Zoho SalesIQ Resources
Zoho SalesIQ Help Center
Getting StartedHow to log into Zoho SalesIQ?Add tracking and live chat code to websitesAdd code to website of your choiceShare code with webmasterHow 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 windowCustomize chat window appearanceChange chat window configurationsModify visitor input fields of chat windowChange auto-response messages in chat window
SettingsAdding operators and assigning rolesAdd operators to Zoho SalesIQChange the operator roleAssociate operator to departmentsChoose an operator languageOperator's performance reportInternal operator chat historyAdd, manage and edit departments Add a new departmentAdd operators to the departmentDepartment based email settingsEdit the configured departmentDisable/delete the configured departmentsSetup business hours for your websiteAdding your company profileSetup your personal profilePerzonalize sounds and themesBlock the spammers and harassers IPsAccess the portal settingsSetup operator's chat window Setup operator's availability Configure emails for your portalChange Zoho SalesIQ portal owner
Visitor TrackingVisitor Tracking - Rings ViewVisitor Tracking - ListView cold visitorsInitiating proactive chat to your website visitorsInitiate proactive chat - multiple departmentsUsing canned messages to initiate a chatVisitor offlineResponding to visitor replied chatsAttending the waiting visitors chatsVisitor availability & actionTracking visitor page navigationOther visitor informationWhat is prioritize the visitor?How to prioritize the visitor?Setting up your conditions for customizationPredefined tracking conditionsSetting up a criteria for customizationSetting up your values for customizationPresetsHiding visitors connected to other operatorsPersonalize your sounds for trackingTracking reportsTracking summaryTracking analysisWebsite visitor analytics
Visitor InsightSmart viewNew operator's viewThe visitors tabHow to create your own filters?Send e-mail from visitor informationNote down your pointsVisitor infoTrack visitsVisitor actionsVisitor's lead scoreSetting up a lead scoring rule in SalesIQHow to edit the existing rule?How to disable or delete the lead scoring rule?Example on how to set a lead scoring ruleHow does the lead scoring recalculate the score?Visitor score in CRMOpportunityHow to schedule the list from visitor history? How to edit the scheduled list?Schedule the visitor list from email schedules tabWhat information will you get on email?
AutomationHow to ddd 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 optionsExample on how to route visitors to specific operatorTop three rule suggestionsHow 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 monitorsHow to add a Chat Monitor?Who can monitor chats?Example on how to monitor a chatHow to delete a chat monitor?
Advanced FeaturesWhat 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 articlesView 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 screenHow to translate the chat?Stop translation during chatContinue translation againAuto-Detect language and translate the chatTo view the original transcriptVisitor based reportsOperator performance reportsTracking 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 pageHow do I enable/disable signature chat?Initiating a chat from signature chat windowAdd 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 viewEnding a chatThe connected visitors viewWhat is missed chats?Viewing and assigning missed requestsReplying and closing a missed requestReplying to the visitorsSave drafted emailExploring your visitor's chat historyFiltering your visitor's chat historyDeleting records from historyViewing the transcript of the recordFeedback viewThe detailed feedback view
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