Getting started with Zoho SalesIQ

Getting started with Zoho SalesIQ

Zoho SalesIQ is a simple, quick-to-implement, efficient tool that allows you to chat with your website visitor. You can actively engage with your website visitor proactively and reactively using live chat widgets, triggers, and much more. SalesIQ has various plans that would meet all your requirements and demands. 


SalesIQ is the best sales conversion platform that helps you drive more profit to your business and serve your customers more efficiently. Let us start exploring SalesIQ!!! But before exploring, let us learn how to log in, embed the chat widget, and enable tracking on the website.    

How do I Log into Zoho SalesIQ?

  • Go to , click the Sign-in button.
  • Enter your email and click the NEXT button.

  • Now enter your password and click the SIGN IN button, log in to your Zoho account.

  • You can also sign in using your Apple, Google, Microsoft, Linked-in, Facebook, Twitter, Yahoo, and Slack accounts.

Add Code to your Website

Adding SalesIQ code to your website enables you to track and contact your visitors with ease. The SalesIQ chat widget allows you to engage with your website visitors in real-time. You can add your SalesIQ code to your website with simple steps:
  1. When you login for the first time, you can view a pop-up with the code you should add to your website source-code. You can copy-paste and enable SalesIQ on your website. 

  1. Or, you can navigate to SalesIQ > Settings > Brands, choose your brand, or create one.
  2. In your brand page, choose your brand, click Installation > Website, copy the code and paste it anywhere above the </body> of your website source code. Then, Save the changes and publish your website.

How to add SalesIQ widget code asynchronously?

By default, the SalesIQ widget code and your website code will be executed parallelly and interdependently. That is, the total execution time of your website source code is inclusive of SalesIQ widget code execution as well. To optimize and speed up the page loading time you can choose to add a parameter mode and assign async as its value in your widget code as shown below:

<script type="text/javascript"> var $zoho = $zoho || {}; $zoho.salesiq = $zoho.salesiq || { mode: "async", widgetcode: "WIDGETCODE", values: {}, ready: function () { } }; var d = document; s = d.createElement("script"); s.type = "text/javascript"; = "zsiqscript"; s.defer = true; s.src = ""; t = d.getElementsByTagName("script")[0]; t.parentNode.insertBefore(s, t); d.write("<div id='zsiqwidget'></div>"); </script>
Please replace the content inside the widgetcode:"WIDGETCODE" with your widget code.
Ex: widgetcode:"a389231ec21419a72e7778a87ddb3fc60d4ba5b3451492273afbff3b23584fa7"
In doing so, the SalesIQ widget code will be executed asynchronously, and only after your website source code has successfully been executed. And so, you can make sure that there aren't any page loading delays.

Sharing the code with your webmaster

If you do not have access to your website source code or not familiar with HTML, you can directly mail the SalesIQ installation code to your webmaster.

  • In Settings > Brands > {Your brand name} > Installation > Website, click the Send installation code to webmaster .

  • Now in the pop-up, you can compose your email and send it to your webmaster. 

Install SalesIQ for various platforms

SalesIQ integrates with WordPress, Blogger, Unbounce, Tumblr, Light CMS, Help IQ, Virb, Weebly, Wix, DotNetNuke, Sitefinity, Joomla, Drupal, and much more. Bring Live chat, tracking, and much more to your Blogs and e-commerce websites. 

  • In Settings > Brands > {Your brand name} > Installation > Website , on the right-hand side below the video, click the three dots to view all the platforms compatible with SalesIQ. 
  • Click on a product to know how to install the SalesIQ code on a website built using that platform. 
You can also find the installations guides here.

Setting up your Live Chat widget

Streamline live chat window flow
In SalesIQ, navigate to Settings > Brands , choose your brand, and click Flow.

Setup Pre Chat Forms

Pre Chat Forms help you collect essential data from your visitors before they start a chat.
  • In the Flow page, add the required fields by clicking on the Add Field text

  • Drag and drop the field you would like the users to fill before initiating a chat with your operators.

  • Fields can be marked as mandatory by checking the ' Mark this field as mandatory ' checkbox on the right.  


Associate departments

You can route the visitors coming from a website to their respective departments. For example: If a visitor initiates a chat from a Car dealership website, you can route the request to the department handling automobiles. Only the operators of that department will be able to see the incoming chat request. You have to assign at least one department with a brand. 

Chat Notification settings

You can allow your operators to decide if they want to pick a chat or to ignore them. Or you can automatically assign incoming chats to available operators whenever a visitor initiates one. Automatically assigning requests can help reduce missed chats. 

Chat queue

You can set the maximum number of simultaneous chat request an operator can get. Once the queue limit has reached, the visitors will be asked to leave a message to contact the operators again. 

Personalize SalesIQ on your website

Chat widget customization

The chat widget can either be used as a float or a button. The Button will remain static in a fixed position, whereas float will hover over all the elements in your website that can help your visitors find the widget with ease even if they scroll through your website.

Float Widgets

  1. You can customize your float widget by navigating to  Settings > Brands > {Your brand name} > Personalization , click stickers on the left-hand side menu.
  2. Pick one from various float widget designs available.
  3. If you want to use your own widget, you can upload yours by clicking 'Upload' on the top right. 
  4. Choose the float widget position by scrolling down to  Widget position. You can pick where you want to position your widget.
  5. Click Save on the popup to save the changes you've made


All the changes you make can be previewed, which will give you hands-on experience on how the widget will look on your website.
  1. In the Brands Personalization page, click the eye icon on the top right corner.
  2. Click on the "+" icon, and add your website URL.
  3. Now you can view how the SalesIQ chat widget will look on your website.
  4. Toggle between the bottom menus to view the widget form different devices. 

