Introduction to Associate Guide
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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 and WhatsApp. Criteria Router The 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 ...