How can I get the chat transcripts to be mailed to the same operator that answered the chat?
It turns out that I have 10 operators and I need the chat transcripts to reach a specific email to each operator. The chat I answer, is it possible to do this?SalesIQ Desktop App Feature Request
Hello, Could you please add "launch on startup" and "minimize system tray" festures to desktop app ? It would also be great if the computer was idle a certain period of time or shutdown, agent availability could change as "idle"How do I remove our company's IP address
How do I remove our company's IP address from showing up on sales IQ. We login to our own website, and do not want the analytics to be skewed.Wait 15 seconds before chat widget is presented to web visitor
Is there a config change I can make so that when any visitor lands on my web pages, after 15 seconds the chat window is then presented, not right when the page loads by default? I found a setting "Intelligent Triggers" where I can send them a chat engagement message after a specified time, but I do not want to send them a message, I just want a delayed chat window presence. Help :) Thanks!Persisting Issue with Lead Source Resetting to "Website Visit"
I searched the forum for the case of Lead Source being automatically set to "Website Visit" by SalesIQ after each lead's visit to the website. The issue there is that it overwrites the true lead source which was initially entered in CRM (say, FacebookIs 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; }Thought I would A-vs-B Zoho Desk with Zendesk, and I gave up on Zoho after fifteen minutes
I need a chat support widget with one agent. Zendesk will do this for $5 a month (not bad!) but Zoho has a free tier for up to three agents, so I figured I'd give Zoho a shot. I put the Zendesk widget on one web page and it works out of the box. Perfectly.Unable to Add code or template because of Limit on Character
I am adding code provided in your sample templates or trying to choose existing templates recommended by ZOHO. Still Zoho gives error of 'Looks like the maximum character limit exceeded'. Kindly suggest how to resolve?Multiple Portals - Sales IQ
Greetings. I find my SalesIQ is starting to become cluttered with several websites. Is it possible to have multiple SalesIQ portals? Thank You.Push Zobot Transcript to create CRM Lead
Good day. How to i Push Zobot Transcript to create CRM Lead? Greetings Ceejay ElsHow to reactivate salesiq?
Hi, I wanted to reactivate zoho salesiq account but I'm not sure how to do it. "Your Zoho SalesIQ account is idle for more than 180 days. please contact your portal administrator " Who is this "portal administrator"? Can I get some clarity about this issue please?Choose the fields returned with zoho.crm.searchRecords
Hello, I would like to know if there is a way to only show "selected fields" with the zoho.crm.searchRecords function. By example : in my "contacts" module i only want to info the name, the society, the phone number etc.. Thanks in advance for yourOpenUrl() implemented in Zobot ?
Hello, Thanks in advance for your help. Is there a way to use openurl() in a Zobot ? Thanks !SalesIQ Chat Bot ... inlude a link in the replies
Hi, I’m setting up a simple bot, I just want it to either display a link or open a link (to a zoho form) This text displays the full link (which I don't want): question = {"name":"time","replies":{"Great! You can sign up here: https://www.google.com/"}};Chat routing >> Route to selected operators then any available operator.
