Chat widget

Customize your Chat widget to suit your website.

  • Choose from a variety of chat widget styles.

  • Choose from a variety of chat stickers available or upload your own chat widget sticker.

  • Choose where the widget should appear on your site.

  • Set widget color to complement your website.

  • Agents can upload their pictures for a more personal appeal.

  • Preview for desktop view when agent is offline.

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Overview

  • Navigate through the various operations of SalesIQ using the panel on the left.

  • The Search Bar quickly brings up past chats, canned messages and more.

  • Use the Settings option to update company info, set triggers, customize chat widgets and more.

  • Get alerted of missed visitors and unassigned chats in the Notifications bar. Chat with other SalesIQ users in your organization using the My Colleagues button. 

  • Stay informed about the performance of your live chat operations with auto-consolidated Reports and analysis of visitor and user data.

  • Contact our support team or set your chat support availability here.

Overview
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Visitor tracking - Rings view

Never let a visitor go unnoticed with this visually comprehensive Rings view.

  • Customize the criteria for prioritization of your website visitors. 

  • Visitors online are arranged in circles based on priorities that you set.

  • Oversee every visitor and every action on the site—visitors navigating from one page to another, chat buttons clicked, time spent on the site and much more in real-time.

Rings view
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Rules for prioritization

  • This tab opens on clicking Customize.

  • Shows which ring the rule corresponds to.

  • Choose a preset criteria from the drop down.

  • Or choose desired conditions for each of the rings separately.

  • Set an operator for the condition.

  • Set a value as required.

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Proactive chat

Initiate Proactive chat with your most promising leads.

  • Have meaningful and contextual conversations with access to essential information about your visitors—their location, email ID, IP, OS, source/referrer and more.

  • View Visitor Footprint in real-time and assess a visitor's interests before initiating chat.

  • All CRM and support information of a visitor, if available, is also displayed here.

  • Send prompt messages and replies using canned messages. Invoke them directly from your chat bar using the # symbol.

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Intelligent triggers

Save your deals with Intelligent triggers.

  • Set triggers for the most opportune moments, your hottest leads and increase your conversions.

  • Choose when to trigger a visitor.

  • Choose from a range of conditions.

  • Choose the trigger action to be performed.

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Managing conversations

  • Use Canned Messages for quicker responses to FAQs. You can directly invoke Canned Messages by typing # in the chat box.

  • Access advanced features like Chat Translation, Block IP by clicking the More Actions button.

  • Add a visitor to your Zoho CRM as a Lead or Contact by using the Push To CRM option. (Integrate Zoho SalesIQ with Zoho CRM for this option. Please click here to learn how to integrate) 

  • Push chats into Zoho Desk as support requests by using the Convert chat as Ticket option. (Integrate Zoho SalesIQ with Zoho Desk for this option)

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Visitor History

  • View a list of every visitor that has ever been on your site.

  • Customize your own list of visitors.

  • Get detailed insights like opportunity, lead score, and all previous activity on the website.

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Reports

Accelerate your progress with Reports and analytics on your live chat operations.

  • Get insights on your agent performance, visitor tracking, live chat operations and more, in a comprehensive report format.

  • View reports for a particular time range or department specifically.

  • All reports can be saved as PDF, exported, or mailed.

Reports
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Lead Scoring

Identify hot prospects among your website visitors with Lead Scoring.

  • Assign points to your website visitors based on various criteria.

  • The sum of points assigned through multiple rules gives the visitor lead score.

Lead Scoring
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