Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to inform you that we have been receiving great response towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the webinar series. This is just a reminder about the three upcoming webinars in the series: Build a Zobot using Dialogflow Build a Zobot using Watson Build a Zobot using Zia Skills These three webinars will focus on teaching you the basics of building NLP Zobots using the Dialogflow, Watson and Zia Skills
Zobot Tip 2: Personalize every conversation by storing and re-using visitor data
Each time a visitor enters your website is counted as a visit. A visitor session includes all of a visitor's activities ranging from the first page view to the last activity that he or she does before exiting the website.So, how do you keep track of all the activities of this visitor and the details that he shares during the session? The visitorsession API is used to store values temporarily during a chat conversation with the website visitor. For example, if you want to perform an action like triggering
Zoho CRM integration - can't choose Lead Layout
Hi, It seems like Zoho Crm Leads created through SalesIQ are pushed directly to the Leads Standard layout. There is no option in SalesIQ settings to choose layout ( Screenshoy 114) nor inside Zoho CRM (Screenshot 115). Please comment on the situation. Thank you!
Reminder: Webinar on how to build Zobots from scratch.
Today, Zoho SalesIQ is all set to host the first webinar of the Zobot 101 webinar series - a webinar on all the basics of Zoho SalesIQ and the Zobot and we want to ensure that you successfully attend. In the webinar, you will learn about: Zoho SalesIQ's efficiency Why do you need Zoho SalesIQ for your business? The Zobot and its capabilities How the Zobot works How it can replace the operators in your organization and so much more. Webinar Details: Title : Introduction to Zoho SalesIQ and Zobot
What's new in Zoho SalesIQ! Product Updates - 2019
Hello everyone, Happy and prosperous new year to everyone on behalf of the SalesIQ team! 2019 has been a fabulous year for all of us at Zoho SalesIQ. Let us take a step back and rewind through the major updates we had last year: Keep an eye on our What's New Timeline and Zobot Changelog to update yourself about the features rolling out in Zoho SalesIQ. Cheers, Elsi
SalesIQ's Mobilisten (Mobile SDK) now supports React Native platform !
Hello everyone ! We're excited to announce that SalesIQ's Mobilisten now supports React Native platform. React Native is a cross platform development tool which helps you develop iOS and Android in one platform and take the maximum benefit of reusable code and easy implementation of creating user-friendly apps. Mobilisten is a smooth and simple in-app chat platform which blends perfectly with your business mobile app. With Mobilisten, you can instantly provide support and address your customer
Missed Chats
When using "Send Email" from within a Missed Chat in SalesIQ using an organization email - is there any way to get a copy of this email into the Contact in CRM?
Invoke JSAPI - Effectuate your own thoughts to trigger an action to the website visitors
“Is it possible to implement my own trigger based on the rules set in SalesIQ”? Yes, now it is possible with SalesIQ. Today I am going to explain about a fascinating feature "Custom Triggers". We may have different types of visitors to our website every day, looking for different products, so how to treat them uniquely in contrast to one another and convert them into our customer. Follow the underneath examples to execute your own thoughts to trigger an action to your website visitors. What Is Custom
Zoho SalesIQ experts are coming to South Africa! Come meet us there!
Greetings! We hope you are all doing great. As a part of our User Group meetup series, we are hosting a series of events in the cities of South Africa, where we plan to focus on teaching you how to synergize your Zoho CRM with real-time engagement using Zoho SalesIQ. What will you take away from this experience? You will learn how to Use Zoho SalesIQ to enrich your sales team with more information, Setup Zobots that can automate the process of lead generation, Increase engagement with smart workflows
Is there a way to add a high priority to chats
I was interested to know if there was a way to set a flag on an account, and if they were to chat in we would be notified this customer is high priority, either with a popup or by changing the chat a different color so it can be distinguished from other chats? If this is not available can you please send this to the devs as a request.
[URGENT] salesiq where to stores user input .. when slider value selected..
Example: step 1.Carpet Area Slider ( 100,500,1000,1500,2000) <= User Select ..... Working Step 2. Salesiq get this selected value i.e 1000 now i want to internally salesiq multiply with 3 (1000*3) and return result 3000 to user step3. Your Total area will be 3000 Problem : where this 1000 get stored and how to calculate 1000*3 and from where to get result Note: I have provided screenshot and code of given problem below..
