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 SalesIQ dashboard.
A quick view about call information
The history of calls that the operators have with the visitors will be listed in this section. You can separate and view the calls as:
1. Answered Calls - The calls and recording initiated or answered by the operators will be listed
2. Unanswered Calls - The calls missed answering will be listed here
3. My Calls - The calls and recording you've initiated or received from the visitor will be listed
- The call information will be updated to the list only when the call is ended by the operator or visitor. While you view the call info and recordings on the chat window, the right side of the window gives you easy access to your visitor’s e-mail address and the page they were visiting when they initiated the call. You can also see the visitor’s location, their browser and operating system.
Call Summary
The call summary is generated once a call ends, allowing operators to quickly review the conversation without listening to the full recording.
SalesIQ supports two AI options for generating call summaries:
- Zia: Uses Zoho's AI to generate concise summaries based on call content.
- ChatGPT: Leverages ChatGPT’s language model for context-aware summaries (requires SalesIQ-ChatGPT integration).
To configure call summary settings, navigate to Settings > Global Settings > AI Tools for Operators > Conversation Summary.
Note:
1. Summaries are generated in the operator’s language. For example, if the conversation is in French but the operator’s language is English, the summary will be in English.
2. Call summaries are available only in the Calls tab, not for live chats.
Recent Calls information
In recent calls, the calls the visitor initiated or received from other chats will be listed. Click on any chat and view the entire transcript while you are viewing any other information.
Other calls from the same visitor
In other calls, you can view the list of calls received or initiated and the recordings during the same chat session.
Call history in visitor section
You can also view the call information right inside the people module. In Visitor module, tap on the Leads/Contacts/Companies name > Calls tab the list of calls will be available.
- On tapping the call, you can view the entire conversation and the call recording.
- If there is a recording for the call you initiated or received during the conversation then it will be displayed in the Conversations section. Tapping on the recording, the first available recording will open.
How to enable call recording?
To enable call recording option for a particular brand, you can navigate to Brands > your brand name > Configurations > General , and enable Record the calls .
Notes:
- The recording feature is applicable only for SalesIQ built-in audio call facility.
- The recorded calls and screen share sessions will be pushed to CRM integrations (if enabled) via transcript as a link. If the operator has the required permissions in Zoho SalesIQ, they will be able to view the recordings from CRM.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrate Telephony with SalesIQ
Performing follow-ups with your prospects via email can be sluggish at times. One of the most effective ways to connect with your contacts is via a phone. This integration can allow operators and sales teams to get in touch with your prospect right ...Verifying users from contacts in visitor history
Note to customers: This feature is a part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form. You now have a dedicated users section within the Visitor ...Integrating DeepSeek with Zoho SalesIQ
Note to customers: This feature is part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form. DeepSeek in SalesIQ When DeepSeek is integrated with ...Integrating Anthropic with Zoho SalesIQ
Note to customers: This feature is part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form. Anthropic in SalesIQ When Anthropic is integrated with ...Integrating Google AI with Zoho SalesIQ
Note to customers: This feature is part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form. Google AI in SalesIQ When Google AI is integrated with ...
New to Zoho LandingPage?
Zoho LandingPage Resources