Operator's Handbook
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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