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

                                                                                                          • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

                                                                                                            Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

                                                                                                          • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

                                                                                                            I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

                                                                                                          • how to see if a specific contact opened an email in zoho campaign?

                                                                                                            how to see if a specific contact opened an email in zoho campaign?

                                                                                                          • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

                                                                                                            Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.

                                                                                                          • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

                                                                                                            Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

                                                                                                          • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                                                                                            Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

                                                                                                          • Maximum file limit in zoho people LMS

                                                                                                            Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations

                                                                                                          • Dynamically prefill ticket fields

                                                                                                            Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller

                                                                                                          • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

                                                                                                            All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it

                                                                                                          • Has anyone created a public ASAP Guide that I can check out?

                                                                                                            I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend

                                                                                                          • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                                                                            Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

                                                                                                          • What’s New in Zoho Analytics – September 2025

                                                                                                            Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

                                                                                                          • Zoho MCP has no tools for Creator or 3rd Party Apps?

                                                                                                            I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.

                                                                                                          • Zoho Forms - Zoho Drive connection - Shared Drives not supported

                                                                                                            Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need

                                                                                                          • Can't create package until Bill created?

                                                                                                            I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally

                                                                                                          • Whats the Time out Limit for API Calls from Deluge?

                                                                                                            Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

                                                                                                          • How to get the authorization code for domain transfer from Zoho?

                                                                                                            I have transferred my domain from zoho to godaddy, and that needs a authorization code. I haven't got any mail containing that. How to get the authorization code from domain transfer? Thanks, Arun

                                                                                                          • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

                                                                                                            Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:

                                                                                                          • Diff signature for compose new email and replies

                                                                                                            Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.

                                                                                                          • Zoho Website Site Speed Up & Setting

                                                                                                            We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >

                                                                                                          • Clickjacking: Zoho Vault's Response

                                                                                                            Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

                                                                                                          • No option for pick up in Zoho Books / Inventory but yes on commerce

                                                                                                            Is it planned to release soon on books/inventory?

                                                                                                          • Accessing Zoho form enteries via API

                                                                                                            Hi As a user I can view enteries to a form at: https://forms.zoho.com/<myOrganisation>/report/<myReportName>/records/web How do I access these entries via API? I don't have any problem with scope and getting tokens. But I have no idea what the API call

                                                                                                          • Blueprint Issue - Being able to set a subform field as mandatory

                                                                                                            I'm creating a blueprint. My record involves a subform which is only shown once field is set but the field gets set in step two of the process. My problem - I can't save the record as the subform field is set to mandatory - If I unset the mandatory field,

                                                                                                          • Blueprint - Mandatory file upload field

                                                                                                            Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we

                                                                                                          • Zoho Books - Include Quote Status in Workflow Field Triggers

                                                                                                            Hi Zoho Books team, I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer. This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored

                                                                                                          • Zoho Books - Show Related Sales Orders on Quotes

                                                                                                            Hi Books team, I've noticed that the Quotes don't show show the related Sales Order. My feature request is to also show related Sales Orders above the Quote so it's easy to follow the thread of records in the sales and fulfilment process. Below screenshot

                                                                                                          • Add VAT/Tax line to bank adjustments

                                                                                                            When categorising transactions and matching bank feeds with transactions such as customer payments, we use the "Add Adjustment" to add things like fees/bank fees. It would be useful to choose a VAT/Tax rate here. Whilst there is a bank charges option when adding a payment, this goes into the default bank charges account. We use the adjustments so that we can choose the account and separate our fees. We use different card providers and Worldpay charges VAT so we are stuck. We cannot integrate with

                                                                                                          • New Menu Layout Feedback

                                                                                                            I'd really like to see the banking item back on the top of the menu. I'm sure part of it is just because that's what I'm accustomed to. However, for a bookkeeping program, I think there's a logic to having banking be on top. Not a giant issue, but something

                                                                                                          • Form Accessibility

                                                                                                            Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

                                                                                                          • Cannot schedule report delivery

                                                                                                            The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

                                                                                                          • adding attachment in sendmail script where attachment is in a CRM field

                                                                                                            Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

                                                                                                          • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

                                                                                                            Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

                                                                                                          • Not sure how to use credits to my account

                                                                                                            Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

                                                                                                          • Control who sees Timeline and Interactions in Zoho CRM through Profiles

                                                                                                            The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

                                                                                                          • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                                                                                            Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

                                                                                                          • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                            Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

                                                                                                          • CRM Validation Rules Support Only Single Condition

                                                                                                            Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

                                                                                                          • Unapproved Leaves are hard to distinguish in Attendance View

                                                                                                            This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

                                                                                                          • Performance Appraisal Probation Period

                                                                                                            Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

                                                                                                          • Next Page