Customizing messages

Personalize your widget with custom greeting messages. 
  1. In the Stickers section under the Personalization page, scroll down to the Chat widget message - Online.
  2. Add a content and a byline text that will be displayed when you're online.
  3. You can do the same for Chat widget message - Offline. The text given here will be shown during non-business hours.

Customize chat window

Navigate to Settings > Brands > {Your brand name}> Personalization, go to Appearance.
  1. Chat window theme: Click on the drop-down arrow to reveal all the available pre-defined themes in SalesIQ, select your desired theme, and click Save .
  2. Pick chat window color: Scroll down to pick a color for your chat window.  You can pick a color from one of the recommended colors or use the color pick to choose any color you want.
  3. Set chat window size: Scroll down to choose a size for your chat window. You can assign your chat window size to be either Medium or Large. Choose medium if you don't want to cove up your website content.
  4. Display company logo: You can opt to show your company's logo in the visitor chat window.
  5. Display operator profile picture on connecting: Enabling this option with allow visitors to view the profile picture of the operator they are connected to.
  6. Upload custom CSS : You can upload your custom designed widget's CSS using this feature. Click the Upload button and select your CSS file. Customize the name of the resources section inside the chat window, this can indicate the users that there is a self-servicing tool available that they can use to find the solution. Also, you can choose to display the articles based on categories by selecting Category only in Choose How To Display Articles On Your Chat Window .
  7. Choose how to display articles on your chat window: Display articles in structured categories by choosing Category only, or list all the articles as a list without any categorization by selecting Show all.

Take your code for a test run

After completing the setup process, please test it out on your website before making it available for your visitors. Conducting a test run can help you understand the use case better and make essential tweaks before publishing. 

Initiate a test chat as a visitor

  1. After publishing your website with the SalesIQ code, open your website, and click on the SalesIQ widget.
  2. Enter your details in the input field to continue with the live chat, and send out a chat message.

  1. You will receive an incoming message in your SalesIQ portal, click Pickup to start the conversation.

  1. After you click Pickup a new live chat window will automatically open. Send out a response message to check if the user receives it on the website.
  2. Also, check all the advanced features of SalesIQ like Audio Calls, Sharing Files, Screen Sharing, etc. (if enabled).

Initiating a test chat as an operator

When you identify a prospect or a potential customer, you can reach out to them by sending a chat invite. 
  1. In the Rings view, click on the visitor icon.
  2. A proactive chat window will open, type out your message in Enter your message here input field, and click Send

  1. You'll receive the message on your website.
  2. Your SalesIQ portal is now ready to engage with your visitors!

Visitor chat window

The visitor chat window consists of a striking and straightforward user interface that will allow visitors to converse with the operator easily. SalesIQ's extensive tools will help your visitors to convey their requirements to your operators without any hindrances. 

  1. Operator Name: In the visitor conversation window, on the top, you can find the name of the operator assigned. 
  2. Description : The description provided by the operator will be displayed below the name.
  3. Input text: Visitors can enter their messages in the input text field present at the bottom.
  4. Audio calls : Visitors can initiate an audio call by click this icon on the top right corner of the chat window. To know more about the audio call feature, click here.
  5. End chat : Clicking the power button above the input field will immediately end the conversation. Once the chat is completed, it will go to the feedback window. 

Export chat transcripts

SalesIQ allows you to save the chat transcripts and use it for future references. You can export the chat transcript either via email or by printing it directly.

  1. Email the transcripts: The visitor can mail the conversation transcripts to their email address by clicking the three dots above the input field and selecting the Send Mail  option. 
  2. Print the chat transcript: Click the three dots next to the End chat icon. Now select Print  from the options, and now a new window will open where you can view the chat transcript. Click Print on the top right corner to print the transcript. 

Insert images, pdfs, and more in chat

SalesIQ provides extensive support with the use of rich media in chat. The visitor can share Screenshots, Images, PDFs, Screen recordings, etc. in the conversation to enable the operators to understands and support the visitors better.

  • Click the paperclip symbol on the right side of the input field. Select the file you want to attach to the chat. 

  1. Now you can view the inserted file in the chat window. 

Congratulations! You have now successfully implemented SalesIQ on your website. Make sure to explore all the features of SalesIQ to improve your business and support your customers better.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      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.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • 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 ...
                                                                                                        • Integrating Zoho Bookings with Zoho SalesIQ

                                                                                                          Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...
                                                                                                        • SalesIQ for Zoho Forms

                                                                                                          Zoho forms is a software solution that let's you create visually appealing forms easily with a no-code online form builder, for all your data collection needs. Integrating Zoho SalesIQ with Zoho Forms will allow you to receive the data collected on ...
                                                                                                        • Desktop apps for SalesIQ

                                                                                                          The SalesIQ Desktop apps are available on the App Store on Mac as well as the Microsoft store on Windows. These can be downloaded from the respective stores to get the the SalesIQ experience right to your desktop. Mac Downloading the SalesIQ app from ...
                                                                                                        • SalesIQ for Zoho Sites

                                                                                                          Add the power of live chat to your Zoho Sites and start publishing your text, photos and video. Integrate Zoho SalesIQ with your site templates and get connected with your visitors in real time. Integrate Now Configuring Zoho SalesIQ to your Zoho ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources