>

  • 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.

     

     

     

    Read More
    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.

     

     

     

    Read More
    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.

     

     

     

    Read More
    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.

     

     

     

    Read More
    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

     

     

     

    Read More
    1. Setup Brand
  • Setup your SalesIQ portal

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

    Read More
    1. Setup Brand
  • Add Operators

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

    Read More
    1. Adding Operators
  • Assign Roles

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

     

    Read More
    1. Adding Operators
  • Change Operator Role

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

     

    Read More
    1. Adding Operators
  • Change Operator Availability

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

     

    Read More
    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.

     

    Read More
    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.

    Read More
    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.

     

    Read More
    1. Manage Departments
  • Associate Operators - Department

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

     

    Read More
    1. Manage Departments
  • Email Configurations

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

     

    Read More
    1. Manage Departments
  • Edit Department Configurations

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

     

    Read More
    1. Manage Departments
  • Disable/Delete departments

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

     

    Read More
    1. Manage Departments
  • Setting up business hours

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

    Read More
    1. Controls
  • Set company profile

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

    Read More
    1. Controls
  • Set personal profile

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

    Read More
    1. Controls
  • Customize sounds

    Change notification sounds to stay vigilant and respond instantly.

    Read More
    1. Controls
  • Setup operator chat window

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

    Read More
    1. Controls
  • Set availability

    Mark yourself unavailable when taking breaks to avoid missing chats.

    Read More
    1. Controls
  • Configure Portal owners

    Transfer the ownership of the portal to another admin.

    Read More
    1. Controls
  • Enable GDPR

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

    Read more
    1. Controls
  • Block Spammers

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

    Read More
    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.

    Read More
    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.

    Read More
    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.

     

    Read More
    1. Conversations
  • Customize Tracking Views

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

     

    Read More
    1. Tracking Visitors
  • Advanced Visitor Info

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

    Read More
    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. 

    Read More
    1. Tracking Visitors
  • Visitors

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

    Read more
    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.

     

    Read more
    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.

    Read more
    1. Visitor History
  • Lead Scoring

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

    Read more
    1. Resources
  • 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.

    Read more
    1. Visitor History
  • Schedule Reports

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

    Read more
    1. Visitor History
  • Visitor Feedback

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

    Read More
    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

    Read more
    1. Conversations
  • Missed Chat Log

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

    Read more
    1. Conversations
  • Chat History

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

    Read more
    1. Controls
  • Audio Calls

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

    Read more
    1. Conversations
  • Canned Replies

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

    Read more
    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.

    Read more
    1. Resources
  • FAQs

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

    Read more
    1. Resources
  • Reports

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

    Read more
    1. Reports
  • Personal Profile

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

    Read more
    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. 

    Read more
    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.

    Read more
    1. Setting Profile
  • Triggers

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

    Read more
    1. Automation
  • Chat Routing

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

    Read more
    1. Automation
  • Visitor Routing

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

    Read more
    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.

    Read more
    1. E-signature
  • Operator specific signature chat code

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

    Read more
    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

    Read more
    1. E-signature
  • Signature chat in emails

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

    Read more
    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.

    Read more
    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. 

     

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

    Add signature chat for the emails sent from Zoho Mail.

    Read more
    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.

     

    Read more
    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.

    Read more
    1. E-signature
  • Chat translation

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

    Read more
    1. Translation
  • Stop/Continue translation during chat

    Read more
    1. Translation
  • Auto-detect language and translate chats

    Learn how SalesIQ auto-detects foreign languages and translates them

    Read more
    1. Translation
  • View Original Transcript

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

    Read more
    1. Translation
  • Creating and Managing Webhooks

    Automate your use cases and improve productivity with webhooks

    Read more
    1. Webhooks
  • Webhook Payload

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

    Read more
    1. Webhooks
  • Events - Conversations


    Track and describe communications with your website visitors.

    Read more
    1. Webhooks
  • Events - Departments

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

    Read more
    1. Webhooks
  • Events - Operators

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

    Read More
    1. Webhooks
  • Events - Visitors

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

    Read More
    1. Webhooks
  • Set up webhooks - Administration Module

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

    Read more
    1. Webhooks
  • Set up webhooks - Data Module

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

    Read more
    1. Webhooks