The all-new SalesIQ 2.0 chat window - To strengthen your customer support experience.

The all-new SalesIQ 2.0 chat window - To strengthen your customer support experience.

We hope you are all doing great. The SalesIQ team is overwhelmed with the response we got for our new version SalesIQ 2.0. It is a game-changer to most of our customers with the newly launched features such as People, Resources, Codeless bots, Channels, Widgets, etc., which helps to take up their business to a whole new level. 


SalesIQ is widely used for Customer engagement, support, and retention. So, for those who have bonded with our old UI, this post will help you to effortlessly switch to the more powerful and modern SalesIQ 2.0 and take your customer service game to a whole new level.  

Instantly get back to your ongoing conversation:

Managing your ongoing conversation or chats in your portal is made simple! The dedicated My chats option on the dock at the right side of the SalesIQ dashboard will now help you to reduce the friction between switching between multiple menus to access your conversation. All the conversations you had with the visitor will be listed here. 

 

Introducing the most powerful chat window yet!



The chat window is the heart of SalesIQ. It helps operators to support your visitors on the website seamlessly. The new chat window of SalesIQ 2.0 is powerful than ever, providing you all the necessary tools to perform successful deals.

 

Before we dive deeper into the features of the SalesIQ chat window, let's understand how the chat widow is sectioned.

 

The chat window consists of 3 sections:

  1. Chat list 
  2. Chat window 
  3. Widgets 


Chat list

In the old SalesIQ version, we used tabs to switch between multiple ongoing chats. Now, we introduced Chat lists to get to the desired conversation with ease. 

 

It lists all your chats in vertically stacked tiles that indicate each conversation with the essential details. You can click on a tile to open the conversation. This allows operators to manage many chats simultaneously without any hassle. 

 

The functional and straightforward chat list is segmented into:


  • Active - All open conversations assigned to you. 
  • Missed - All chat requests that you have failed to pickup
  • Closed - All past conversations attended by you. 

In addition, it allows you to filter out our ongoing chats based on various criteria and provides basic information right inside the visitor tile. 



Support better with fully equipped conversation window:

More features! More deals! The conversation view is now designed to make your conversation much more fluid and faster. With the features like audio calls, screen sharing, voice notes, whiteboard, etc., You can provide x10 improved assistance. 

 

The new chat window gets a makeover, enabling all the essential tools to provide better support at hand's reach. 

 


Enriched conversations with widgets 

No more switching apps or navigating between pages! Provide the intended support even if it requires external application without leaving SalesIQ.

 

SalesIQ 2.0 introduced the Widgets section inside the chat window to help operators provide a data-rich contextual conversation that lets operators know more about visitors and perform custom actions right from the chat window. Psst! Want to know a secret? Add more integrations in SalesIQ to unlock exclusive widgets like Zoho CRM, Desk, Campaign, etc.,


 

Now let's see all the sub-sections:

 

Visitor info: The visitor info section shows all the essential information of the visitor, such as Name, Email, Address, etc., that can be used by the operators to know more about the visitor and provide a contextual conversation. 

 

Recent chats: View the past conversation of the visitors right from the chat window.

 

Custom widgets: Design your custom widget to get access to endless possibilities to showcase any custom data and perform actions that can help you scale up your business.

 

Integration widgets: Unlock a wide range of widgets that comes after integrating a service with SalesIQ. This can help you minimize the need to switch between tabs constantly to support your users. Integration like CRM and desk can help you view the visitor info and manage support tickets right inside the chat window.

 

Now, with all these three sections combined, you get one of the most powerful chat window that can help you sign deals and provide the best support like never before. Please switch to our new UI and provide your valuable feedbacks.

 

For more details, check out our help guides here

 

Stay tuned for more updates!

 

Regards,

Naveen




    Access your files securely from anywhere



                Zoho Developer Community




                                        • Desk Community Learning Series


                                        • Digest


                                        • Functions


                                        • Meetups


                                        • Kbase


                                        • Resources


                                        • Glossary


                                        • Desk Marketplace


                                        • MVP Corner


                                        • Word of the Day


                                        • Ask the Experts





                                                  Manage your brands on social media



                                                        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

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ








                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方




                                                                                                  • Recent Topics

                                                                                                  • What are the consequences of renaming a picklist value?

