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
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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Hameetha Nasreen
Damilola Olaleye
Sticky Posts
Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the rightSpeak Your Customers' Language: SalesIQ's chatbots now support 30 languages 🤖
We're unveiling some major upgrades to our chatbot that are set to revolutionize your experience! Now SalesIQ support 30 languages for both Zobot and Answer bot. By speaking your customers' language, you can enhance engagement, improve customer satisfaction,Attention Deluge Developers: Important Update Regarding "Send Email Deluge Task"
Hi Deluge Users, We hope this message finds you well. We would like to inform you about a recent update on the Send emails deluge task. If you are using this deluge task (SalesIQ Scripts) for your Zobot, widgets, or form controllers to send emails, pleasePlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. ABig Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25
Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Custom Action for Subform row
Dears, As for now, we only have 2 actions for each subform row: Edit and Delete. I would suggest to have custom action here, instead of create a button with Fx field within the subform. For example, I would create Duplicate button, which duplicates theUrgent: Unable to Receive OTP Email for Portal User Registration in Zoho Creator
I paid to enable the Portal User feature on 2/25, and followed the official instructions (Youtube video: Customer Portals | Zoho Creator) to set up the Portal User using my Gmail account. However, I am not receiving the OTP email and am unable to successfullyDisplay multiple fields in lookup dropdown
I have a module called Technicians and a related module called submissions that registers technicians for different assignments. The lookup in Submissions to Technicians is the Technician ID (auto generated unique number). How do I display in the dropdownIntegrate with Power BI
Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?No "Import Users" option in Zoho FSM
I recently noticed that there is no option to import Users into Zoho FSM, and this has become a serious challenge for us. When migrating data, especially technicians or other user profiles, we often have hundreds of users to bring into the system. Currently,Finding "like" projects
Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadminNão consigo localizar o Botão de Publicar Formulário no meu app
Depois que finalizar meus formulários, não consigo localizar o botão de publicar para concluir meu aplicativoDATEV-Export Erfahrungen?
Wir würden gern den DATEV-Export in Books nutzen, jedoch ist dieser nicht wirklich nutzbar. Gibt es positive Erfahrungen von Alternativ-Lösungen?Kaizen #191: Implementing "Login with Zoho" using Python SDK
Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at howCustom modules not showing in developer console
I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?Following retainer invoice for partial payment of a sales order
HI, We issue sales orders when a client buy a product from us. We also issue multiple retainer invoices for partial payment (2 to 4 depending of the client). Team wants to follow payment of these retainer invoices for this Sales Order. If they are paidZoho CommunitySpacesとzoho CRM連携について
お世話になっております。 いつもご質問に丁寧に回答いただき大変助かっております。 今、当団体ではZoho CommunitySpacesを利用しており、利用ユーザ一覧をzoho CRMに自動登録（連携）したいと考えております。 そもそも可能なのか、もしあれば具体的な手順や方法はあるのかをご教授いただきたいです。 上記がないのなら、ユーザ一覧のエクスポート方法（メールアドレスと姓を含む）でもよいです。 お手数となりますが、お願いいたします。Zoho Wiki or new Zoho Learn
We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space - Manual - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?Sales without an invoice
Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my salesZoho Sign API - Create a document from template.
