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

                                                                                                              • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                                Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
                                                                                                              • add employees and customiz

                                                                                                                I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
                                                                                                              • Inactive User Auto Response

                                                                                                                We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
                                                                                                              • Zoho People Attendance Module - Split Shifts

                                                                                                                Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
                                                                                                              • Zoho One subscription

                                                                                                                we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.
                                                                                                              • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

                                                                                                                In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything
                                                                                                              • Dashboard

                                                                                                                I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create
                                                                                                              • Can i connect 2 instagram accounts to 1 brand?

                                                                                                                Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
                                                                                                              • Zoho Forms - Improved Sub-Forms

                                                                                                                Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make
                                                                                                              • What's New in Zoho Billing | Q3 2025

                                                                                                                Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed
                                                                                                              • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

                                                                                                                How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
                                                                                                              • WhatsApp Business Calling API

                                                                                                                Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need
                                                                                                              • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                                Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                              • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

                                                                                                                Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
                                                                                                              • Connecting two modules - phone number

                                                                                                                Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
                                                                                                              • Zoho Marketing Automation 2.0 - Landing Page function not working

                                                                                                                Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
                                                                                                              • Unable to use Sign "You have entereed some invalid characters"

                                                                                                                Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot
                                                                                                              • cannot login from outlook on mobile

                                                                                                                Hi there,   I tried to set up my email accounts on my iphone using outlook, but it always return email address and password error. Please find the attachment for the screenshot. I am pretty sure that I typed in the correct email address and password and the imap has been enabled from zoho admin account. I can configure the email address on iphone default mail service as well as outlook on pc, the problem only occurs on the outlook app on mobile. I do need to use this app instead of the iphone default
                                                                                                              • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                                Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                              • Messages not displayed from personal LinkedIn profile

                                                                                                                Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                              • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                                I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query
                                                                                                              • Onboard new users easily with native screen recording in Zoho Projects Plus

                                                                                                                Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their
                                                                                                              • Request to Add Support for PDF Templates and More Flexibility in Email Editor

                                                                                                                Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re
                                                                                                              • Can you stop Custom View Cadences from un-enrolling leads?

                                                                                                                I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when
                                                                                                              • Zoho Desk Android and iOS app update: Agent detail overview

                                                                                                                Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings
                                                                                                              • Blog Widget: Show recent blog posts on my homepage

                                                                                                                Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog
                                                                                                              • How to iterate through excel data using zoho rpa

                                                                                                                I wanted to iterate or loop through excel data ( datatable). How can i do that
                                                                                                              • Zoho Commerce

                                                                                                                Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                                                                                              • Mass (Pull back) (Close WOs) (Close APs)

                                                                                                                Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass
                                                                                                              • Customising Zohidesk portal default widgets

                                                                                                                Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them
                                                                                                              • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

                                                                                                                when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.
                                                                                                              • Seamless multilingual messaging and tone control in Zia IM Composer

                                                                                                                Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages
                                                                                                              • Advanced Deluge help needed with custom function and COQL limits

                                                                                                                I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit
                                                                                                              • Tip of the Week - Conditional Formatting Chart

                                                                                                                Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to
                                                                                                              • Zoho Learn - AI Translate

                                                                                                                Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling
                                                                                                              • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

                                                                                                                Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                              • Introducing auto-upgrade in Zoho LandingPage

                                                                                                                Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss
                                                                                                              • Workdrive comment links stopped working.

                                                                                                                I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it
                                                                                                              • How to Bulk-Update Sales Orders in CRM

                                                                                                                Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                              • Zoho ToDo in Cliq

                                                                                                                Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                              • Next Page