SalesIQ
Email Genie
What is Email Genie? Email Genie is a magical technology that works with your favourite email client and provides more insights about the email sender. The details like Lead Score, Opportunity, CRM info, Support, and Campaign info if available in ...
Clearbit (Enrichment)
Overview You can integrate Zoho SalesIQ with Clearbit (Enrichment) and pull the up-to-date company info of the website visitors based on their email address in the Zoho SalesIQ chat window. Also, push the details you receive about your visitor from ...
Clearbit - Reveal
Overview Clearbit provides its customers with powerful data suite, which was procured by crawling and indexing websites and public information on companies as well as people with no interaction.To be more precise about the functionality of Clearbit, ...
Salesforce
Overview Amplify the value of every other conversation that your users have with your visitors by integrating Salesforce - CRM with your SalesIQ account, as Salesforce improvises every nuance of customer relationship management. Salesforce records, ...
Zoho Sites
Add the power of live chat to your zoho sites and start publishing your text, photos and video. Integrate Zoho SalesIQ with your site templates and get connected with your visitors in real time. Integrate Now Configuring Zoho SalesIQ to your Zoho ...
Integrating SalesIQ with other Zoho apps
Unlock the unbeatable power of completely unified customer interactions and discover the new heights your business, centered around your customers, can soar when you team-up Zoho SalesIQ with other Zoho Apps. Outfitted with the tools and information ...
Zoho Forms
Zoho Forms Integration Integrate Zoho SalesIQ with Zoho Forms and ease out the process of identification of visitors hitting your site. Not just this, you will also gain the following benefits over this integration: Once the procured form data is ...
Zoho Survey
Overview The Zoho survey helps you to create your own survey for your website and turn the survey data into insights and create professional reports. You can also find the returning website visitors by integrating the Zoho Survey with SalesIQ now. ...
Zoho Mail
Integrating Zoho SalesIQ email signature with Zoho Mail You can add signature chat for the mails sent from Zoho Mail. You Just have to copy the link from the Zoho SalesIQ and Paste it into the right directories. How do to configure Zoho SalesIQ Email ...
Zoho Campaign
Overview You can now integrate Zoho Campaigns with SalesIQ, and trace the actions of the visitor visiting your website via email campaigns. The Marketing campaigns sent via Zoho Campaigns can be tracked, and all the activities of the visitor will be ...
Zoho Assist
Overview Support each-and-every interaction your team has with your customers by providing on-demand customer support through remote assistance and screen sharing in the live chat window. Integrate Zoho SalesIQ with Zoho Assist to request your ...
Zoho CRM
Overview Maximize the value of each-and-every interaction your team has with your customers, and add the ability to provide on-demand customer support through live chat. Integrate Zoho SalesIQ with Zoho CRM and organize all your customer data in one ...
View your Performance Report in SalesIQ
You can view your performance report by navigating to My Profile tab. This report will provide your information about the operator activity, operator attended chats, and operator ratings. Clicking on Performance Report will display your ...
Visitor's Feedback
SalesIQ allows you to view the feedback of chats, only taken up by you in the Feedback tab. You can see the name, e-mail, feedback and ratings etc given by visitor who left the feedback for you. You can check your performance with ratings and ...
Missed Visitor Log
SalesIQ allows you to access the Missed view only when a visitor attempts to initiate a chat with your customer support operation through live chat, that neither you nor other operators answer. The Missed chat requests are automatically created ...
Internal Chat
View the internal operator chat history You can view the internal chat history, which you had between the operators. In My profile, click Internal Chat history. Then click on the chat to view the transcript which you prefer and it will be displayed ...
Personalize your incoming chat sounds
You can also personalize the sounds of your SalesIQ account, which can be used to notify you of certain events. These sound notifications can be personalized for various visitor and operator events. You can also choose to mute or unmute sounds while ...
Choose Language
How to change the operator language? If you wish to change the language, then: Navigate to Settings -> Operators, choose your (operator) name (or) click My Profile from the left menu and click on the Edit Profile option. In the Locale section, choose ...
Setting up your personal profile
You can update your profile with relevant information and your profile picture/avatar, for the visitors to know the person they are communicating. It also creates a professional experience and build trust in the customer when they see your name and ...
Block Spammers and Harassers from their Source
SalesIQ allows you to block a visitor's IP address when you find spammers or other harassing personalities who attempt to conduct non-genuine live chats. Once you have blocked the IP address and the administrator has approved it, the chat widget will ...
Google Translation
Real-time Chat Language Detection and Translation in SalesIQ SalesIQ uses Google translator to translate the visitor's messages in the chat. You can automatically detect the language and translate the messages. Though you are not aware of the ...
Articles in Chat Window
The Articles tab helps you draft and attach the content, frequently wanted by the customers right on the chat window. This eases your work as the visitors would look for suitable articles in the Articles tab before approaching you for help. You can ...
Dynamic Texts in SalesIQ
The text that can customize or change is termed as "Dynamic Text". The message will be conveyed dynamically from one visitor to the other. The dynamic text will be auto-populated when the "%" symbol is typed along with the canned message. Learn More ...
Canned Responses
Reply quickly with Canned Responses Canned Responses are pre-determined responses to common queries, with which you can handle support requests in a jiffy. Instead of typing out the same steps/instructions, again and again, you can create canned ...
Chats and Connected Visitors
View your active Chats In My Chats view, you can only see the active chats that are handled by you. When you are engaged in more than one chat at the same time, the chat window neatly organizes your active chats into tabs. You can also engage your ...
Answer Incoming Chats
How to pick an incoming chat? When the visitor initiates a chat, the chat request will pop-up mentioning the visitors Name/Random ID and Question. Click on the Accept button to answer the chat. How do I end a visitor chat? Once the chat ...
Visitor History
Explore your Visitor History Visitor History helps you learn about all the visitors visiting the website. It is practically not possible to keep a tab on all the visitors in the Visitor Online dashboard. Even if some visitors need some help they ...
Introduction to Associate Guide
This guide helps you understand the permissions and responsibilities of an associate inside Zoho SalesIQ. SalesIQ is a customer messaging platform that helps you track and connect with your website visitors instantly. An associate is responsible for ...
Audio Call
SalesIQ now allows you to interact with customers through the Audio call feature present in your chat window. Audio calls can be beneficial during screen-sharing/demos sessions, or also used to help customers to solve their issues. You can make and ...
Departments in SalesIQ
To organize the support operation better and maximize the ability to connect with customers, SalesIQ uses departments, and each department can have its dedicated chat widget. You can only view the departments you are a part of, departments can either ...
Visitor Tracking
Setting up your SalesIQ tracking dashboard SalesIQ allows you filter the visitors visiting your site based on your preference and set your tracking board more refined and drill-downed than viewing everybody. You can use visitor tracking to prioritize ...
Chat History View
SalesIQ allows you to view the chats taken up by you and other operators inside the Chat History tab, accessible in the left-hand navigation under Missed tab. You can view visitor info like name and e-mail address of the visitor who started the chat, ...
Screen Share/Remote Assistance in chat window
You can provide your customers with on-demand support through remote assistance and screen sharing in the live chat window. Request your visitors for a remote assistance session and take control of their screen, and fix the issues in seconds. Also, ...