SalesIQ chat routing - Connecting right operators with visitors

Running a big brand would involve handling multiple visitors from various domains and requirements. Routing all the incoming chats to random operators and transferring the discussions to the required operators will be very ineffective and time-consuming. The Chat routing option helps you to route all the incoming chats to the desired department or operator based on multiple criteria.

If you have operators with various levels of expertise in multiple areas, it would be ineffective to route the visitors to an operator with zero expertise in the required subject. Also, visitors would want to get in touch with the operator who attended them during the previous chat instantly without having to wait through chat transfers, you can use this option to route them accordingly and provide reliable support with ease.

Benefits:

Provide faster support by eliminating the need to perform multiple chat transfers based on the visitor's requirements.
Use integrations like Zoho CRM and Campaign to add more routing rules.
Reduce waiting time by selecting the Route to the least loaded operator option.
Route visitors to their CRM owners using the CRM lead/contact owner option.
Allow visitors to continue the reopened chats by connecting with the operators who attended their last conversation.
Route chats to the selected operators based on the expertise and department.

Quick tips:

You can save your operators' time by using the Do not route option to avoid chats initiated by junk leads and spammers.

For more details, check out our help guide here.

Regards,

Naveen

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Naveen Chandar

Sticky Posts
OpenAI Alert - Plug Sample #6: Reach maximum potential with SalesIQ Zobot and ChatGPT Integration
In recent times, AI-powered tools have seen a remarkable surge in usage due to their exceptional capacity to enhance overall performance across diverse industries and sectors. One such tool is ChatGPT which businesses have started to use predominantly
Plug Sample #9 - Get Notified on Cliq When Your Premium Customers Interact with SalesIQ's Zobot
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Cliq to make your job easier. Just imagine whenever a potential lead or your premium customers are on your website, and they engage with your chatbot,
Ready for a Meet up? Coz ZUG is back! Zoho User Group - US 2023
Picture yourself in a dynamic environment buzzing with the energy of like-minded individuals who share your passion for harnessing the power of Zoho. Our ZUG meetup is not just an event; it's a gate way to a realm of possibilities. It's where you can
Hide Zoho SalesIQ chat widget outside operating regions to optimize engagements
Have you ever found yourself in a situation where you're receiving chat requests from locations where your business isn't operational? Having to set routing rules or manually delete chats from your logs can be tedious and time-consuming, hampering your
Meet us in your city! Zoho User Group (ZUG) meetups - India 2023
We are excited to announce that our Zoho Users Group (ZUG) in-person meetup is back in India. These meetups provide an excellent opportunity for Zoho users to meet and interact with experts and network with other users. This year's Zoho SalesIQ ZUG India