Integrate Desk with Zoho SalesIQ

Integrating Desk with SalesIQ

  • You can set up your predefined smart rules in desk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats.
  • All attended chat transcript will be addressed with the subject line  “Chats :”  followed by the visitor question.
  • All missed chat transcript will be addressed with the subject line  “Missed Chats :”  followed by the visitor question.

Finding your Desk support email address

  • Login to your Desk admin account.
  • Click on the “Channel“ tab.
  • Select the “ Email” Section and click on the “Inbound mail”.
  • Copy the support email address and paste it to Zoho SalesIQ.

Configuring your Desk support email address with Zoho SalesIQ Portal

Configuring your desk support email in Zoho SalesIQ portal ensures all the chats transcript are sent irrespective of department or embeds within your portal. You just have to add your desk support email in the portal configurations of Zoho SalesIQ.

  • Login to your Zoho SalesIQ account.

  • On the SalesIQ dashboard, click on "Settings".

  • Select "Global Settings" and click on the e-mail configuration section.

  • For Attended Chats - Configuring your Desk support email in “Chat Transcript” will send all the attended chat transcript to your desk.

  • For Missed Chats - Configuring your Desk support email in “Missed Visitor Notifications” will send only the missed chats notification to your desk.

Configuring your Desk support email address with Zoho SalesIQ Departments

To organize your Desk operations, and to maximize the ability of your ticketing system, we have created Department based support configurations within our Zoho SalesIQ. This allows you to track the live chat based on departments and assigning it to a specify group of agents for each department, ensuring the right agent answers your every support request.

  • Login to your Zoho SalesIQ account.

  • On the SalesIQ dashboard, click on "Settings".

  • Go to Departments, and then choose the department that you would like to configure.

  • For Attended Chats - Configuring your Desk support email in “Chat Transcript” will send all the attended chat transcript to your desk from the selected department.

  • For Missed Chats - Configuring your Desk support email in “Missed Visitor Notifications” will send only the missed chats notification to your desk.

Configuring signature chat for the new email sent from Desk

  • Login to your Desk admin account.
  • Click on the “Channel“ tab.
  • Select the “Email” Section and click on the “Widget” and click on the theme which you like to edit.
  • Paste the Zoho SalesIQ signature chat code in the “body” of the html editor, click “update” and select set as “default” to get your new emails added with the signature chat.
You can add the signature chat code to your email templates as to where your would like to display in the email signature

Configuring signature chat for the reply emails sent from Desk

  • Login to your Desk admin account.
  • Click on the “Channel“ tab.
  • Select the “Email” Section and click on the “Reply theme” and click on the theme which you like to edit.
  • Paste the signature chat code in the “HTML body” of the html editor, click “update” and select set as “default” to get your reply emails added with the signature chat.
You can add the signature chat code to your email templates as to where your would like to display in the email signature

Getting your Zoho SalesIQ Signature Chat Code

SalesIQ gives you unique snippet code for each specific Signature chat embed. You simply have to copy and paste that code into your right Signature directories, to get the Signature Chat in your mails that you send.

  • Click on "Settings" on the SalesIQ dashboard.

  • Navigate to Brands > Choose a Brand > Installation > Email signature.

  • Copy the Signature code and paste it in your Email signature directories.

Note - The Signature Chat Code can be used when your email client accepts Html Code to get the signature from SalesIQ. If your email client does not support HTML code, the Image URL and the redirection link can be used.


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