Chat windows? Not just meant for chats anymore, for your abridged knowledge bases as well!

Chat windows? Not just meant for chats anymore, for your abridged knowledge bases as well!

Hey there,

Why would you want to withhold all the powerful insights that you possess about your products and services within yourself, when you can share, enlighten and empower your customers with it? Why would you want to wait until the customers bring in recurring support queries when you can educate them before-hand and aid them in resolving common issues all by themselves? 

Too many questions? Don't worry you will have it all answered with the new feature that Zoho SalesIQ has launched - " Articles ".

Well, what can " Articles do for you?

This feature lets you create, curate, share and utilize insightful articles and also organize and hold them down right away in the chat windows of your customers. Ergo, turning the chat windows on your website(s) into a gateway to your insightful knowledge base. Cool, isn't it?

                 

Now let's quickly check out what are all the perks of utilizing this feature.....

1. Chop off workload.

Since the knowledge repository can effortlessly be accessed, your operators might only have to deal with intricate issues as the customers can utilize the FAQ section in their chat windows as a quick reference guide and find answers for simple queries. Ergo, the workload of your operators will be cut down to half.

2. A quick reference guide.  

Your customers will have a quick reference guide that they could reach out to whenever they need quick assistance, thus they wouldn't have to depend on the operators of your firm all the time.

3. The wait is over.

Your customers need not just restlessly wait for your operators to come online to assist them anymore. For instance, say one of your prospective customers Kate visits your firm's official website, and say she is in dire need of a particular piece of information. But since she dropped by after your standard business hours there weren't any operators available to assist her. What would she do? All that she can do is just drop in a text and wait for your operators to respond restlessly.

4. No more fishing through the entire knowledge base for answers.

Since insightful articles are just within your customer's arm's reach, they wouldn't have to take up the pain of visiting your website, search through your knowledge repository, and search for the right help article they need.

5. Categorize to organize 

This feature lets you categorize the articles that you create, and so you can organize the articles systematically around various categories and thus easing out the search-on venture that your visitors would set out for the right piece of information they need. And substantially, your knowledge base would look a lot sleeker and orderly arranged.

6. No time is it?

Don't have enough patience to go fish around for the right article? Then just type out relative keywords in the search bar, hit enter and you will be listed down with all the articles that contain the specified keyword(s) in it. For instance say, you would want to know how to manage multiple accounts, all that you have to do is type in "multiple accounts" and all the articles that contain the keyword specified would be listed down. 

Well my job for today is done, now its your turn bud! Without further ado quickly scoot back to our user guide to know more about this feature and start creating insightful articles of your own!

Cheers,
Bala

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              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

                                                                                                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

                                                                                                                • Canadian Banks ?

                                                                                                                  Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
                                                                                                                • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

                                                                                                                  Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find
                                                                                                                • Can I remove or divert certain contacts from an active Campaigns workflow?

                                                                                                                  I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.
                                                                                                                • How to map fields from Zoho Recruit to Zoho People

                                                                                                                  I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho
                                                                                                                • UTM in zoho campaigns

                                                                                                                  Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u
                                                                                                                • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

                                                                                                                  Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for
                                                                                                                • Knowledge base printing

                                                                                                                  I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and
                                                                                                                • Search not working!

                                                                                                                  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
                                                                                                                • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

                                                                                                                  Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
                                                                                                                • How do i integrate google analytics to Zoho Campaigns?

                                                                                                                  Looking to track Zoho Traffic from email Current topic is outdated
                                                                                                                • How do teams manage meeting follow-ups across Zoho tools?

                                                                                                                  We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations that
                                                                                                                • Mejoras urgentes para ZOHO MEETING

                                                                                                                  Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,
                                                                                                                • Saving sent email campaign as PDF

                                                                                                                  I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?
                                                                                                                • Exporting All Custom Functions in ZohoCRM

                                                                                                                  Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
                                                                                                                • Conditional Layouts On Multi Select Field

                                                                                                                  How we can use Conditional Layouts On Multi Select Field field? Please help.
                                                                                                                • Appreciation to Qntrl Support Team

                                                                                                                  We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,
                                                                                                                • How can I hide "My Requests" and "Marketplace" icon from the side menu

                                                                                                                  Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,
                                                                                                                • Whatsapp Integration on Zoho Campaign

                                                                                                                  Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can
                                                                                                                • Mandatory Field - but only at conversion

                                                                                                                  Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's important
                                                                                                                • Using data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created

                                                                                                                  Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue
                                                                                                                • Free webinar: AI-powered agreement management with Zoho Sign

                                                                                                                  Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflects
                                                                                                                • WhatsApp Channels in Zoho Campaigns

                                                                                                                  Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                                • CRM For Everyone - Bring Back Settings Tile View

                                                                                                                  I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile view
                                                                                                                • Lets have Dynamics 365 integration with Zohobooks

                                                                                                                  Lets have Dynamics 365 integration with Zohobooks
                                                                                                                • Add notes in spreadsheet view

                                                                                                                  It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.
                                                                                                                • Opening balances - Accounts Receivable and Payable

                                                                                                                  Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 or
                                                                                                                • Cancel Subscription

                                                                                                                  Hi , Im want to cancel my account but without success please help me to do it
                                                                                                                • Making an email campaign into a Template

                                                                                                                  I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
                                                                                                                • Direct Access and Better Search for Zoho Quartz Recordings

                                                                                                                  Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
                                                                                                                • Multiple Cover Letters

                                                                                                                  We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
                                                                                                                • URGENT: Deluge issue with Arabic text Inbox

                                                                                                                  Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If we
                                                                                                                • File Conversion from PDF to JPG/PNG

                                                                                                                  Hi, I have a question did  anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps.  I do know there are many third parties API provide this with
                                                                                                                • Now in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter

                                                                                                                  Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:
                                                                                                                • annualy customer report

                                                                                                                  we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and
                                                                                                                • Totals for Sales Tax Report

                                                                                                                  On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
                                                                                                                • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

                                                                                                                  Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join
                                                                                                                • Exported Report File Name

                                                                                                                  Hi, We often export reports for information. It is time consuming to rename all the reports we export on a weekly basis, as when exported their default name is a seemingly random string of numbers. These numbers may be important, I'm not sure, but I am
                                                                                                                • Automatic Refresh on Page?

                                                                                                                  Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG
                                                                                                                • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                                                                                                  Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                                                                                                • Default Reminder Time in New Tasks or New Event?

                                                                                                                  Any way to change this from 1:00am? Thanks, Gary Moderation Update (February 2026): With the Calendar preferences, the default reminder time for Meetings, Appointments and All-Day Meetings can be set. Read more: Calendar preferences in Zoho CRM Regarding
                                                                                                                • Next Page