Introduction to Associate Guide

Introduction to Associate Guide

This guide helps you understand the permissions and responsibilities of an associate inside Zoho SalesIQ. SalesIQ is a customer messaging platform that helps you track and connect with your website visitors instantly. An associate is responsible for handling the chats initiated by the visitors and assist them on the site.

The associate guide helps you learn the features offered by SalesIQ to enhance the customer support experience for the visitors.

Tips:

An associate should be familiar with handling the chat window swiftly and efficiently to assist the visitors. Check out the getting started guide for more details.

Joining the SalesIQ Portal as an associate

An administrator should invite you to join the Zoho SalesIQ portal.

  • Once they add your email address in the portal, you will receive an email. Click Accept.


  • Enter the required info and click Continue.

‚Äč


    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

                                                      • Supervisor guide

                                                        Supervisors can manage, monitor, and analyze the performance of your operators using the tools provided in SalesIQ. The supervisor guide will help you understand and use the features that are available for the supervisors. Joining the SalesIQ portal ...
                                                      • Add operators and Assign roles in SalesIQ

                                                        To add more power and make your customer service run smoothly, you can add operators in Zoho SalesIQ to increase effectiveness. With the ability to add your team members and configuring them into one of three roles, you will be able to find the ...
                                                      • Salesforce

                                                        Overview What is Salesforce? Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service ...
                                                      • Integrating Whatsapp Channel with SalesIQ

                                                        Get noticed and communicate where it's most convenient for customers.  Integrate your Whatsapp account with the SalesIQ brand and extend your support via Whatsapp messenger to your customers. Your customers will be able to reach your support ...
                                                      • Business Terms

                                                        Business Terms are a collection of similar jargon/terms used in different fields that conveys the same meaning. Adding more terms to the business terms module can train the answer bot to respond more accurately. Business terms can be best understood ...

                                                      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