Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?How to create Business initiate chat in Whatsapp SalesIQ
Hi, is it possible for us to create a business initiate message to our customer via Whatsapp SalesIQ? We need this feature to create Whatsapp Campaign for our customers. Thank youBlock my visits in SalesIQ
Every time I go to work on my website I get notified that a user has returned and I get an analytics report on myself. Is there anyway that I can block myself from showing up in the reports? Since I am constantly working on my site it skews the data. Thanks in advance. Enoch B.Renaming SalesIQ portal
Hi, I have created a testing SalesIQ portal with a pretty odd name :) Now, after successfully implementing it on our website, I'd like to rename it to something more relevant. Is there a way how to do that? Thank you! BR TomLeads from SalesIQ > WebSite Visit
Hi there, SalesIQ directly creates leads, with "WebSite Visit" as the lead source. We never chatted with them, they were not in our CRM before, they are not in destination lists in Zoho Campaigns. I've read the page explaning how SalesIQ track data, but I can't figure out how they find these data, with professional email address... Can someone help ?Queuing in live chat
Is it possible to put chat visitors in a queue when agents are at their maximum chat limit? Chat limit is currently set to 10 active chats at a time, however operators are still being sent chats once they hit the maximum. If we could queue chats thenWhatsapp integration start conversation
Hello! Is there any way I can use the whatsapp integration with SalesIQ to contact leads? I would like to start a conversation and not just reply to incoming chats. Thank youHow to block a WhatsApp user for sending spam
Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iqConditional Answers Zoho Bot
Hi Sales IQ community. While we managed to program the single answers in the sales iq bot using Zia skills, we do nothave figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. My issue is that the documentation provided is not sufficient, are there any example bots online with documentation from which we could learn? We have scanned the zoho documentationHow to transfer a chat to an agent when I have a boot enabled?
I had a boot enabled, after a series of questions and answers I want the boot to be able to transfer to an agent without the user selecting "talk to a human"How to disable chat window in SalesIQ
Hello, I would like tin subscribe for SalesIQ for visitor tracking for our website. But also, i would like to disable the chat window from my website. Let me know, how i do that? Regards ShibuHow to see what company the visitor is from?
I would love to know (based on their IP) what company is visiting us. This would help with our outbound marketing. Of course if someone is visiting from a mobile IP or dynamic IP that can be labelled and we are ok with not being able to know their company, but a lot of our customers are at the office using their corp. internet and from a fixed range of IP's which are public knowledge. There are lots of "lead tracking" / lead forensic analytic products out there but if you had this feature I wouldQuick way to add a field in Chat Window
I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connectingHow 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 aHow do we deliver an automated message if we do not respond after x seconds?
Scenario: A website visitor starts a chat. We have not responded within, let's say 60 seconds. How do we trigger a message asking them to leave a message and we will get back to them. I found *where* to enter such a message. But not how to trigger it if we do not respond within a given time period. ThanksHow Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !how to host Zoho static files on CDN
Hi there, my websites speed metrics shows that zoho sales IQ CSS and JS are loaded from 2 different domains, is there any way for me to host those files on a CDN instead since i am trying to reduce the number of requests the client has to make.Live Chat load time issue
Hi, My developers have loaded Zoho live chat onto my custom PHP site which has slowed the load time of my site to almost 5 seconds from 2 seconds. Can anyone suggest how to solve this, the product is excellent and having used many Zoho products I can't imagine this is a Zoho issue, most likely my developers. Thanks, MattHas anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?
Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. ItBest way to add visitor tracking to emails coming from Zoho CRM
We have 50,000 leads in our CRM. From within our CRM we're sending: One-off emails to select leads with links to our website Workflow emails to leads with links to our website Mass emails to leads with links to our website We'd like all of the above emails which come directly from our CRM to generate the visitor tracking so if a lead in our crm clicks on one of the links to our website within an email, we install the SalesIQ cookie and associate the visitor tracking data with their record in theIs it possible to display SalesIQ chat embedded in the page (not floating)
Zoho SalesIQ chat appears floating when user click chat button in the bottom right corner (also floating over the website content). Is it possible to embed chat window in the page so it wouldn't be floating, but displayed in the given DIV element, andHandling Greetings/Small Talk at the Beginning of a Zobot Conversation
Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting orHow To Display Calendly Calendar in Zobot
We are trying to integrate Zobot with Calendly. Is it possible to display a calendar view of open slots within the chat? We've read other articles on this community but can't get it to work and documentation is pretty vague. Any specific direction would be much appriciated.ANSWERED: Open SalesIQ Chat window on button click
I am using the Javascript API and have created buttons on my site so people can easily enter chat. I.e. I have buttons that are quick canned questions so users dont have to enter in text,and can enter chat quickly. Here is an example: <a href="#"><imgSalesIQ Monthly Reports Not Available to Admins?
