Calls history in SalesIQ
A quick view about call information
- 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.
Recent Calls information
Other calls from the same visitor
Call history in visitor section
- 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?
- 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.
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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 ...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 ...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 ...Global Settings for Zoho SalesIQ
Global settings give you overall control over your SalesIQ portal. You can change various settings that determine the functionality of your SalesIQ portal. Changes made in the portal settings apply to all the operators irrespective of their ...Integrating Whatsapp Channel with SalesIQ
Integrating WhatsApp business with your SalesIQ helps you handle your business' WhatsApp chat conversations on your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their ...