Add a profile picture

The first thing users will notice when conversing with operators is their profile picture, so adding a profile picture is essential.

• From the SalesIQ dashboard, navigate to Settings > My Profile.
  
• Click on the profile picture icon, drag and drop or select a picture from your computer.
  
• You can adjust the image using the crop tool, and click Upload .
  

• In the Profile Information page, click on the Settings icon on the right.
  

• Now fill out all the basic information to make your profile look more professional.
  
• After entering all the necessary information, click  Save  on the pop-up on top.
  

Set up your availability status

Users will be routed to operators based on their availability. When engaged with another visitor or taking a break, you can change your availability status. 

• For this, on the SalesIQ dashboard, toggle the 'Available' button to change your availability.
  
• Once changed, your status will be set to Busy.

Note:  Chats will not be routed to operators when their status is set to busy. But they can still see the incoming chat requests and attend them if they wish to.

Turn off your availability

• From the SalesIQ dashboard, navigate to Settings > My Profile > Profile Settings.
  
• Scroll down to the Visitor engagement option and toggle the switch to turn it off. Once turned off, you won't be able to view live visitors or connect with them.
  

Associate to departments

• In the Profile information settings page, scroll down to Associate to departments,
  
• Using the drop-down list, select the departments you want to associate yourself.
  
• You can view all the departments you're associated with, below the Chosen Departments. To remove a department, click on the ' x ' symbol next to the department name, click Save.
  

Set your Concurrent chat limit

Setting the Concurrent chat limit will let you define the number of chats you can handle simultaneously. Your status will change to engaged once you reach the limit and new incoming chats will not be routed to you until an ongoing chat gets over. 

• In the Profile information settings page, scroll down to the Concurrent chat limit, using the slider set the limit.
  
• Click on Save to save the changes.
  

Control notifications

• Mobile notifications: In the Profile information settings page, scroll down to Mobile Notifications, and toggle the button to enable it. This will notify you on your mobile, when a new or returning visitor lands on your website.
  
• New Visitor: When enabled, you will get notified on your mobile if a new visitor lands on your website. 
  
• Returning Visitor:  When enabled, you will get notified when a returning visitor hits your website.
  
• Desktop notification: Under the Desktop notification, toggle on to get notified on your computer.
  

Locale

You can set up options specific to your SalesIQ account in this section.

1. Language - Choose the language here that you want your SalesIQ portal to be displayed in for your use.
   

1. Time zone - Select the appropriate time zone for your account.
   

1. Date format - Choosing the date format as per your preference will allow for enhanced readability and quick understanding of date. There are 47 date formats available to choose from. You can choose the preferred date format for your account here. This date format will be used and displayed on almost all areas of your SalesIQ portal.
   

Languages supported for your portal

RTL language support for your portal

Arabic

1. From the SalesIQ dashboard, navigate to Settings > My profile > Profile settings.
   

1. Scroll down to Locale and in the language dropdown, choose 'Arabic'.
   

1. Click on Save to save the settings.
   

1. This will automatically reload your SalesIQ portal to RTL format in Arabic.
   

Hebrew

1. Scroll down to Locale and in the language dropdown, choose Hebrew.

1. Click on Save to save the settings.

1. This will automatically reload your SalesIQ portal to RTL format in Hebrew.

How to sync your SalesIQ status across Zoho Apps?

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.