How to delete visitor history
I would like to delete my visitor history as I was testing my installation. How do I delete and start fresh?
WFH Tip 1: Deliver multi-lingual chat support in real time, no matter what language you speak!
Greetings from Zoho SalesIQ! With the work from home(WFH) culture beginning to set in, we are all geared up to give you a bunch of tips on using SalesIQ for your business that can prove effective during this period. So, sit tight and stay tuned to our
Attachments on predefined questions?
Hello, I can not find the option to create a predefined question with an attachment on it? Is there the option to do this? If not it would be great if it could be added.
Display Instagram username instead of Visitor Nº
IS it possible to display instead of a Visitor Nº the instagram username. I believe that way we can identify better which client we are talking too.
Why messenger-first approach will transform your customer engagement and improve trust
Many competent businesses fail to thrive because of poor customer engagement strategies. They have an innovative team, excellent products, and services to offer. But without engaging with their customers, it gets difficult to know what the customers want;
Is Zoho Sales IQ for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Skip prechat form
Good Day, I want to skip pre-chat form upon clicking the "click here" in the Image and proceed directly to the start of the chatbot flow. Is it possible or is there any workaround for this?
Pop up Ads and Sound notifications
Is there a way to disable pop up adds when going into Sales IQ to grab a chat? Some of our agents are having issues, also how to turn off the sounds when the ad shows? We are missing grabbing the chat because of not being able to click the X to exit out
SalesIQ Wrapped #2022
Warm greetings from SalesIQ! This holiday season, we're looking back on the tremendous year we've had at Zoho, as well as Zoho SalesIQ. Zoho has earned $1B in profit revenue this year while remaining completely self-funded. Meanwhile, SalesIQ has recorded
Passing Joomla user login information to SalesIQ
I would like to pass our clients details to SalesIQ as soon as they log into our Joomla website. Has anyone here done this before and can instruct me on the best way to achieve this. Best regards, Joe
How do I stop SalesIQ from emailing me reports.
I do not want this report being emailed to me. How do I stop it? There is no unsubscribe option nor link to take me to where I can set what I want to be emailed about. Then I go to SalesIQ and spend 5 minutes searching how to stop it and can't find a
WFH Tip 4: Keep your customer support game up and running 24/7 with Zobots!
Greetings from Zoho SalesIQ! We hope all is well with you. We're back with another tip on a significant feature of Zoho SalesIQ - the Zobot. The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. The Zobot is designed to interact with your website visitors conversationally, based on its programming. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping
How can you make your support more efficient by adopting Tiered support?
One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring new
Keep track of your website visitors and chats and manage them efficiently with Tags
After a long day of excellent customer engagement, everyone like to have a quick run-through of the day's stats. But have you felt like after a good day of customer engagement, your chats look cluttered, and everything is a mess? So, how do we fix this?
Drive-up sales by managing your contacts right inside SalesIQ
Zoho SalesIQ now lets you segment your contacts from your visitors and store them in the contacts module. This eliminates the need for external customer data management tools and makes SalesIQ a complete stand-alone app that can identify and store the
7 tips to provide an effective customer support with Zoho SalesIQ
In this virtual era providing effective online customer support always comes at various costs. The cost could be the extra energy spent by your operators/support reps switching back and forth between multiple apps. The cost of these various apps. And
Bring your CRM and Desk app inside SalesIQ with widgets
Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps you
ZUG virtual meetup - USA March 2022 - SalesIQ for effective engagement!
Greetings from Zoho SalesIQ! We hope you are doing great. Zoho User Group annual virtual meeting is happening this month! Join us to get to know our vibrant customer community and get in-depth hands-on experience of using SalesIQ. As we are out-poured
Now add SalesIQ's Mobilisten (Mobile SDK) to your mobile app using Flutter!
Hello everyone, we are excited to announce that Mobilisten now supports Flutter! We at SalesIQ, strive to provide the best in class experience for our developers. In recent trends, cross-platform frameworks like Flutter that allow you to create apps from
Understanding SalesIQ and bots
I did a trial install of SalesIQ just to see how it looked. There were a few problems. For reference I have zobot setup for sales funnelling and answerbot setup for FAQs in the background, There will be no live agents at all during day or night and the
Reduce the workload of your operators by setting up Answer Bot - Webinar inside!
As businesses expand, it gets harder for support teams to provide personalized assistance to visitors. This becomes even harder when operators are engaged with visitor questions that are redundant and basic while customers with real problems have to wait
Connection does not exists
Hello, I'm trying to create a chatbot that on customer email will return the list of orders by this email. For this purpose created zohobot with Plugs that should fetch customer order ids from Zoho CRM by email. i added code to the SalesIQ Script orders
Empower your support with Signature Chat
Hi, A new way of inviting your customers to chat has been released in LiveDesk. With this, you can invite your customers for a chat, right from your E-mail replies. Where can I find this ? Go to Settings -> WebEmbed Click on the embed name Enable the Signature Chat. Scroll down to the bottom of the page to get the Signature Chat code snippet for the desired theme. Automatic signature, for the emails sent from LiveDesk. To enable, go to Settings -> Portal Settings-> Signature Chat(The last config)
ZUG virtual meetup - How to effectively automate engagement using Zobot
Hi ZUGs, We hope you are great and healthy. We are happy to invite you all to discuss the scope of using Zobots to increase engagement for your business on the 27th and 28th of April 2022 for ZUGs located in the California, Pacific, and Mountain regions.
Engage and support visitors better with all new Zoho SalesIQ V2.0!
By Addressing more than 120+ customer requests, adding 23 new features, 27 feature enhancements, and including 4 custom tools; we are finally ready and thrilled to introduce our new version of Zoho SalesIQ that takes your visitor engagement, sales, support
Contextualizing bot conversation to provide personal support with Codeless bot
To make your automated bot support more effective, you need to contextualize the conversation. To do so, you need more info on the visitor and use the collected info in the bot's flow. In Codeless bot, we have pre-defined data blocks to get the visitor's
Zoho Sales IQ Zobot does not save new chats to leads despite being integrated
So I tested some features of Zoho Sales IQ by creating a Zobot based on a Youtube Tutorial which simply ask the user information such as their name, birthday, and phone number. I also integrated a Zoho CRM account using the integrations menu. However,
Why is my chat widget showing offline??
Richard is a Sales Executive of leading online shopping website. On a fine Monday morning, Richard was about to begin his work and finds the chat widget offline on his website. Richard started wondering why??? Do you face the same problem? Here are some common reasons why your chat widget goes offline on your website. Get familiar and expertise in SalesIQ. Activated Business Hours In Settings -> Company -> Business Hours, you may have enabled the business hours, if you login to your SalesIQ after
One Codeless bot solution to handle your leads, customers and VIPs differently
Has complex coding stopped you from creating an effective bot that understands the visitors and provides suggestions based on their info? Never let your coding skills limit you when it comes to providing the best engagement and support for your visitors
Live webinar - Tried-and-tested techniques to boost sales
We all know that sales is getting trickier by the minute thanks to the competition and how savvy prospects are. The fact is most people absolutely don't want to be sold to. Don't worry, we get your pain. To make things better, we're conducting a webinar
Am I able to turn off the live chat function in Sales IQ temporarily, possibly 5 minutes when needed?
Am I able to turn off the live chat function in Sales IQ temporarily, possibly 5 minutes when needed? We are extending our opening hours but using a single member of staff for the last three hours. If they need to use the facilities, am I able to switch
Payment with chatbot?
Hi there I want to add a chatbot to our website that will have an option to take payment for advice given. Questions and answers would be pre built in with an option to manually contact an adviser if questions are not answered. The flow would be 1. Person
Webinar alert! - Take engagement to the next level with the SalesIQ Mobile app
In the era of WFH, working time flexibility is reaching its breaking point, where household chores overlap our work hours, where we engage with customers from the comfort of our bed with the TV playing in the background. It is necessary to provide the
Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!
Bot building with minimal or no coding is the need of the hour. So, we at Zoho SalesIQ, are here, introducing our Codeless Bot platform. With this platform, you can create chatbots in minutes without a line of code. The platform uses blocks to collect
Level up your voice support and engagement with Call recording
SalesIQ's audio call feature is one of the best ways to actively engage with your customers, promote your business, or improve support sessions. But have you ever been in a situation where you couldn't recall the critical information you discussed over
Did you know that Widgets/Form Controllers have pending and callback actions?
Greetings from Zoho SalesIQ! As you all know Zoho SalesIQ now has features like stand-alone Widgets and Form Controllers. Widgets allow you to bring custom data from multiple services and display them in the chat window. Form Controllers can be used as
Entering 2022 with a quick revisit to the year of new normal!
New Year Greetings from Zoho SalesIQ! 2021 was a rollercoaster ride for all of us - but amidst the pandemic, SalesIQ launched its all new UI - Zoho SalesIQ 2.0 with new and powerful features like codeless bots, answer bots, stand-alone widgets and several
Scale up your business and support better with SalesIQ - WhatsApp channel
The essential part of all budding business is to have a personal touch with your contacts, yet use powerful tools to customize the process. Now, let's see how supporting in one of the most widely used messaging platforms, WhatsApp, is preferred by many
Configure Plugs in SalesIQ and save yourself the trouble of writing logic more than once!
What are Plugs? Plugs in SalesIQ is a feature that can be used to connect the Codeless bot with different applications (Zoho apps and external apps) with the help of user-defined inputs and outputs. They can also be used to perform a user's own logic
Instant contextual support on the go! - SalesIQ Mobile App
Providing effective support is often considered more important than providing instant support. Hence, to provide the best engagement, most of the support and engagement tools require operators to be using a desktop or a laptop. A bigger screen can be
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