Zoho SalesIQ Help

My Profile

Setting Up your Profile

Now you can update your profile with your personal information.You can edit and update all of it. You can update your profile picture for the Visitors to view your appearance.

  1. Click "My profile".
  2. Click the "Edit" button at the top right.
  3. Now that you have reached to edit profile.
  4. You can enter your Name, and other personal details.

Sounds

Also at the top of your dashboard, you can also mute or un mute sounds from your Zoho SalesIQ while receiving a chat request. Click the speaker icon to mute the sounds, or if muted click the muted icon (an X through the speaker) to unmute the sounds.

You can also customize the sounds your Zoho SalesIQ uses to notify you and your agents of certain events.

To customize your Zoho SalesIQ's sounds:

  1. Click your "name" at the top right corner.
  2. From the drop-down menu click "Personalize".
  3. The "Personalize" window will pop up, in which you will choose the "Sounds" tab.
  4. The Zoho SalesIQ sounds are further categorized into Visitor and Agent Events.
  5. Here by clicking the drop-down menu to the right of each event name, you can choose from different sound options for each event, or choose None if you wish to not have the system notify through sound for that particular event.
  6. Each time you make a change--by clicking the name of that particular sound-- the system automatically saves your new choice. Once you have chosen which sounds you want for each event, simply click the X symbol at the top right to return to the Zoho SalesIQ window you were working from.

Visitor Events

These are the sound notification, which takes place when a visitor performs an action.

  • Incoming Visitor Chat:  the sound notifying you of an incoming visitor chat. By default this sound is a ringer.
  • Visitor About to Leave the Chat:  the sound the system uses to notify you that a visitor is about to leave a chat session.
  • Chat Message from Visitor:  the sound that notifies you each time you receive a message from a visitor.
  • End of Chat:  the sound that notifies you of a particular chat ending.
  • Chat Message from Visitor:  the sound that notifies you each time you receive a message from a visitor.
  • Visitor has left the Chat Session:  the sound the system plays to notify you of a visitor in a particular chat leaving that active chat session.
  • Visitor on-board:  the sound notifying you, when a visitor visits your website.
  • Visitor departed:  the sound notifying you, when a visitor leaves your website.

User Events

These are the sound notification, which takes place when an user performs an action.

  • Chat Transfer Alert:  the sound that plays to inform you of an incoming chat transfer request from another user.
  • Invitation for Group Support:  the sound notifying you that a fellow user has invited you to join in on a group-support chat session.
  • Chat Message from Colleague:  the sound, which notifies you each time you, receive a message from a fellow agent.
  • Message Board Chat Message:  the sound that notifies you each time someone on your team adds a message to the portal-wide message board.
  • Assigned Missed visitor:  the sound that notifies you each time when a visitor is missed.
  • Approval for Blocking IPs:  the sound, which notifies you each time on receiving a notification for blocking IPs.

Themes

You can further customize the look and feel of your Zoho SalesIQ by changing the settings or the themes inside the Themes tab of the Customize and Personalize window.

To access and change your Zoho SalesIQ's theme settings:

  1. Click your name at the top right (You must be an administrator of the account to access the Personalize options).
  2. From the drop-down menu click Personalize.
  3. In the Customize and Personalize window that pops-up above your current Zoho SalesIQ screen, click the Themes tab.
  4. Make changes by clicking the radio button of the settings you want, or clicking the icon for the Theme or Pattern you desire.
  5. Each time you make a change, the system updates automatically, so when you are finished configuring simply click the X-icon at the top right to return to where you were working in your Zoho SalesIQ

Your Status

Like other chat programs you are already familiar with, in Zoho SalesIQ you have a status. In Zoho SalesIQ your status controls your availability to chat with customers.

There are two statuses:

  1. Green: Available. You are online and ready to chat with customers.
  2. Red: Away. You are busy and don't want to be interrupted. While you still see incoming chat requests on your dashboard, and have the ability to answer them, if all you and all other logged in agents are unavailable customers will see your offline embed.

Set your chat status from the top right hand corner of your Zoho Support screen, where you will see a green or red bar under your account name. To change your status, click your username and from the drop-down menu you will see Available (with a green check mark) or Busy (with a red X), click the icon you see to switch yourself to the other status. 

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Write to us: support@zohosalesiq.com