SalesIQ's Summer '26 Release: For The Moments That Matter
Every customer journey is made up of moments.
The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversation ends.
SalesIQ's Summer '26 Release brings improvements across many of those moments, helping conversations start smarter, continue more naturally, and stay connected beyond the chat.
Rather than exploring each update on its own, let's look at the moments where these improvements come together.
The moment a visitor arrives
Every customer journey starts differently.
Some visitors know exactly what they're looking for. Others are comparing options, exploring your website, or looking for a quick answer before deciding whether to start a conversation. In those first few moments, every interaction matters.
That's why one of the biggest focus areas in Summer '26 is helping customers find the right answers before an operator even joins the conversation.
It starts with Zia Agents, giving businesses AI-powered digital operators that can automatically take up conversations inside SalesIQ. Beyond answering questions, they engage with visitors, perform actions, and assist with support workflows based on how you've configured them. Using the instructions, knowledge base, tools, and connected Zoho applications assigned to them, they can intelligently handle the tasks they're designed for, helping your team deliver faster, more capable support at scale.
Of course, helpful AI starts with helpful knowledge. Instead of recreating information inside SalesIQ, you can now use your existing website as a knowledge source with Webpages, allowing your chatbot to learn from the content you've already published.
We've also made it much easier to build and improve the information behind every interaction. AI-generated Articles & FAQs help you create new resources or refine existing ones in minutes, keeping your knowledge base fresh without the manual effort.
Making knowledge available is one thing. Making it easy to use is another. AI-powered Self-help lets visitors ask questions naturally and receive instant answers grounded in your knowledge base, while Dynamic FAQs make those answers even more relevant by tailoring them to each visitor's context.
And for conversations that continue through your bots, we've made them smarter too. The new Question Answering card enables bots to answer questions accurately using your knowledge base and the AI service of your choice.
Eventually, some conversations still need a human. When they do, the AI-powered Criteria Router understands the visitor's needs (intent, sentiment, and topic of the conversation) and connects them to the right operator from the very beginning.
So by the time an operator joins, the customer has already found answers, explored your knowledge, and been guided in the right direction.
Because the best customer experiences don't always begin with a human.
Sometimes, they begin with knowing exactly when to step in.
The moment you make the first move
Not every visitor asks for help.
Some spend time exploring your website before quietly leaving. Others compare plans, revisit the same pages, or abandon the next step without ever starting a conversation. Those moments often say just as much as a customer's message would.
This release helps you recognize those moments and act on them before the opportunity passes.
It starts with Web Proactive Messaging with customized templates, making it easier to engage visitors while they're still browsing your website. Instead of interrupting every visitor with the same message, you can reach the right people based on who they are, where they are in their journey, and what they're doing, making every interaction feel more timely and relevant.
Of course, customer journeys don't always end on your website. Sometimes visitors leave before you're ready to engage, or they're simply more responsive somewhere else. With WhatsApp Proactive Messaging, you can start conversations by reaching out using a customer's phone number, helping you connect beyond the website, where your customers are most active.
To make those conversations feel even more personal, we've also introduced Multilingual WhatsApp Templates, making it easier to communicate with customers in their preferred language. And once your campaigns are running, Outbound Reports help you understand what's working by giving you deeper visibility into the performance of your proactive engagement.
The best conversations don't always begin with a customer's message. Sometimes, they begin because your business recognized the right moment to reach out.
And sometimes, that conversation grows beyond a chat altogether.
The moment when chat isn't enough
Not every chat is meant to be just chat.
As conversations evolve, they often need more than messages to keep moving. The experience should feel like one continuous conversation, no matter how it unfolds.
That's why we've made it easier to move naturally beyond chat without losing context or switching between applications. Video Calls let operators seamlessly continue conversations face-to-face whenever a visual discussion makes more sense, while Meetings make it easy to schedule follow-up discussions directly from SalesIQ and pick up right where you left off.
