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




                                                  • 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

                                                                                              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

                                                                                                              • An unknown error occurred. Please contact support

                                                                                                                Whenever I visit this page I see this. I changed browser and still the same. Can someone from Zoho help me please?
                                                                                                              • How to Streamline Pick & Ship

                                                                                                                Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping
                                                                                                              • How to add, delete or rename the "payment method" drop down?

                                                                                                                When we recorded payment in invoice, there's a "payment method" drop down with choices like cash, bank transfer... We want to add and delete or rename some new selection. How to do such adjustment? Please advice.
                                                                                                              • Smarter data gathering with Query component in Wizards

                                                                                                                Dear All, Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before. Long and complex record entries can be overwhelming and prone to
                                                                                                              • Introducing teamspaces and team modules in Zoho CRM mobile app

                                                                                                                Hello everyone, We have an exciting update to share in the Zoho CRM mobile app. As part of CRM For Everyone—a new set of features that reflect our vision to democratize CRM and make it accessible for all—teamspaces and team modules are now available on
                                                                                                              • Client Script - change page and/or section background colours

                                                                                                                Hello, Would anyone be willing to help me with a bit of Client Scripting code? I have had a go myself but only been able to alter the form field styles, not the overall page/section/heading styles. I want to set a different page background colour for
                                                                                                              • Zoho SalesIQのチャットボット、ブロックのコピー機能

                                                                                                                Zoho SalesIQのチャットボットの構築でドラッグアンドドロップで作成を行っているます。 内容は同じブロックのコピーペースト機能がないみたいなのですが、同一のブロック、同一の複数のブロックをいくつも作成する場合は、皆様はどのように行われていますか? 例えば添付の4つのブロックをまとめてコピーして、別のフローの先につなげる場合です。 教えていただけますと幸いです。よろしくお願いいたします。
                                                                                                              • Questions About Zoho Commerce Member Portal

                                                                                                                Hello, A couple questions about the Zoho Commerce Member Portal: 1. Can I add only specific pages be added to the Members Portal, and not the entire website? 2. When a customer signs up on my Zoho Commerce site, is there a setting that gives me a chance
                                                                                                              • Online Payment Fees

                                                                                                                We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
                                                                                                              • Error occured. please try again!!!

                                                                                                                I created a new list. Added two new contact's email addresses. I try to EDIT either one of them to add their first name, last name and phone number. Whatever I try to edit and update, I get the error message  Error occured. please try again!!! And it doesn't update any of their info. I tried just editing first and last name. Still get the error. No matter what I try to update, I get the error. I tried creating a new list, and adding just one email address and then edit it and also get the error.
                                                                                                              • "Send email as" not work

                                                                                                                Hi team, I currently use ZOHO MAIL services on the MAKE platform (formerly INTEGROMAT). In MAKE I entered my ZOHO MAIL credentials but the problem is that when the emails are sent from the automation in MAKE, the emails do not come in with the name set
                                                                                                              • *UPDATE: ISSUE RESOLVED, SEE HOW FOR HELP* Issue imbedding Youtube Videos

                                                                                                                **UPDATE: RESOLVED** For anyone that is having a similar issue, try this workaround before attempting to have the Zoho techs fix it. I have been in communication with them for weeks about this and they can't seem to fix the issue. Thinking it may have just been my computer or my browser, I tried two different computers on two different networks, each running different versions of Windows, and tried it on Chrome, Firefox and IE; nothing worked. So, needless to say, it's an issue with Zoho somewhere.
                                                                                                              • Backorder For Composite Items

                                                                                                                Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.
                                                                                                              • Paid Support

                                                                                                                We are in the process of creating tiers for our support offerings. There will be three tiers of support available - 2 paid and 1 free. The paid tiers will be purchased in allotted hours. I need to figure out how to a) work in the out of the box SLA, Contracts
                                                                                                              • Automatically CC supervisor

                                                                                                                Hello,  in our organization agents are replying to tickets and they are required to CC their supervisor on all emails to and from customers.  is there a way to have an email address automatically populate in the CC field when reply to a ticket?  tha
                                                                                                              • Zoho One - White Label

                                                                                                                Releasing a white-label feature for Zoho One, or any software or service, can offer several advantages and benefits for both the company providing the software (Zoho in this case) and its users. Here are some key reasons for releasing a white-label feature
                                                                                                              • Are this Features included in the Road Map

                                                                                                                1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory which
                                                                                                              • Reconciliation - Show Transactions After End Date

                                                                                                                I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactions
                                                                                                              • Auto populate email field in zoho form

                                                                                                                Hi,  Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?
                                                                                                              • Option to accept and pay for estimate from Public Estimate link?

                                                                                                                Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment would
                                                                                                              • Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

                                                                                                                Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
                                                                                                              • Easily track referrals with Zoho Forms

                                                                                                                Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of
                                                                                                              • Add an email to an existing ticket is not working

                                                                                                                I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the email
                                                                                                              • New CRM to Campaigns Sync Doesn't Continue Making Updates

                                                                                                                Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing Support
                                                                                                              • Zoho Integration with UPS

                                                                                                                I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? Than
                                                                                                              • Cannot log in to IMAP account as of last night

                                                                                                                Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones for
                                                                                                              • Low Stock View

                                                                                                                We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can lead
                                                                                                              • Improve History Feature in Zoho Inventory

                                                                                                                At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to include
                                                                                                              • Show backordered items on packing slip

                                                                                                                We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
                                                                                                              • Document | Files

                                                                                                                The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It would
                                                                                                              • books+POS+ tap to pay+ stripe

                                                                                                                So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square
                                                                                                              • Canvas Form View - Client Script Page on load - Url params not working

                                                                                                                We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.Customer
                                                                                                              • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

                                                                                                                Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email
                                                                                                              • Is it possible to set a customer context variable in Zobot

                                                                                                                Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. Use
                                                                                                              • Cannot change Blog Title

                                                                                                                There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?
                                                                                                              • Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses

                                                                                                                Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working with
                                                                                                              • How to verify website ownership with google search console

                                                                                                                Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that.
                                                                                                              • "SPF record exceed the allowed limit of 10"

                                                                                                                Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?
                                                                                                              • Animated GIF Images in Chat

                                                                                                                I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing
                                                                                                              • I can't seem to login in to Mail Apps of MacOS /IOS

                                                                                                                Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials
                                                                                                              • Next Page