Say hello to the new version of SalesIQ in CRM Plus
Hello everyone,
We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2B and B2C businesses.
Manage multiple brands
Businesses with multiple brands can't manage them all in a single space without risking confusion. That's why we have introduced Brands (previously called Websites) which offers a single admin space where you can customize all the customer touchpoints such as website, mobile SDK, and email signature. You can also personalize the style, appearance, and content displayed in the chat window and set up pre-chat forms,, responses, wait time, and so on.
Engage with B2B and B2C businesses
The website visitors can now be segmented into visitors, customers, and companies.
- Visitors: All the website visitors who haven't shared their contact information with your business.
- Contacts: Website visitors who have shared their contact information and been saved as a lead in SalesIQ for further follow-ups.
- Companies: Organizations your company does business with. The Companies module lets you group all the contacts who are part of the same organization.
Profile enrichment powered by Zia, our AI assistant, helps you gather all the information available about the company which can help your sales rep when they interact with it.
Manage resources
You can create a library of your most frequently asked questions and answers to them, so that the answers can be shared in conversations with website visitors. You can manage the following types of resources:
- Articles: Documents such as product specifications, pricing details, privacy policies, and user guides can be published as articles so that visitors can find the answers they need even before initiating the chat. These articles can also be linked in responses from the agents.
- FAQs: Answers can be drafted for various frequently asked questions that can be used by the agents in their responses.
AI-powered answer bot
The answer bot was created based on the principles of Natural Language Processing and uses artificial intelligence powered by Zia to answer questions using the resource library. NLP helps the answer bot understand, interpret, and manipulate human language and helps bridge the gap between the bot and the user. The following types of resources can help the answer bot offer a human touch.
- Small talk: Create a library of welcoming phrases and responses such as "Hello", "Hey there!", and "Good morning" which can be used by the bot to interact with the visitor.
- Business terms: Familiarize the chatbot with common business terminology and to increase the accuracy of its responses.
- UAQs: All the questions that weren't answered by the chatbot will be automatically categorized as unanswered questions (UAQs) and the number of occurrences for each UAQ will be logged. This information can later be used to create an article or FAQ.
Build your bot
SalesIQ offers a no-code bot building platform with the help of a drag-and-drop editor, which means anyone can create one with ease, even if they don't know any programming languages.
Reopen chats and continue the conversation
Usually, a live chat conversation between a visitor and an agent is terminated after the session is closed by the agent, or sometimes if the website is refreshed. With SalesIQ, the website visitors can reopen conversations and continue where they left off.
Remove profanity
Customers or prospects sometimes express their frustration to the agent, which can unfortunately include abusive language that can be stressful and unpleasant for the agent. With SalesIQ, abusive language used in chats can be hidden from the agent automatically. There's a profanity library which contains all the inappropriate terms that will be hidden in the chat.
Share screen with ease
The chat window comes with a default screen sharing option that lets agents share their screen or ask the visitors to share their screen. Zoho Assist is available for providing remote assistance.
Developer tools
- Widgets and forms: Widgets and forms help you bring your applications into SalesIQ to save you time switching between them.
- Plugs: Plugs let you create complicated workflows in a codeless bot based on data in your application. Plugs are functions with configured inputs and outputs and can be programmed using Deluge scripts.
- Webhooks: Webhooks can be configured to connect your applications with SalesIQ and transfer data.
Visualize in-depth analytics
SalesIQ and Analytics help you understand your website visitors' actions and experience by visually analyzing their touchpoints. You can view analytics on the website traffic source, visitor's geographic distribution, average time spent on the website, and so on.
We hope you find this useful. Try it out and let us know your valuable comments.
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
Arun Kumar V
Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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
Latest updates in Zoho Meeting | Meeting Rooms , Pin video feeds and customize from and reply-to email addresses
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Zoho Meeting Rooms, an immersive solution for teams to connect over virtual meetings in video conference rooms. You can also pinLatest updates in Zoho Meeting | New top bar video layout, a revamp of our in-session settings and now import webinar registrations with a CSV file
Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's are some of them : We have moved audio, video, virtual background and preferences under a single settings pop-up for better user navigation. You can now upload a CSV file containingImportant update: Changes in email sender policies
Hello, This is to announce important changes to email sender policies from Google that may impact your use of Zoho Meeting. Restriction on public domains Effective February 1, 2024, Google is implementing policies that will affect the configuration ofChat for webinar session, schedule meeting session for 24 hours - Zoho Meeting iOS app update
Hello, everyone! In the most recent iOS version of the Zoho Meeting app, we have introduced the chat functionality for the webinar session. To access this feature, the Organizer should have the 'Public chat' option enabled on the Zoho Meeting desktopInvoice Copy 2005116990189
Please provide the invoice for the trancaction 2005116990189Darshan Hiranandani About
Hi, I’m Darshan Hiranandani, a dedicated software developer with a strong passion for creating efficient and user-friendly applications. With a degree in Computer Science and several years of experience in the tech industry, I specialize in full-stackLatest update in Zoho Meeting | On-demand webinars
Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibilityZoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls
Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.Zoho Meeting app update.