Sometimes, the conversation itself isn't the challenge: it's the language. The DeepL Translate integration brings real-time translation into conversations, helping operators support customers across languages without interrupting the flow of the interaction.
And some conversations simply need to continue with the right person. Bot-to-Operator Call Transfer ensures customers move seamlessly from automated assistance to a human operator, preserving the conversation's context so they never have to start over.
And once the conversation is complete, the revamped Rating & Feedback experience helps you understand how customers felt, giving your team valuable insights to improve future interactions.
For your customers, the conversation may end here. For your team, it's often just the beginning.
The moment the conversation becomes more
Helping a customer is rarely the final step.
A question may have been answered or an issue resolved, but the conversation often creates a chain of work that continues behind the scenes. It can become a support ticket, a task for your team, a conversation with a colleague, or feedback that helps improve the next customer experience. Keeping all of that connected is just as important as the conversation itself.
Much of it can now happen automatically. With the new Codeless Workflow Builder, building automations is easier than ever. Using a visual drag-and-drop builder, you can create workflows that respond to events across the customer journey, automating routine actions and keeping work moving with minimal manual effort.
From there, your conversations stay connected to the rest of your business. Freshdesk and Freshservice integrations make it easy to create support tickets whenever they're needed, while the Zoho Projects integration helps teams turn conversations into actionable work. Need to bring others into the loop? The Zoho Cliq integration keeps the right people informed with timely updates, helping conversations and collaboration move forward together.
Closing the loop is just as important. The Survey integration makes it easy to collect customer feedback while the interaction is still fresh, helping your team continuously improve the customer experience.
The fewer tools your team has to switch between, the more time they can spend focusing on customers instead of managing workflows.
And while these improvements work quietly behind the scenes, there are plenty you'll notice every time you log in.
The moments your team notices every day
Not every moment belongs to your customers.
Some belong to the people using SalesIQ every day. Managing conversations. Configuring your portal. Reviewing activity. Understanding what happened behind the scenes. Individually, they're small moments. Together, they shape how efficiently your team works.
That's why Summer '26 also brings thoughtful refinements across the platform. The refreshed Conversation UI makes everyday interactions cleaner and easier to navigate. The all-new Brands experience and updates to People and Users modules bring a more organized way to manage your business and the people you interact with.
Whether you're working from your desk or on the go, staying on top of conversations is easier too. Conversation Tags and AI-powered Conversation Summaries in the Operator Mobile App help you stay organized and quickly catch up on conversations, while the revamped TV App Reports and Mobile App Reports give your team real-time visibility into conversations, operator performance, and visitor activity.
And when you need to understand what happened behind the scenes, Workflow Logs, Bot Logs, and Audit Logs make it easier to trace activity, monitor automations, and troubleshoot with confidence.
Some improvements stand out immediately. Others quietly become part of the way you use SalesIQ every day.
Together, they make SalesIQ feel more polished, more intuitive, and easier to use across the platform.
So, like we said, every customer journey is made up of moments.
Some shape the experience your customers remember. Others help your team deliver it.
And, this release was all about making each of those moments a smarter, more connected, and easier for both your customers and your team.
There's plenty more to explore across this release, and we can't wait to see how you put these improvements to work. Dive in, explore the new capabilities, and let us know in the comments which update you were most excited to try and how it has worked for you.
Warm regards,
Warm regards,
Hameetha
Zoho SalesIQ
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
Hameetha Nasreen
Theo
saad
Sticky Posts
Important update: Migrate to the new SalesIQ live chat widget before May 15, 2026
The old SalesIQ live chat widget will be deprecated on May 15, 2026. This is a final reminder to migrate to the new SalesIQ live chat widget before this date. After May 15, 2026, the old widget will no longer be maintained, which can lead to slower performancePlug 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,Your 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, missingRight 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,
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
HR Helpdesk Cases
We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.Remove the mandatory Name Card buttons (or at least make them optional)
Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this changeFrustrated with Zoho Assist QuickSUpport
Trialling Zoho Assist and I have a variety of clients. A lot are computer illiterate. Some have poor vision. The current support sessions are using apps which have desktop icons for the appropriate apps. I either connect on demand then the client approvesCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageZoho CRM Copilot Connector
Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that weZoho Projects - Will there ever be a send email feature in Zoho Project?
Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this onlyIntroducing Microsoft Word Integration in Zoho Contracts
We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the MicrosoftShare Video Response Card ion Zobot
I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?Customer image field
I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to displaySub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this wayGoals API - Zoho People
Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,Question and responses disapear
I have a form where several people have had issues where the questions, responses or submission simply disappear when trying to complete the form. It seems to be random with no pattern of question, browser or OS. Hopefully there is a fix in the platformUnable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho OrganizationGuide customers to the right booking page with routing forms
Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate bookingAnalytics Dashboard User Filters Default Value
User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.Horrible download speed
Using a trial of Zoho Assist and downloading a 316 MB file on a 500/500 fibre connection to a remote computer on the same network took 7 mins to complete. On AnyDesk it took 1 min or so.How to Backup Zoho to PST?
I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchyZoho Books | Product updates | August 2026
Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,Action required: WhatsApp now uses BSUID as the primary identifier
Important If your support team uses WhatsApp to engage with customers, there is an important platform change you need to know about. BSUID support is now mandatory for all WhatsApp Business Platform partners and businesses. WhatsApp is introducing usernames,Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'
Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunkFinal Notice: Migrate Your ASAP Mobile SDK by August 31
Alert August 31, 2026 is the deadline. After this date, older ASAP Mobile SDK versions will no longer work with the ASAP Help Widget. If your app hasn't been migrated to a supported SDK version, users will no longer be able to access the ASAP Help WidgetApproval Process configuration is now more flexible and fully customizable
Hello everyone! Zoho CRM's Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's lookKaizen #255 - Building a Real-Time Operational Dashboard with Zoho CRM Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. In the previous Query Kaizens, we explored how Queries can retrieve CRM data, invoke REST APIs, and even update CRM【Zoho CRM】キオスクに「ループ機能」が追加｜同じ処理を繰り返し実行可能に
ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 Zoho CRMのキオスクに、同じ処理を繰り返し実行できる「ループ機能」が追加されました。 これまでは、同じ処理を複数回実行したい場合、同じ設定を繰り返し作成する必要がありました。 ループ機能を使うと、処理を一度設定するだけで、指定した回数や 取得したデータ数に応じて自動的に繰り返すことができます。 目次 ループ機能とは 設定方法 注意点 1. ループ機能とは ループ機能を使うと、キオスク内の画面や処理を指定した条件に応じて繰り返し実行できます。Es posible cambiar el lenguaje de los modulos del ASAP?
Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:Where do I edit the "Welcome to [portal name]" message
I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!Zoho ERP | Product updates | July 2026
Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP thisAutomate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.Shared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippetsMulti-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. ThereRemove "Subject" as a required field on quotations
Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatBest way to setup Inventory bin tracking for products with multiple boxes/crates
Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for theseCan't find field from ZCRM for a trigger
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRMDiscount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,Any Possible to change the challan type in Delivery challan ?
Hello Team, We need to add the more values in challan type in delivery challan module in Zoho Books.So how to add additional values in challan type field. Please find following snap for your reference. Thanks in Advance, Thisai Moorthy.Show when an invoice has been viewed
It would be nice to know if/when a customer has viewed an invoice. This would mean not having PDF attachments and just have the link to the invoice. My previous invoicing solution had this feature and I did not realize how much I used it until it was gone. Would this be possible, or this already available and I am just missing it?Zoho Books | Product updates | March 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced ReportingSeparator line
Is there a way i can insert a line in an invoice or quote without showing qty or prices? e.g. Options I Item description qty and price Option II Item description qty and price ThanksAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Next Page