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.
Access your files securely from anywhere
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:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Integrating WhatsApp Channel with SalesIQ
Integrating your WhatsApp business with SalesIQ helps you handle your business' chat conversations on your SalesIQ dashboard. When a user messages your business on WhatsApp, you will receive that message right within your SalesIQ dashboard, allowing ...Integrating Zoho Bookings with Zoho SalesIQ
Zoho Bookings in SalesIQ Zoho Bookings is an online tool that your customers can use to book appointments with your experts and specialists to avail your services. When you publish your services on Zoho Bookings, your customers can access this ...Integrating Zoho Desk with Zoho SalesIQ
Zoho Desk in SalesIQ Zoho Desk is a customer service software that uses the power of customer context to improve agent productivity, promote self-service, manage cross-functional service processes, and increase customer happiness. When integrating ...SalesIQ for Zoho Forms
Zoho forms is a software solution that let's you create visually appealing forms easily with a no-code online form builder, for all your data collection needs. Integrating Zoho SalesIQ with Zoho Forms will allow you to receive the data collected on ...Integrating Zendesk with SalesIQ
Zendesk & SalesIQ Zendesk is a customer ticketing system that allows companies to track and respond to customer service requests. When integrating Zendesk with SalesIQ, you get a complete view of all your support interactions logged in one, organized ...