Zoho Sales IQ - GDPR Consent pop up
Hello Would be great if we could customise the consent banner with our branding colours / fonts. Thank you
Zobot does not include links in transcript
I have a bot that will reply to a customer with links: The script has an image and a url attached to the reply. I have noticed that in my chat transcripts the links do not appear? here is an example. In this example -- After Bishop says, "Okay lets check out this support page." A link to the support page is displayed in the chat, but as you can see in the transcript it is not there. Do I have to add the link/URL to a reply so it will be displayed? Bishop Okay lets check out this support page.
How to setup Visitor Tracking on a WIX website?
I have conflicting information about this on the web and need to get clarification whether this is even possible on a WIX website (one article said no) and if so IS IT done by adding the HTML APP to the WIX site and then copying-pasting the text over from there?
Track Sign in users
On my website https://culytics.com, users can sign up using Linkedin. The site is built on Ning.com platform. We grab the list of people every week from the website and import them into Zoho Contacts. Question 1 - Can this be automated using Zoho Flow? Question 2 - Can we track these users in SalesIQ as named users instead of id, since they are know on the website? What will it take to create this tracking? Thanks
Service Interruption: Incident Alert for Zoho SalesIQ
Problem: We are facing a problem with our dependency messaging server. Effects: Customers might face slowness in sending and receiving Messages/Notifications. Our developers are looking into this with high priority. Sorry for the inconvenience caused. Follow the thread for more update on the same. Regards, Elsi.G
Has anything changed with the API
Has anything changed with the API? Below is our script on our site that we use for chat. In our chat we created a new field called Date of Birth: This is where the customer can enter their Date of Birth. We have written some java script that will intercept that field and call to our API to replace the Date of birth with a URL. That way when an agent accepts the chat the Visitor Info will display (Secret) Dob with a link the agent can click on to get what the customer entered in the DOB field,
Slowness in receiving message and notification
Hello everyone, One of our dependency servers had a slowness issue from 2:30 to 3:40 PST. So, the users who have pointed to the particular server might have faced some slowness in receiving notification and messages. The issue has been fixed, and all the servers are up and running. We regret the inconvenience caused. Regards, Elsi.G
Checking to see if information provided, results in a query
Below is my code for searching for a ticket - if the customer provided the ticket number and the email used it will return the ticket number and the status. What I would like to do is, verify that the information the customer entered matches what is on the ticket, and then return the result. If it doesn't match then give an error stating, Our system was not able to find a ticket with the information provided. That way people can just use this to look up tickets that do not belong to them. response.put("action","context");
Storage Articles (specific webpages) into a Zoho CRM Module / Zoho Creator ap so users can review their history
Hi Zoho gurus. We are a research firm that publishes specialist articles. I would like to use SalesIQ to capture pages the pages that our subscribers read (which SalesIQ does out of the box) but ALSO push that information in history that the user can review as part of their account. So I would need to store the USER ID (all users will be records in the CRM, so ideally we'd use that ID), the URL of the page visited (anything under the URL https://www.ibrs.com/articles/...) the time accessed and if
Register for the Zoho SalesIQ User Group Meetup in the USA now!
Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?
Turn off notifications for some visitors
Because we ourselves are often on our website throughout the day, I'm constantly getting "false alerts" that we have a visitor. Is there any way to turn off notifications for certain visitors without having to block IP addresses? Thanks
Notification Settings Hard to Find
This feedback applies not only to SalesIQ but almost all Zoho products. Most software makes it easy to find and adjust notifications in seconds. With Zoho I always have to resort to looking in the help menu, or searching for 5 minutes to find it. As an example I just wanted to change my notifications when someone comes to our site. I search help to no avail, the top hits were about push notifications or desktop notifications. So then I search under every heading and after 5 minutes of searching I
Cheers to the SalesIQ Team for helping us achieve our Zoho Chatbot goal!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Never lose track of what's going on with Zobot!
