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
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
Speak 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'sYour bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
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
Will zoho thrive be integrated with Zoho Books?
titleConnecting email for each department in ZohoDesk
Hi! Could someone help me to go through connecting emails for each department?How do I trigger a Flow based on a campaign response?
Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.All Zoho Flows are filtered
My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequenceCreating Multiple Items on Sales Order
Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single salesProblem Connection from Zoho Flow and Gravity Form
I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email
Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running"Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node
Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building anAssociating Project with an Account via Flow
I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project RecordHow to follow up a member in a meeting?
Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?Setting Delays in Invoice Reminder Flow
I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 daysGet Sales Orders Related to Inventory Item
Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.Endpoint Central Cloud Asset Update from Fresh Service
All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"Zoho Flow Export to Deluge
It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interactingAction Iteration/Loop using Zoho Flow
Trying to use Zoho Flow for automating following Context - A zoho form entry which has image upload field with upto 5 images setting and files are saved into Workdrive. After form is submitted need to create folder based on some fields and move filesZoho Flow - Unable to evaluate formatDate with Zoho Invoice Date Field for Calendar Integration
Hello Community, I'm trying to automate the creation of all-day events in Zoho Calendar whenever a new invoice is created in Zoho Invoice. I'm using Zoho Flow for this automation. My Goal: When an invoice is created with a specific "Event Date," I wantZoho Inventory Sales Order Items
I'm trying to build automation using Zoho Flow to add items to a Sales Order. In the automation options for both "create sales order" and "update sales order", The item ID is required. However, when I update the Sales Order, it's just replacing the itemPermissions for Azure Devops connection
I am trying to set up a connection with our Azure DevOps org but it keeps giving me this error. On Azure I should be able to have admin-level access to everything. Can you please point me to which permission this is checking for so I can enable it?Best way to start zoho inventory with bulk openning stock
We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)My IMAP mail suddenly stopped working
On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.Confused by the distiction between matched and categorized when reconciling a bank statement an how to
I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (forNot Receiving OTP • https://voters.eci.gov.in/home/family
Hello Customer, Greetings from Zoho Mail. Upon a detailed review of our delivery logs, we can confirm that other Zoho Mail users are successfully receiving OTP emails from eci.gov.in. However, in your specific case, it appears that the OTP emails areWorkDrive for Excel Add on
Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in ExcelSplitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem toZoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq
Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,Holidays
Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and weZoho public comments are confusing and unnecessary
Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entireZoho API - ticket creation - Validation failed for the condition : Ticket Status Info should not be empty
Hi ! I'm trying to create ticket through Zoho API, and I'm getting a 422 response : "Validation failed for the condition : Ticket Status Info should not be empty" My request looks like this : curl --location 'https://desk.zoho.eu/api/v1/tickets' \ --headerDeleting unwanted ticket replies
Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)System-generated support email added in CC on “Reply All”
Hi, I recently set up Zoho Desk for a client and we are trying to prevent the Zoho Desk system-generated support email address (not the mailbox used as the department’s "From address") from being automatically added in CC when agents use “Reply All” onApplying Excess Payments & Conflict Invoices Due to Cancelled Items
I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leadingConvenience Fees
I use Zoho Invoice for invoicing my billboard customers. I have a few customers that want to pay using credit cards and ACH. As a result, I have integrated an Online Payment Gateway (Stripe) for these customers. I currently charge these customers a "Convenience Fee" of 3% for using this service as I typically only take checks as payment (and the gateway charges 2.9% + $0.30 per transaction). I do this by creating a separate line item on the invoice and adding 3% to it. I would like to offerHTML Tags added to Reports with Notes
Recently Zoho added the ability to markup text within notes. That way, users can change font size, colors, etc. It's a great change. However, since the change, reports that include a column for "Note Content" are printing HTML tags within the report.New Feature: Audit Log in Zoho Bookings
Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.Restrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.Emails Getting Delay Error Messages - Status: 451
Hi. Hoping someone can help. I've been using Zoho for over a year now with no problems at all. Today, the majority of my emails I send out or reply to are getting this error: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 22 Dec 2019 18:20:19 -0800 from wazza@amninjas.com [wazza@amninjas.com] ----- The following addresses had fatal errors ----- [Status: ERROR, Address:Add Domain
Hello Zoho Support, My Zoho Sites project accidentally auto-added domains with http:// prefix and duplicated domain entries. Current domains list shows: http://www.kinhtethethao.com.vn (Primary – cannot be removed) http://www.kinhtethethao.com.vn (verificationKaizen #221: Workflow & Actions Reports APIs
Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associatedHaving an Issue with the Entity ID
I'm having an issue when trying to use Zoho Flow and the notes function. I currently have it set up when a new response comes into a particular form, all of their responses will go into the notes section of their contact on the CRM. I'm currently mappingFor Each Loop in Zoho Flow
I am using Zoho flow to create rows in an google sheets for every new order in Shopify but the issue is that it is creating one row per order and all line items are comma separated values but I want separate rows for each line item. Is there a way toNext Page