Chat Monitor - Zoho SalesIQ

Conversation Monitor

Conversation Monitor allows you to oversee chat and call conversations between your operators and visitors. Using this feature, you can supervise and coach your agents, and also specify the type of chat conversation which you would like to monitor. 

Benefits of Conversation Monitor

  1. If you wish to monitor an operator in stealth mode, then you can add them here. You can join the conversations that you monitor any time that you want to in case your operators need your help.
  2. You can use this option to train your new operators or to observe the conversations of the prospective visitors on your website.

Types of Conversation Monitor

There are two types of conversation that you can monitor: 
  1. Chat Monitor 
  2. Call Monitor

Chat Monitor

Supervise and assist your associate during an ongoing chat conversation to train them and provide adequate support to the visitors.

Types of Chat Monitor

Operator Name : If you want to monitor all the conversations of a specific agent with the visitor, then select the Operator Name from the drop-down that is populated with the list of available operators.

IP Address : If you want to monitor the chats that originate from a specific IP address, then choose the IP Address option and enter the specific IP you would like to monitor in the text box.

Visitor Email : If you want to monitor the chat conversation of a specific visitor irrespective of any agent he/she converses with, then choose the Email Address option and enter the Email address of the visitor in the text box.

How to add a Chat Monitor?

To add a Chat monitor, do the following:
  1. Navigate to Settings > Controls > Conversation Monitor.
  2. Now click on the Add button to set-up a new monitor.

  1. Choose the conversation type as Chats and click Next.
  2. Now select what chats you would like to monitor. You can either monitor chats based on the operator name, IP address, or email address. 

  1. Click on the Add button to register changes. You can view the added chat monitors listed in the Chat Monitor section.

Who can Monitor Chats?

Role
Can Monitor
Administrator
Supervisor and Associate
Supervisor
Associate
Associate
None

Example of how to monitor a chat

  1. After adding the chat monitor, if the chosen agent chats with the visitor, then you will be able to oversee the conversation of the agent in the monitoring mode. You can also make suggestions through internal chat.
  2. If required, you can also click on " Join this chat " and join the conversation.

How to delete/disable a Monitor?

To delete a chat monitor,
  1. Click on the Delete button on the far right.

  1. A confirmation pop-up appears. Click Delete again and your monitor will be deleted.
To disable a monitor,
  1. Click on the Toggle button on the right side of the corresponding monitor and it will be disabled.

Call Monitor

Live call monitoring lets you listen in and observe conversations between your operators and visitors in real-time. This helps you identify gaps in operators' proficiency and address them without impacting the customer experience. You can join the conversations that you monitor any time that you want to in case your operators need your help. You can use this option to train your new operators or observe prospective visitors' conversations on your website. 

Ways of Call Monitor

You can monitor the calls in three ways. It can be using the Operator name or IP address or Visitor email. 
  1. Operator Name : If you want to monitor all the conversations of a specific agent with the visitor, then select the Operator Name from the drop-down.
  2. IP Address : If you want to monitor the chats that originate from a specific IP address, then choose the IP Address option and enter the specific IP you would like to monitor in the text box.
  3. Visitor Email : If you want to monitor the chat conversation of a specific visitor irrespective of any agent they converses with, then choose the Email Address option and enter the Email address of the visitor in the text box.
Note: 
  1. The Administrators can monitor both Supervisors and Associates. 
  2. The Supervisors can monitor only the associate. 
  3. The Associates cannot monitor calls. 

How to add a Call Monitor?

  1. To add a Call monitor, do the following:
  2. Navigate to Settings >  Controls > Conversation Monitor.
  3. Now click on the Add button to set-up a new monitor.
  4. Choose the conversation type as Calls and click Next .


  1. Select the type of monitor you would like to set up and provide the required details.

  1. Click on the Add button to register changes. You can view the added chat monitors listed in the Call Monitor section.

  1. After adding the call monitor, if the chosen agent converse with the visitor via call, then you will be able hear them in the monitoring mode. You can also make suggestions through internal chat.

  1. You can hop on to the call by clicking on "Join". 

Related topics:
  1. Operators in Zoho SalesIQ

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Viewing Visitor's Conversation History

                                                                                                                You can access the archives of all activity from your live chat customer support operation by navigating to the Chats module on the left side of you SalesIQ dashboard. Benefit of Chat History The conversation history provides a comprehensive snapshot ...
                                                                                                              • Integrating Campaign Monitor with SalesIQ

                                                                                                                What is Campaign Monitor? Campaign Monitor is an online email marketing application that enables designers to create, send, manage and track branded emails for themselves and their clients with ease. Integrating Campaign Monitor with SalesIQ Navigate ...
                                                                                                              • Profanity Library

                                                                                                                Keep all the chats on your portal professional by adding more terms to your profanity library. If the terms mentioned in the profanity library are used by the visitor during the conversation, automatic warnings will be sent out to stop the use of ...
                                                                                                              • HIPAA compliance with Zoho SalesIQ

                                                                                                                The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...
                                                                                                              • How to setup chat window flow?

                                                                                                                Getting contact information from the visitor in chat and managing them is a challenging task. When the data is lost, it is a tedious process to view the entire chat to get that single piece of information you're looking for in the conversation. Setup ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources