Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features that have elevated how businesses connect with their customers across the globe. Let’s take a quick look at the highlights and top releases of the year, shall we?



We saw a wide variety of feature releases on SalesIQ focused mainly on the following areas, contributing to the overall evolution of the product.
  • Enhancements for advanced customer connectivity 🌐 💬
  • Expanding to a global audience 🌏
  • Optimizing user experience ⚙️🎨

Enhancements for Advanced Customer Connectivity 🌐 💬

1. WeChat + SalesIQ Integration: Converse with WeChat users directly from SalesIQ! 🤝

Our integration with WeChat allowed businesses to communicate directly with WeChat users from within the SalesIQ dashboard. 
  • Operators could easily use SalesIQ's support tools like canned replies, articles, FAQs, tags, widgets, etc., enhancing their ability to provide contextual assistance.
  • Not just that, operators can also easily nurture the leads from WeChat by easily pushing their details to CRM and also converting the chats from WeChat to helpdesk tickets, pushing them to Desk with a single click. Learn more
selectedImg

2. WhatsApp Templates: Create and share WhatsApp Templates from SalesIQ 💬

With WhatsApp templates on SalesIQ, one of the most awaited features, businesses can now create and save templates/message layouts that can be easily inserted into your WhatsApp conversations, from within your SalesIQ operator chat window. 
And, Bonus? Closed WhatsApp conversations need not remain closed any more! Now you can start conversations with WhatsApp users using WhatsApp Templates. Learn more


3. Chatbots for Telegram & LINE: Expanding Automated Messaging 🤖 

Already being supported on Facebook, WhatsApp and Instagram, we have now added our chatbots support for Telegram and LINE as well. This means that you can now sit back and let your bots take over chats from your Telegram and LINE audience, streamlining customer support, reducing response time and most importantly, freeing up your operators time to focus on complex queries and issues. Learn more


Expanding to a Global Audience 🌏 🤝

4. 30+ Language Support for Chatbots 🌐

To enhance and simplify global customer service further, we've expanded our chatbot's language support to over 30 languages. This ensures that your business chatbots (Zobot & Answer bot) can interact with customers in their preferred language, increasing engagement, improving customer satisfaction, and breaking down language barriers to provide seamless support. Learn more


5. Azure AI Translator: Breaking Language Barriers 🚀

With the Azure AI Translator integration, SalesIQ is now further equipped to translate chat conversations in real-time, eliminates language barriers, enabling businesses to engage effectively with customers from worldwide. While SalesIQ already supports the Google Translate integration, we have now added Azure AI Translator to its translation arsenal to cater to a wider user base to facilitate real-time visitor message translation. Learn more


6. Hebrew Right-to-Left (RTL) Support: User-friendly Chat Experience 💬

Recognizing the importance of regional customization, we introduced Right-to-Left (RTL) support for Hebrew, providing a more natural and accessible interface for our Hebrew users. SalesIQ already features RTL support in Arabic. Hebrew has now been added to the 'Right to left' bandwagon, ensuring a user-friendly experience for our Hebrew-speaking community. Learn more


Optimizing User Experience ⚙️🎨

7. SalesIQ Desktop Apps: Seamless Access Across Devices 🖥️

Another big highlight of this year was the launch of SalesIQ Desktop Apps to the App Store on Mac as well as the Microsoft store on Windows. The desktop app features exclusive options like auto-launch on device startup, Actionable notifications, access options on the Dock/Tray, Hide when Close etc, for enhanced user experience. Learn more


8. Articles support on Instant Messaging Channels 📝 

SalesIQ articles support has now been extended to all Instant messaging channels, such as Facebook, Instagram, WhatsApp, Telegram, LINE, and WeChat. Operators can now share the articles to assist IM channel users. The shared articles will be displayed to the visitors in the form of URL links. Learn more


9. The All SalesIQ New Live Chat Widget: Faster and More Engaging ⚡💬

To wrap up the year, we launched a completely revamped live chat widget. Now twice as fast and fully optimized for engagement, the new widget is designed to help boost your site's SEO and reduce bounce rates. With minimized data usage it delivers consistent performance even on slower mobile networks and is also WCAG Compliant ensuring accessibility, offering an inclusive experience for all users. Learn more


Other Interesting Launches⚡

Along with the above listed top releases, we did have a few other launches that catered to user demands and expectations while adding to SalesIQ's wealth of features.
  • SalesIQ-Desk Integration: Managing Tickets Within Chat 🤝 - Seamlessly edit and manage help desk tickets directly from the operator chat window, streamlining sales and support collaboration.
  • Starting a Cliq Internal Chat from SalesIQ 👩‍💻 - Start a Cliq internal group chat right from SalesIQ for an ongoing, closed or missed conversation to discuss chat/customer-related queries with your fellow operators and Cliq users.  
  • Extended Chat Time: 24 Hours for IM Channels 💬 - Keep customer conversations active for up to 24 hours across Instant messaging channels, ensuring no interaction is left unresolved.
  • Multi-WhatsApp Business Account (WABA) Support ⚙️ - For businesses managing multiple WhatsApp accounts, each SalesIQ brand can now be connected to its unique WABA within SalesIQ, enabling them to manage them as separate entities. 
  • SalesIQ TV App for Real-Time Insights 📺 - Get live updates on business performance and visitor metrics with the new SalesIQ TV App, now available on Android and Apple TV.
  • Card Wait Time for Bot End Messages 💬 - Set a delay/wait time for the bot’s end card to ensure visitors have enough time to view important information before the chat closes.
  • Live insights (Reports) 📊 - Get a real-time overview of incoming and outgoing chat/call volume, operator availability, and more, helping you better plan support split across teams with the live insights section on the reports dashboard.

