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
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Michelle Concetta Fernando
Sticky Posts
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missingAlert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025
Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longerBig Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25
Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here'sPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching throughOpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Introducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringIntegración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? GraciasAsk the Experts #1
Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, usingHow to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entriesChecking if Creator has Change History
Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submissionhow to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")Adding contact role to a specific deal js sdk malfunctioning
i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",Q3 Updates from Bigin!
Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your businessNew Series Announcement - Ecommerce Marketing Tips
Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho CommerceClient Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce{"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}
Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);Converting Sales Order to Invoice via API; Problem with decimal places tax
We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed inZoho Canvas - Custom templates for related lists
Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that: 1) How can i make my own custom templates for related lists? 2) Where and how can i check out existing custom templates?Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can Iopen word file in zoho writer desktop version
"How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"Zoho PDF editor has a lot of issues.
Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.Zohom mail
Plz resolve the problem . I hope u understand .Zoho sheet desktop version
Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.ZOHO SHEETS
Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the sameZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéUsing Zoho Flow to create sales orders from won deal in Zoho CRM
Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalidIs Zoho Sheet available for Linux ?
Is Zoho Sheet available for Linux ?Bharat
ahow to disable staff selection Zoho Booking integrated to SalesIQ?
currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It willZoho Bookings No Sync with Outlook
Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?Custom confirmation message
How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but ratherIssue showing too many consultations in my workspace link.
Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personalDeluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attachedZoho Learn & Zoho Connect
Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,Addin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances
My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zohohow to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crmHow to Install Zoho Workdrive Desktop Sync for Ubuntu?
Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards SenthilHow to upload own video?
How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED ChenilleAnnouncing new features in Trident for Windows (v.1.32.5.0)
Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML orHow to render either thumbnail_url or preview_url or preview_data_url
I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!Zoho CRM Calendar | Custom Buttons
I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meetingCreate Lead Button in Zoho CRM Dashboard
Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut outNext Page