SalesIQ
Blocking Spammers and Harassers from their Source
Sadly, not everyone who initiates a live chat with your Zoho SalesIQ will be a customer or interested visitor. Sometimes you will find spammers or other harassing personalities will attempt to annoy you by conducting non-genuine live chats with your ...
The Operator Chat Window Settings
Here, you can configure what information you would like to show in the operator chat window. Navigate to Settings > Portal Settings > Operator Chat Window Configuration. You can enable/disable the following settings in the operator chat window. Show ...
Operator Availability Configuration
Zoho SalesIQ allows the administrator to control the operator chat activity and the idle timeout. Treat idle operators as offline - Zoho SalesIQ allows the administrator to control the idle time of an operator. This enables the chat widget to go ...
Portal Email Configurations
Other portal settings configure the e-mail communications your Zoho SalesIQ can automatically send, to keep you, your operators, and others in your company informed of important data from your support operations. To access and edit your email ...
Change Portal Owner
How to change the Zoho SalesIQ portal owner? You can change the portal owner any time, with an operator who has an administrator role. If you don’t have an operator with administrator role, you have to change the role of the existing operator to an ...
Enable GDPR
Navigate to Settings > Portal Settings > Data privacy configurations, and enable General Data Protection Regulation. You can choose to keep the data privacy configurations as per your wish, and we have some opt-in/opt-out options for you. The ...
Access Portal Settings
How to Access the Zoho SalesIQ Portal Settings? In the Settings > Portal Settings section, you can find your portal configuration options. Choose to enable or disable the options by clicking on the toggle bar right beside the option label. Changes ...
Customizable Live Chat for your Websites
You can now build your custom Live Chat widget, Chat Window and Pro-active Chat Window with Zoho SalesIQ's Websites. Make the chat window a part of your website using the customization options. Each part of the your chat window can be customized to ...
Customize your Live Chat Widget
You can now customize the live chat widget and the chat window to match the look-and-feel of your website and choose where and how you want them to be displayed to your customers and can connect with the seamlessly. Float Widget The float live chat ...
Customize Chat window
What is a Proactive Chat? Is it possible to trigger a chat if only the visitor tracking is enabled on the website? With proactive chat, you(operator) can deliberately initiate a chat to the visitors visiting the website from the Visitor Online ...
Getting Started with Zoho SalesIQ
Zoho SalesIQ is an easy-to-use, quick-to-implement, live chat software solution designed for small and medium-sized businesses. Zoho SalesIQ streamlines the implementation process, so you can connect with customers in minutes and instantly start ...
Running a Test Chat
You have now enabled your Zoho SalesIQ, but before you can start connecting with your customers instantly, you will need to configure your Zoho SalesIQ operation to ensure you maximize each-and-every interaction with your customers. Before you launch ...
Add Code to Website
How do I Log into Zoho SalesIQ? Go to Zoho.com/SalesIQ Enter the login credentials in the sign in page, and click on the Sign In button. How do I add Tracking and Live Chat Code to my websites? The SalesIQ code will appear in the SalesIQ welcome ...
Basics Of SalesIQ
SalesIQ serves as a business platform between you and your website visitors. Tracking and engaging the website visitors plays a key role in Online business. SalesIQ can help you to convert your website visitors into customers in few simple steps. In ...
How can an admin disable the Email Genie access to an Operator?
If you wish to remove the Email Genie access of a particular operator, then navigate to the Integrations -> Email Genie -> Connect to Email Genie. And, click on the “Disable” button near each user details in the “Actions” column. The user will be ...
What benefit does Email Genie offer when you receive the email in the Mobile email client?
Email Genie push the important details about the visitor that is available in your SalesIQ along with the email sent by the visitor. When you receive an email from your visitor, then SalesIQ will attach the important details required for you to reply ...
How to configure Email Genie on your mobile device?
On providing the email client credentials, the “Configure on your Mobile Device” page will appear. You can find the information that you have to provide on your mobile email client displayed on the screen Use your SalesIQ account Email Address and ...
How to Configure Email Genie in SalesIQ?
The “Configure Email Genie” tab will appear in the “My Profile” section after the administrator enables the Email Genie in the Integrations tab. Once the administrator allows email Genie integration, the Configure Email Genie tab will be visible to ...
How to enable Email Genie integration?
Go to Settings -> Integration -> Email Genie. Click Enable Integration. Only the administrator can access the Email Genie Integration tab and provide access to other users You can also view the users available in your portal listed. By default, the ...
Clearbit info displayed in the Visitor History tab
In the Visitor history tab, click on a particular visitor record. The Company name and geolocation will be displayed at the top of the window. Below the Zoho SalesIQ data, you can find the Company Info tab beside the Behavior tab. Clicking on which, ...
