Setup your Personal profile

Setup your Personal profile

Adding more information about you will legitimize your profile and make users feel like they are chatting with a genuine person. A fully equipped profile will look professional and makes it easier for your operators to contact you. 

Set profile picture:

The first thing users will notice when conversing with operators is their profile picture, so adding a profile picture is essential.

  • In the SalesIQ dashboard, click on the profile picture icon on the top right corner to reveal the side drawer.
  • Now, click on your name to open the Profile information page, click on the profile picture icon, drag and drop or select a picture from your computer.
  • You can adjust the image using the crop tool, and click Upload.

Add Essential Information:

  • In the Profile Information page, click on the Settings icon on the right.

  • Now fill out all the basic information to make your profile look more professional and legit.
  • After entering all the necessary information, click Save on the pop-up on top.

Setup your availability status:

Users will be routed to operators based on their availability. When engaged with another visitor or taking a break, you can change your availability status. 

  • In the SalesIQ dashboard, click on your profile picture to reveal the side drawer.
  • Toggle the switch next to Status to change your availability. Once changed, your status will be set to Busy. 


Note: Chats will not be routed to you when your status is set to busy. But you can still see the incoming chat request and attend them if you wish to.

You can also completely turn off your availability:

  • In the Profile information page, click the settings icon and scroll down to the Available to take chats option.
  • Toggle the switch to turn it off. Once turned off, you can't access the visitor tracking module, modify the availability status, or monitor chats.


Associate to departments: 

  • In the Profile information settings page, scroll down to Associate departments, using the drop-down list, select the departments you want to associate yourself.
  • You can view all the departments you're associated with, below the Chosen Departments. To remove a department, click on the 'x' symbol next to the department name, click Save.

Set Concurrent chat limit:

Define the number of chat you can handle simultaneously. Your status will change to Engaged once you reach the limit. New incoming chats will not be routed to you until an ongoing chat get over. 

  • In the Profile information settings page, scroll down to the Concurrent chat limit, using the slider set the limit, click Save.



Control Notifications:

  • Mobile notification: In the Profile information settings page, scroll down to Mobile Notification, toggle ON to get notified on your mobile when a new or returning visitor lands on your website.
    • New Visitor: When enabled, you will get notified on your mobile if a new visitor lands on your website. 
    • Returning Visitor: When enabled, you will get notified when a returning visitor hits your website.
  • Desktop notification: Under the Desktop notification, toggle on to get notified on your computer.

Set Language and Time zone:

  • In the Profile Information page, choose your language and Time zone from the drop-down, click Save.



    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 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


                  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

                                                      • Setup your Personal profile

                                                        Adding more information about you will legitimize your profile and make users feel like they are chatting with a genuine person. A fully equipped profile will look professional and makes it easier for your operators to contact you.  Set profile ...
                                                      • Set Company Profile

                                                        Add more details about your company to reflect your company's image accurately. The company profile in SalesIQ acts as an overview for your users and operators.  Changing the company profile picture Navigate to Settings > Company info, click on the ...
                                                      • Setup Resource Based Support Assistant - Answer Bot

                                                        What is Answer Bot? The Answer Bot is a smart support assistant that converse with a website visitor based on the resources available on your portal. Whenever a brand is created inside SalesIQ, an Answer bot for the corresponding brand will be ...
                                                      • Enrich visitors' company details with Zia profile enrichment

                                                        Now Zia can provide information about visitors' company based on their email domain without any third party integrations like Clearbit - Enrichment and Leadberry. With Zia profile enrichment you can get instant access to in-depth data about your ...
                                                      • Add operators and Assign roles in SalesIQ

                                                        Add more power and make your customer service run smoothly by adding operators in Zoho SalesIQ. With the ability to add your team members and configuring them into one of three roles, you will be able to find the optimal structure for your live chat ...

                                                      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