Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone.


Here's a look at the standout updates we think you'll absolutely love.

Start the Conversation First with Proactive WhatsApp Messaging

Stop waiting for leads to reach out, you can now start the chat using pre-approved WhatsApp templates. Whether it's a pricing page visitor who hasn't converted or someone who's abandoned their cart, you can trigger timely proactive messages and get the conversation going.
Idea
Why it matters:
Reach out before a lead slips away. Great for re-engaging high-intent users and reducing drop-offs.

Reach your Target Audience in One Go with Broadcast Messaging

With the all-new Broadcast Messaging, you can create targeted messages (with your pre-approved WhatsApp Templates) and schedule these to be sent at the right time to the right set of audience over WhatsApp. This lets you engage your target audience at scale. 
Idea
Why it matters:
Forget one-by-one follow-ups. This is perfect for flash sales, event reminders, or product launches, especially when timing is key.

Build Smarter Bots with Ready-made Templates

Easily one of the most awaited and sought-after features, you can now use ready-made bot templates tailored to your industry to build your bot, no more building your bot from scratch.
Bonus: You can also plug in your ChatGPT Assistant trained on your business data, and fine-tune your bot's flow using card-level stats to see what works (and what doesn't).
Idea
Why it matters:
You get smarter conversations without the usual set up time, everything's readymade for you. Just fine-tune it for your business, and you're good to go! Perfect for teams that want fast, scalable automation with full control and visibility.

Automate Everything that Slows You Down with Workflows

The new Workflows feature lets you automate critical actions based on real-time events, like sending alerts when a customer leaves a bad review or notifying admins when an operator is deleted or added to you portal. Set conditions, define outcomes, and let SalesIQ take care of the rest.
Idea
Why it matters:
Automate your manual work and focus more on strategy. Your team can stay responsive while SalesIQ handles the background hustle.

Give Your Teams the Access They Actually Need with Profiles

Introducing Profiles: A new way to control who can do what. Assign feature level permissions based on what your operators need. For instance, give support agents chat access only, and if an operator is responsible only for building chatbots, you can grant them bot-related permissions while restricting access to chat handling. Now, it's custom access, the way it should be.
IdeaWhy it matters:
No more "too many cooks" in the system. This means cleaner workflows, safer data, and less confusion among teams.

AI-Powered Chat Just Got a Whole Lot Smarter

From AI-written responses to real-time suggestions and instant conversation summaries, this update brings Zia and ChatGPT deeper into your chat experience. Whether you're replying to a text or reviewing a chat thread, AI now helps you do it better and faster.
Idea
Why it matters:
It reduces response time, enhances clarity, and keeps every interaction on-point. Less typing for your operators, more satisfaction for your customers. And not to mention, Zia (Zoho's in-house AI) is absolutely free of cost, helping you make your conversations smarter at no charge!

Seamless In-app Audio Calls In your Business' Mobile App with SDK

Bring real-time direct calls to your business' mobile app (iOS & Android) with native in-app voice calling, powered by our lightweight SDK. Fast, personal, and mobile-first, this feature lets users call your team instantly, no app switching, no delays, and no loss of context. 
Idea
Why it matters:
It makes support more immediate and human. By allowing users to call your team right from your app, you cut out friction, boost trust, and deliver answers faster without jumping between platforms or losing context.

More Enhancements You Shouldn’t Miss!

Here are more thoughtful upgrades designed to improve your everyday operations, support quality, and customer engagement.

🔹 Reuse prebuilt bot flows with bot import and export: 

Build your bot once, reuse anywhere as you need. Export your code-less bot and import it into another SalesIQ portal, enabling effortless replication across multiple environments. This will be perfect for agencies or teams managing multiple portals.

🔹 Do more within chats from instant messaging channels:

  • Keep instant messaging channel chats clean and spam-free: Automatically detect and mask offensive language on your chats from IM Channels with profanity control support. Also, you can now block spammers across all your connected channels, keeping your operators focused on real customers.
  • Instagram Story Replies Support: Capture and respond to Instagram story replies directly inside SalesIQ. No more missed messages and definitely no more lost leads.
  • Appointment Bookings now supported for IM Channels: Let prospects and customers from Instant messaging channel chats book appointments with you, whether demos, consultations, or support sessions, right from the chat window.

