Setup Brand
Setting up the Email signature channel (New)
The Email signature channel allows you to turn your team’s email signatures into a conversation entry point. By adding a SalesIQ signature link or widget to your outgoing emails, you can let recipients start a chat with your business instantly, ...
Setting up the QR code channel (New)
The QR code channel allows customers to start a chat with your business instantly by scanning a QR code. This is especially useful for offline touchpoints such as stores, events, product packaging, posters, or printed materials, where visitors can’t ...
Setting up the Website channel (New)
The Website channel allows you to add the SalesIQ live chat widget to your website so visitors can start real-time conversations with your team. Once configured, the chat launcher appears on your site, enabling customers to reach you instantly while ...
Getting started with Brands on SalesIQ (New)
As and when you log in to Zoho SalesIQ for the first time, a brand is automatically created for you with the Company name you provided during sign-up. This becomes your starting point to set up how SalesIQ appears and functions on your website and ...
Customize your SalesIQ Chat window with new Personalized Widgets (Beta)
Note: This feature is still in beta version. If need be, changes will be made to the JS API code/format for further refinement of the widgets. Additionally, the widgets JS API will work only on the new SalesIQ live chat. If you are using the older ...
How to customize the live chat widget and window?
Customizing the SalesIQ Live Chat Widget and Window allows you to match your website's look and feel and also allows businesses to align their chat interface with their brand identity and improve user engagement. This guide provides step-by-step ...
How to configure chat window options?
Setup your brand Add a name and description to your brand to make it identifiable and feel more personalized. If you wish to change your brand's name, you can do so by navigating to Settings > Brands > Your Brand > Configurations, Under Name your ...
How to setup chat window flow?
Getting contact information from the visitor in chat and managing them is a challenging task. When the data is lost, it is a tedious process to view the entire chat to get that single piece of information you're looking for in the conversation. Setup ...
Getting started with Zoho SalesIQ
Zoho SalesIQ is a simple, quick-to-implement, and efficient tool that lets you chat with your website visitors. You can engage your website visitors proactively and reactively with live chat widgets, triggers, and more. SalesIQ has various plans that ...