WFH Tip 10: Embrace the power of operator chat windows for efficient customer support

WFH Tip 10: Embrace the power of operator chat windows for efficient customer support

Having a fully-loaded, effective chat window is the key to providing positive and exceptional customer support which in turn reflects on your company's revenue. Zoho SalesIQ owns an equipped chat window that effectuates conversations between website visitors and operators in your organization and keeps your customer base intact. This post will talk about all the powerful tools that your operator can use during live chat sessions with your website visitors.

  • Real time, two-way translation: Chat translations in SalesIQ work both ways - customers can chat with operators in real-time in their own language, while your operator can respond back in theirs. Foreign languages are automatically detected in the operator's chat window and translation happens during the conversation. The real-time chat translation feature provides a single, cost-effective translation solution.



  • Canned Responses to save time: Quick responses during live chat are crucial for positive customer experience. Canned responses can come in handy during conversations to avoid delay and to save the time and effort spent on typing out the answers to repeated questions that come from visitors. They can be used while sending out greeting messages to visitors when they land on the site, to communicate offers and promotions, return policies, etc.



  • Multiple, organized chats in one window: Zoho SalesIQ lets your operators pick up and handle more than one chat at a time and all of these chats will be listed by visitor name or random ID(if the name is not entered) inside the operator chat window. They can handle one visitor's audio call while also handling chats from other visitors simultaneously and not miss out on any of them. Learn more.



  • Visitor information to keep operators well-informed: Operators will be able to view visitor information like company details, geographical location, browser and OS used, information from your integrated CRM, Clearbit and Leadberry accounts and Desk ticket details right inside their windows before they begin a conversation with the visitor. This information will let them connect with visitors based on their previous conversations and provide better follow-ups.



  • Loaded features for effective conversations: Chats with visitors can be made more appealing and effective with rich text like smileys and markdown text. These can help your operators liberate their language and also make your visitors feel at home.



  • They can also share files - text documents, PDFs, images, videos, etc. with visitors to give them a detailed view of the issue in question, help them understand the issue better and solve them accordingly. Learn more.
  • Audio calls at a click: To solve complicated visitor issues that might require long and monotonous conversations, operators can place audio calls with visitors. This way, you can cut down lengthy conversations while also adequately addressing the question.



  • Easy and quick collaboration with teams: During the course of a live chat conversation, operators can invite other operators in your organization to join the ongoing chat at the click of a button and work in unison. They can also transfer chats to other operators who might be experts in the department and can solve the issue better and quicker than themselves. Operators also have an internal chat window where they have the option of hosting chats with their peers to discuss solutions.



  • Remote sessions for enhanced communication and participation: Remote sessions in SalesIQ work in two ways - operators can initiate dynamic screen sharing sessions with visitors and show them how to solve an issue in real time while they can also request visitors to share their screen to understand their issue better and give more accurate solutions.


​

Get started right away! For more information, check out our Help Documentation.

Regards,
Michelle



    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



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





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                            I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically

                                                                                                          • Quick Item Search & Auto-suggestion for Invoices

                                                                                                            Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something

                                                                                                          • Function #53: Transaction Level Profitability for Invoices

                                                                                                            Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

                                                                                                          • Integrating Chatbot with Zoho Creator Application

                                                                                                            Is it possible to integrate a chatbot with a Zoho Creator application?

                                                                                                          • Average Costing / Weighted Average Costing

                                                                                                            Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

                                                                                                          • 'Add Tax To Amount' not reflected in Invoice

                                                                                                            Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

                                                                                                          • "Subject" or "Narration"in Customer Statement

                                                                                                            Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

                                                                                                          • A real WYSIWYG field instead of the limited rich text

                                                                                                            Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and

                                                                                                          • Delete my store of Zoho commerce

                                                                                                            Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

                                                                                                          • Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923

                                                                                                            As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained

                                                                                                          • No feedback from Zoho Books regarding Yodlee feeds for Investec

                                                                                                            I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for

                                                                                                          • Inappropriate Removal of Features

                                                                                                            It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be

                                                                                                          • Filtering report embeded in page

                                                                                                            Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you

                                                                                                          • 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

                                                                                                          • Zia summarizes your IM bot chats in real time

                                                                                                            Hello everyone! Let's say you’re an agent taking over a chat where a customer was booking a flight through a bot on WhatsApp. They've already shared key details, like their destination, travel date, and number of passengers. You need to understand the

