Setup your personal profile - Zoho SalesIQ

Set up your personal profile

Enhancing your profile with additional details can make it more professional and authentic. A fully equipped profile not only instills confidence, but also fosters a sense of genuine connection when engaging with visitors.

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 .


Add essential information

  • 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.
Note: The date format chosen here will not be replicated in some areas of your portal such as exported documents, rule engine within features, chat transcripts that are being printed or saved as PDF, and integration widgets in the operator chat window.

  1. Time format - You can choose between 12 hour and 24 hour time formats for your portal.
  2. Font - The following fonts are available to choose from. You can choose your preferred font here for your portal.
    1. System default
    2. Puvi
    3. Inter
    4. Lato

Languages supported for your portal

S. No
Language
Operator
1
English

2
Portuguese(Brazil)

3
Hindi

4
Finnish

5
Bulgarian

6
Chinese (Traditional)

7
Indonesian

8
Filipino

9
Slovak

10
Slovenian

11
Czech
12
Croatian
13
Thai

14
Arabic (New) - RTL

15
Vietnamese

16
Swedish

17
Polish

18
Dutch

19
Italian

20
Hungarian

21
Greek

22
Danish

23
Turkish

24
Spanish

25
Russian

26
Portuguese

27
Ukranian

28
German

29
French

30
Japanese

31
Chinese (Simplified)

32
Korean

RTL language support for your portal

SalesIQ provides RTL language support (right to left languages) for operators, to change their portal layout to RTL format. This will allow text in right-to-left (RTL) languages to appear in the correct order, resolving the issue of text appearing in the reverse order.
When RTL support is enabled, the entire portal will shift to RTL display which will significantly enhance the portal experience for RTL language users. 

Languages supported:
  1. Arabic
  2. Hebrew

Arabic

To get Arabic language display for your portal,
  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

To get Hebrew language display for your portal,
  1. From the SalesIQ dashboard, navigate to Settings > My profile > Profile settings.


  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.



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