Current routing only allows for routing to selected operators and then the call goes to missed. https://www.zoho.com/salesiq/help/automation-chat-routing-options.html Route to selected operators - On choosing this option, a (+) plus symbol to will appear you can add the operators of your choice. The chats from the visitors based on the specific rule selected will be routed to the selected operators even if there are other operators available. For example: If you have selected a specific rule to routeHow to Show Chat Window Only Particular Page
I would like to ask what we can do to show the chat window on a particular page of our site. And on the other pages do not show the chat window. Do we need some complicated code? Or 5-6 order to complete?Multiple chats going direct to missed
Hello Zoho Community. In the lasy 3 or 4 months I've been trying to solve something that it seems to be impossible. A lot of chats that my end-users opens are going directly to missed or popping into as notifications and suddenly disappearing even if my operators are online. I sincerely do not know what else I could do to solve it. I've tried SalesIQ app and its very glitched, tried enabling all popups / notifications on my browser and yet this keeps occuring. Did someone else faced something likeDisable 'Type your message and hit Enter' section
Hi Is it possible to disable message section from the initial chat page? If so, how can we set up?How to disable "Pre-Chat" functionality
Hi Sales IQ Community I am trying to disable the pre-chat functionality within Sales IQ. As you can see in the screenshot below, I am in the chat window settings and further under the category of fields. I have successfully disabled the name, email id, phone but the message box with the title "type your message and hit enter" is visible. I need to remove this input box and want the chat box to redirect to chat functionality directly. Seems like within the settings there is no direct functionalitySales IQ Chat Widget Sticker Appearance Not Updating
Hello Community, We've made some simple and recent changes to the Sales IQ chat widget appearance and colour on our website. Whilst the colours have updated fine, the sticker design/shape refuses to change despite the change being committed and successfully updated. This worked / updated much more quickly before. Any idea what might be prevent this and how I get the sticker design to change (other than updating in the app, which is not working for us) ?Sales IQ Cookie Notification - per website, not entire Portal
Hi, I would like to know if there is an option available in Sales-IQ to include a different cookie notification on different websites. We are using multiple products/brand websites, and therefore each brand contains a different privacy policy (and different URL webpage link per policy) - but the setting to enable the banner notification for cookie notification can only have one privacy policy URL and seems to be applied through the portal settings only. Is there an option to change the privacy policyHow can I setup Open chatwindow When Visitor access my wesite
Hi , How can I setup open chat window When Visitor access my wesite? I setup trigger but useless .Never trigger.Sales IQ Chat only showing up on Cart Checkout
I have gone through the set up process integrating with WooCommerce/Wordpress and the Chat shows up and works but only when the customer is checking out not anywhere else on the site. How do we get the chat to show up throughout the site?100% Tracking Limit
Hello, I've had the following email below, could someone offer some advice please? What plan allows 0 visitors? Seems like the 100% tracking limit for this month has been reached. Your Zoho One plan allows you to track 0 visitors.SalesIQ script
Dear team , I have 2 questions 1. can sales IQ be used in WhatsApp business ? If so how to make WhatsApp integrated with platform of ZOHO crm ? 2.Can zia get trained and reply for WhatsApp to ? ThanksChat Idle Timer
Is there a way to customize the verbiage on the "End chat timer" it currently says "You are idle for a long time. The session will be expired automatically in 30 seconds. Continue or End now" I want to be able to change that. Is this possible using the the live chat within Zoho desk.Visitor info not clearing from SalesIQ
Hi...I'm showing people who have been on our site for 4+ hours. We are integrated with Zoho's CRM. As a test, I visited the website and then closed my browser. After 3 hours, I still appear in SalesIQ as active. How can I make this tool more accurate?Visitors Tracking Option
Yesterday, we were able to see the visitors on our website and which pages they were on. Today that feature has disappeared and we can only see users in chat.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 Tom6/10 Web visitors are NOT seen on IQSales ring side tracking to initiate Chat
We have observed that 6/10 website visitors are not showing on the IQSales Ring side Tracker for us to initiate or trigger a chat. We have taken it up with the support team, the tech guy was given complete remote access to my PC and live demonstrated this issue. He acknowledge the problem and unable to resolve this issue. He is now giving us some mambo-jumbo reasons & not been able to resolve the issue. We are heavily loosing out on potential business esp. International customers. Beginning to wonderIp 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, WilliamExclude users from specific IP ranges from Visitor tracking
