Zoho SalesIQ - Help Videos

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
1:02 https://www.youtube.com/embed/abxztY99YO0salesiq video

Let's get started!

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

let-get-started
Customization
0:59 https://www.youtube.com/embed/d0p09cOnckgsalesiq video

Create, edit and delete a website

Know how easy it is to create, edit and delete a website in SalesIQ.

create-edit-and-delete-a-website
1:40 https://www.youtube.com/embed/lcbdbYX9SoAsalesiq video

Float Chat Widget

Have your live chat widget float along your screen as you scroll.

float-chat-widget
1:31 https://www.youtube.com/embed/LvpoYQh5lS0salesiq video

Button Chat Widget

Fix your live chat widget in any desired location you please.

button-chat-widget
1:52 https://www.youtube.com/embed/78OQzvNzRREsalesiq video

Personalized Chat Widget

Let your visitors choose the operators they want to strike a conversation.

personalized-chat-widget
4:09 https://www.youtube.com/embed/OfQdE3bxKM4salesiq video

Live Chat Window

Impress your customers by customizing, setting input fields and automating responses in your live chat window.

live-chat-window
2:45 https://www.youtube.com/embed/b-4Y43Sq9o8salesiq video image

Signature Chat

Learn how to embed the signature chat and let your email recipients start a conversation right from emails.

signature-chat
1:02 https://www.youtube.com/embed/ci7wt93959Qsalesiq video image

Signature Chat for Zoho Mail

Now embed the signature chat and let your email recipients strike a conversation right from your Zoho Mail.

signature-chat-for-zoho-mail
1:33 https://www.youtube.com/embed/lrpWPy3PSEksalesiq video image

Signature Chat for Gmail

Learn how to set up the signature chat for your Gmail account and let your email recipients strike a conversation from the mails you send.

signature-chat-for-gmail
Automation
1:05 https://www.youtube.com/embed/BlwmrQY3Q5ssalesiq video

Chat routing

Learn how to route and filter your visitor chats to various operators.

chat-routing
1:27 https://www.youtube.com/embed/KvuXTqvGCZcsaelsiq video

Intelligent Triggers - Invoke JS API

Learn how to extensively use Invoke JS API intelligent trigger on your website.

intelligent-triggers-invoke-js-api
1:14 https://www.youtube.com/embed/uILxt4qbaJUsaelsiq video

Intelligent Triggers - Visitor Performs Custom Action

Know how you can trigger the visitor based on the custom action performed on the website.

intelligent-triggers-visitor-performs-custom-action
1:19 https://www.youtube.com/embed/Yqfs2LbtD0osaelsiq video

Intelligent Triggers - Send Chat Invite

Now send chat invites to visitors on your website with the help of intelligent triggers.

intelligent-triggers-send-chat-invite
1:52 https://www.youtube.com/embed/caiboblXs-4saelsiq video

Intelligent Triggers - Adding Visitors to Mailing List

You can now add visitors to the mailing list with the help of intelligent triggers.

intelligent-triggers-adding-visitors-to-mailing-list
Integrations
2:06 https://www.youtube.com/embed/K6lwCnczvYksaelsiq video

Clearbit (Reveal)

Convert anonymous web traffic hitting your website into insightful company profiles.

clearbit-reveal
1:43 https://www.youtube.com/embed/xijOvyFX3KYsaelsiq video

Clearbit (Enrichment)

Convert the identified email addresses into complete visitor and company profiles.

clearbit-enrichment
Templates
2:28 https://www.youtube.com/embed/j20iq6lPHw0saelsiq video

Canned Responses & Articles

Aid your operators with canned responses and have visitors peek into your knowledge base from their chat windows with articles.

canned-responses-&-articles