Zoho SalesIQ Resources
Zoho SalesIQ Help Center
Getting StartedHow to log into Zoho SalesIQ?Add tracking and live chat code to websites Add code to website of your choiceShare code with webmaster How to track the website visitors on dashboard?How to answer an incoming chat from the visitor?
CustomizationHow to create a new website ?How to edit an existing website ?Customize your chat window Customize chat window appearance Change chat window configurations Modify visitor input fields of chat windowChange auto-response messages in chat window
Visitor TrackingVisitor Tracking - Rings ViewVisitor Tracking - List View cold visitors Initiating proactive chat to your website visitorsInitiate proactive chat - multiple departments Using canned messages to initiate a chatVisitor offlineResponding to visitor replied chatsAttending the waiting visitors chats Visitor availability & actionTracking visitor page navigationOther visitor informationWhat is prioritize the visitor ?How to prioritize the visitor?Setting up your conditions for customization Predefined tracking conditionsSetting up a criteria for customizationSetting up your values for customizationPresets Hiding visitors connected to other operatorsPersonalize your sounds for trackingTracking reports Tracking summary Tracking analysis Website visitor analytics
AutomationHow to add an intelligent trigger rule? Pre-defined conditions for intelligent triggersTypes of actions to triggerHow to delete a trigger rule? Example on setting an intelligent trigger How to route visitors to specific sales executives?Visitor routing options Example on how to route visitors to specific operatorTop three rule suggestions How to delete a visitor routing rule?What is the order of visitor routing?How do I route chats to a specific operator?What criteria can I set to route the incoming chats ? Options available to route the visitor chatsWhat is the order of chat Routing?Types of chat monitors How to add a Chat Monitor? Who can monitor chats? Example on how to monitor a chatHow to delete a chat monitor?
Advanced FeaturesThe audio call in visitor chat windowThe audio call in operator chat window How to enable audio call in the visitor chat window? What is an article in Zoho SalesIQ?How do I enable the articles tab in the chat window?How do I add an article in the chat window?How do I edit/delete an article in the chat window? Categorizing the articles View how your article perform in the chat windowWhat is a canned response ?How do I add a canned response?How do I edit/delete an existing canned responses?How do I effectively use the canned responses ?What is screen sharing ?How to initiate a demo by sharing the screen? Request the visitor to share their screen How to translate the chat?Stop translation during chatContinue translation again Auto-Detect language and translate the chatTo view the original transcriptVisitor based reports Operator performance reports Tracking reportsHow to export or print reports?What is dynamic text?List of dynamic text available in Zoho SalesIQHow to use dynamic text in canned messages?Dynamic text in welcome messageUse dynamic text in automated response messageUsing dynamic text in automated chat inviteHow do I get the signature chat code ?How do I get operator specific signature chat code?Add a custom signature theme for the chat widgetChoosing the pre-defined signature themeSetup the e-mail recipient signature chat page How do I enable/disable signature chat?Initiating a chat from signature chat window Add signature chat to Zoho SalesIQ emailsHow do I add signature chat to Zoho Mail ?How do I add signature chat to Zoho Desk ?How do I add signature chat to Zoho CRM ?Set-up the signature chat in Gmail account ?What is my chats ?A quick view about your visitorsFeatures inside the chats view Ending a chatThe connected visitors viewWhat is missed chats?Viewing and assigning missed requests Replying and closing a missed requestReplying to the visitorsSave drafted emailExploring your visitor's chat history Filtering your visitor's chat historyDeleting records from historyViewing the transcript of the recordFeedback viewThe detailed feedback view
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