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






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep 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

                                                                                                            • Zoho Sites search box

                                                                                                              Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.

                                                                                                            • What stops me from packaging and shipping an order when the inventory is negative?

                                                                                                              It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   

                                                                                                            • Conditional formatting based on another field

                                                                                                              Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline

                                                                                                            • Is there API Doc for Zoho Survey?

                                                                                                              Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

                                                                                                            • Using IMAP configuration for shared email inboxes

                                                                                                              Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

                                                                                                            • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                              Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery

                                                                                                            • Changing a Single-Line Text field into a Multi-line Field without losing data

                                                                                                              Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da

                                                                                                            • Webhook - Google Sheets

                                                                                                              I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration

                                                                                                            • Verified Mark Certificate

                                                                                                              Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html

                                                                                                            • Appointment booking is temporarily unavailable

                                                                                                              Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given

                                                                                                            • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                                                                                              hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

                                                                                                            • Limited review (/questions) for Bookings 2.0

                                                                                                              Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly

                                                                                                            • Zoho Bookings - Reserve with Google

                                                                                                              Does Zoho Bookings plan to to integrate with Reserve with Google?

                                                                                                            • Tip #3: How to change your booking page language

                                                                                                              Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's

                                                                                                            • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                                                                                              Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert

                                                                                                            • Bigin update: Link email messages to pipeline records.

                                                                                                              Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

                                                                                                            • Bigin Android app update: Custom buttons and widgets

                                                                                                              Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,

                                                                                                            • Zoho Sheet for Desktop

                                                                                                              Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

                                                                                                            • Zoho Sheet - Desktop App or Offline

                                                                                                              Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

                                                                                                            • Collective-booking event not added to all staff calendars

                                                                                                              We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

                                                                                                            • IMAP login problem

                                                                                                              I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the imap server.  The dialogue box requesting password appears repeatedly.  The password is correct as we are using the same one to login on the web. Please help, Incoming Server Name: imappro.zoho.com Port: 993 Require SSL: Yes   Username: you@yourdomain.com 

                                                                                                            • Project Management Bulletin: October, 2025

                                                                                                              Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management

                                                                                                            • Zoho Sheets saying locked when not locked

                                                                                                              Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.

                                                                                                            • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                              Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the

                                                                                                            • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                              Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,

                                                                                                            • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                              Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey

                                                                                                            • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                              I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"

                                                                                                            • Setting up primary mobile number.

                                                                                                              Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.

                                                                                                            • Tables for Europe Datacenter customers?

                                                                                                              It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

                                                                                                            • Emails stuck in Queue

                                                                                                              Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

                                                                                                            • Guided Conversations - Ticket Creation

                                                                                                              Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

                                                                                                            • How to send certain invoices for Approval based on condition?

                                                                                                              To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

                                                                                                            • Unable to continue payment

                                                                                                              Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

                                                                                                            • Is there a way to show contact emails in the Account?

                                                                                                              I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

                                                                                                            • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                              Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be

                                                                                                            • Cant recieve mails

                                                                                                              I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but

                                                                                                            • Zoho Sheet Autofit Data

                                                                                                              While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.

                                                                                                            • Enhancements to finance suite integrations

                                                                                                              Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.

                                                                                                            • Edit 'my' Notes only

                                                                                                              The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same

                                                                                                            • Job Alerts for Candidates

                                                                                                              hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can

                                                                                                            • Next Page