Issues 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 with
Can't connect Messenger with SalesIQ
When I try to do an integration between SalesIQ and FB Messenger I have got a problem. I am loged-in in FB, Then on Second step, when I have to choose Company's FB Page there is the page name but with red Attention sign - see attached picture. I can't
Naming a Visitor in SalesIQ Messes up First and Last Name
When I go to Visitor History to manually associate a visitor with a known contact, I press the pencil symbol next to the system-generated ID number. I enter first and last name, then email. Looks good so far. However, when it syncs with CRM, first name
What 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 without
SalesIQ in New Google Sites
What is the process to embed the SalesIQ code into the New Google Sites?
[Important] Inactive unknown visitors clearing in Zoho SalesIQ
To ensure that only the best prospects are retained and to clear unknown visitors from your account, Zoho SalesIQ will routinely remove inactive unknown visitors who have not shown any activity for more than 6 months. Previously, we stored all visitors
saleiq {"error":{"message":"Invalid widgetcode","code":2411}}
你好,我已经在网站防止了代码,但是发现服务器一直反应非法的widgetcode ,我已经反复核对,没发现问题,请帮我查询下问题 widgetcode c2f8ec0xD3a6445C8Bf5F1A20210910B3390148E2937e4EADnPeUvb577f956bc <script type="text/javascript" id="zsiqchat">var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:
How can I use Zoho's Sales IQ Javascript APIs if I have chat enable through Zoho's ASAP add-on and not with SalesIQ?
Hello Zoho Team, I am currently exploring the functionality of Zoho SalesIQ and would like to leverage the SalesIQ javascript APIs for updating visitor information within the chat. However, according to the API documentation, it is required to embed the
Get instant payments on chat with the Zoho SalesIQ - Zoho Checkout integration
How often have you lost out on a potential sale deal due to the lack of an immediate payment solution? How frequently have you encountered delays in purchases or missed out on sales opportunities simply because the process of product booking and payment
Unable to find "Business Hours" for chat
Hi there, Not sure if I'm going crazy here but I don't seem to find the settings to set the Business Hours for the Zoho chat. I found a Zoho article here where it says "In Settings > Brands > Your brand name, Click on Business hours on the top right corner."
Meet us in your city! Zoho User Group (ZUG) meetups - India 2023
We are excited to announce that our Zoho Users Group (ZUG) in-person meetup is back in India. These meetups provide an excellent opportunity for Zoho users to meet and interact with experts and network with other users. This year's Zoho SalesIQ ZUG India
Apple Watch App?
Hello, are there any plans to release an Apple Watch app for the live chat feature? Does it work at all with the watch now - do notifications arrive on the watch that a chat has been initiated? Thanks!
Apple TV Application Logs Out Every Day
Why is it that the Apple TV Sales IQ application logs you out every day? Why must we spend the time to login to zoho.com/tv every morning with the code? Is this really necessary? I like the concept, but it needs some attention. The Dashboards need to
#1 Right data, right result! Link the data collected in SalesIQ with Zoho CRM fields.
Updating the important data manually from SalesIQ to your CRM for each visitor will be tedious. SalesIQ can help you by pushing the data gathered about the visitors to your Zoho CRM automatically. Your business might require some extra information of the visitor to be stored in CRM for sales follow-up or to your support executive to help the customers on their next visit. So, automating the process of pushing data from SalesIQ to CRM will make your system efficient by avoiding manual work. The visitor
Chatbot stops working after attempted Agent Forwarding is ignored or denied
I'm building a Codeless Zobot. I've added an Agent Forwarding card. I would like to give the site visitor the option of sending a message if the chat request from the Agent Forwarding card is either ignored or denied while the operator is available. There
How to share Live View visitor tracking to other users?
Hello, I am the admin of my account so I can see my website visitors in real time, however any other user in my team sees an empty ring or list, how can I have them see the same live visitors view ? Also, if I create a custom view can I share it with
Retarget your past mobile users and engage with them using Push Notifications
Missed a chat request from your mobile app user, who didn't provide any contact information such as Email or phone number while initiating the chat? And, wondering how to reach out to them? Push notifications are here to save you. Push notifications are the fastest and easiest way to grab your users' attention and encourage them to engage with you. How to do that? In the SalesIQ dashboard, navigate to Visitor History, select the missed visitor chat, and click on the Mobile icon on the Visitor info
Agents Available But Chats Missed
We have missed chats set up to send to Desk and it all word fine until last week when suddenly we started getting missed chat notifications when agents are sat waiting. We also notice on these notifications it shows us which agents were engaged, not available
Require email when responding to triggered chat
Is there a way to require users email address when they are responding to a triggered chat?
