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

                                                                                                              • Create Invoice automated with Package

                                                                                                                Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
                                                                                                              • I want to create a mailing list, NOT a group.

                                                                                                                Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email
                                                                                                              • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                                This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
                                                                                                              • Export Invoices to XML file

                                                                                                                Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                              • no me llegan los correos a Zoho mail

                                                                                                                No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
                                                                                                              • Group Calendar as Default for adding new events, etc?

                                                                                                                Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.
                                                                                                              • Bookmark Loading is Buffering

                                                                                                                Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,
                                                                                                              • Zoho Webinar custom registration fields into Zoho CRM

                                                                                                                I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere
                                                                                                              • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

                                                                                                                Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better
                                                                                                              • Download Google Drive Shared Image/File Using Deluge – Complete Guide

                                                                                                                Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains
                                                                                                              • How to update Acuity appointment fields from Zoho Flow?

                                                                                                                Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that
                                                                                                              • No horizontal scroll bar in reports

                                                                                                                Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,
                                                                                                              • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                                                                                                Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker
                                                                                                              • filter broke my data

                                                                                                                I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they
                                                                                                              • Request to remove domain "greentechcoatings.vn" from previous Zoho account

                                                                                                                Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account
                                                                                                              • Trigger actions in third-party apps using Zoho Flow

                                                                                                                Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and
                                                                                                              • Enroll, Script, Win: Hackathon 2025!

                                                                                                                Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER
                                                                                                              • Zoho Help Desk - Not receiving emails

                                                                                                                Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles
                                                                                                              • Almost all Flows are being queued

                                                                                                                A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes
                                                                                                              • Employment Contract / HRMS Documents - Zoho People

                                                                                                                How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
                                                                                                              • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

                                                                                                                If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop
                                                                                                              • Enhancements to Bigin's forms

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine
                                                                                                              • Table dimensions

                                                                                                                I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                                                                                              • Direct link to Record Summary

                                                                                                                Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume
                                                                                                              • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                                I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
                                                                                                              • API Support for Creating Invoices with Batch-Tracked Items

                                                                                                                Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.
                                                                                                              • Amendment effective date

                                                                                                                Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always
                                                                                                              • STOCK history in zohosheets

                                                                                                                is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
                                                                                                              • Auto sync Photo storage

                                                                                                                Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                                                                                              • Agent password reset

                                                                                                                Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards
                                                                                                              • Can receive but not send messages in Zoho Mail

                                                                                                                Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.
                                                                                                              • Mail is sent twice!

                                                                                                                Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case
                                                                                                              • Can't login IMAP suddenly

                                                                                                                Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
                                                                                                              • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

                                                                                                                I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to
                                                                                                              • Bug tracking

                                                                                                                Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
                                                                                                              • Migration of corporate mail environment from Yandex 360 to Zoho mail

                                                                                                                I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have some
                                                                                                              • I'm unable to send mail pthrough Zoho SMTP programmatically

                                                                                                                This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports today
                                                                                                              • Can no longer send email via Django site

                                                                                                                This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell and
                                                                                                              • unable to send email but able to receive email

                                                                                                                my email address is info@securityforceservices.ca
                                                                                                              • Login to server failing

                                                                                                                When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not
                                                                                                              • Next Page