We know that you all love Zobot and we can already sense a tremendous interest in Zobot. Lately, we've been improvising most of Zobot's configurations and establishing integrations with prominent bot building platforms in the market, so that we deliver only the best to our valuable customers. So, just to make sure that you never lose track of what's going on with Zobot, we've added an exclusive webpage - Zobot changelog . We update everything on this page, right from the minute changes we've made
Sales IQ ingration with CRM not working
When I am sending email via Zoho campaigns, I would like visitors to be identified in SalesIQ when they click on a link and come to the website. Similarly, when I send emails using Zoho CRM, I would like visitors to be identied in SalaesIQ when they come to the site after clicking an email link. Somehow, I am not able to make this work. I have searched and tried various options as per instructions on this page - https://crmplus.zoho.com/culytics/index.do#salesiq/culytics/index/getcpdata/setting/integration
SalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you take
Feedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gif
App UI
I downloaded the Mac version of SalesIQ, to try it as I'm not a permanent agent, just replacing a colleague. However, I don't use it as my main tools, I reduce the window to a minimum size, as shown on the screenshot. You then see some problem of the interface not playing nice with responsive. UI should be updated, I guess.
Slow Zobot response time
Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing status is set at immediate but was taking ages to load when the bot was on site. There was no issue on when testing the script before it was enabled. Does anyone know what the issue might be here? Thanks
Zia skills videos or documation
I am finding it a little hard to use. Are there any examples, documentation or more videos to look at? I am simply just trying to get user input like name, email, and phone just to start. More information/documentation would help. Thanks.
Zoho SalesIQ is getting more secure with the TLS version upgrade!
Hello everyone, To keep your communication with Zoho SalesIQ more secure, we will be retiring the support for early TLS versions 1.0 and 1.1 by March 1, 2019. So, if the visitor is not accessing your website with the below-mentioned browser versions that support the TLS version 1.2, then SalesIQ will not be able to track the visitor or display the SalesIQ chat widget. You (Operator) may also face the compatibility issue in the operator console if you're not using the supported browser version to
Give your chat a whole new transformation with power-packed chat windows
Have you checked out the new-look of our chat window yet? Yes, SalesIQ powered chat windows have been completely refurbished. A chat window that can be more than just a platform for your operators to chat with visitors landing on your site. We have not
Add Additional Field for Security
Being there are no plans right now to mask credit card info in chats. Is there any possibility to add an additional field that is now added to the chat session? For instance after a chat is started, if we need to ask a customer for sensitive information, they can then add that information to a field then that field would be seen by the agent. Any information in this field would not be added to the chat transcript. This way we can transfer CC info or any other sensitive info from the customer to
Cut out prolonging chat sessions with Zoho SalesIQ Audio call!
Audio call has always been the most yearned-for feature among our customers. As we've always loved to stack up customers' plates with cool new features every now and then, we thought why not put together everything we can and start fulfilling our customer's wish list. First on the list? Audio call! And we have it now. Yes, you can use audio call as a means of communication with your visitors, and you don't just have to rely on chats to resolve your visitor queries anymore. Benefits that you would
Ability to ring visitor
As a frequent user to supporting my customers via chat. When a visitor goes idle, It's inconvenient and also doesn't resolve the issue on the chat. The ability to ring the visitor (chatter) to play a sound within the tab window on their computer to remind them that their chat session is still active. Sound played to chatter should be a bell or ring sound I feel this would be a great feature to have within Sales IQ Looking forward to an update
Unable to deactivate New and returning visitors notification on SalesIQ app
Hi, Despite the fact that I have deactivated these options in the setup, I am still getting push notifications and alerts from the SalesIQ app every time there is a new visitor on my Website (please see below screenshot I have well deactivated it, tried reinstalling the app, rebooting multiple times....). It's extremely annoying, I am on a Motorola GS5+ running the latest version of Android. Could you please help me out ?
Enhancement: Now you can frame site exclusive trigger and routing rules!
We have incorporated a major change in our Intelligent Triggers, Chat Routing and Visitor routing section. That is, you can frame exclusive rules for every site you own rather than the entire portal. Trigger and routing features of Zoho SalesIQ are said to be day savers. As, without them your operators would be put through a great ordeal handling visitors hitting your site. However, there are still certain factors that you might have to consider. Like, Say you route the web traffic hitting all the
Visitor History Sort
I want to be able to sort my visitor history by most recent, right now it is all over the place. How can I sort by most recent?
Sales IQ sort by most recent
I want to be able to sort visitors by most recent so im not sifting through the same ones over and over.
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