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
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
Big 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'sYour 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 longerPlug 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
Power of Automation :: Automatic Task Status Handling for Users
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateMigration of corporate mail environment from Yandex 360 to Zoho mail
I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have someQuestion - why no way to input a 'tool description' and 'tree of 'tools'
Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool descriptionDevelop Zoho Meeting as a Full Native Application (Not a Browser Wrapper)
Hello Zoho Meeting Team, Hope you are doing well. We would like to suggest an important improvement regarding the Zoho Meeting desktop application. At the moment, the Zoho Meeting app feels more like a mini browser window or an iframe that loads the webCan I create a custom function for chart of accounts?
I'm trying to add a custom function that should run whenever a record in the Chart of Accounts module is edited, but on the form for creating a new function, the module dropdown does not include the chart of accounts as an option.billing
hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty PearlAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseUnable to confirm Super Admin assignment — confirmation button not working
I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, whenAutomation#36: Auto-create time-entry after performing the Blueprint transition
Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the singleFeature Request: Reviews
Any chance we could get a "Reviews" element to put on sites? It should be extremely simple to do. Basically just take the comments box and add an option for a star rating. At the very least, it would be nice to have more customization options for the comment box so the text could be changed from "Comments" to "Reviews". I've looked at a bunch of embeddable review widgets but nothing meets my needs so this would be a great feature to have added to the site builder.Can we handle a support like (incident management) project in Zoho Projects?
Hi, I have a new profile of a project whereby we provide "ticket" base support to a client. They have a request and ideally we would handle comms via a email exchange logged in Zoho. Today we use Zoho Projects for all out projects, which means that weTrying to show the actual Terms & Conditions on PDF
Hi, On Zoho forms I am trying to have the actual terms and conditions that the user needs to accept also show on the pdf that they receive after. Right now it only says "Agreed". Please help.Installing EMAIL Setup in New Domain
Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,Enhancements to Zoho Meeting Annotator
Hello Zoho Meeting Team, Hope you are doing well. We would like to share a few improvement suggestions regarding the Zoho Meeting Annotator used during screen sharing. While the current version provides helpful annotation tools, there are several limitationsZoho Social/Marketing Plus - Addition to "Monitor" function
It would be very helpful if the Monitor function would allow us to add a column to monitor hashtags in addition to pages and mentions. This is a common and very valuable function in other social listening tools.Zoho forms - > Zoho desk multiple agents
Hi! I would like to use a standard form to be used when we hiring people, so we looked at zoho forms for that. Now we would like to get that info in to Zoho desk and their different users shall take care of this ticket simultaneous . So, what would beAlmacenamiento
Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free.Zoho Invoice Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalWill I Get a Refund If I Downgrade Zoho Mail?
Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?Infinite loop of account verification
Hi I can't do anything on my zoho account. I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying.Zoho Billing Now Supports VeriFactu for Businesses in Spain
Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia EstatalIntroducing the revamped What's New page
Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the mainZoho 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 comptabilitéName autocomplete
Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is very annoying. For example I have a contact that I emailed in the past that has "First M. Last" <email@email.com> type of contact. When I start typing 'First' the email may or may not pop up in the autocomplete menu. Then if I start typing "first last"How do i follow up my email campaign in-thread
Is there a way to follow up the email campaign so that it is in-thread using zoho campaigns? eg customer gets original email with subject line "hello" then 5 days later follow up would be with subject line "RE: hello".Announcing new features in Trident for Mac (1.29.0)
Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which areBooks is extremely slow again today !
Everything is running slowly even with 500mb connection speedCyclic dependencies in many-to-many relationships...
I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,Zoho API to create ticket
I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I haveAutomate Timesheet Approvals with Multi-level Approval Rules
Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated toLabels Part 2
Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created. This one should be easy. Thanks, DrewBuilding Toppings #1 - Serving your needs with Bigin Toppings
Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlockCan we create Sprint with tasks from Multiple projects?
Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timelineTip of the Week #74– Create automated workflows in MS Power Automate
Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with MicrosoftAccount validation
Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.Paste issues in ZOHO crm notes
Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....Is it possible to add a gradient color to a newsletter im designing?
From where i sit it looks like you can only choose a single color but not combine 2 colors?New 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.Custom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'Account disabled
I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__Next Page