  • Automate visitor engagement on the website using triggers
  • Automate routing visitors and chats to specific operators
  • Add self-help articles for users in the live chat window
  • Enhance SalesIQ by integrating it with various Zoho Apps and other third-party apps
  • Assist your app users by adding Mobilisten to your mobile application
  • Use visitor, operator, and website reports for analysis