Say hello to the new version of SalesIQ in CRM Plus

Say hello to the new version of SalesIQ in CRM Plus

Hello everyone,
 
We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2B and B2C businesses.

Manage multiple brands

Businesses with multiple brands can't manage them all in a single space without risking confusion. That's why we have introduced Brands (previously called Websites) which offers a single admin space where you can customize all the customer touchpoints such as website, mobile SDK, and email signature. You can also personalize the style, appearance, and content displayed in the chat window and set up pre-chat forms,, responses, wait time, and so on.

Engage with B2B and B2C businesses

The website visitors can now be segmented into visitors, customers, and companies.
  • Visitors: All the website visitors who haven't shared their contact information with your business.
  • Contacts: Website visitors who have shared their contact information and been saved as a lead in SalesIQ for further follow-ups.
  • Companies: Organizations your company does business with. The Companies module lets you group all the contacts who are part of the same organization. 

Profile enrichment powered by Zia, our AI assistant, helps you gather all the information available about the company which can help your sales rep when they interact with it.

Manage resources

You can create a library of your most frequently asked questions and answers to them, so that the answers can be shared in conversations with website visitors. You can manage the following types of resources:
  • Articles: Documents such as product specifications, pricing details, privacy policies, and user guides can be published as articles so that visitors can find the answers they need even before initiating the chat. These articles can also be linked in responses from the agents.
  • FAQs: Answers can be drafted for various frequently asked questions that can be used by the agents in their responses.

AI-powered answer bot

The answer bot was created based on the principles of Natural Language Processing and uses artificial intelligence powered by Zia to answer questions using the resource library. NLP helps the answer bot understand, interpret, and manipulate human language and helps bridge the gap between the bot and the user. The following types of resources can help the answer bot offer a human touch.
  • Small talk: Create a library of welcoming phrases and responses such as "Hello", "Hey there!", and "Good morning" which can be used by the bot to interact with the visitor.
  • Business terms: Familiarize the chatbot with common business terminology and to increase the accuracy of its responses.
  • UAQs: All the questions that weren't answered by the chatbot will be automatically categorized as unanswered questions (UAQs) and the number of occurrences for each UAQ will be logged. This information can later be used to create an article or FAQ.

Build your bot

SalesIQ offers a no-code bot building platform with the help of a drag-and-drop editor, which means anyone can create one with ease, even if they don't know any programming languages.

Reopen chats and continue the conversation

Usually, a live chat conversation between a visitor and an agent is terminated after the session is closed by the agent, or sometimes if the website is refreshed. With SalesIQ, the website visitors can reopen conversations and continue where they left off. 

Remove profanity

Customers or prospects sometimes express their frustration to the agent, which can unfortunately include abusive language that can be stressful and unpleasant for the agent. With SalesIQ, abusive language used in chats can be hidden from the agent automatically. There's a profanity library which contains all the inappropriate terms that will be hidden in the chat. 

Share screen with ease

The chat window comes with a default screen sharing option that lets agents share their screen or ask the visitors to share their screen. Zoho Assist is available for providing remote assistance.

Developer tools

  • Widgets and forms: Widgets and forms help you bring your applications into SalesIQ to save you time switching between them. 
  • Plugs: Plugs let you create complicated workflows in a codeless bot based on data in your application. Plugs are functions with configured inputs and outputs and can be programmed using Deluge scripts. 
  • Webhooks: Webhooks can be configured to connect your applications with SalesIQ and transfer data.

Visualize in-depth analytics

SalesIQ and Analytics help you understand your website visitors' actions and experience by visually analyzing their touchpoints. You can view analytics on the website traffic source, visitor's geographic distribution, average time spent on the website, and so on.

We hope you find this useful. Try it out and let us know your valuable comments.
 

    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Python - code studio

      Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

    • Where can I get Equation Editor por Zoho Writer?

      I need to use Math Formulas in my document. Thank you.

    • How can I get base64 string from filecontent in widget

      Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile

    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Filtering repport for portal users

      Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

    • Is Zoho Sheet available for Linux ?

      Is Zoho Sheet available for Linux ?

    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

    • Error While Sign in on Zoho Work Drive

      Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Zoho sheet desktop version

      Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

    • Weekly Tips : Teamwork made easy with Multiple Assignees

      Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

    • Best way to share/download presentation files in Zoho without losing formatting?

      Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there

    • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

      I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

    • Next Page