Joining the SalesIQ portal as a supervisor

• Once you receive an invite to join a SalesIQ portal on your email, click on the Accept button
  

• Create a new Zoho account and click sign up
  

• Enter the required info and click Continue.
  

Tip: Add a professional profile picture to increase your credibility.

Chat Monitor 

 Setting up a chat monitor  

• Navigate to Settings > Chat monitor, click Add.
  
• You can monitor chat based on the operator's name, IP address, or Email address.
  

• Pick an option, enter the details, and click Add

• After adding, you can view and manage all the Chat monitors in your portal. Click on the toggle to enable or disable a chat monitor.
  

 Approve IP block requests:  

Manage Profanity Library 

• Navigate to Settings > Profanity Library, and choose a library.
  
• Click Edit on the preferred language
  

• Type a new term and click the Add term option below the input field to add the term to the existing library.
  

Email Templates 

• Go to Settings > Personalize > Email Templates and click Add.
  

• Provide a subject line and the email content you frequently use.
  

• Use dynamic text to individualize the emails based on the visitor's data.
  
• Configure the visibility of the template by allowing everyone in the organization to use them or you can make it private by choosing 'Only to me' option
  

• Then, choose the departments for which you would like to associate the template.
  

• Before saving click on the Eye icon next to the input box to preview the email.
  

• Click Save 

Setup Email marketing integration 

• To enable an email marketing integration, navigate to Settings  > Integrations, and under email marketing choose your platform.  
  

• Now, add the identifier link or the smart identifier link in your emails to track the via email.
  

Manage the resources in your portal

Create Canned Replies for quick responses

• To add a canned reply,
  
• In your SalesIQ dashboard, navigate to Resources > Canned Replies. You will land on the Canned Replies dahsboard.
  
• Click on Add.
  

• Type the desired content in the Compose Message box. You can add dynamic text in the canned reply. When you type '%', you will be able to see all the different dynamic text that can be used in the reply and you can choose one from the list.
  
• Choose the type of the canned reply - Private or Public.
  
• Public - Canned response can be accessed by all the operators of the department.
  
• Private - Canned response can be accessed only by you.
  
• Choose the department you want to associate the message with or choose All Departments for a general canned message that isn't department specific.
  
• Choose the tag in which you want to store the canned response.
  
• Click Save.
  

To know more about canned replies, check out our help guides here.

 Add FAQs and Articles 

Setting up Codeless bots to automate chats

• To create a new Zobot navigate to Settings > Zobots, and click Add on the top right corner.
  

• Give a name and pick the platform that you want to use to build your Zobot. You can use the newly added codeless bot builder or use other platforms.
  
• After creating a Zobot for your requirements deploy it in your brands to engage with the visitors and assist them.
  

• You can also edit and make changes to the existing Zobots in this module.
  
• To know more about Zobots and how to set up Zobots in detail, check out our help guides here.