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

                                                                                                              • How we cut CRM updates from ~20 minutes down to 2, our real workflow

                                                                                                                Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting
                                                                                                              • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                                I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                              • Arattai App Features Update

                                                                                                                1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable
                                                                                                              • Zoho Books Sandbox environment

                                                                                                                Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                              • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

                                                                                                                Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When
                                                                                                              • Zoho Workdrive - Communication / Chat Bar

                                                                                                                Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
                                                                                                              • Proposal for Creating a Unique "Address" Entity in Zoho FSM

                                                                                                                The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
                                                                                                              • Request for Auto PO - Min–Max based Automated Purchase Feature

                                                                                                                Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                                                                                              • Zohomail

                                                                                                                Im trying to setup email address zoho
                                                                                                              • PROBLEMA

                                                                                                                Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?
                                                                                                              • Forever FREE Business Email with Zoho Mail

                                                                                                                Forever FREE Business Email with Zoho Mail: is it available?
                                                                                                              • CRM: hosting a single html file in Zoho and displaying it as a widget

                                                                                                                I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
                                                                                                              • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                                                                                                Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how
                                                                                                              • Formula field number of days between 2 dates

                                                                                                                Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for
                                                                                                              • Tracking Snippet not working in Zoho Marketing Automation!

                                                                                                                First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.
                                                                                                              • 'email address already exists'

                                                                                                                I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
                                                                                                              • search and Smart Bar both missing in Mail

                                                                                                                One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
                                                                                                              • Possible Fraud Site.

                                                                                                                Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked
                                                                                                              • What's New in Zoho Analytics - November 2025

                                                                                                                We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
                                                                                                              • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

                                                                                                                Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the
                                                                                                              • Manage Bookings directly from Zoho Mail

                                                                                                                Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right
                                                                                                              • My notes from the past 2 months have disappeared

                                                                                                                Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso
                                                                                                              • How can I load a network into the cliq desktop app?

                                                                                                                I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create
                                                                                                              • Ability to modify what displays in calendar invite?

                                                                                                                I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?
                                                                                                              • Issue with Booking Confirmation Page Not Displaying, Leading to Customer Anxiety and Unnecessary Support Calls

                                                                                                                I am writing to express my growing concern regarding the confirmation process in Zoho Bookings, particularly the inconsistent display of the confirmation page after a successful payment. As a mobile service provider, I rely on Zoho Bookings platform for
                                                                                                              • Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment?

                                                                                                                Is it possible to turn off all capabilities for a customer to schedule, reschedule or cancel an appointment? I would like to set it up so only staff can schedule appointments. Is this possible?
                                                                                                              • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

                                                                                                                Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks
                                                                                                              • Introducing VeriFactu Support in Zoho Books

                                                                                                                Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                                                                                              • Where we can change the icon in social preview

                                                                                                                Hi, we changed our logo, and the image that appear in preview (ex : when we post a appointment link somewhere) is still our old logo. I did change our logo in the org setting. https://bookings.zoho.com/app/#/home/dashboard/settings/basic-info?clview=false
                                                                                                              • Zoho Bookings changes Lead Source

                                                                                                                Hi. i would like to know if there's a way for Zoho Bookings to not change the lead source when booking a lead for an appointment as the lead source will be used in a report. Scenario: Lead source: Website after booking an appointment Lead source: Zoho Bookings Thanks. Dan
                                                                                                              • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                                                                                                Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                                                                                              • Suggestion: Associating Assets with Company in Zoho FSM

                                                                                                                Hello Team, I would like to share an idea based on practical experience. Currently, all assets in the Zoho FSM Asset module are linked to a specific contact person. I would like to know if it is possible to associate assets with a company instead. This
                                                                                                              • Zoho Inventory / Finance Suite - Extend Visibility of File Names on Attachment Fields

                                                                                                                Hi Inventory / Finance Suite team, I noticed recently that when you add an attachment field to a module in Inventory, only the first 8 characters of the file name are visible on the details view. 8 characters is not a useful amount and there is plenty
                                                                                                              • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

                                                                                                                Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
                                                                                                              • Many Notes Becoming Unusable

                                                                                                                Hello. The Notebook app is becoming unusable. I'm getting odd-looking results from my searches. Some of the notes, after clicking on them, show an update button that does absolutely nothing. Not sure what has happened, but it would be nice to get this
                                                                                                              • Kaizen #218: Actions APIs - Field Updates

                                                                                                                Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs. This week, we will continue with another Actions API - the Field Update API in Zoho
                                                                                                              • How Contract Types and Templates Form the Backbone of Zoho Contracts

                                                                                                                Every contract in Zoho Contracts starts with two essential elements: Contract Type and Template. These are not just administrative steps. They define how every contract in your organization is created, governed, and managed over time. Let us look at the
                                                                                                              • E-Invoicing in Belgium with Zoho Books

                                                                                                                Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
                                                                                                              • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                                We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                              • Greek character in Deluxe script

                                                                                                                Hi, We have been using a script since 2022 which replaces characters in Greek contact names using replaceAll. Since this morning, all the Greek characters used in the script have turned to question marks. I tried retyping the characters, copy-pasting
                                                                                                              • Next Page