SalesIQ Integration

SalesIQ Integration

The integration with Zoho SalesIQ allows you to initiate an instant remote assistance session directly from your chat console. During a session, you can guide your customers by viewing their live camera feed and utilizing annotation tools for better assistance. This integration enables seamless customer support without the need for phone calls.

 Enabling Zoho Lens for SalesIQ   

Follow these steps to integrate Zoho Lens with Zoho SalesIQ:
  1. Log in to your Zoho SalesIQ account.
  2. Navigate to Settings > Integration > Zoho Lens.


  3. Click Add and connect with your Zoho Lens account.

  4. You can view your organization details in the integration window.

  5. You can also add technicians based on your Zoho Lens subscription.

  6. Navigate to Settings > Personalize > Global Settings > Operator Interface and enable the Remote Access toggle to allow technicians to request remote access session.

Notes
Note:  
Only super admins can integrate a Zoho Lens account with Zoho SalesIQ.
Only technicians within the same organization can be granted access to handle remote assistance sessions in SalesIQ.
Once configured, you can enable or disable the integration as needed.

 Updating Zoho Lens  Org Details

If a Zoho Lens account is linked to multiple organizations, users can update the linked organization in Zoho SalesIQ by navigating to Integration Settings and clicking Change.

Initiating a Remote Assistance Session   

To start a remote assistance session from Zoho SalesIQ:
  1. Open Zoho SalesIQ and go to My Chats.
  2. Select the visitor’s chat for which you want to initiate remote assistance.
  3. Click the Remote Assistance icon at the bottom of the chat window.

  4. Alternatively, click the three-dot menu and select Start Remote Assistance.

  5. The session invitation will appear in the conversation. Click Join Now to initiate the session.
  6. A new tab will open for the session. Share the Join ID with the customer via email or SMS to allow them to join the session.