Looking Ahead: What’s Next? 🚀

This year’s updates reflect our commitment to providing businesses with the tools they need to create meaningful, personalized connections with customers. Whether through enhanced communication options, multilingual support, or seamless integrations, every new feature has been designed with your needs in mind.
But we’re just getting started. The journey of Zoho SalesIQ is one of continuous innovation, and we’re excited to keep building and improving to help you connect with customers better, faster, and more effectively than ever before.

Thank you for being part of the Zoho SalesIQ journey. Here’s to another year of growth and innovation!


Warm regards,
Hameetha | Zoho SalesIQ

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep 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

                                                                                              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

                                                                                                              • Zoho CRMの流入元について

                                                                                                                Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

                                                                                                              • Error While Sign in on Zoho Work Drive

                                                                                                                Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

                                                                                                              • Choosing a portal option and the "Unified customer portal"?

                                                                                                                I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

                                                                                                              • Translation support expanded for Modules, Subforms and Related Lists

                                                                                                                Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

                                                                                                              • Unified task view

                                                                                                                Possible to enable the unified task view in Trident, that is currently available in Mail?

                                                                                                              • Importing data into Assets

                                                                                                                So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

                                                                                                              • Allow instruction field in Job Sheets

                                                                                                                Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

                                                                                                              • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

                                                                                                                Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

                                                                                                              • The dimensions of multilingual power

                                                                                                                Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

                                                                                                              • Multi-line address lines

                                                                                                                How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

                                                                                                              • Accessing Zoho Forms

                                                                                                                Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

                                                                                                              • Cost of good field

                                                                                                                Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

                                                                                                              • How to add image to items list in Invoice or Estimate?

                                                                                                                Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

                                                                                                              • Issue with the Permission to Zoho Form

                                                                                                                I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account

                                                                                                              • CRM templates

                                                                                                                Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?

                                                                                                              • Pending Sales Order Reports

                                                                                                                Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.

                                                                                                              • Zoho Mail SMTP IP addresses

                                                                                                                We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?

                                                                                                              • Trying to Add Tasks to Other Users Is Utterly Baffling

                                                                                                                As the title says, the process of trying to create a task for someone in my team is so unintuitive and illogical that I have given up trying to do it. This is a feature that I pay for but it is so poorly devised and implemented that my team has given

                                                                                                              • Zoho Campaigns - Why do contacts have owners?

                                                                                                                When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

                                                                                                              • email forwarding not working

                                                                                                                Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!

                                                                                                              • Google Ads Conversions Not Being Tracked in Zoho CRM

                                                                                                                We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but

                                                                                                              • Enable Locations for Expense

                                                                                                                Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

                                                                                                              • 无法发送消息;原因:5545.1.8电子邮件传出被阻止。

                                                                                                                求帮助，我的邮箱无法发送邮件，请尽快修复。 我们只是用来做正常的资料寄送，如果贵公司再无理封锁我们的邮箱，我们会改用其他公司的服务。 请尽快解封，ID: 815556404

                                                                                                              • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

                                                                                                                in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

                                                                                                              • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                                Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

                                                                                                              • Rate Limiting in Zoho Flow (OpenAI API)

                                                                                                                Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

                                                                                                              • Placing a condition before converting the LEAD

                                                                                                                Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

                                                                                                              • it is possible to open a widget via deluge script function

                                                                                                                I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

                                                                                                              • Creator - Portal Custom Domain

                                                                                                                I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

                                                                                                              • steps and options to change Domain DNS/Nameservers settings

                                                                                                                Please share the options or steps to change  Domain DNS/Nameservers settings 

                                                                                                              • Employees in Leave Policy exceptions

                                                                                                                In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

                                                                                                              • How get stock name from other column ?

                                                                                                                How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

                                                                                                              • Adding a developer for editing the client application with a single user license

                                                                                                                Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

                                                                                                              • Download an email template in html code

                                                                                                                Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

                                                                                                              • Attachment is not included in e-mails sent through Wordpress

                                                                                                                I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

                                                                                                              • Upcoming Changes to the Timesheet Module

                                                                                                                The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

                                                                                                              • Cant update image field after uploading image to ZFS

                                                                                                                Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

                                                                                                              • Billing Management: #4 Negate Risk Free with Advances

                                                                                                                In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

                                                                                                              • Zoho CRM Inventory Management

                                                                                                                What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

                                                                                                              • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

                                                                                                                Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

                                                                                                              • Next Page