Hello, everyone! In the latest Android (v2.3.7) and iOS (v1.7.1) versions of the Zoho Meeting app, we have brought in support for the following features: Report Abuse option. WorkDrive integration. Report Abuse option You can now report to us any deceptiveZoho Meeting Android app update - v2.4.0
Hello everyone! We are excited to announce that we have brought in support for the following features in the latest version of the Zoho Meeting Android app(v2.4.0): 1. Start Personal Meeting Rooms 2. Revamp of the schedule meeting screen and meeting detailsIntroducing Zoho Desk integration and a few minor enhancements
Zoho Desk Integration We've now introduced an integration between Zoho Meeting and Zoho Desk to efficiently manage meeting-related customer inquiries. With this integration, you can track, respond to, and resolve meeting-related tickets directly fromZoho Meeting iOS app update: Hearing aid, bluetooth car audio and AirPlay audio support.
Hello everyone! We are excited to announce the below new features in the latest iOS update(v1.7.4) of the Zoho Meeting app: 1. Hearing aid support: Hearing aid support has been integrated into the application. 2. Bluetooth car Audio, AirPlay audio support:Zoho Meeting Android app update: Breakout rooms, noise cancellation
Hello everyone! In the latest version(v2.6.1) of the Zoho Meeting app update, we have brought in support for the following features: 1. Join Breakout rooms. 2. Noise cancellation Join Breakout rooms. Breakout Rooms are virtual rooms created within a meetingiOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault
With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12. Apple recommends you to take a backup before you update your device to the latestZoho Vault: A look at what's new for iOS, iPadOS, and macOS
Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app forBiometric Access Support on Zoho Vault Desktop App
Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on thisFree webinar: Learn the benefits of migrating to Zoho Vault's new interface
With remote work becoming more and more common across the globe, productivity and time management are now pivotal concerns for every organization. With the number of business applications employed by companies constantly increasing, a password manager like Zoho Vault saves a lot of productive hours for your team. Vault's new interface has been carefully designed to address these pressing needs, helping users increase their productivity while improving their overall online experience. This July,Free Webinar: An exclusive live Q&A session with the Zoho Vault team
As 2020 draws to an end, we're closing out a year that has seen drastic changes all around the world. Many businesses have adopted cloud solutions and a remote work culture for the first time, and this has given rise to newer cyber risks and threats thatWhy passwordless authentication should be your top security project for 2021
Hello users! We know that nobody likes to remember passwords, yet they form an indispensable part of our lives. Many of us working with any kind of technology today manage numerous passwords for personal and business accounts. With the widespread adoptionFree Webinar: See why Zoho Vault is the best alternative to LastPass
When LastPass was acquired by LogMeIn in Oct 2015, we expressed our genuine concern about how this would change the LastPass business model and how customer trust would transfer from one company to another. As we suspected, LastPass doubled their pricingManaging cyber threats when working remotely | A Customer Survey Report
The nearly universal adoption of remote work has changed the way businesses function. Globally, enterprises continue to work to find new ways to make life easier for employees working remotely. However, a commonly cited concern has been the lack of cybersecurityWorld Password Day: 5 interesting facts about passwords
It's World Password Day: that time of the year when we talk about password hygiene and the importance of safe password management. World Password Day is observed on the first Thursday of every May, and this year, we'd like to talk about some of the mostFree Webinar: Go passwordless in 2022 with Zoho Vault
Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwordsMyki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative
Hello Myki users, Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turningJoin our exclusive meetup with Zoho's Real Estate community
Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and otherFree webinar: A quick walkthrough of Zoho Vault and major updates in 2023
Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join ourFree webinar: Why a password manager is a “must-have” for everyone in 2024
In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucialZoho Vault - Webinars 2023 - Video Recordings and Slide Decks
Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck GettingFree webinar: Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace
Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,New features in Zoho Vault
We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in yourJoin our World Password and Passkey Day expert Q&A 2025
Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch
Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data andIntroducing SecureForms in Zoho Vault
Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possibleClickjacking: 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, IndependentFree webinar: Security that works: Building resilience for the AI-powered workforce
Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication
Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,Fill Colors
Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, BruceClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionFillable template with dynamic tables?
Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figureInvoicing multiple expense items as a single line item
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have themNext Page