                                                                                                          • Megamenu

                                                                                                            Finally! Megamenu's are now available in Zoho-Sites, after waiting for it and requesting it for years! BUT ... why am I asked to upgrade in order to use a megamenu? First: Zoho promised to always provide premium versions and options for all included Zoho-applications

                                                                                                          • Cancel and refund

                                                                                                            Hi, Yesterday I paid for the Zoho email subscription. Within a few minutes, I realized that the subscription counts one email ID as one user. To make another email ID for the same domain name, I'd have to pay for another user. I emailed right away to

                                                                                                          • One Contact with Multiple Accounts with Portal enabled

                                                                                                            I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

                                                                                                          • Kaizen# 209 - Answering Your Questions | All About Client Script

                                                                                                            Hello everyone! Welcome back to another exciting Kaizen post! Thanks for all your feedback and questions. In this post, let's see the answers to your questions related to Client Script. We took the time to discuss with our development team, carefully

                                                                                                          • To Do: shareable task links without login

                                                                                                            Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

                                                                                                          • Ability to turn off "Would you like this amount to be reflected in the Payment field?" message

                                                                                                            Team, Is there any way to turn off the message" Would you like this amount to be reflected in the Payment field?" when I make a payment? This is so annoying. This happens EVERY TIME I put an amount in the Payment Made field.

                                                                                                          • Unlock agreement intelligence with Zoho Sign's latest AI updates

                                                                                                            Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like

                                                                                                          • Currency abbreviations

                                                                                                            Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?

                                                                                                          • Embed Sign Document

                                                                                                            Has anyone tried embedding a document in a webpage? I'm building a webpage (using PowerPage) and I'm trying to embed it using an iframe then I got this error: Refused to display 'https://sign.zoho.com/' in a frame because it set 'X-Frame-Options' to

                                                                                                          • Zeptomail API error 500 internal server error

                                                                                                            Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best Regards

                                                                                                          • We’re transitioning from Zoho ShowTime to TrainerCentral

                                                                                                            Hello everyone, Zoho ShowTime was originally built as a training platform to serve training agencies, HR teams, and individual trainers. As the platform grew, we realized that more creators and businesses could benefit from its capabilities. That’s why

                                                                                                          • Emails Are Not Being Delivered to My Inbox

                                                                                                            Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

                                                                                                          • Upload my theme.

                                                                                                            Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

                                                                                                          • Radar In Focus: Track customer support metrics using Radar's static reports

                                                                                                            Hello everyone, Welcome back to the Radar In Focus series, where we explore how Radar features can add value to your business. In this episode, we're looking at Radar static reports. The help desk is filled with vast amounts of data that can be analyzed

                                                                                                          • Mail ToDo & Tasks Webhooks

                                                                                                            Our company uses Zoho ToDo inside Mail to manage our tasks. When I create a task and assign it to a team member it does not notify them unless I add a reminder via mail. I'm trying to create a webhook for when a task is created to send a cliq message

                                                                                                          • Allocating inventory to specific SO's

                                                                                                            Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

                                                                                                          • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

                                                                                                            Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

                                                                                                          • Where can I find rejected inbound mails and their reason for rejection

                                                                                                            Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

                                                                                                          • Refund

                                                                                                            Hi There, Please refund me asap possible, because of no support given. Thank you

                                                                                                          • تغيير عمله الدفع"Change payment currency"

                                                                                                            ما هى طريقه تغيير عمله الدفع "ما هي طريقة تغيير عملة الدفع؟"

                                                                                                          • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                            How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                          • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                            Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties

                                                                                                          • Zia's ability to generate and improve content extended to Desk mobile app (iOS and Android)

                                                                                                            In support, agents will have to understand customers' pain points completely to provide empathetic personalized solutions and a positive experience. However, at times, agents might find it challenging to comprehend the customer issues and connect with

                                                                                                          • BANK FEED - MAYBANK , provider from YODLEE IS NOT WORKING

                                                                                                            As per topic, the provider YODLEE is not working for the BANK FEED. It have been reported since 2023 Q3, and second report on 2023 Q4. now almost end of 2024 Q1, and coming to 2024 Q2. Malaysia Bank Maybank is NOT working. can anyone check on this issue?

                                                                                                          • Item images

                                                                                                            Can we get an "On hover" expanded image for items please ?

                                                                                                          • Next Page