Dynamic personalization in Zoho SalesIQ

Dynamic personalization in Zoho SalesIQ

In today's time, technology and communication drive business growth and determine how we interact with one another. Indeed, it isn't easy to imagine how we all functioned before integrating our smart devices and constant connection via the internet and cloud-based operations. These advancements have accelerated our ability to continue innovating, conceiving, and improving. These ongoing innovations may make us feel anxious or as if we aren't doing everything we can to grow our business. It is challenging to keep up with continuing education and training for these advancements, and when we come across something we don't grasp, our stress levels rise. We may feel even more disconnected than ever in today's digital-first world, especially when we require assistance.

However, this is where Zoho SalesIQ can help us all stay innovative, informed, and knowledgeable about our operations and best strategies. When it comes to your customers' experiences, Zoho SalesIQ can mean the difference between a broad funnel visitor and a qualified lead. This product can take your customers from confusion to satisfaction while also making their visit to your website personal and memorable. Zoho SalesIQ can help you both personalize and grow your business.


Zoho SalesIQ

Zoho SalesIQ is a live chat cloud-based solution for startups, freelancers, entrepreneurs, and small and medium-sized businesses. It is sophisticated software that allows users to engage their customers and collect valuable customer information to accelerate business growth. Zoho SalesIQ makes it simple to find new opportunities and boost overall performance. It serves as a reliable sales intelligence and customer support hub, allowing users to save money on third-party software purchases. In addition, users can utilize the platform to improve the return on investment for SEO, content, email marketing, and Adwords efforts. 

Its notable features are personalized chat, interaction history, automated chat translation, visitor activity tracking, and customizable chat.

Let's dive into them one by one in more detail-


Dynamic, personalized chat function

Zoho SalesIQ includes a personalized chat function. Chat must be dynamic, not static, to connect with potential customers. Live chat is no longer just for customer service: most businesses now use it for customer engagement, lead nurturing, and sales. Live chat provides an opportunity to improve the purchasing experience for visitors and customers while also increasing revenue for your company. Businesses can use the chat tool to share customized offers and promotions directly with their customers. It also allows businesses to approach a customer's problem more creatively and provide more personalized solutions.

Live support at all times

As consumers, we comprehend that we work at all hours of the day and that our conduct can change from day to day or week to week. This may imply that we tend to personal needs late at night or take a break from work during the day to do some online shopping. Whatever the consumers need, they will almost certainly require assistance or have questions about something. We're all digitally designed to have all the answers, but we may not always have the time to find them ourselves because of our ability to multitask, which is where Zoho SalesIQ can help. From advice to a step-by-step understanding of what is required or desired. Your visitors on your site will feel as if their needs will be addressed in a simple and streamlined manner, from guidance to a step-by-step understanding of what the need or desire is. If the bot option is insufficient, the consumer can request human assistance, which can also be delivered to focus on an immediate and specific need.

Visitor tracking in real-time

With Zoho SalesIQ, you can track real-time site traffic, see which pages visitors visit, and collect personalized information such as their location, referrer source, etc. You can also see page engagement rates, how long they've been on your site, and other information, and you can recognize how they are navigating your store. You can also learn about their geolocation and referrer source to engage in contextual conversations.


Boost customer engagement

Similarly, those highly sought-after leads can be pushed through to your Zoho CRM as identified leads, allowing your appropriate teams to take the necessary actions to follow up with them and convert them. In addition, this data can help you strengthen your relationship with those leads when engagement is even higher – when consumers reach that level in the funnel, they're more likely to return, increasing your ability to retain them in the future.

Automatic chat translation

Although it is not always possible for all of our customers to speak the same language, this does not preclude them from partaking in any business or trade. To address this, SalesIQ has its own built-in automatic chat translation that, when auto-detect is enabled, translates automatically chat messages to and from visitors who speak many different languages.

Even if the operator speaks in a different language, your website users can easily engage in conversations. For example, in a chatroom, incoming messages in German and Spanish will be translated to English so Patricia can converse with a group of people who speak different languages. The main reason for low interaction between your website's users is that they speak other languages. Live chats are translated in real-time by a real-time language translation.

