We know the company but not the contact
We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitorPlug Sample #3: Zoho bookings integration plug for chatbots built with codeless bot builder
Appointment scheduling is an essential process for any business, and we have Zoho Bookings to do it hassle-free. You can further automate the process using AI-powered chatbots, which can save a lot of time and act as an excellent tool to increase engagementhow 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.Keep track of your website visitors and chats and manage them efficiently with Tags
After a long day of excellent customer engagement, everyone like to have a quick run-through of the day's stats. But have you felt like after a good day of customer engagement, your chats look cluttered, and everything is a mess? So, how do we fix this?Drive-up sales by managing your contacts right inside SalesIQ
Zoho SalesIQ now lets you segment your contacts from your visitors and store them in the contacts module. This eliminates the need for external customer data management tools and makes SalesIQ a complete stand-alone app that can identify and store theReport 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 questionSalesIQ issues
Hi there, I have recently integrated SalesIQ chatbot to my website. I have a few issues. I dont want email address to be a mandatory field for the user. I have hence created a Zobot flow which doesnt ask the user for the email address at any point. However,Delay an end card
In my SalesIQ Zobot flow, I have a point at which I want the user to click a URL. The next step post to this, is an End Card. This is my flow - User is asked for options (using buttons), 1. Request Call, 2. Start Whatsapp chat, 3. Request Quote. Mychat in marketplace b2b buyers with sellers
hello do zoho support b2b chat in buyers with sellers??? i use laravel phpCodeless Chatbot Issues
Hello, I like the codeless chatbot as it doesn't require any coding skills. However, I faced some very annoying issues that I believe should be fixed very soon to make the chatbot useful. The chat transcript is automatically sent to the customer after7 tips to provide an effective customer support with Zoho SalesIQ
In this virtual era providing effective online customer support always comes at various costs. The cost could be the extra energy spent by your operators/support reps switching back and forth between multiple apps. The cost of these various apps. AndBring your CRM and Desk app inside SalesIQ with widgets
Have you ever been confused and frustrated with multiple open tabs and switching back and forth from SalesIQ to other apps to perform your business-specific operations? How effective would it be to have all the required tools and data of the apps youPlug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!
Hi Everyone! In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiterCustomize 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 designHow do I connect Sales IQ to Shopify
How do I connect Sales IQ to Shopify.#Zoho SalesIQ - Relocating the chat icon
Hi, I am using the Zoho Sales IQ in my android application. The chat icon always appears at the right bottom of the screen. Is there any way to change the location of the chat icon. Help me to solve this problem. Regards, BellaSalesIQ - Chatbot fails to assign user id to tickets in Zoho Desk
I've run into this issue where chat bot when associating a ticket for zoho desk can create the ticket just fine and pull the information until I add an assignee ID. then it always fails. Is there something i'm missing? i've attached setting that doesNow Zobot can log your appointments with Zoho Bookings!
Hi everyone, good to see you! Here's a simple yet efficient Zobot for organizing and scheduling appointments via Zoho Bookings. This Zobot can start a proactive conversation, schedule appointments/bookings with your website visitors on their preferredEmailed 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 FaviconAutomatic Translate
The translation tool that is built in is great but it has no intelligence built into it. It needs a section for excluded phrases that should not be translated such as web addresses, these should never be translated as they don't change based on the languageLet 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 communicateAdding and Optimizing chatbot to the website
We need to know How to add Chatbot to the website and how to automate the chats through chatbot?ZUG virtual meetup - USA March 2022 - SalesIQ for effective engagement!
Greetings from Zoho SalesIQ! We hope you are doing great. Zoho User Group annual virtual meeting is happening this month! Join us to get to know our vibrant customer community and get in-depth hands-on experience of using SalesIQ. As we are out-pouredSalesIQ integration with FB Messenger issue
SalesIQ is not getting the information from the users of the chats from Messenger Facebook, for example the name of the user. I have to come back to FB Messenger to get the name of the person how's writing us. Is there a confirguration problem from ourAllow Sales IQ Email Chat Transcripts To Be White Labelled / Customised
Hi There ISSUE: - If you are using Zohbot and have various Q and A type of flows > mapping to fields in leads/CRM via API > when Zohbot flow finishes > SalesIQ sends an email as "SALES IQ CHAT TRANSCRIPT" REQUIREMENT: Allow us to customise this by meansBring your Answer bot inside the Zobot using Autopilot
Hi everyone! Great to see you. We are delighted to introduce the Autopilot function for the Codeless and SalesIQ Script bot platforms. Autopilot provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your Answer bot insidecss 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 RegardsSalesIQ script connection issue.
Hi. I have an issue with SalesIq script. I write a chat bot. I want to use Visitor session feature. I used this document https://www.zoho.com/deluge/help/salesiq-tasks.html I created a connection Here is my SalesIq script example. It should work, butHow to send the registered user email to SalesIQ so that the user does not have to enter the email again when initiating a chat.
I use SPA for my business and whenever users chat with me they always need to enter their email. I would like to know if there is a way to automatically fill in the emails of registered users? I've checked the documentation and it seems that only theWhat does "Converted as Request" mean in SalesIQ?
