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 Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          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

                                                                                                          • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

                                                                                                            Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
                                                                                                          • Project Management Bulletin: August, 2025

                                                                                                            We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
                                                                                                          • Zoho Sign and Zoho Workdrive Integration

                                                                                                            Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
                                                                                                          • How do you list multiple contacts for a lead?

                                                                                                            My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
                                                                                                          • Modifying Three Dot Menu Options

                                                                                                            Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
                                                                                                          • Field Not Updating in FSM Script - Service and Parts module.

                                                                                                            Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                                                                                          • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                                                                                            Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                                                                                          • How to update Multiple Users field in Quote Module from Deal Module

                                                                                                            Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
                                                                                                          • Clone a Module??

                                                                                                            I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                          • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                                                                                            I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
                                                                                                          • Updating Subform Record from other Form

                                                                                                            Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                                                                                          • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                            Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                          • How do I bulk archive my projects in ZOHO projects

                                                                                                            Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                          • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                                                                                            Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
                                                                                                          • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                            I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                          • Send / Send & Close keyboard shortcuts

                                                                                                            Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                                                                                          • Is it possible to register webhooks in Zoho CRM using API?

                                                                                                            Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
                                                                                                          • Calls where the local audio is shared, have echo

                                                                                                            When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
                                                                                                          • Update application by uploading an updated DS file

                                                                                                            Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                                                                                          • Markdown support, code cells...

                                                                                                            Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!
                                                                                                          • Minimise chat when user navigates to new page

                                                                                                            When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
                                                                                                          • Zoho Projects app update: Voice notes for Tasks and Bugs module

                                                                                                            Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
                                                                                                          • zurl URL shortener Not working in Zoho social

                                                                                                            zurl URL shortener Not working in while creating a post in Zoho social
                                                                                                          • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

                                                                                                            Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
                                                                                                          • Zoho Bookings know-how: A hands-on workshop series

                                                                                                            Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
                                                                                                          • Custom report

                                                                                                            Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
                                                                                                          • Zoho Journey - ZOHO MARKETING AUTOMATION

                                                                                                            I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
                                                                                                          • Custom Fields in PDF outputs

                                                                                                            I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
                                                                                                          • How to create a Service Agreement with Quarterly Estimate

                                                                                                            Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
                                                                                                          • Zoho Social - Post Footer Templates

                                                                                                            As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                                                                                          • Allow to pick color for project groups in Zoho Projects

                                                                                                            Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering
                                                                                                          • Zoho Books - Quotes to Sales Order Automation

                                                                                                            Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow
                                                                                                          • Can't find imported leads

                                                                                                            Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not
                                                                                                          • Custom Button Disappearing in mobile view | Zoho CRM Canvas

                                                                                                            I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
                                                                                                          • The connected workflow is a great idea just needs Projects Integrations

                                                                                                            I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task
                                                                                                          • Zoho Projects MCP Feedback

                                                                                                            I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially
                                                                                                          • email template

                                                                                                            How do I create and save an email template
                                                                                                          • Enhancements in Portal User Group creation flow

                                                                                                            Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                                                                                          • email moderation issue when email is sent in the name of a mail group

                                                                                                            Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation
                                                                                                          • blank page after login

                                                                                                            blank page after logging into my email account Thanks you
                                                                                                          • Next Page