Namskaram SalesIQ team, we need to exclude some users from specific IP ranges in Visitor tracking. Because it is taking ourselves also as Visitor, so can't get the actual Visitors for our Website. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ CustomersMapping SalesIQ IPs to My Pre-Existing List
Hello! I've been using a stand-alone web traffic tool for a few years and generated my list of visitors (names matching an IP) using techniques similar to SalesIQ (campaigns or direct links, for example). Since SalesIQ lets us associate a custom name with an IP on a one-by-one case, is there a way to bulk-map them using a list like mine? That way, I won't have to do it all over for hundreds of entries... Thank you.Tag/name a current online visitor (without waiting for a history record)
From what I understand (just started using), I can assign a custom name to a visitor in History. Why isn't it possible to do while they are still online? Say, I know who that IP belongs to and I watch them browse my site but their record is view-only until they leave the site and get listed in History. I have to keep an eye on them, wasting some of my productivity...Stars rating disappearance
Hello there! I already sent a message in private to Zoho but I hope I am not alone with the problem so I post my request here aswell. We used the stars ratings system for our customer's feedback and we were really happy with it. It was simple and really precise. It was one of the arguments for choosing Zoho. We then discovered the disappearance of the stars for 3 ugly smileys (yes, I know, I can change that). But it really doesn't go with our company's image, it isn't precise and destroyed our stats.Keep missing chat
My desktop and mobile, both are configured to receive any online visitor who has initiated a chat. This was working perfectly. However since last 10 days, I get a notification of miss chat ONLY and do not get a notification when a visitor initiates a chat. Any idea if this is a common problem OR only I am facing. In case only I am facing, is there any ready solution? Thanks in advance anirbanHow to disable the chat widget on specific page on mobile device
Can i disable the chat widget/window on specific pages on mobile devices? Thanks!Zoho SalesIQ Zobot updating of lead information into Zoho CRM, and coding problems
1) What is the coding/scripting required to update the lead's data and information captured in that Zobot chat (for example, full name, email, contact number, budget, move-in-date) into our Zoho CRM? Our Zoho CRM and SalesIQ accounts are already connected, but I am unsure what are the necessary scripting/codes that we can input into the SalesIQ script to automatically update the captured leads' information into our Zoho CRM. At the moment, only the chat transcript is sent to our email, and new visitorsTesting to see if operators are busy or unavailable in Zobot
When transferring is there a way to test to see if agents are available first. I know i can use: "action", "operator_busy" -- However, does this test to see if operators are busy and if they are it will allow to leave a message, and if not it will transfer?Feature Request for SalesIQ
We are absolutely in love with Sales IQ so far. We are in a trial period and I have already been able to generate two sales leads from customers visiting our website while I was playing with the interface. Through using it however I encountered one area I would like to suggest a feature for. I have been initiating the chat contact myself if people have been on the website for more than 30 minutes or an hour. Two of the people who I initiated chat with did not respond, but rather called directlyNext Page
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Customize your SalesIQ live chat with Custom CSS and blend it with your website design
Hi everyone. Hope you all are having a great day! SalesIQ offers various inbuilt customization choices for your chat widget and window like changes in colour, theme, font etc. Although these choices are many, sometimes they may not match with the designRedefining Visitor Communications with Click to Call on SalesIQ
Hi everyone! The first post of 2023 and yes, we do have a good one for you. Since Zoho SalesIQ's inception in 2013, we've had the live chat feature as the primary course of communication i.e. if a website visitor needed to clarify something, the way toSalesIQ's Native Screen Share Feature - Seamless Customer Support #1
Hello everyone! We are presenting a series of posts on making your customer support experience with SalesIQ, seamless and extremely effective. The first of the many features we will be discussing is the Native Screen share option, a favourite of manyEnrich your E-Commerce Customer's Journey with SalesIQ Integrations
The booming of the E-Commerce industry is one of the major transformations we saw after the life-changing year 2020. The pandemic brought about this e-commerce explosion and it is certain with the recent trends, that this transformation is here to stay.Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
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Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicateWhy should you integrate Zoho SalesIQ with Google Analytics?
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a