What does this mean in Sales IQ?Security update on Mobilisten(Mobile SDK) - Android users
Greetings from the SalesIQ team, We sensed a possibility of a vulnerability that might occur in your app if you use Mobilisten-Android SDK. Read this post to check if it applies to you and how you can prevent this issue. Whom can it affect? The applicabilityNow add SalesIQ's Mobilisten (Mobile SDK) to your mobile app using Flutter!
Hello everyone, we are excited to announce that Mobilisten now supports Flutter! We at SalesIQ, strive to provide the best in class experience for our developers. In recent trends, cross-platform frameworks like Flutter that allow you to create apps fromIs there a way to notify an operator when a repeat visitor hits the site?
Is there a way to automate the notification of an operator when a repeat visitor hits the site? Our operators are part-time operators so I don't want to start a proactive chat and then not have an operator available. I just want to have the desktopWhat 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, thenAYUDA PARA EDITAR UN PÁRRAFO DE BOT
¡Hola! Estaba viendo como funcionaba el zobot pero me surgio una duda , saben si es posible editar este mensaje, pienso que en un punto se puede editar pero no encontre alguna opcion . Esto sucede cuando activa el bot y alguna persona atiende el chatOTP verification, auto create wordpress account, and auto login link
Can we use this SalesIQ to create chatbot to collect phone number and verify the number OTP during chat? Then create a user account on a wordpress site with that phone number. Then Send a link in that chat, when user click, automatically go to specificIs there a way to send templated emails (in Zoho crm) from Zobot?
Hi I am looking at setting up Zobot and have been looking at the codeless builder Is there a way to send the website user a tempated email from our current Zoho crm email templates when they selected a certain pathway in the chatChange url / name of SalesIQ
Hi all, I would like to change the name of the SalesIQ link, which is now incorrect, but unable to find if and where I am able to change this. Any help? For your understanding, I mean the name in the url when going to salesIQ from zoho one. http://salesiq.zoho.eu/URL/liveview forCustomize Live View screen to show current webpage?
I'd like to customize the Live View screen to show me the current webpage each visitor is on. I know I can see this by clicking into the visitor, but I'd like to see it in a list without needing to click each visitor. FYI, I'd like to do this in MY screenStop system generated email from SalesIQ chats
How do I switch off the email notification of SalesIQ chats. I am the one participating in the chat, so I dont need to get an email showing me the chat transcript. Also the logo looks terrible in the email. Thanks in advance. YusufNext Page
Announcements
Convert more prospects to customers with in-app engagement - Zoho SalesIQ
According to a recent study, the average person spends over 3 hours and 15 minutes on their phone daily. That's a lot of time! And 90% of that time is spent using apps. With so much time spent on our mobile devices, it's no wonder that the mobile appWFH Tip 4: Keep your customer support game up and running 24/7 with Zobots!
Greetings from Zoho SalesIQ! We hope all is well with you. We're back with another tip on a significant feature of Zoho SalesIQ - the Zobot. The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. The Zobot is designed to interact with your website visitors conversationally, based on its programming. It automates the process of interacting with your website visitors and helps you maintain the presence of a helpingPlug Sample #5 - Read and write values/data in a Google sheet with Zobot
We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price,Now connect your existing WhatsApp business account with SalesIQ
We had a great response from our customers for our SalesIQ - WhatsApp channel that we released a while back. The WhatsApp channel used Twilio, a third-party app, to connect your SalesIQ portal to WhatsApp. However, there were a few limitations, and oneSalesIQ'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 many
Zoho Pagesense Resources
Zoho DataPrep Resources
Zoho CRM Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Most Discussed Topics
Zobot not following assigned workflows when testing
When I'm testing Zobot, it's not following the assigned workflows that it should be. Sometimes it'll end early and other times it'll choose a random path to follow. Is anyone else experiencing this problem?Error on init SDK in flutter
Hi, I have a problem when init SalesIQ SDK in flutter. I have used the correct appKey and accessKey but still error on init. Here is the guide that I have used: https://www.zoho.com/salesiq/help/developer-guides/flutter-sdk-event-handler-chatEventChannel.html. IWhatsapp voice verification dont arrive
Hello, I'm trying to integrate with Whatsapp, but when checking WhatsApp voice call, nothing arrives at the requested numberHow 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 aAssociating a website visit to a lead.
I have the SalesIQ javascript installed. How do you manually associate a website visit with an existing CRM lead?
Sticky Posts
Plug Sample #5 - Read and write values/data in a Google sheet with Zobot
We all know google sheets are one of the widely used spreadsheet software. It helps us to make data-driven decisions. When connecting the Zobot with sheets, the bot can display values/data from a spreadsheet, like the available stock details (Item price,Why messenger-first approach will transform your customer engagement and improve trust
Many competent businesses fail to thrive because of poor customer engagement strategies. They have an innovative team, excellent products, and services to offer. But without engaging with their customers, it gets difficult to know what the customers want;5 powerful ways to boost e-commerce customer engagement with Zobot
E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucialHow can you make your support more efficient by adopting Tiered support?
One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring newPlug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!
Hi Everyone! In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter
Top Contributors
Sasidar Thandapani
B
thomas
Naveen Chandar
The Sales Team