🔹 Added integrations to make your SalesIQ even more powerful:

  • Unify your Bigin data with SalesIQ for faster deal wins: Target hot leads and close deals faster by displaying information from Bigin about your website visitors on the SalesIQ dashboard. Also, automatically convert visitors into contacts, add deals, and even follow-up tasks in Bigin directly from SalesIQ. 
  • Augmented reality-based remote assistance with the Zoho Lens integration: Provide real-time visual support using live video streams from your customer’s phone camera or AR glasses. Let your operators troubleshoot issues as if they're right there with the customer.

🔹 SalesIQ mobile app power tools and capabilities:

Manage and organize chats better by adding conversation tags, enhance and edit images/videos before sending, construct your responses faster with the AI powered writing assistant, get an instant gist of the chat with conversation summary, and take support beyond chat with built-in call support, all from the SalesIQ mobile app for operators.

🔹 TV app enhancements:

Get real-time KPI dashboards on Android TV (in addition to Apple TV), ideal for sales floors, support teams, or leadership war rooms. Also, bring data to the frontline with Reports on the TV App to help your team analyze trends and performance patterns, to understand what’s working, what’s changing, and what needs attention.

Whew.. That's quite a bunch!

But this release isn't just about features, it's about helping you work smarter. Whether you're improving how you reach out to prospects, enabling remote support, automating more of your workflow, or scaling conversations with AI, these updates makes SalesIQ sharper, faster, and more flexible.

Log in to your SalesIQ portal today and give these updates a spin. We can’t wait to hear what you think!

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Dynamically Filter User Lookup in CRM Subform

                                                                                                            We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users
                                                                                                          • change time zone

                                                                                                            can't seem to figure out how to change the time zone of the project
                                                                                                          • Bigin iOS app update: Built-in telephony and RingCentral support

                                                                                                            Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In
                                                                                                          • Add Image or Update Image API - for Items Module

                                                                                                            I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?
                                                                                                          • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

                                                                                                            Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
                                                                                                          • Debugging `try` blocks : Tip

                                                                                                            I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and
                                                                                                          • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

                                                                                                            Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are
                                                                                                          • Use approval workflow comments in record scripts

                                                                                                            Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how
                                                                                                          • ZOHO Store

                                                                                                            Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.
                                                                                                          • Support Migration into Aliases in Zoho Mail

                                                                                                            Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox and
                                                                                                          • API for Z Workdrive Flow Make-Integromat ?

                                                                                                            We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?
                                                                                                          • Apps Pane no longer visible

                                                                                                            I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this back
                                                                                                          • Canvas View - Print

                                                                                                            What is the best way to accomplish a print to PDF of the canvas view?
                                                                                                          • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(8/21)

                                                                                                            ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
                                                                                                          • New in Zoho Forms: Inline OTP Verification

                                                                                                            Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondents
                                                                                                          • Zoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once

                                                                                                            Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.
                                                                                                          • Create task from email

                                                                                                            Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?
                                                                                                          • Zoho Socials - Unable to view Channels and SmartQ

                                                                                                            Hi, The channel Facebook has been added by the admin, however, it is not visible on the User level (employee). Other channels are visible. Also, we have the premium account, and SmartQ is not working. Can anyone help? Regards, Priyanka
                                                                                                          • Eliminating Manual Consolidation: Automating Currency Field Sync from Task to Project

                                                                                                            Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
                                                                                                          • We want to set the "Converted from Lead" value in Deals using a Workflow or via a Deluge script. How?

                                                                                                            For use in Zoho Analytics, we need the field "Converted from Lead" filled in our deal records. This field is empty everywhere, because we do not create deals directly when converting a lead to a contact. We want to do that using the API or a workflow
                                                                                                          • Sales Orders: Quoted_Items + items in another subform -> into Ordered_Items ?

