Detect and ignore bots in visitors
The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actualNeed Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it
Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs toI need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries
I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more optionsIssues with Agent Forwarding Card in Zobot
I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have withCreate Ticket from Chat with Rest API
Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? ThanksTransform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ
Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within fiveHow to add a custom visitor variable?
We are trying to deploy salesiq codeless bot builder on our web app. Users will have to login to access the chatbot. When the access the chatbot, since we have already authenticated the user, we want to pass some information like authToken, customerId,Does anyone else find the Zoom Phone (VOIP) integration entirely uselses?
We were told that Zoho CRM Plus had tight integration with Zoom Phone - the ability to route incoming calls from Zoom with SalesIQ to a member of either our sales or support team. We have the integration between Zoom Phone and Zoho SalesIQ working, butIncreasing Chat Engagement
I've been sending lots of proactive chats, and have now also set up custom triggers for various pages and topics. And yet, despite dozens of triggers firing every hour (or me sending out obviously custom messages), very few of them actually turn intoWhat do you think is the best way to connect with your customers?
Hi Zoho SalesIQ user, Connecting with your customers via Calls is one of the more effective ways of engaging with your prospects and customers. Most businesses use PBX systems and VoIP to connect with customers who are online on your website, even withoutHow Zoho Sales IQ is better than other chat bots available in the market
In today's digital age, businesses are turning to chatbots as a means of providing instant customer support and improving their overall sales. While there are various types of chatbots available, Sales IQ is one that stands out for its ability to boostZoho Sales IQ chat is not working
Hello! I'm trying to use the zoho sales IQ chat widget inside my web but is not working. I got the code from: Sales IQ -> Settings -> Websites -> My site -> Live Chat Widget -> Copy the Live Chat code My website (konsilo.com.br) is Wordpress with Zoho SalesIQ plugin. What could be missing?Emailed Chat Transcript Logos
When our chat transcripts in SalesIQ are sent out to the person we chatted with, the email contains our logo at the bottom of the transcript email. No matter what, the logo appears very distorted and ugly. I've resized both our Company Logo and FaviconAbout API Integration
Hello Team Is this possible , if there generate a lead in salesiq zoho then it will automatically save in our CRMBad Language Filter
Is their a setting to filter words out in chat?Boost Your Sales Activities With Zoho Sales IQ
The world that we are living in today is governed by effective communication and technology as some of the most important driving factors of interaction between two people or parties. Rather, we are so used to communicating in the bat of an eye that nowFirst impressions of the new SalesIQ Tracking version
I was thrilled to see that a new version is available, thinking of the improvements and maybe a few new features. I am trying the new SalesIQ Tracking and have to say, I keep switching to the old version. The experience is tiresome as too many extra clicksIs there a way to change the z-index of our chat widget?
I tried uploading a css file to change the z-index of my chat widget and float button on the Change Chat Window Appearance with Custom CSS File feature but it is not working. I change it because it is overlapping our custom cookie dialog. .zls-sptwndw { position: fixed; display: none; bottom: 0; cursor: pointer; z-index: 0!important; } .zsiq_floatmain { position: fixed; z-index: 0!important; max-width: 305px; box-sizing: border-box; }Tip #7 - Ending your Chat session smartly
Is my customer online now? Will I get a reply for my message? The chat is Idle for long time, should I wait? These are some of the common questions for a chat support agent when the chat is Idle. There is no reason to babysit idle chats, as they aren’t going anywhere, utilize your resources wisely. If you are not sure on the customer status on the chat, you have to ping the customer to know whether the chat is alive. Do we have any other option? Yes, LiveDesk gives you an option to end chat sessionsZoho SalesIQ: Overview and Best Practices FREE Webinar Nov 24, 10 am PST.
Click here to register. Join us on Tuesday, November 24, 2020, at 10 am PST, for our monthly webinar on Zoho SalesIQ. The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's business platform applicationCUSTOM MESSAGE REPLACEMENT/TRANSLATION
Dear Support, On Mobile SDK / Website, when the website language changes, default messages and chat widget properties are translated automatically, But if you use, custom messages, you have to create another website on SalesIQ (Mobile or Web) or you should not use any customized message if you want to serve in different languages A few months ago; Desk Team has created a Beta Version of Multilingual Knowledgebase which gives customers to manage all the articles in different languages. A system likeDo you need an integration between Whatsapp Business and Zoho CRM?
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just one place in a friendly way. If you would like more info please contact us info@tivenos.comI need to have a bot built....
The bot would be a fill in the blank intro. (Name, phone, last 4 of SSN, reason for contact). I would like this to be during online hours, and another bot for offline hours (Name, phone, email, Call me back or email me back options).Zobot / Chat Script for Sales iQ/Website
We would like to use an authorized Zoho Sales iQ / Zobot developer to create Zobot/script for our website chat feature. We have drafted up pre-scripted chat Q&A. Please advise cost and whether we can have a dialogue to discuss the attachment. Many thanks!Cheers to the SalesIQ team for helping with the chatbot!
