Setting up the Email signature channel (New)

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, without visiting your website.

From a business perspective, this helps you convert email interactions into real-time conversations, reduce back-and-forth emails, and give customers a faster way to reach your team directly from their inbox.

Installation

This section provides the code and links required to add the SalesIQ chat entry point to your email signature. Once configured, recipients can click the signature and start a chat session with your business.

You can add the Email Signature chat in one of the following ways:

Add signature code via insert HTML option

  1. Signature code: Use this option if your email client supports HTML signatures.

    1. Copy the Signature code shown.
    2. Paste it into the HTML signature section of your email client while composing or editing your email signature.
    3. Save the signature settings in your email client.
    4. This option embeds the signature chat widget directly into your email signature.
  1. Short link: Use this option if you prefer a simple clickable link instead of an embedded signature widget.
    1. Copy the Short link.
    2. Add it to your email signature as a hyperlink or button.
    3. Save your changes.
    4. Clicking the link will redirect recipients to start a chat with your business.

Add signature using image and redirection URL

Some email clients do not allow HTML-based signatures. In such cases, you can use the following alternatives:
  1. Image URL: Use this image as part of your email signature.
  2. Redirection link: Link the image to this URL so recipients are redirected to the chat when they click it.
This ensures the signature chat works even in restricted email environments.

To add email signature using image and redirection URL:
  1. Copy the image URL.
  2. In your email client's signature chat settings page, paste the link it in the Insert image by URL option.
  3. In SalesIQ Email signature page, copy the Redirection URL. 
  4. Select the image and use the hyperlink option to paste the copied Redirection URL . Now, click save.
  5. Once the customer clicks on the image, they'll be redirected and can connect with you instantly via chat. 

Personalization

The Personalization section allows you to customize how the chat experience appears when a visitor clicks the chat link or image in your email signature. These settings help you control the landing page, launcher style, and messenger options so the experience feels consistent with your brand and other channels.

Landing page

The Landing page is the screen visitors see after clicking the chat link or image in your email signature. This page acts as an entry point to the chat and gives visitors immediate context before they start a conversation.
  1. Landing page background: Choose the background design shown on the landing page. You can select from the available patterns or upload a custom background image to match your brand’s look and feel.
  2. Messenger display info: Choose what information is displayed on the landing page and inside the messenger:
    1. Company – Displays your organization’s name and branding.
    2. Custom – Allows you to show custom identity information for this channel.
  3. Display company logo:  Enable this option to show your company logo on the landing page.
  4. Display company info: Enable this to display basic company information to visitors.
  5. Display company details: Enable this to show additional company details, helping visitors understand who they are about to interact with.

Launcher

The Launcher is the call-to-action button that appears on the landing page and allows visitors to start a chat from your email signature.
  1. Default launcher: Select Default to use one of the predefined launcher styles provided by SalesIQ. You can choose from the available designs (such as Saffron, Canyon, Flo, and others), which differ in shape, color, and visual style.
  2. Custom launcher: Select Custom if you want to upload your own launcher icon instead of using the default styles.
    1. Upload a custom image to represent the chat launcher.
    2. Use a 50×50 px image (JPEG, JPG, GIF, or PNG).
    3. The maximum file size allowed is 1 MB.

Messenger

The Messenger defines what visitors see after they click the launcher and enter the chat interface.

Homepage widgets
  1. Homepage widgets control the actions and resources available to visitors when the messenger opens.
  2. These widgets define how visitors can engage with your business from the messenger homepage.
  3. By default, the widget configuration from the Website channel is replicated here. You can review and adjust it if needed.
The available widgets include:
  1. Chat – Allows visitors to start a chat with your team.
  2. Call – Lets visitors initiate a voice call directly from the messenger.
  3. Articles – Displays knowledge base articles related to the selected departments.
  4. FAQs – Shows frequently asked questions with quick answers.
  5. Previous conversations – Allows returning visitors to view and continue earlier chat history.
Use the toggle next to each widget to enable or disable it.



Add widgets: Select Add widgets to open a side panel where you can include additional widget types on the messenger homepage:
  1. Image widget – Use images to highlight announcements, promotions, or important updates.
  2. Video widget – Add videos for product demos, introductions, or feature explanations.
These widgets help you provide helpful context or information before a visitor starts chatting.
Notes
Note:
  1. The widgets configured for the Website channel are automatically replicated here.
  2. At least one widget must be enabled for the messenger homepage.