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

                                                                                                        • SalesIQ Operator Activity Reports in Zoho Analytics

                                                                                                          I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?
                                                                                                        • Default in fields on Form B based on the user selection in Form A

                                                                                                          Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
                                                                                                        • No longer can indent

                                                                                                          Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?
                                                                                                        • Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail

                                                                                                          Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho
                                                                                                        • Add Resource to Export

                                                                                                          The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,
                                                                                                        • Client Script | Update - Client Script Support For Custom Buttons

                                                                                                          Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.
                                                                                                        • Mandatory field via deluge code

                                                                                                          I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 
                                                                                                        • Revenue Management: #1 What does it mean to "recognize" revenue?

                                                                                                          Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect
                                                                                                        • Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

                                                                                                          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                        • Zoho Forms and ChatGPT - populating a field using AI.

                                                                                                          I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the
                                                                                                        • campo tag para api

                                                                                                          debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas
                                                                                                        • Uploading file as attachment to Zoho CRM

                                                                                                                 Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du
                                                                                                        • Zia Answer Bot - Create Ticket

                                                                                                          Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,
                                                                                                        • meassure leads phases

                                                                                                          Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example
                                                                                                        • Zoho Desk API Documentation missing a required field

                                                                                                          We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}
                                                                                                        • In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

                                                                                                          In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .
                                                                                                        • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

                                                                                                          In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
                                                                                                        • How to reply to thread via API

                                                                                                          We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies
                                                                                                        • Sending merged mail templates for signatures fail since today

                                                                                                          We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.
                                                                                                        • Feature Request - Make Lead List Larger and Adjustable

                                                                                                          Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the
                                                                                                        • Zoho Projects - Pin Recent Projects

                                                                                                          Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects
                                                                                                        • ZDK Error

                                                                                                          I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}
                                                                                                        • "Disbursing product components in phases, monitoring them, and displaying only the final product."

                                                                                                          i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive
                                                                                                        • Followed Subtasks doesn't show up in the Subtasks Section

                                                                                                          I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to
                                                                                                        • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

                                                                                                          Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces
                                                                                                        • Automate timeout chat tracking with Workflows in SalesIQ

                                                                                                          With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.
                                                                                                        • Mass edit / Mass update products

                                                                                                          Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?
                                                                                                        • Automatic Verification of IMAP Integration Status

                                                                                                          Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"
                                                                                                        • Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

                                                                                                          Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t
                                                                                                        • CV-Library: The Newest Source Booster in Zoho Recruit!

                                                                                                          We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
                                                                                                        • Zoho AI Translate Task as Rest API

                                                                                                          I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.
                                                                                                        • Is there the possibility to book less than 250 customer portal users?

                                                                                                          If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need
                                                                                                        • Display Parts custom fields in the Work Order

                                                                                                          Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.
                                                                                                        • Unable to edit Saved Estimates

                                                                                                          We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.
                                                                                                        • Translation Blueprint & Picklists with Custom Values

                                                                                                          Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact
                                                                                                        • How to create a custom sales signal?

                                                                                                          I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know
                                                                                                        • Only show products in offers based on lead source

                                                                                                          We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only
                                                                                                        • Narrative 7 - The importance of data sharing

                                                                                                          Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This
                                                                                                        • TrueSync regularly filling up my local disk

                                                                                                          Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real
                                                                                                        • Check out in Meetings

                                                                                                          Why there is no check out in Meetings of Zoho CRM, very difficult to track
                                                                                                        • Next Page