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
1:02https://www.youtube.com/embed/GAXjgHCtrAE

Let's Get Started!

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

let-get-started
1:04https://www.youtube.com/embed/fX88vfBBJT8

Create, Edit and Delete a Website

Learn how to create, edit and delete a website in Zoho SalesIQ.

create-edit-and-delete-a-website
0:58https://www.youtube.com/embed/6XY9AeTeKM4

Answering Chats

Learn how to initiate a chat proactively and answer an incoming chat.

answering-chats
Customizing SalesIQ
1:40https://www.youtube.com/embed/lcbdbYX9SoA

Float Chat Widget

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

float-chat-widget
1:31https://www.youtube.com/embed/LvpoYQh5lS0

Button Chat Widget

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

button-chat-widget
1:50https://www.youtube.com/embed/bZL7a783T7Y

Personalized Chat Widget

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

personalized-chat-widget
2:31https://www.youtube.com/embed/syO2Luqef_U

Live Chat Window

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

live-chat-window
2:45https://www.youtube.com/embed/b-4Y43Sq9o8

Signature Chat

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

signature-chat
1:02https://www.youtube.com/embed/ci7wt93959Q

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
1:33https://www.youtube.com/embed/lrpWPy3PSEk

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
1:37https://www.youtube.com/embed/bdJNbnlJt3o

Sounds Customization

Learn how to customize the sounds that play at various instances in your portal based on your preferences.

sounds-customization
2:36https://www.youtube.com/embed/N4VeX4eQATU

Operator Language Preference

Get to customize the language preference of your portal.

operator-language-preference
3:17https://www.youtube.com/embed/N52Wdym4QsQ

Portal Settings

Customize the configurations that are applicable throughout all the SalesIQ accounts associated with your firm.

portal-settings
Automation
1:16https://www.youtube.com/embed/mL4SjwOf3yQ

Chat Routing

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

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

Invoke JS API

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

intelligent-triggers-invoke-js-api
1:14https://www.youtube.com/embed/uILxt4qbaJU

Track Visitor Custom Action

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

intelligent-triggers-visitor-performs-custom-action
2:06https://www.youtube.com/embed/iRFQdnMhCxU

Proactive Chat Invite

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

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

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
3:43https://www.youtube.com/embed/bnilFScuBkI

Chat Monitor and Email Schedulers

Track conversations of your operators using Chat Monitors and schedule periodic emails using Email Schedulers to stay intact with visitor logs.

chat-monitor-and-email-schedulers
2:29https://www.youtube.com/embed/GfyLh4jHt4M

Visitor Routing

Learn how to route visitor chat requests to the right set of operators based on the latter's expertise and field experience.

visitor-routing
Tracking Visitor Data
10:12https://www.youtube.com/embed/gb2V9D1y6yk

Visitor Tracking

Learn how to track every other visitor who ends up landing on your site.

visitor-tracking
4:30https://www.youtube.com/embed/TPd-KyDEYdY

Visitor History

Get to track down the particulars of visitors who were on your site earlier.

visitor-history
2:10https://www.youtube.com/embed/9UDQ-FZ2hkw

Basic Visitor Information

Learn what are all the basic data that SalesIQ indexes about visitors landing on your site.

basic-visitor-information
Advanced
2:28https://www.youtube.com/embed/j20iq6lPHw0

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
3:58https://www.youtube.com/embed/wRCAPpnfrWU

SalesIQ Reports

Get a crisp pictorial representation of almost everything that is happening in your portal.

salesiq-reports
1:58https://www.youtube.com/embed/gY_Z11cQ7Zg

Lead Scoring

Assign a score for every prime action that visitors could perform on your site, sum it up, filter and focus only on visitors with decent scores.

lead-scoring
1:11https://www.youtube.com/embed/lNdAHG5-2EA

SalesIQ JS APIs

Explore powerful JavaScript APIs of Zoho SalesIQ that can modify the functionalities of your portal, chat window and widget.

salesiq-js-apis
2:23https://www.youtube.com/embed/_xebRnb4bvI

Business Hours and Blocking IPs

Learn how to configure standard work hours for your firm and block spammers from accessing your site based on their IP addresses.

business-hours-and-blocking-ips
Integrations
2:06https://www.youtube.com/embed/K6lwCnczvYk

Clearbit - Reveal

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

clearbit-reveal
1:43https://www.youtube.com/embed/xijOvyFX3KY

Clearbit - Enrichment

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

clearbit-enrichment
1:20https://www.youtube.com/embed/zv0jXPmKBrk

Zoho CRM Integration

Learn how to integrate Zoho CRM with your SalesIQ.

zoho-crm-integration
1:20https://www.youtube.com/embed/x35U9yHyhxw

Zoho Desk Integration

Integrate Zoho SalesIQ with Zoho Desk and effortlessly create and resolve customer tickets.

zoho-desk-integration
2:35https://www.youtube.com/embed/iHb884DqpTg

Zoho Forms and Campaigns Integration

Learn how to integrate your Zoho SalesIQ with Campaigns and Forms.

zoho-forms-and-campaigns-integration
0:49https://www.youtube.com/embed/-BeyAjjj6RE

Zoho Sites Integration

Learn how to integrate Zoho Sites with your SalesIQ.

zoho-sites-integration
1:53https://www.youtube.com/embed/nzKzJhgRDE4

Zoho Campaigns Integration Configurations

Learn how to configure the basic settings of Zoho Campaigns and SalesIQ integration.

zoho-campaigns-integration-configurations
2:18https://www.youtube.com/embed/Qo9pqSPFOO4

Zoho CRM Integration configurations

Learn how to configure the basic settings of Zoho CRM and SalesIQ integration.

zoho-crm-integration-configuration