Integrating Arattai Business with SalesIQ

Integrating Arattai Business with SalesIQ

Integrating your Arattai Business account with Zoho SalesIQ helps you manage conversations with your Arattai customers directly from the SalesIQ dashboard. When a customer messages your business on Arattai, you can receive and respond to the conversation from SalesIQ, allowing your operators to assist customers without switching between platforms.
With the Arattai channel, you can connect your Arattai Business account to a SalesIQ brand, associate an Arattai number with the brand, and route incoming conversations to the appropriate department. This allows your team to handle Arattai conversations alongside your other customer interactions in SalesIQ.

How can this help your business?  

  1. Connect with customers on Arattai: Let customers reach your business through Arattai without having to visit your website.
  2. Manage conversations from SalesIQ: Receive and respond to Arattai conversations directly from your SalesIQ dashboard.
  3. Provide rich-media support: Assist customers using rich media such as images and videos.
  4. Route conversations to the right team: Associate your Arattai account with a SalesIQ department to ensure incoming conversations reach the appropriate team.
  5. Keep customer conversations in one workspace: Let your operators manage Arattai conversations from the SalesIQ dashboard without switching between platforms.
Notes
Note: The Arattai Business channel for SalesIQ is available only in the IN DC.

How does it work?

The integration connects your Arattai Business account, Arattai number, SalesIQ brand, and SalesIQ department. Once the integration is configured:
  1. Customers can message your business through your connected Arattai number.
  2. The conversations are delivered to SalesIQ.
  3. Your operators can respond to customers directly from SalesIQ.
  4. Conversations are routed to the department associated with the Arattai account.

Integrate Arattai Business with SalesIQ  

Before you begin the integration, make sure you have an Arattai Business account that you want to connect with SalesIQ.
To integrate Arattai Business with SalesIQ:
  1. In your SalesIQ dashboard, navigate to Settings > Messaging Channels > Arattai.
  1. Click Add at the top right.
  1. Read the terms of service and privacy policy. Select I agree to the terms and conditions, and click Accept.
  1. Click Add Arattai account.
  1. Sign in to your Arattai Business account using your credentials.
  1. Review the permissions requested by Arattai Business and click Accept to allow SalesIQ to access the required account information.
  1. Select the SalesIQ brand that you want to associate with your Arattai business account.
  1. This will take you to the Select the Arattai business account you want to connect with the brand, and click Next.
  1. Select the Arattai number you want to associate with the brand, and click Next.
  1. You can add credits to your account to send messages.
    1. Click Add now to add credits immediately.
    2. Click Add later if you want to add credits later.
  1. Select the department to which Arattai conversations should be routed, and click Next.
  1. Review and verify the Arattai account, number, and department associated with the brand. Click Done.
  1. Your Arattai Business account is now connected to SalesIQ.
  2. Once the integration is complete, you can view the connected Arattai account under Settings > Messaging Channels > Arattai > {Choose the brand}. From here, you can view the associated Arattai Business account, number, and department.

Configure Preferences

Set a preferred time limit to close missed chats  

When an operator does not attend a chat, the chat will be moved to the 'missed chats' section.
  1. You can set a preferred time limit to close the missed chat automatically.
  2. This will convert the missed chats to closed chats after the specified duration.
  3. You can keep the missed chats open for a period ranging from 15 minutes to a month, as per your business requirement.
Notes
Note: Operators must respond to the missed chats before the set time here, as they cannot respond to closed chats.

Set a preferred time limit to close idle chats  

You can set a preferred time limit of up to 24 hours to automatically close active idle chats in the "Close idle chat in" section. For instance, let's assume we set 24 hours here.
  1. When a chat connects to an operator and then subsequently becomes idle, i.e., there was no message sent by both the operator and visitor, the chat will still remain active for 24 hours, based on the time limit set here.
  2. After 24 hours of inactivity, the chat automatically closes and moves to 'Closed Chats.'
  3. If the visitor or the operator sends a message during this period, the timer will reset, keeping the chat active for another 24 hours.