Zoho SalesIQ - Video Tutorials

If you're here already, then check out our Zoho SalesIQ video tutorials on how to extensively use our features and much more in no time. Intrigued much?

Video Tutorials

Getting Started
2:08https://player.vimeo.com/video/741833798?autopause=1&dnt=1&autoplay=1

Adding SalesIQ code to website

Learn how to add the Zoho SalesIQ code for visitor tracking and live chat on your website.

add-code
1:56https://player.vimeo.com/video/743516788?autopause=1&dnt=1&autoplay=1

Customize Pre-chat forms

Customize Pre-chat forms and add input fields to get the required data from the visitors before they initiate a chat.

pre-chat-form
2:36https://player.vimeo.com/video/743512395?autopause=1&dnt=1&autoplay=1

Enable GDPR

Make your brand GDPR complaint and get visitors' consent before they visit your site.

enable-gdpr
1:25https://player.vimeo.com/video/743373881?autopause=1&dnt=1&autoplay=1

Operator Chat Window

Improve your support with the all-new SalesIQ operator chat window.

Resources
0:21https://player.vimeo.com/video/743400263?autopause=1&dnt=1&autoplay=1Canned replies

Canned Replies

Reduce response delay by sending out pre-defined messages to visitors.

canned-replies
1:01https://player.vimeo.com/video/743372537?autopause=1&dnt=1&autoplay=1Small talk

Small Talk

Converse with your visitors in a casual, informal language based on predefined responses.

small-talk
0:36https://player.vimeo.com/video/743506716?autopause=1&dnt=1&autoplay=1Business terms

Business Terms

Business terms are a collection of terminologies used as synonyms when referring to the same thing that can be used to train your Answer bot to respond more accurately.

business-terms
0:36https://player.vimeo.com/video/743500429?autopause=1&dnt=1&autoplay=1Articles

Articles

Collection of help guides that operators can use to help solve visitors' issues or display them in self-help section.

articles
Developers
3:26https://player.vimeo.com/video/732011010?autopause=1&dnt=1&autoplay=1

Widgets

Widgets are user interfaces that can be built as a part of SalesIQ's platform to display information related to a conversation and do certain actions.

widgets
4:02https://player.vimeo.com/video/743377746?autopause=1&dnt=1&autoplay=1

Form Controllers

Form controller controls the operation of forms inside the widgets.

form-controllers
Answer Bot
4:56https://player.vimeo.com/video/743502232?autopause=1&dnt=1&autoplay=1

Introduction to Answer bots

The Answer Bot is a smart support assistant that converses with a website visitor based on the resources available on your portal.

answer-bot
Codeless Bot
2:57https://player.vimeo.com/video/743372974?autopause=1&dnt=1&autoplay=1

Introduction to Codeless bots

intro-codeless
0:49https://player.vimeo.com/video/743387248?autopause=1&dnt=1&autoplay=1

Blocks in Codeless Bots

blocks-codeless-bot
2:04https://player.vimeo.com/video/743550670?autopause=1&dnt=1&autoplay=1

Action Blocks in the Codeless Bot

action-blocks-codeless-bot
Visitors
2:40https://player.vimeo.com/video/743503261?autopause=1&dnt=1&autoplay=1

Companies

Signing a B2B deal is a complex task for any business. B2B relationships involve various stages such as engagement, analysis, adoption, expansion, and retention. Processing all the steps in different applications often leads to exhaustion and slipped deals. Using our Companies section, you can manage all the steps right inside SalesIQ.

company-module
Operator Chat Window
1:02https://player.vimeo.com/video/743361749?autopause=1&dnt=1&autoplay=1

Calls

Connect with your visitors via audio calls for fast and effective communication! Zoho SalesIQ uses VoIP (Voice over Internet Protocol) technology to instantly connect with your website visitors without any third-party software or application. Happy assisting :)

calls