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! :)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! :)Alerts in salesiq
I can't get alerted when visitors come to my site. I want to have blaring alerts. Can anyone help?Chat on website
Hi Guys, Can I use zoho on my website. I want to embed zoho on my website. I am using live chat program right now. Can I replace live chat with zoho? Any answers will be highly appreciated. Stephen Wardmake it easier for customers to close the chat window (and leave feedback)
Right now, when the customer wants to leave the Chat, they probably just close the window using the browser's close command, i.e. hitting the X at the top-right, or hitting Ctrl-F4, Ctrl-W, or Alt-F4. This makes it very unlikely that the customer will leave feedback (ratings). The way Zoho SalesIQ provides for closing the chat is to hit the little + button, then hit the On/Off button. Only then will they get to the feedback/ratings screen. I find it unlikely that customers will do that. My suggestionTip #13 - Dressing up your LiveDesk
Many people would like to have the screen to look with their own imagination! And the first thing that comes to our mind is setting up the themes. A theme reflects the tag line for our mind. It can also keep you geared up in handling Live Chats. Getting bored on seeing the same! You can customize the look and feel of your LiveDesk by changing the pre - programmed themes and give yourself a gift of smile on your face. Looking for LiveDesk themes? Here is the place to find! Click your name at theTip #12 - Lighting up your personalized sound preferences
We all have a differing needs for sound notifications on visitor actions. Sound notifications are perhaps one of the most important feature. when it comes to responding customer inquiries via Live Chat. If you can’t hear the chat notifications, you might end up in missing a Customer. Since LiveDesk works with a variety of clients and we get this question pretty often in our support and Live Chat. I thought I'd put together a primer on how to find and adjust these settings. You can add a personalTip #11 - Alone we can do little, together we can do so much!
Providing great customer service can make all the difference in creating a brand that people trust. There comes time where an agent may not be able to handle the customer due to many reasons. It may be that the agent is not so clear with the particular domain or need some status information from others or may not be able to comprehend the question or so. In order to give away the prompt answers, the agent can't jiggle around the team, cannot ping or make calls to peer group to seek assistance always.Tip #10 - Effective visitor queue management
Using LiveDesk can increase your chat conversions and improve customer support productivity. But how do you manage your chat queues with the increase in volumes? Without the knowledge of the number of chats in the queue, and the ability to make real-time adjustments might get you into the risk of losing customers and overworking of your agents. Maximize the benefits that LiveDesk offers you LiveDesk gives you an Easy chat notification and icons to handle the chats in the "Waiting Visitors queue". ItTip #9 - Notification
A Notification helps you to know if there is something new, missed or an action, which might need your attention. Notification center makes our digital lives easier. You can manage your time around by simply tweaking into notifications and prioritize what's really important. Need a notification center? Get quick and easy notifications with LiveDesk notification center. When you have a new notification, a red bubble will appear with the number of new notifications you've received in the Bottom BarTip #8 - Message Board
Building a sense of Information community among the agents is vital for a successful Chat support. A quick discussion among the agents can serve a range of purposes. However it is not feasible in real time to have a traditional classroom discussion with all the agents. How to make our agents equipped with information? LiveDesk Introduces 'Message Board', it gives you an access to your LiveDesk’s agents. Whether it’s you or others. Share your thoughts, tips, tricks, best practices and announcementsTip #6 - Exploring Notes Icon
It’s always been a tough job to maintain a record for each chats to know whether it has an Email or Note. A Chat might have a reply email for a visitor, a note added by a visitor or an agent to act upon or both. Checking each and every chat to find whether it has an Email or Note is time consuming. However it is not feasible when the chat volume is high. This can even end up in loosing customer if it is not taken care properly. Do we have a solution? LiveDesk comes with an easy user friendly Icon,Tip #5 - Customer Support Crystal Ball
Agent response time has always been an important key to customer satisfaction. An agent should always be prepared for a quick response, to keep their visitors in chat from leaving. The customer always expects to get an answer in the shortest time as possible. But how an agent can answer their questions more quickly? Does LiveDesk have a solution? Yes, Gaze into the future, Always be a step ahead to see what your customers type as they type and magically make custom solutions appear before they everTip #4 - Business Hours
If you don't provide 24/7 support to your customers, Your agents have to make sure that they 'Sign In' and 'Sign Out' at the right time. If not, your website visitors might initiate a chat as your agent left their operator console logged in, which keeps your embed online. Make sure you always acknowledge your availability and give your customers a better sense of your business hours as to when they can expect a personal response to their chats. If not you might run into the risk of turning off customersTip #3 - Managing global reputation
It’s said that a Happy Customer will tell to five others about their experience. But an unhappy one can tell thousands or more. There is nowhere to hide in today’s hyper-connected world, as "Twitter" plays its part to haunt companies. The rise in smartphone use has made it easier than ever to check these sites while moving. The best way a company can prevent negative publicity is being approachable, as many customers resort to "Twitter" posts. But if you don’t have time to monitor it closely, itTip #2 - How do I schedule my agents?
Operator Scheduling The most common question I get while doing live chat is “How many operators do I need and how do I determine when it’s best to schedule them to be on duty?” Fortunately there is an easy Solution in LiveDesk which helps you to make your decision. Where to find? The LiveDesk Report -> Visitors-> Visitor details -> Click Hours Easy Fix On this page you can see overall visitor traffic on your site, the number of visitors who chatted with you at a particular time.This is super helpfulNext Page
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Turning the page for Zoho SalesIQ: 2025 to 2026
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, makingSalesIQ Tip for Admins: Your Safety Net for Data Recovery
Ever clicked 'Delete' in your SalesIQ and then realized it was the wrong item? Maybe it was a prospect's chat that held important context you needed to refer to later on. Or, maybe you deleted an elaborate Zobot that you were still testing or planningBig 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, missingZUG Meet-ups are back - Across India (December 2025)
The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
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Turning the page for Zoho SalesIQ: 2025 to 2026
As we wrap up 2025, we would like to take a moment to reflect on what we set out to achieve this year, what we’ve delivered, and where we’re headed next. What we focused on in 2025 This year was all about strengthening the core of engagement and AI, making
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Big 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, missingAlert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025
Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longerPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching throughOpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,
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