Engage and support visitors better with all new Zoho SalesIQ V2.0!
By Addressing more than 120+ customer requests, adding 23 new features, 27 feature enhancements, and including 4 custom tools; we are finally ready and thrilled to introduce our new version of Zoho SalesIQ that takes your visitor engagement, sales, support and marketing activities to a whole new level. In SalesIQ 2.0, we have completely changed the user interface and made it look modern and easy to use.
Upgrade to unlock the exciting new features
Better B2B and B2C customer engagement
SalesIQ 2.0 helps you step up your B2B sales and support using the all new Companies module that stores and provides you with essential information about all the companies that visit your website. Pair the Company module with features like Company scoring and Widgets and boost your B2B relationship better than ever.
Codeless bot platform to make your business work smarter
With the new addition of Codeless bot, non-techies can now design a fully functioning Zobot with no code. The codeless bot uses a flow based design where you can add cards to define its functions.
Enhanced conversation using Widgets
We know that SalesIQ provides you with all the essential info of the visitors like Location, No of visits, activities on site, etc. In SalesIQ 2.0, we have further improved it by allowing users to view whatever data they want and perform various actions by creating custom widgets and forms.
Effortless assistance using Answer bot
Build a simple bot with the help of the resources to assist your visitors' questions hassle-free.
Strengthen your knowledge base with Resources
The Resources module allows you to create and manage resources like articles and FAQs all from a single place. The resources module consists of:
- Canned replies - Add pre-written responses that operators can use to respond quickly.
- FAQs - Allow visitors to find solutions for commonly asked questions
- Articles - Assist visitors with help documents and add them to the self-help center
- Small talk - You can add responses for the answer bot to handle more informal messages while answering questions outside the scope of articles and FAQs
- Business terms - Add similar terms and jargons to improve your bot accuracy and respond precisely.
- UAQs - View all the visitors' questions that the bot has failed to answer and add them as articles or FAQs.
Exciting Enhancements for the available features
Zoho SalesIQ 2.0 also comes with some significant enhancements that can improve the performance and user experience.
- Chat window - Our operator chat window is more informative than ever! Boost your support up to 10 times better with a fluid user interface and power-packed widgets on the right-hand side menu.
- Global settings: Previously known as portal settings, where you can control all your SalesIQ portal's basic configurations from a single place.
- Brands: We have rebranded Websites as Brands. Use brands to manage all your websites and custom settings.
- Reports: A completely redesigned robust dashboard lets you analyze your visitors, operators, and activities on your SalesIQ portal.
Note for existing SalesIQ users:
With this release, we have introduced new set of Basic / Professional / Enterprise plans. Some of the new features are included only in the new set of plans. You may have to upgrade to the new plans to experience some of the new features.
Find below the table for the features available only in the new licensing plans
Feature | Basic | Professional | Enterprise |
Profanity Library | - | - | ✔ |
Answer Bot | - | - | ✔ |
Company | ✔ | ✔ | ✔ |
Company Scoring | ✔ | ✔ | ✔ |
Widgets | - | ✔ | ✔ |
Form Controllers | - | ✔ | ✔ |
Channels | - | ✔ | ✔ |
FAQ, Small talks, Business terms, UAQ's | - | - | ✔ |
Codeless bots | ✔ | ✔ | ✔ |
To know your current plan, visit this link. We have also introduced add-ons that can be purchased based on your business needs
New SalesIQ Users:
New users can enjoy all the features available based on their subscription. To see the complete feature list, view our pricing page here.
Bundle users:
Zoho One and CRM Plus users can avail all the features of the SalesIQ 2.0 available on the Enterprise version.
Please use the SalesIQ 2.0, give us your feedback, and tell us how we can improve. Stay updated for our daily snippets on this forum, where we will dive into all the new features and enhancements in SalesIQ 2.0.
Regards,
Naveen
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Naveen Chandar
Ashish Bhatnagar
Aravind
Sticky Posts
Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with theSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, pleasePlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. ABig 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's
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
Wie veröffentliche ich ein PDF Datei?