How can I set default fields with different language?
Hi, I would like to set diffenent placeholder following different languages for the default fields: name, phone, email, how can I set that?
Visitor Summary Not Populating in CRM leads
I have integrated Zoho SalesIQ with the Zoho CRM leads for visitor tracking as well as added the Javascript API onto the website. I am currently using jotform forms that have the Zoho CRM integration setup, but when a new lead comes in via form submission
How to Get Rid of A unwilling Form
Does anyone have any ideas about problem below? [Problem] A form like a picture below appears on a chat widget in my web site, which I did not set in the chat bot card editer. I was just wondering if anyone knows how to get rid of it from the chat w
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 platform
Make scheduling appointments seamless with Zoho SalesIQ and Zoho Bookings integration
You have streamlined your business’s engagement and customer communication by implementing versatile engagement software like Zoho SalesIQ. And now, you have your customer relationships, engagement, analytics, and more overseen from a single dashboard.
Zoho Booking Integration Block In Sales IQ Is Not Compatible With WhatsApp
Zoho Sales IQ recently added a feature to integrate Zoho Bookign with Sales IQ using the integration block. It really helped a lot in making the appointment booking process smooth through the chat window itself. But here the major issue I can notice is
Pushing Visitor data into SalesIQ?
How can I push visitor data to SalesIQ? I can't see a REST method that I could use. We have implemented a solution that tracks "offline" visitors for brick and mortar stores, I would like to push Visitor's: name email info: key, value "info" or what ever available fields to store path. "info" would be the physical area/department (offline) visited, instead of page (online). Thank you in advance. AdES
The Future of Live Chat: Essential Customer Engagement Features for 2023
It has been more than 20 years since live chat for support and engagement became mainstream. Almost all websites these days have some sort of live chat tool embedded, and most website builders come with an integrated live chat software solution. So, if
Reset SalesIQ Widget from ready event
Hi, we have a Problem with the JavaScript API for the SalesIQ Chat Widget. We want to make sure that the SalesIQ visitor information in the chat are not displayed after logout. In our application logout is possible through other means than just a button click. For example, the user needs to reauthenticate after a day, if he hasn't ticked "stay logged in". A reload of a page will thus delete authentication cookies and load the page as if he wasn't logged in. This and other means make it rather impossible
How to delete visitor history
I would like to delete my visitor history as I was testing my installation. How do I delete and start fresh?
How do you remove a user from SalesIQ?
I have a user in Sales IQ who needs to be removed (she's no longer involved with sales and chat) but I can't find any way to remove her. How do I do that?
JavaScript Error
Hello, I've had a few users get multiple JavaScript errors when using Sales IQ today. Can anyone provide more information on this? Is anyone else seeing this? Thanks!
Need more import features for Smalltalk, businessterms and article/FAQ
Hi, There is no option to import data into smalltalk and businessterms packages. It's very inconvenient to type everything manually inside salesiq with no way to import or export data. Concerning Articles and FAQ, there is an import feature but limited
How 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 boost
How can I assign missed chat leads to a specific seller?
Hello, Missed chat (from Sales IQ) leads are assigned automatically to a specific person right now, how do I change that to assign them to a different person automatically? I have tried to create an automation rule in CRM but that did not work because
e-mail sent troug Zoho SalesIQ to a lead is not shown in Lead history
I got a Lead from SalesIQ chat in my website. There was no operator online at the time and this visitor was automatically added as a Lead. I replied with an email directly from SalesIQ, but this email was not noted anywhere in Zoho, especially in the
Is there a way to pass the source of the chat from SalesIQ to the CRM lead creation?
Currently when I update the values of the visitor and the lead is automatically generated in the CRM it says that the lead source is Chat, but in reality it was from either Facebook, Instagram or WhatsApp. Is there a way to make sure that the correct
How to Make a Data Connection between a Visitor's Info in Zoho Sales IQ and a Contact's Info in Zoho CRM Manually
Does anyone have an idea?
I am looking for a way to make a data connection between a visitor's info in Zoho Sales IQ and a contact's info in Zoho CRM manually.
Because, I found out that some visitors in Zoho SalesIQ are the same people as some contacts
A 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 field
WFH Tip 1: Deliver multi-lingual chat support in real time, no matter what language you speak!
Greetings from Zoho SalesIQ! With the work from home(WFH) culture beginning to set in, we are all geared up to give you a bunch of tips on using SalesIQ for your business that can prove effective during this period. So, sit tight and stay tuned to our
integrate the zoho calendar in zobot
I have integrate the zoho calendar in zobot and created the connection but the booking is not displayed in the zoho calendar i need help in handling the script
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