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  • Add Code to Website

    Check how to add the code and set up Zoho SalesIQ on your website to seamlessly track and connect with your visitors.

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    1. Setup Brand
  • Set Chat Window Flow

    Add/customize the flow of the chat window to obtain all the essential info from your visitors and assist them accordingly.

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    1. Setup Brand
  • Customize Chat Widget

    Customize or choose a unique look to your chat widget that blends with your website design and brand's image.

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    1. Setup Brand
  • Configure Chat window

    Customize the chat window on your website based on your needs and achieve a competitive edge in your business.

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    1. Setup Brand
  • Do a Test Run

    Test out the SalesIQ portal and try all the essential features of SalesIQ before connecting with your visitors

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    1. Setup Brand
  • Setup your SalesIQ portal

    Customize your SalesIQ portal to fit your workflow and maximize productivity.

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    1. Setup Brand
  • Add Operators

    Increase your arsenal by adding more operators to assist your visitors longer and better.

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    1. Adding Operators
  • Assign Roles

    Specify the roles and privileges the operator have in your portal.

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    1. Adding Operators
  • Change Operator Role

    Give or take away the privileges the operators have on your portal.

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    1. Adding Operators
  • Change Operator Availability

    Avoid missing chats by changing the availability status when taking breaks.

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    1. Adding Operators
  • Associate Operator-Department

    Associate you operators with departments to track visitors related to the department and use the department resources to assist the visitors better.

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    1. Adding Operators
  • Other operator settings

    Decide the number of chats an operator can handle simultaneously and allow operators to get notified on their mobile to stay alert during new incoming chats.

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    1. Adding Operators
  • Add Department

    Organize and structure your Zoho SalesIQ portal by creating different departments to take on your business's various aspects without getting tangled up.

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    1. Manage Departments
  • Associate Operators - Department

    Include operators in the departments to allow them the support visitors using the resources available in the department.

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    1. Manage Departments
  • Email Configurations

    Configure the 'From' email address to send out more professional support mails to your visitors.

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    1. Manage Departments
  • Edit Department Configurations

    Tailor your department to fit your requirements and ensure a smooth operation.

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    1. Manage Departments
  • Disable/Delete departments

    Disable or delete inactive departments to reduce clutter and make more space for new departments.

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    1. Manage Departments
  • Setting up business hours

    Define the working hours of your company and acknowledge visitors about your availability.

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    1. Controls
  • Set company profile

    Add essential info about your company to enable operators and visitors to understand your company better.

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    1. Controls
  • Set personal profile

    Add basic information and set up your profile to fit your needs.

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    1. Controls
  • Customize sounds

    Change notification sounds to stay vigilant and respond instantly.

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    1. Controls
  • Setup operator chat window

    Become an expert in supporting your visitors with the perfect chat window setup.

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    1. Controls
  • Set availability

    Mark yourself unavailable when taking breaks to avoid missing chats.

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    1. Controls
  • Configure Portal owners

    Transfer the ownership of the portal to another admin.

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    1. Controls
  • Enable GDPR

    Acknowledge and get consent from users for all the tracking policies in place.

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    1. Controls
  • Block Spammers

    Prevent unnecessary attacks and abuse from spammers by blocking their IP address.

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    1. Controls
  • Ring View

    Zoho SalesIQ's state of the art tracking interface that allows you to get an overview of all the visitors your website and perform various actions right from the dashboard.

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    1. Tracking Visitors
  • List View

    A more traditional tracking method lists all the active visitors in well-structured categories that can be modified according to the operator's requirements.

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    1. Tracking Visitors
  • Customize Tracking Views

    Modify the tracking conditions to filter out prospects from dead leads.

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    1. Tracking Visitors
  • Advanced Visitor Info

    Get more data on the visitor to help you assist the visitor better.

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    1. Tracking Visitors
  • Other Tracking Settings

    Personalize Sounds to identify visitors' type and generate Tracking Reports to get detailed information on the visitors who land on your website. 

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    1. Tracking Visitors
  • Proactive Chat Window

    Break the ice by initiating a chat with visitors without having to wait for them to communicate with you.

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    1. Conversations
  • My Chats

    Quickly view all of the chats you have had with your visitors even when you are in the middle of an ongoing chat

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    1. Conversations
  • Missed Chat Log

    View the list of all the chats that you or your operators have missed and send follow-ups

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    1. Conversations
  • Audio Calls

    Have crisp and quick conversations with your visitors instead of long, monotonous chat sessions with audio calls.

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    1. Conversations
  • Visitors

    Get an overview of all the visitors who have visited your website so far and their details

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    1. Visitor History
  • Contacts

    View all visitors contact information such as email address, phone number, etc. that can be used to perform a follow-up.

