Any simple way to setup an automation from Facebook Lead Forms to Zobot taking care of the conversation?
Right now i have a simple setup live with Make.com sending a Whatsapp template message from Twilio to a Lead received from Facebook Lead form then a ChatGPT bot taking care of the conversation. But no CRM On SalesIQ i can't find a way to start a conversationVisitors sending message via Whatsapp are not saving on contacts
Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?Transform 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 fivePlug Samples #2 : Prevent junk information by verifying the customer contact details with OTP
The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platformShow SalesIQ assistant as always online
Hello, Is there a possibility to show a SalesIQ chat assistant as always online ? It would be a lot help if this could be a possibility. Many Thanks.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 somethingHow to disable salesIQ chat on mobile devices ?
Hello, I placed the salesIQ script in my header. I would like to disable it on mobile devices. How can I do please ? Thanks, SimonOptimizing Chatbot Versatility by Combining Answer bot and Zobot
Hi everyone! Great to see you. We are delighted to introduce the Answer bot card/autopilot function for the Codeless and SalesIQ Script bot platforms. This provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your AnswerTip & Tricks: Make your Chatbot personal with Criteria Router!
Hi everyone 🤖 Ever wished for a bot that understands your visitors' needs and acts accordingly? We got you! Meet Criteria Router card – your ticket to an intelligent, customer-centric bot without breaking a sweat or code! Let's sprinkle some magic onDisabling Live View and notifciations by country
Currently we only accept customers in U.S. and Canada. How do we prevent visitors from appearing in Live View and mobile/desktop notifications for outside of that region? We don't want our sales team spending time on leads we cannot convert. Thank yA List of The Field Formats Supported by Zoho SalesIQ
If you use a form which is made by a non-zoho product, a list below would be useful. I share you a list of the field formats supported by Zoho SalesIQ below, because if you want to take a data from your form to SalesIQ collectly, you have to edit a fieldReport Run
Hello Thank you for answering my question. I think I didn’t phrase it well. So, I want to run a report of my closed chats with a specific (tag or Keyword) and then narrow it down by country. Example: Lead/Contact comes into Chat and asks a questioncss template for sales Iq
hi Please look for a ready made css template or a step by step tutorial to set own appearance for importing it (feature available) for the sales iq widget .. here the help : https://www.zoho.com/salesiq/setup-and-customize-quickly.html RegardsWhat will happen if we deploy two Zobots/Chatbots on the website?
Hi everyone, The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, thenDynamic personalization in Zoho SalesIQ
In today's time, technology and communication drive business growth and determine how we interact with one another. Indeed, it isn't easy to imagine how we all functioned before integrating our smart devices and constant connection via the internet andTo to insert chat code inside button?
I have a beautiful wordpress theme already built with a spot for the live chat button. Can someone please walk me through what coding I would insert into this button so that when someone clicks it, the chat box will come up? It looks like I really onlySALES IQ visitor ID numbers..
Hi all, Each visitor has a unique number. Does this correlate to our CRM records or is Zoho creating this as the visitor arrives? I would really like to see who these "numbers" are and how we can reach out to them (many are not engaging in chat.. whichCan you limit SEO penalties by delaying the appearance of a pop-up?
Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties?Problems with SalesIQ Android app
Hi, I have recently lost the option to create ticket from chats in SalesIQ app. Scrolling in active and closed chats are also not working from time to time. I have a incoming chat in the app from several days ago that I am unable to close, but it is notVisitor History: Shows external Webpage that's not my website
A few weeks ago we started noticing that some random external websites started showing on our visitor history: a lot of visitors are coming via Direct and the Top Pages section shows another URL that is not our company's website. Can anyone explain this?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 sessionsHow to display profile pics of multiple Associates that are online in Sales IQ
HI, We are showing the company Logo on the Chat window header. We also wish to display profile pics of multiple Associates that are online in Sales IQ (upto 3). Similar to what you see in Intercom. We have seen that a human face in chat gets better responseHow to protect exported visitor data from breaches?
Why take chances with your visitor data when you can protect them even if you choose to export them out of your SalesIQ portal for reference? Yes! You can opt to lockdown visitor data during exportation with a password. This is how you can achieve this: To always stay in loop click on this link and then on the follow button which you can find onto your right. Best, BalaLet Zobot filter out prospective leads for you!
