Conversations
Managing Active Chats
Manage multiple ongoing conversations conveniently. These Active Chats and My Chats tabs are neatly organized into tabs for easy access. You can also initiate live chats with your customers, access detailed information about visitors, make notes for ...
Click to Call on SalesIQ chat window
Click-to-call customer support is a convenient feature that lets website visitors initiate a phone call with a support representative by simply clicking a button within a website or chat interface. The call option on the chat window allows visitors ...
Smart suggestions for visitor questions in chat window
Smart suggestions are reply recommendations that are auto-generated using the resource section. It helps the operators by suggesting suitable responses while conversing with the visitors. These suggestions are primarily from articles, FAQs, and the ...
Add and manage contacts or conversations tags
Tags are used for assigning meaningful labels to your leads, contacts, conversations, and companies. They help you to organize all the visitor details and conversations in SalesIQ. Add a tag that precisely describes the conversation or details so ...
Calls history in SalesIQ
In the Calls section, you can see the list of calls you or your operators initiated or received from the visitors. To access Calls information from other pages, you will just have to click on the Calls tab in the panel on the left of your Zoho ...
Screen sharing for better customer support
Provide the best support by instantly sharing your screen or requesting your visitor to share your screen with your operator using the Zoho SalesIQ screen share option. This feature is directly built into SalesIQ and you need not have any ...
Enable audio alerts within Zoho SalesIQ
Enable audio notification in Chrome To ensure you don't miss any chats, make sure to enable the audio settings in your Chrome browser if they are currently disabled by default. Here's how you can enable it: For users with SalesIQ subscription In your ...
Sending voice note from SalesIQ chat window
Share notes from the operator chat window Visitors prefer hearing and interacting with operators instead of emails or chatbots. Voice notes help your operator to bring trust and explain resolution faster to complex questions. Your operators can send ...
Viewing Visitor's Conversation History
You can access the archives of all activity from your live chat customer support operation by navigating to the Chats module on the left side of you SalesIQ dashboard. Benefit of Chat History The conversation history provides a comprehensive snapshot ...
Managing Missed Chats
What are Missed Chats? A chat is considered missed if neither an operator nor a bot responds or the operator declines or misses the chat transfer from the chatbot. (The initial automated welcome message (trigger message) is not considered a reply.) ...
Quick options/features in the operator chat window
The operator chat window helps the operators offer optimal support and enhance business promotion by engaging in real-time conversations with visitors. The chat window holds significant potential in converting potential leads into satisfied ...
Adding Dynamic Text Input
Dynamic text input in messages Text that can be added to sentence to change the content dynamically from one person to another is referred to as Dynamic Text. This message will be conveyed flexibly, varying as per the specified rule. The dynamic text ...
Audio Calls in SalesIQ chat window
Server Maintainance Update: We have changed the servers. As a result, the IP ports are changed. If you have whitelisted the Zoho SalesIQ to get support from our team, Please enable/whitelist the following ports in your firewall for calls/conferences ...
Email Templates
You can now create templates for all your emails and store them in Zoho SalesIQ. If you're a frequent email user, you no longer have to type long email content every single time. Instead, you can draft the email and store them as templates and choose ...