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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Sticky Posts
Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with theSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, pleasePlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. ABig 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
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)
I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,local file csv import problem
The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a newFunción Deshacer y Rehacer
Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmenteTip #59- Technician Console: Exploring View option- 'Insider Insights'
Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting rightMRP or Manufacturing Module for Zoho
We have been searching for options for a production planning or MRP that will integrate with Zoho. Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs. Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.
When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?
Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterZoho mail account ownership transfer
We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the completeEmail Authentication is Failing
I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']DMARC reports for mail I didn't send: how to deal with?
I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instructionms
Email set up for communicationFix the speed
It takes ages to load on every step even though my dataset is quite small.Image field in custom module
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks RudyDeluge Function to Update Custom Field
I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue"View ticket" link is broken
The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.import data from Apollo.ai into zoho crm via zoho flow
I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.Can't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that emailWoocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.Synching changes to Stripe when changes are made in Zoho Billing
We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associatedHow do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.Disable Smart Filters By Default
The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a randomME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408Zoho Mail not working
Zoho Mail not workingI can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.Spreadsheet View click & focus issue in Arabic (RTL) localization
Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.Customer address in Zoho Bookings
Hello, Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps. It would also be advantageous for the "list view" to show appointment times instead of just duration and bookingGhost email notification on a form
Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access thebulk edit records and run internal logic
hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work. how can i turn on logic to work as programmed - for mass editing records via bulk edit?Limitations on editing a message in Cliq
Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message viaemail address autocomplete
Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. ThanksHow to use MAIL without Dashboard?
Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.How can i download and secure all my mails from the archive folders?
Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amirHow to open filtered report in popup using Zoho Creator Deluge?
First report: There is so many records in Report, If I click one record, pop up is occur. Second report (Pop up): there is also so many record data, and this pop up is also Report, not Form. First report: It has got "Sales Order" field. when I click anyCan you default reports/charts to report the current week?
Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendarRendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Overlapping Reports in Dashboards
It's rare, but occasionally it would be a good feature if I were able to overlap reports, either fully or partially in the Dashboards. Also, then having the ability to move objects to the front or rear, or make them transparent/translucent would be goodFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantAdmin guide: Handling Mailbox Settings for better user management
Managing day-to-day email scenarios, such as supporting users with multiple email addresses, ensuring uninterrupted email access during employee absences, enabling secure mailbox sharing, and enforcing organizational security and compliance, can be challengingCisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!Next Page