Introduction to Associate Guide - Zoho SalesIQ

Introduction to Associate Guide

This guide helps you understand the permissions and responsibilities of an associate inside Zoho SalesIQ. SalesIQ is a customer messaging platform that helps you track and connect with your website visitors instantly. An associate is responsible for handling the chats initiated by the visitors and assist them on the site.

The associate guide helps you learn the features offered by SalesIQ to enhance the customer support experience for the visitors.

Tips:

An associate should be familiar with handling the chat window swiftly and efficiently to assist the visitors. Check out the getting started guide for more details.

Joining the SalesIQ Portal as an associate

An administrator should invite you to join the Zoho SalesIQ portal.

  • Once they add your email address in the portal, you will receive an email. Click Accept.


  • Enter the required info and click Continue.



    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

                                                                                                        • Supervisor guide

                                                                                                          Supervisors can manage, monitor, and analyze the performance of your operators using the tools provided in SalesIQ. The supervisor guide will help you understand and use the features that are available for the supervisors. Joining the SalesIQ portal ...
                                                                                                        • Articles

                                                                                                          What are Articles? Articles are a collection of self-service materials that you draft inside your SalesIQ dashboard and share with customers on the chat window during a conversation. These articles will also be available for access inside the live ...
                                                                                                        • Action Cards

                                                                                                          Action cards are used to perform actions based on the visitor's needs and information collected so far in the flow. Channel compatibility and limitations All action cards are supported in Facebook, Instagram, WhatsApp, Telegram, and LINE. Criteria ...
                                                                                                        • UAQs

                                                                                                          What are UAQs? This section consists of a collection of all the questions  asked by the visitors that the answer bot has failed to answer. When the bot does not know the answer to one of the questions that the visitor asks during a conversation, the ...
                                                                                                        • Integrating Salesforce with Zoho SalesIQ

                                                                                                          Overview What is Salesforce? Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

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



                                                                                                            eBooks

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



                                                                                                            Webinars

                                                                                                            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