1. I would like to create a document from a template and send the document to the customer for signing. Is this possible using the Zoho Sign API? If so, please share the api reference link. 2. Is there sand box for Zoho Sign to test the APIs without usingZoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these optionsGoods in transit
When creating a purchase order in Zoho Books, how can I properly reflect the inventory as "Goods in Transit" until it reaches its final destination?how to coming soon, holding site, or "under construction"
Hi! I was wandering if was possible to create a website with the simple sign of "Under construction or coming soon" while i work on the site. if possible, how? CheersAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Zoho People LMS VS Zoho Connect Manuals VS Zoho Learn
in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differencesMarketing Automation Activities in Zoho CRM
Hello, I've connected Zoho CRM and Marketing Automation, sent a campaign, but no data are displayed in CRM, neither in "campaigns" section inside contact profile. It is possible to display Marketing Automation activities in CRM? Also in CRM Timelines?How do we get a follow up to Experts 22: Scale up your customer support with integrations & extensibility
Hi, How do we get a followup and answers to the questions we have asked during 'Experts 22: Scale up your customer support with integrations & extensibility'. I have repsonded to the answers but have no way of following up. Thanks BrettFrustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM
Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,Best Strategy to import contacts and when to create leads
Hi, I'm new to Bigin and looking for a "best" strategy. I had and have the following idea for an use case: 1. Search for websites which I want to contact 2. Create a contact in Bigin with all the required information based on this website (via API ifBetter implementation of Item Category on Invoices and Estimates
1) I have added Item Category as a custom field. Honestly, this should be a native part of the item itself, and either required, optional, or not used. 2) When entering an item on an invoice, you have to enter the first character(s) of the item, otherwiseBulk Update (via the 'Accountant' menu)
Why can't we bulk update Expenses to Owner's Drawings? It always ends in failure with the error "Involved account types are not applicable". If such conversion isn't possible, why make the option available? Better to allow it though.Set Reply_to parameter for "Email an Invoice" API Endpoint
Is there a way to set "Reply To" email address when using the Email an invoice API endpoint? It doesn't seem to be in documentation, but sometimes there are undocumented parameters. If it doesn't exist, please consider adding it as parameter since allZoho Books adaptado a la legislación española. ¿Sustitutos?
Buenas a tod@s No tenemos información sobre la adaptación de Zoho Books a la nueva ley de facturación en España. Me preguntan usuarios de zoho que deberían hacer. Propongo una lista de alternativas, si al final se opta por no desarrollar la funcionalidadA Question about Email Handling (Sending and Receiving)
Hello! I was looking into setting up Email Aliases for my domain that I purchased a while ago through Zoho Mail. I set up a singular alias already and have it linked with Gmail, and it seems to be working out well. However, I set up another alias today,Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules
Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of theZoho Projects Strict Dates for Tasks
Hi Zoho Projects team, I would love to see a feature to allow Strict Dates for Tasks. Sometimes in projects you have dates which must not move, even if predecessor Task dates change. For example, perhaps you need to book access to a facility to performNo Mark as filed buton in GSTR -3b
We are filing our GST in GST portal -and want to mark GST in Zoho books as filed. It is possible to mark GSTR 1 as filed through Mark as filed button. But there is no such button in GSTR-3B. How to mark corrosponding GSTR-3B as filed?ranking by drag the choices instead of rank by number
is the option of draging the choice is available instead of selecting the ranking number for each choice?TASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want usFunction #13: Transaction level profitability
In Zoho Books, the Profit & Loss report provides valuable insights into the overall profitability of your business, indicating whether you have made a profit or incurred a loss. However, there may be occasions when you wish to assess whether a specificZoho CRM with Sap Business One
I need information about integration CRM with Sap BO, thank.Allow bill to nest multiple projects
A bill (purchase) is more often than not used across multiple projects and this functionality is missing and very urgently needed for accurate reporting of purchases across projectsHow can I change iOS display setting at night?
It seems like at night the two light daytime settings themes (white with blue on top or just white) are not available and I am forced to choose among a few other colours that I really don’t want, I.e., black, blue or orange. Is there a way for me to alwaysCelebrate WWW day with Zoho Desk
Let's recall the times when we learned 'WWW' stands for World Wide Web. Whether you like to call it wuh-wuh-wuh or double-u double-u double-u, or World Wide Web, we all owe a lot to this groundbreaking invention that reshaped how we connect, communicate,The power of camaraderie
In the days before the internet boom, conversations happened face-to-face or over the phone. Phone calls were precious; every minute counted, and every word mattered. We looked forward to those moments of real connection. Even today, nothing quite matchesNext Page