                                                                                                    What are the consequences of renaming a picklist value?
                                                                                                  • Integrating Zoho Creator with Google Drive

                                                                                                    I am interested in using Google Drive as a convenient repository to push files from file upload fields in my creator app. I am wondering if people have come up with best practices for this or even how viable it is. https://developers.google.com/drive/api/guides/manage-uploads#simple
                                                                                                  • Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

                                                                                                    Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard
                                                                                                  • Sales Returns - Repairand Return

                                                                                                    Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back
                                                                                                  • Hosted Payment Pages - how to update the address in zoho billing

                                                                                                    I"m playing around with the muti-page hosted payment pages which have places for customers to enter their addresses when paying. Why does this not update their address in Zoho Billing after payment? What can I do to make this happen?
                                                                                                  • Deluge Script to Reopen Ticket if Tasks are not Completed

                                                                                                    I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,
                                                                                                  • UK payroll entries

                                                                                                    Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems
                                                                                                  • Subform Lookup field showError doesn't clear in Client Script

                                                                                                    I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.
                                                                                                  • Option to Manually Add and Verify DMARC Record

                                                                                                    Dear Zoho Mail Team, When configuring a new domain in Zoho Mail, we currently have the option to automatically configure the MX, SPF, and DKIM records. For each of these, we can either allow Zoho to create the records or manually add them to our DNS and
                                                                                                  • Zoho Desk & Tasks

                                                                                                    Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we
                                                                                                  • Working with Products that are non-tangible

                                                                                                    How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM
                                                                                                  • Weekly Tips: Categorize Your Emails with Tags

                                                                                                    We send and receive hundreds of emails each week—ranging from work-related updates, personal messages, important documents, and even spam. With so many emails flooding your inbox, it can quickly become chaotic. Some emails are urgent, some are for reference,
                                                                                                  • Create vendor via API

                                                                                                    The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod
                                                                                                  • Function to check frequency of customer ordering patterns

                                                                                                    Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude
                                                                                                  • Customization of "List Price" naming convention

                                                                                                    Surely this has been brought up before, but does Zoho plan to allow the customization of the List Price field? For example, the ability to rename to: Sell Price Sale Price Market Price Ticket Price etc etc
                                                                                                  • Dashboard Analytics - Time to fill a job

                                                                                                    Hello! I'm creating a dashboard and want a chart that displays the recruitment SLA (time to fill) of job openings. I created a report that retrieves the SLA for each job opening. However, when generating the chart, the information does not appear as I
                                                                                                  • Zoho People U.S. Compensation Setup

                                                                                                    We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply
                                                                                                  • Zoho Desk - Archiving Contacts

                                                                                                    Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.
                                                                                                  • Zoho Desk integration with Power BI

                                                                                                    Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
                                                                                                  • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                                                                                    Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                                                                                  • Zoho books not accepting valid state code via api

                                                                                                    Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
                                                                                                  • Create View to See Tickets Closed within the last 3 days

                                                                                                    I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within 3 days from that moment. When I try to Create a view and use the criteria of "Ticket Closed Time" I have to specify a discrete time frame (on or before a specific date). It doesn't allow me to define time/date dynamically like I can do with date fields
                                                                                                  • I'm so confused by the new (?) look

                                                                                                    I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multiple
                                                                                                  • Conexão de Meta Ads - A busca pelo Cálculo do ROI

                                                                                                    A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.
                                                                                                  • Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use

                                                                                                    Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
                                                                                                  • Can Zoho Flows repeat Actions more than once?

                                                                                                    I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
                                                                                                  • Workflow to auto close Open Deals after 7 days?

                                                                                                    I want to set up a Workflow to Automatically close Deals as Lost after 7 days from their created date, (Regardless of activity or not) I am new to Zoho however I read 2 different ways to do it. 1 required to create a custom Date field and the other looked
                                                                                                  • Enable Filtering by Notes in Accounts & Other Modules

                                                                                                    I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would also
                                                                                                  • Zoho Marketing Automation Cannot Sync Lookiup Fields

                                                                                                    Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!
                                                                                                  • Mail > Columns

                                                                                                    How do I add/remove columns in Mail views? I sent individual emails to multiple coworkers which I then moved to my Coworkers Folder. When I then view the Coworkers folder, all I see is the Subject (same for all), and the sender (Me).
                                                                                                  • Undo/redo when composing Mail

                                                                                                    Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
                                                                                                  • How can I edit the Picklist History?

                                                                                                    I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off
                                                                                                  • Picklist reference value in REST

                                                                                                    picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
                                                                                                  • Mass replace picklist value

                                                                                                    I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
                                                                                                  • Foreign currencies behaviour

                                                                                                    Ladies and Gentlemen, It's really good to hear that you are developing your product, which I like a lot, but honestly, I'm sure you have much simpler issues to deal with. Foreign currencies operations have a HUGE lack in your product. Transferring from
                                                                                                  • Journey : "Added to segment" trigger doesn't work automatically

                                                                                                    Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,
                                                                                                  • Creator Simplified #6 : Create custom buttons for multiple records using form object

                                                                                                    Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a
                                                                                                  • OAuth integration issues

                                                                                                    I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
                                                                                                  • Bulk Delete Images

                                                                                                    How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!
                                                                                                  • Whatsapp Notification For Cliq

                                                                                                    We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there
                                                                                                  • Next Page