You guys created a beautiful and helpful monthly SalesIQ Live Chat Analytics report. I like it. Thank you for providing it. My concern? Only the portal owner can see it. My team (administrator level permissions) cannot see these SalesIQ monthly analytics reports. It means I can't delegate to my executive team to review and analyze that data. Please open that up to administrator level in SalesIQ. If I gave them admin permission, it means I want them to have information. Also, it would be helpfulRound Robin
I want incoming chats to pop up in a round robin fashion for all available agents. This seems like a pretty basic request. Under Settings>Automation there is an option to assign one by one but SalesIQ chat was unable to explain exactly what this did. How do others handle disbursing incoming chats in an equatable manner?Zoho SalesIQ mobile app notification on incoming chat
Hello. first of all i want to thank zoho for your products they help my buisness a great margin. i recently decided to integrate the zoho SalesIQ aplication with my website and have linked zoho desk to it so that i will have livechat on my website. Then i have downloaded the zoho SalesIQ app to my mobile (meizu note 3) and logged in to it. The issue is that when a client try to contact me via live chat i get no alert on my mobile phone and there is no notification. In the app settings i have setAdding a Channel to SalesIQ
I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan RedeagleLeadfeeder Integration (Clearbit way too expensive!!)
Hi, I use Leadfeeder to identify companies on mywebsite using IP address lookup like Clearbit. Is it possible to connect Leadfeeder to Zoho SalesIQ so that you can see the company name? If not, when will this integration be added? Thanks, MattChat window colour scheme
Hi, is it possible to change the colour scheme of the chat window?Reduce size of chat widget on mobile devices?
We want to trigger an auto-message when the user is on our pricing page for more than 10 seconds. This works absolutely fine on desktop devices, but is very irritating on mobile devices, because the chat window is too huge. If the user is reading somethingLive Chat APi for Chatbot handover
Hi team Zoho, Is there a Live chat API available? We offer a chatbot tool and would like to integrate with Zoho for live chat (I believe that is Zoho Desk?). One of our clients is requesting the feature so we're exploring the options. The image below indicates the process. The cloud on the left represents the different channels such as WhatsApp, Messenger, Web etc. These channels are connected to the Flow.ai chatbot tool. When the bot is not able to automate the question there should be hand-offTransfer Chats
Hello, I would like other staff members to be able to takeover a chat session when the original operator is not available to transfer it themselves. This functionality was available in our previous live chat software and it's very useful. Is this possible please? Thanksis there any way to change the "chat with us now" to custom message?
is there any way to change the "chat with us now" to custom message? I want to change this textIp addresss tracking
Hello Zoho Forums, Does anyone have any idea how to automatically save the ip address of a visitor who is tracked on salesIQ? I'm trying to save the IP addresses of unique visitors but the only report that gives any information on it doesn't give me any addresses and furthermore I don't want to sit on salesIQ all day to manually save the addresses either. Regards, Williamchange portal name
Please, how can I change my portal name in SalesIQ? Thanks FilippoZoho CRM Live chat cant chat on Contact record?
We just implemented Live chat in Zoho and I was shocked to find out that you cannot have a Live chat on the actual Contact record in Realtime. We used Salesforce Live agent for the last 7 years and I took it for granted that Live chats come in on theElementor Forms integration with SalesIQ
By The Grace of G-D. Hi, Any updates/ETA on integration of SalesIQ with the native Elementor Forms?How to Map SalesIQ Visit Data to a Custom Module (Job Seekers) in Zoho CRM?
My Company’s Current Workflow For my company, when a SalesIQ session is completed: SalesIQ searches the Contacts and the Leads modules for a matching record (based on the visitor’s email or other identifiers). If a match is found: The Visit Summary isNo Close Button or X on Chat Window
We just started using SalesIQ Chat. In the Settings >Brands>Personalization>Chat window we see the preview below, with the X below the window. However, in all our browsers we don't see the X. We've had customers frustrated because they can't close it.Next 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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