Hallo! Wie veröffentliche ich PDF Datein ich habe ein PDF Datei und den sieht ihr im Upload ich möchte ihn veröffentlichen wie? Mit Freundlichen Grüßen, Herr Bahaa Addin ChkiridZoho Campaigns: An Outstanding Email Marketing Tool
Introducing Zoho Campaigns! A product designed by Zoho, the Zoho Campaigns is made to create, deliver, and manage integrated email campaigns that can help in boosting the sales of a company and its customer base. Zoho Campaigns is actually an email marketingZoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps
Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teamsZoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?
Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). ImpactedSync images with Shopify/Cart
Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. ThanksIs it Possible to Modify Standard Report Urls
Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=falsePrice List
II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho booksExternal User onboarding for zoho connect is not really intuitive.
So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to createHaving trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.
I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,How to upload file to Connect using API?
Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.Select the task view on the board in the Zoho Connect iPhone app
Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.Auto tagging
Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific articleZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?WebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?Constant refresh required in lots of Zoho tabs
"Hey Zoho, if you can sync my notification bell across 15 tabs using a BroadcastChannel, why can't you send a 'Data Refresh' signal the same way? We don't need a browser reload—we just need the data to sync without us clicking F5 like it's 1999." "PS:What's New in Zoho Billing | January 2026
Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see howCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsInserting images into Articles or Knowledgebase
Hi, Are there any plans in improving the Knowledgebase text editor so it would allow inserting images through Windows clipboard via copy-paste? Say for example I took a screenshot using the snipping tool in Windows and I'd like to insert that image toLinks not functioning in Zoho mail
Links that are included in emails I receive are not activating. Nothing at all happens when I click on them. I have researched FAQs and this forum to no avail. Any suggestions?Zoho Mail iOS app update: Manage folders and tags
Hello everyone! In the most recent version of the Zoho Mail iOS app, we have brought in support to manage(create, edit and delete) the folders and tags. Create folders Create Tags Edit/ Delete folder In addition to this, we have also brought in support[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMZoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field
TLDR: Add Date/Time/Timezone form field, and be able to turn off auto timezone feature. Allow for Zoho Voices CRM SMS Extension to be able to be added to custom modules, and cases. Create a feature that tracks emails by tracking the email chain, ratherOur Review Of Zoho CRM after 60 Days
The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We alreadyLink Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesExtend the Image Choice Field
Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike theZoho Desk: Macro to assign Ticket to self
Hello, We are using macros in Zoho Desk to set some fields and send a response. I would also like to assign the ticket to myself (or whoever applies the macro). I can only set a fixed agent in the macro, so I would have to create one for every agent.Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer namesEnterprise Data management solutions
I'm on the hunt for the perfect Data management solution for my organization. I've been doing a ton of research across different websites, but honestly, it's just left me more confused! A friend suggested I check here, so I'm hoping someone can pointNew Feature: Audit Log in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.Automated Task reminder
First question: If a task does not have a reminder set, will it still send an email notification that the task is due today? If not, how can I set up an automated reminder to send the task owner an email that it is due on a certain date?Zoho Support - contract notifications
Hi, I have a few questions about using Zoho support. Is there a way to add custom contract notifications like (90 days before expiry send notification e-mail to agent and customer, then another 60 days before expiry and another 30 days.). And is it possibleKaizen #230 - Smart Discount-Based Quote Approvals Using CRM Functions and Approval Process
Hello everyone! Welcome back to the Kaizen series! Discount approvals are a standard part of sales governance. Most organizations need something like this: Discount % Required Action < 10% Auto-approve 10–19.99% Sales Manager approval ≥ 20% VP Sales approvalHow to create a new Batch and update Stock via Inventory?
Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase theOAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.
Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't justIs it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something thatTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerHow can I link Products in a Deal Subform to the Products Module
Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this workingEmail Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)
I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containingCall result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, butNext Page