Integrating Estreamdesk with SalesIQ
- You can set up your predefined smart rules in Estreamdesk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats.
- All the 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 Estreamdesk support email address
- Login to your Estreamdesk account.
- Click on the “Site Management” tab and select “Site Settings”.
- Click “Domain and E-mail Settings”.
- Copy the support email address from “E-mail sender address” and add it to Zoho SalesIQ.
Configuring your EstreamDesk support email with Zoho SalesIQ Portal
Configuring your EstreamDesk 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 EstreamDesk 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 EstreamDesk support email in “Chat Transcript” will send all the attended chat transcript to your EstreamDesk.
- For Missed Chats - Configuring your EstreamDesk support email in “Missed Visitor Notifications” will send only the missed chats notification to your EstreamDesk.
Configuring your EstreamDesk support email with Zoho SalesIQ Departments
To organize your EstreamDesk 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 EstreamDesk support email in “Chat Transcript” will send only the attended chat transcript for the selected department.
For Missed Chats - Configuring your EstreamDesk support email in “Missed Visitor Notifications” will send only the missed chats notification for the selected department.
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