Clearbit info in the proactive chat window
In the Visitor Online tab, click on a visitor whose details you would like to view. You can view the Company Info from the Clearbit listed on the right-hand side of the proactive chat window.
How to view the Clearbit info in the chat window?
You can view the Clearbit details about the visitor such as Company info pushed to Zoho SalesIQ on the right side of the chat window. The info displayed about the visitor may vary based on the input received from Clearbit.
How to set trigger actions based on the Clearbit info?
You can trigger an action to the website visitors based on the Clearbit values. Navigate to Settings > Automation > Intelligent Triggers, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a ...
How to route visitor chats to operators based on the Clearbit info?
You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website in ...
How to route visitor chats to operators based on the Clearbit info?
You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website in ...
How to route visitors to operators based on the Clearbit info?
You can route the visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Visitor routing, click Add which you can find in the top right corner of the window. Specify a name for the routing rule. Map the rule to a ...
How to push Clearbit data automatically from SalesIQ to Zoho CRM?
You can map the fields in the Clearbit (Enrichment) integration section to push the Clearbit data automatically from SalesIQ to Zoho CRM. By default, a set of fields will be automatically mapped based on the module (Lead/Contact) you choose to push ...
How to enable/disable Clearbit (Enrichment) integration?
In Settings ->Integrations -> Clearbit (Enrichment), you can click on the eye icon that appears near the logo. Or, you can snap the Clearbit (Enrichment), and click the Enable/Disable Integration button.
How to set frequency to refresh the existing Clearbit data in Zoho SalesIQ?
Set Refresh time In Settings -> Integrations -> Clearbit - Enrichment, scroll down until last. In Advanced Configuration, choose the frequency you would like to set to refresh the data (Weekly, every 30 days, every 90 days.) We would recommend you to ...
How to integrate the Clearbit (Enrichment) account with Zoho SalesIQ?
In Zoho SalesIQ, Navigate to Settings -> Integrations -> Other applications, click Clearbit (Enrichment). The Connect with Clearbit (Enrichment) page appears. Then, Log into your Clearbit account, and navigate to the API tab. You will find two api ...
View CRM Info
Operator chat window Every time you are involved in a chat session with your visitors, you can view their CRM information in the pane which you can find onto your right. If the visitor with whom you are chatting is a newbie, then the details that ...
SalesIQ Data in SalesIQ
Viewing SalesIQ data inside your Salesforce CRM account To view the pushed SalesIQ data inside your Salesforce account it is necessary that you follow the below-given steps, Click on the Setup icon which you can find in the top right corner ...
Integrated Information
Utilizing the integrated values and information This section will list out all the possible ways that you can consider using to get the maximum out of the integrated information. Prioritizing the visitors based on Salesforce CRM values On integrating ...
How to enable visitor tracking in a Salesforce CRM Web Form?
SalesIQ can identify the visitors visiting your website by extracting the details from the Salesforce CRM web forms that were submitted by them earlier. This can be achieved by appending the visitor tracking code with the web form code generated. ...
Zoho SalesIQ Configurations
Status of missed visitors in your Zoho SalesIQ account If you are planning on pushing your missed visitor base into Salesforce CRM, you get to decide whether you would like to handle the missed visitor chats either in your Zoho SalesIQ account itself ...
Configure your Salesforce Integrations
Type of visitors to be pushed into your Salesforce account Salesforce integration section allows you to choose the type of visitor base that you would like to push into your Salesforce account automatically. Only Missed – Missed visitors will alone ...
Integrating with Salesforce account
Unravel the best techniques to bag customer satisfaction by integrating your Salesforce account with your SalesIQ account. Login into your “Zoho SalesIQ” account. Navigate through Settings -> Integrations -> Other Applications section. Choose ...
How do I integrate the Clearbit (Reveal) account with Zoho SalesIQ?
In Zoho SalesIQ, navigate to Settings -> Integrations -> Clearbit (Reveal) from Other Applications. The Connect with Clearbit (Reveal) page appears. Then, Log into your Clearbit account, and navigate to the API tab. You will find two API keys, copy ...
How do I set a time frame to refresh the existing Clearbit data in Zoho SalesIQ?
In Settings > Integrations > Clearbit - Reveal, scroll down until last. In Advanced Configuration, choose the frequency you would like to set to refresh the data (Weekly, every 30 days, every 90 days.) We would recommend you to set the refresh ...
How to enable/disable Clearbit (Reveal) integration?
In Settings ->Integrations -> Clearbit (Reveal), you can click on the eye icon that appears near the logo. Or, you can snap the Clearbit (Reveal), and click the Enable/Disable Integration button.
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