Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration
You have streamlined your business’s engagement and customer communication by implementing versatile engagement software like Zoho SalesIQ. And now, you have your customer relationships, engagement, analytics, and more overseen from a single dashboard.
Zoho Booking Integration Block In Sales IQ Is Not Compatible With WhatsApp
Zoho Sales IQ recently added a feature to integrate Zoho Bookign with Sales IQ using the integration block. It really helped a lot in making the appointment booking process smooth through the chat window itself. But here the major issue I can notice is
Pushing Visitor data into SalesIQ?
How can I push visitor data to SalesIQ? I can't see a REST method that I could use. We have implemented a solution that tracks "offline" visitors for brick and mortar stores, I would like to push Visitor's: name email info: key, value "info" or what ever available fields to store path. "info" would be the physical area/department (offline) visited, instead of page (online). Thank you in advance. AdES
The Future of Live Chat: Essential Customer Engagement Features for 2023
It has been more than 20 years since live chat for support and engagement became mainstream. Almost all websites these days have some sort of live chat tool embedded, and most website builders come with an integrated live chat software solution. So, if
Reset SalesIQ Widget from ready event
Hi, we have a Problem with the JavaScript API for the SalesIQ Chat Widget. We want to make sure that the SalesIQ visitor information in the chat are not displayed after logout. In our application logout is possible through other means than just a button click. For example, the user needs to reauthenticate after a day, if he hasn't ticked "stay logged in". A reload of a page will thus delete authentication cookies and load the page as if he wasn't logged in. This and other means make it rather impossible
How to delete visitor history
I would like to delete my visitor history as I was testing my installation. How do I delete and start fresh?
JavaScript Error
Hello, I've had a few users get multiple JavaScript errors when using Sales IQ today. Can anyone provide more information on this? Is anyone else seeing this? Thanks!
Need more import features for Smalltalk, businessterms and article/FAQ
Hi, There is no option to import data into smalltalk and businessterms packages. It's very inconvenient to type everything manually inside salesiq with no way to import or export data. Concerning Articles and FAQ, there is an import feature but limited
How Zoho Sales IQ is better than other chat bots available in the market
In today's digital age, businesses are turning to chatbots as a means of providing instant customer support and improving their overall sales. While there are various types of chatbots available, Sales IQ is one that stands out for its ability to boost
How can I assign missed chat leads to a specific seller?
Hello, Missed chat (from Sales IQ) leads are assigned automatically to a specific person right now, how do I change that to assign them to a different person automatically? I have tried to create an automation rule in CRM but that did not work because
e-mail sent troug Zoho SalesIQ to a lead is not shown in Lead history
I got a Lead from SalesIQ chat in my website. There was no operator online at the time and this visitor was automatically added as a Lead. I replied with an email directly from SalesIQ, but this email was not noted anywhere in Zoho, especially in the
Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?
Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct
How to Make a Data Connection between a Visitor's Info in Zoho Sales IQ and a Contact's Info in Zoho CRM Manually
Does anyone have an idea?
I am looking for a way to make a data connection between a visitor's info in Zoho Sales IQ and a contact's info in Zoho CRM manually.
Because, I found out that some visitors in Zoho SalesIQ are the same people as some contacts
A List of The Field Formats Supported by Zoho SalesIQ
If you use a form which is made by a non-zoho product, a list below would be useful. I share you a list of the field formats supported by Zoho SalesIQ below, because if you want to take a data from your form to SalesIQ collectly, you have to edit a field
WFH Tip 1: Deliver multi-lingual chat support in real time, no matter what language you speak!
Greetings from Zoho SalesIQ! With the work from home(WFH) culture beginning to set in, we are all geared up to give you a bunch of tips on using SalesIQ for your business that can prove effective during this period. So, sit tight and stay tuned to our
integrate the zoho calendar in zobot
I have integrate the zoho calendar in zobot and created the connection but the booking is not displayed in the zoho calendar i need help in handling the script
How do you setup different Zobots for different pages?
I have setup two zobots that I'd like to appear on different pages. They work - but not reliably. They seem to interfere with each other. They're both scripted Zobots. Zobot Bridget is only meant to appear on our brand page https://www.forbesbaxter.co.uk/brand-marketing/.
Issue will call icon on online chat
When a customer presses the call button on the online chat the call does not come through to my number please can you tell me how I can fix this so it comes through to the correct number.
How do I integrate Zoho Sales IQ using Next.js?
NextJS does not possess an Index.html file that I can simply copy SalesIQ in to. Can someone please help or provide me some guidance so that I can get Zoho SalesIQ working in my Next.js app? Thanks!