                                                                                                            hello, When creating Sales Orders, is it posible to inherit/fill the Ordered_Items with all the items from Quoted_Items + all the items from a customized subform with similar fields? Since you can create a sales order in different ways (convert, new -
                                                                                                          • How to cancel the GSTR1 pushed to GSTN

                                                                                                            How to cancel the GSTR1 Pushed to GSTN, some rectifications to be done in HSN & SAC code
                                                                                                          • Zoho Books API — Invalid Operation Type / Scope does not exist

                                                                                                            Hello Team, We are unable to use the Zoho Books API from our registered application. We’ve already: Created a client in Zoho API Console using (Admin in Books) Generated the OAuth code and token successfully Used the correct scopes: ZohoBooks.fullaccess,ZohoOauth.userinfo.READ
                                                                                                          • Enhancements in Canvas

                                                                                                            Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
                                                                                                          • Minimum order quantity

                                                                                                            Is there a way to enforce a minimum order quantity - ie has to have a minimum of 250?
                                                                                                          • 【Zoho CRM】ポータル機能のアップデート:UIとポータルの作成フローの変更

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 目次 概要 ユーザーグループの作成フローの変更 ユーザーグループ詳細画面内のタブについて 「タブと権限」タブについて 「設定」タブについて 概要 UIとポータルの作成フローが変更されました。ポータルの新機能に先立ち、UIを一部変更しました。タブやオプションの配置を見直し、機能へよりアクセスしやすくなっています。 また、「ポータルユーザーの種類」は今後、「ユーザーグループ」と呼称され、ページ上のボタンも「ユーザーグループを作成する」に変更されます。
                                                                                                          • Tax on Imported goods charged by Shipping Company

                                                                                                            Hi Folks, I imported goods from outside Canada, for better understanding I will give an example data. imported goods value: 2000$ The shipping company sent me an invoice containing the following information: Custom duty on imported goods: 400$ Administration
                                                                                                          • Prefilled Date fields auto-changed and then locked when using “Edit as new”

                                                                                                            If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today
                                                                                                          • Zoho Webinar via Social Media

                                                                                                            Hello, is it possible to stream a Zoho Webinar via Social Media like Linkedin or Facebook?
                                                                                                          • Add Hebrew & RTL Support to Feedback Widget

                                                                                                            Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
                                                                                                          • OAUTH2 isn't working with Power Automate and N8N (Zoho Desk)

                                                                                                            Hello, I am trying to set up an OAuth2 connection to the Zoho Desk API, but the authentication flow fails immediately. I am experiencing this issue in two separate platforms: Microsoft Power Automate (using a Custom Connector) and n8n. Instead of being
                                                                                                          • Kit Items Breaking Automations - "Provide mapped components for all kit items"

                                                                                                            This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide
                                                                                                          • Show item Cost value on Item screen

                                                                                                            The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item
                                                                                                          • Mark shipment as delivered via api

                                                                                                            Hellloooo again Zoho guys !! More help required if you would be so kind, pleeeezz..... var options =        {         'method' : 'post',         'contentType' : 'application/json',         'muteHttpExceptions' : true       }; var myPackNo  = encodeURIComponent('###################');
                                                                                                          • Setting Alternative units for an item.

                                                                                                            Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
                                                                                                          • Zoho Inventory search when adding items to SO/PO, etc.

                                                                                                            I do not see that Zoho Inventory searches within the item name for an item lookup. We have many products with variants. So when I search for a product, say a lighting system, and it comes in different sizes and colors, I can only get those products where
                                                                                                          • Item Group Attributes

                                                                                                            Hello, I would like to see more attributes under grouped items. We sell car parts, there are several suppliers for the same part but under different brands. We want to group them together but the attributes under groups are lacking. For example, the products
                                                                                                          • Remove HTML Format - Deluge

                                                                                                            Hello @all if you want to delete the HTML format from the text please follow the script. Data = "Text"; info Data..replaceAll("<(.|\n)*?>" , "").replaceAll("&nbsp;" , " "); Apart from this if you require anything please let me know Thanks & Regards Piyush
                                                                                                          • Using multiple languages in template

                                                                                                            I wanted to add the company name in the template in arabic. I found a way through the header and footer option, except when i print the quotation the arabic disappears both in the top and bottom of the page. I have attached pictures of the before and
                                                                                                          • ADDING 5% VAT TO PURCHASE ORDERS GENERATED ON ZOHO BOOKS UAE

                                                                                                            Please guide on how to add 5% VAT to Purchase Orders generated on ZOHO Books UAE edition.
                                                                                                          • Next Page