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    1. Visitor History
  • Companies

    Get a quick overview of the company type, revenue, number of employees, and other basic information. Categorize and filter the companies that suit your needs and start conversing with the company's visitors right inside SalesIQ.

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    1. Visitor History
  • Visitor Feedback

    Analyze visitors' feedback and use them to improve your support.

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    1. Visitor History
  • Lead Scoring

    Identify who your prospects are based on the score they have earned during visits to your website

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    1. Automation
  • Company Scoring

    Score the companies that visit your website based on various criteria like domain, revenue, number of employees, etc. to identify the companies that are most likely to become a potential customer.

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    1. Triggers

      Trigger an action to your website visitors at different instances and grab their attention using triggers.

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      1. Automation
    2. Chat Routing

      Prioritize and route visitor chats to the operators based on the condition and criteria using Chat Routing

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      1. Automation
    3. Visitor Routing

      Route visitors to specific agents and set specific filters for the visitors using the Visitor Routing feature.

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      1. Automation
    4. Reports

      Get a detailed graphical and statistical representation of various activities on your site as well as your portal.

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      1. Reports
    5. Schedule Reports

      Automate the process of receiving the list of prospective visitors visiting your website by email.

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      1. Reports
    6. Canned Replies

      Use predefined responses to answer FAQs and save time and effort during live chat sessions.

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      1. Resources
    7. Articles

      Draft and attach content that is frequently wanted by the customers inside the chat window and save time spent by visitors on navigating through pages.

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      1. Resources
    8. FAQs

      Create a list of common questions along with the relevant answers that can be shared by operators or bots during conversations

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      1. Resources
    9. Personal Profile

      Add essential details to your profile to help visitors and operators to know more about you.

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      1. Setting Profile
    10. Notification Settings

      Customize your notifications to stay alert and make it easy to differentiate high priority notifications from the low priority ones. 

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      1. Setting Profile
    11. Set up Email Signature

      Change stereotypical email signatures and allow your email recipients to strike a conversation instantly from the emails you send.

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      1. E-signature
    12. Signature Chat and instant connectivity

      Change stereotypical email signatures and allow your email recipients to strike a conversation instantly from the emails you send.

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      1. E-signature
    13. Operator specific signature chat code

      Notify specific operators about chats from emails with operator specific signature chat code.

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      1. E-signature
    14. Customize email signature theme and stamp

      Choose from a range of chat widget themes and stamps and personalize based on your requirements

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      1. E-signature
    15. Signature chat in emails

       Add signature chat to the emails sent from Zoho SalesIQ with ease

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      1. E-signature
    16. Adding Signature Chat to Zoho CRM

      Add your Zoho SalesIQ Signature chat to the mails sent out to your customers from Zoho CRM.

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      1. E-signature
    17. Adding Signature Chat to Zoho Desk

      Add Zoho SalesIQ Signature chat in your reply emails sent from Zoho Desk, and get connected with your customers in real-time. 

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      1. E-signature
    18. Adding signature chat to Zoho Mail

      Add signature chat for the emails sent from Zoho Mail.

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      1. E-signature
    19. Setting up Signature Chat in your Gmail account

      Set up email signature in your Gmail, send business e-mails and get replies through chat.

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      1. E-signature
    20. Adding Signature Chat to Microsoft Outlook

      Add Zoho SalesIQ Signature chat in your reply emails sent from Microsoft Outlook, and swiftly get connected with your customers in real time.

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      1. E-signature
    21. Chat translation

      Support visitors from different countries/language backgrounds using real time chat translation

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      1. Translation
    22. Stop/Continue translation during chat

      Stop translation during an ongoing conversation if you wish to converse in the visitor's language.

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      1. Translation
    23. Auto-detect language and translate chats

      Learn how SalesIQ auto-detects foreign languages and translates them

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      1. Translation
    24. View Original Transcript

      View the original transcript of translated chats at any time during the conversation

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      1. Translation
    25. Creating and Managing Webhooks

      Automate your use cases and improve productivity with webhooks

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      1. Webhooks
    26. Webhook Payload

      Invoke webhooks when the event you've subscribed to occurs in SalesIQ.

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      1. Webhooks
    27. Events - Conversations

      Track and describe communications with your website visitors.

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      1. Webhooks
    28. Events - Departments

      Subscribe to the event and get notified when a new department is created, updated, or deleted.

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      1. Webhooks
    29. Events - Operators

      Subscribe to this and get notified when an operator event is performed.

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      1. Webhooks
    30. Events - Visitors

      Subscribe to this event and get notified when a visitor event is performed.

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      1. Webhooks
    31. Set up webhooks - Administration Module

      Learn how to set up portal based webhooks in the Administration module

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      1. Webhooks
    32. Set up webhooks - Data Module

      Learn how to set up embed based webhooks in the Administration module

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      1. Webhooks