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.



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