Yes, you read it right! You wouldn't have to stay vigil all the time to cease prospective deals. All that you have to do is set criterions based on your business requirements and your Zobot will proactively initiate a chat with all the visitors matching them as they land on your site. Let's see a quick video on how to configure criterions, And so, every time your Zobot senses a visitor landing on your site who match the criterions set in its radar, it'll immediately send out a proactive chat inviteVoice Recorder: Let your visitors send out voice messages!
Did you know that you can let visitors hitting your site send out voice messages to your operators right away from their audio call windows? Well, this feature of Zoho SalesIQ was primarily introduced to aid at times when: Your operators are quite busy that the calls made by your visitors go unnoticed. Operator hangs up the calls initiated by visitors. As there might be situations in which the operators are busy assisting another visitor over a call or screen sharing session. The issue that the visitorKeep tabs on your visitor actions and boost up the lead conversion rates!
Monitoring your visitor actions can be quite difficult unless and until you are as quick as flash. If you go about sifting through the trail of a particular visitor just to figure out what the visitor is doing on your site, you could possibly miss the potential actions that other visitors perform at the very moment. For instance say, they would've set off triggers that you had configured, responded to the proactive chat initiated, but you won't even know. Did you know that on a scale of 10 youForce e-mail in chat trigger
We have configured our web-embed to force registration of e-mail and name from users. This works fine when the user opens the chat window. However we have also included a trigger that pops up the chat window automatically after 2 min. on the users side. However in this case the system does not force the user to enter his e-mail / name. This means that we have no record of who was on the chat. How can this be fixed?combine both SalesIQ and Help Center widget on same site?
Is it possible to have a Sales IQ chat widget on one page in my site and have a desk help center widget on a different page? Ideally I would really like to have the ability to have the same widget but have the sales department go to salesIQ chat and the Support department go to help center. SalesIQ is great for sales chats but not as useful for our support team. jackHow can you embed the zoho Chat hyperlink in a banner AD that directs the visitor to your website and fires an event?
Currently on my site (http://store.interstateproducts.com/products/Ice_Melts) I have embedded a link in a Hero Image. <a class="hoverfade" onclick="$zoho.salesiq.floatwindow.visible("show");"><img class="mySlides" src="/images/Frozen-ParkingLot-gif.gif" alt="Chat Now" title="Click to Chat Now" style="width:99%"></a> I wish to fire this event from an Adwords Advert to take them to my page and initiate a chat session. Is anyone doing this? IF so How, Please and Thank you, -SteveIntegration with Unbounce
Can someone at Sales IQ please create, or show me where to find, a step by step guide similiar to the one here (https://www.zoho.com/salesiq/help/integrations/live-chat-plugin-for-unbounce.html) on how to include the JavaScript APIs that Zoho Sales IQ needs to receive from Unbounce? This is the extent of the instructions that I could find at this time: You should use the following JS API on your custom web form to set identity to the visitors, just like the web forms on Zoho CRM normally do. PleaseChat window colour scheme
Hi, is it possible to change the colour scheme of the chat window?Tip #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 customersNext Page
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Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP
The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platformOptimizing Chatbot Versatility by Combining Answer bot and Zobot
Hi everyone! Great to see you. We are delighted to introduce the Answer bot card/autopilot function for the Codeless and SalesIQ Script bot platforms. This provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your AnswerTip & Tricks: Make your Chatbot personal with Criteria Router!
Hi everyone 🤖 Ever wished for a bot that understands your visitors' needs and acts accordingly? We got you! Meet Criteria Router card – your ticket to an intelligent, customer-centric bot without breaking a sweat or code! Let's sprinkle some magic onWhat will happen if we deploy two Zobots/Chatbots on the website?
Hi everyone, The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, thenHow to protect exported visitor data from breaches?
Why take chances with your visitor data when you can protect them even if you choose to export them out of your SalesIQ portal for reference? Yes! You can opt to lockdown visitor data during exportation with a password. This is how you can achieve this: To always stay in loop click on this link and then on the follow button which you can find onto your right. Best, Bala
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Optimizing Chatbot Versatility by Combining Answer bot and Zobot
Hi everyone! Great to see you. We are delighted to introduce the Answer bot card/autopilot function for the Codeless and SalesIQ Script bot platforms. This provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your AnswerWhat will happen if we deploy two Zobots/Chatbots on the website?
Hi everyone, The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, then