How to register Vsitor's data on Zoho SalesIQ into Zoho CRM manually?
Does anyone have an idea about How to register Vsitor's data on Zoho SalesIQ into Zoho CRM manually? According to knowledge Base below, you can do that on chatwindow on Zoho Sales IQ. https://help.zoho.com/portal/en/kb/salesiq-2-0/integration-guides/zoho-apps/articles/zohocrminsalesiq
close chat button inserted in the window + other issue
Hi everyone, caht on mobile has a formatting problem: the window is too big and the close button is almost impossible to reach. Is there a way to make closing the chat window more accessible? Perhaps it is possible to move the close button right into
Attachments on predefined questions?
Hello, I can not find the option to create a predefined question with an attachment on it? Is there the option to do this? If not it would be great if it could be added.
SalesIQ Link Not Getting Page URL from Zoho Creator
How can I pass the Zoho Creator page url into SalesIQ...it seems it is passing something related to the Page Element. I really need to be able to identify what page the user is on to implement a useful Bot. A snip of the url that is appearing in SalesIQ
Numerous Contacts Show up as visitors that are actually internal users
When viewing Live View AND History - we have multiple Contacts that show up as the visitor that we know are from our own employees - I've been unable to find why/how they are linked, as the contacts aren't even currently used or active contacts. How do
Annoying Social Messaging Auto-Prompts
Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.
Zoho SalesIQ in React
How to integrate Zoho SalesIQ live Chat in React Websites? I tried to follow the steps mentioned in https://help.zoho.com/portal/en/kb/salesiq-2-0/admin-guide/setup-brand/articles/gettingstarted#How_to_addSalesIQ_widget_codeasynchronously But it is not
Show instagram account names in Zoho Sales IQ
Right now, it appears as Visitor + number instead of displaying the users Instagram name. Can this issue be fixed?
Display Instagram username instead of Visitor Nº
IS it possible to display instead of a Visitor Nº the instagram username. I believe that way we can identify better which client we are talking too.
Custom CSS file disregards some classes/IDs
Chat window is broken out of the box (see screenshot -- letters cut off on the bottom for some screen sizes) and won't allow me to fix it via custom css. Seems it disregards any and all edits to these classes/IDs. Followed this and this tutorial but nowhere
Why messenger-first approach will transform your customer engagement and improve trust
Many competent businesses fail to thrive because of poor customer engagement strategies. They have an innovative team, excellent products, and services to offer. But without engaging with their customers, it gets difficult to know what the customers want;
Need to edit message field in zoho salesiq contact form but didn't get it under it
No tabs or field is there to change or edit the placeholder of message filed, is there any ways to make it change.
Hide unwanted tabs
Is it possible to hide some unwanted tabs? We are not using right now in my company suchs as visitors, live visitors, calls... etc. It would be great if they could be hidden as they would represent a useless button where employees can click.
Sales IQ Reports & Campaigns: How do I stop internal email addresses from being tracked for Opens, Clicks, for reports?
It seems like my data is being skewed by our own internal email addresses. For example, when I'm writing a blog post, the Sales IQ daily reports show the as yet unpublished page as being one of our top 5 pages on our website, but I know that it's me,
Is Zoho Sales IQ for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Does SalesIQ track visitors from Zoho Forms?
Hi, As the title, does SalesIQ track visitors and submissions through Zoho Forms? Thanks, Chris
collecting zobot visitor phone numbers in zoho crm?
Collecting the visitor's Phone - SalesIQ Scripts (zoho.com) First of all, I read this article as you see above but i couldn't find any solution. Hello, I tested this feature to have as a new lead in Zoho CRM via Zobot but it didn't succeed. the bot asks
Customizing ring view times
I'd like to change the times in the ring view, so that we have rings for 0 seconds, 1 minute, 3 minutes, and 5 minutes. I can't find a setting for this - is it possible?
Skip prechat form
Good Day, I want to skip pre-chat form upon clicking the "click here" in the Image and proceed directly to the start of the chatbot flow. Is it possible or is there any workaround for this?
Title was error when set the language to Vietnamese
I'm integrating ZohoSalesiq into development app by flutter When I set language to Vietnamese, title worked on ios device "Chat với chúng tôi", but when I opened on android device, it showed "Chat vi chng ti ngay!" I have no idea for that. Can anybody
Desk and CRM section on chat disappeared
Hello, We are setting up SalesIQ for our departments and it is integrated with Desk and CRM but we can not see the section that shows these integrations while agent is in a chat. How can we put that section back? It was showing on the chat window, right
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