Conclusion

Zoho SalesIQ is a live chat software and website visitor tracking for small to large businesses that help improve customer engagement and identify sales opportunities. You can geolocate your visitors, track their footprints, get a personalized chat, get automatic chat translation, identify new vs returning visitors, and monitor real-time traffic and website visitor engagement with Zoho SalesIQ. You can also customize the chat box to match the design of your website and turn it into a lead generation machine, converting the visitors you chat with into leads.


    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



                                                            • Sticky Posts

                                                            • Optimizing Chatbot Versatility by Combining Answer bot and Zobot

                                                              Hi everyone! Great to see you. We are delighted to introduce the Answer bot card/autopilot function for the Codeless and SalesIQ Script bot platforms. This provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your Answer
                                                            • What will happen if we deploy two Zobots/Chatbots on the website?

                                                              Hi everyone,  The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, then


                                                            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

                                                                                                              • Cannot connect mail accounts to Thunderbird

                                                                                                                Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate
                                                                                                              • Alias Email Id already exists

                                                                                                                Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,
                                                                                                              • Unable to connect to smtp server, connection timed out

                                                                                                                Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com
                                                                                                              • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                                Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
                                                                                                              • Zoho Creator customer portal users

                                                                                                                Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                                                                                              • DKIM Verification Failed (Namecheap)

                                                                                                                Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!
                                                                                                              • 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
                                                                                                              • Soft Bounce from transational emails from BREVO (Sendinblue)

                                                                                                                I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to
                                                                                                              • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                                                                                              • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

                                                                                                                We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
                                                                                                              • Getting an error Address not found Your message wasn't delivered

                                                                                                                Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not
                                                                                                              • Support Uploading YouTube Videos Longer Than 60 Minutes

                                                                                                                Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API
                                                                                                              • Need Faster Help? Try Live Chat Support

                                                                                                                Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we
                                                                                                              • Can't deactivate Spell Check

                                                                                                                Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus
                                                                                                              • Zoho Toolkit Email Signature Generator

                                                                                                                I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?
                                                                                                              • Company Policy Upload - Request All EE to review and sign

                                                                                                                How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that
                                                                                                              • Zoho Sign Global Settings vs. Template and Document

                                                                                                                Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return
                                                                                                              • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

                                                                                                                Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant
                                                                                                              • Can't login to Zoho mail

                                                                                                                I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
                                                                                                              • Zoho IP blocked by SpamCop

                                                                                                                Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI
                                                                                                              • Differences between Zoho Books and Zoho Billing

                                                                                                                Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                                                                                              • Custom validation in CRM schema

                                                                                                                Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
                                                                                                              • No Ability to Rename Record Template PDFs in SendMail Task

                                                                                                                As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
                                                                                                              • Server error when trying to Data > Sort > Custom Sort

                                                                                                                Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."
                                                                                                              • To Assign a genrated pdf to a file upload field using delug

                                                                                                                content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];
                                                                                                              • TArgets To Accounts (Modules)

                                                                                                                How can i set sale target to Customers (Accounts Module)
                                                                                                              • Breaking barriers with multilingual WhatsApp templates in IM

                                                                                                                Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross
                                                                                                              • Super Admin Logging in as another User

                                                                                                                How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                              • How to share private Opportunities with whole org at an account level

                                                                                                                Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the
                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                                                                                              • Problema Verificacion con proveedor NIC.AR

                                                                                                                No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?
                                                                                                              • How to remove some users in zoho accounts

                                                                                                                How to remove some users in Zoho accounts.
                                                                                                              • Unified Inbox for all, including fetched mails

                                                                                                                I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
                                                                                                              • My domain did not activate

                                                                                                                Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
                                                                                                              • Whatsapp Limitation Questions

                                                                                                                Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                              • Users Not Automatically Being Added To WorkDrive Team

                                                                                                                I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
                                                                                                              • Synchronization between Gmail and Zoho Mail

                                                                                                                Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
                                                                                                              • 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
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • Next Page