Integrate Teamsupport with Zoho SalesIQ

Integrating Teamsupport with SalesIQ

  • You can set up your predefined smart rules in Teamsupport 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 Teamsupport support email address

  • Login to your Teamsupport account.
  • Click on the “Admin” icon at the left bottom.
  • Select the “Email” tab.
  • Copy the “System Email Address” and add it to your Zoho SalesIQ.

Configuring your Teamsupport email address with Zoho SalesIQ Portal

Configuring your Teamsupport 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 Teamsupport 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", scroll down to the e-mail configuration section.

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

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

Configuring your Teamsupport email address with Zoho SalesIQ Departments

To organize your Teamsupport 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 Operator console.

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

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

  • In the Department Settings section, scroll down to the e-mail configuration section.

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

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

Adding Signature chat to the email sent from Teamsupport

  • Login to your Teamsupport account.
  • Click on the “Admin” icon at the left bottom
  • Select the “Email” tab.
  • Scroll down to “Select an email template” section and select the type to template where you your like to add the “Email signature chat“.
  • Paste the signature chat code in the “body” HTML editor and click "Save".

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.

Integrating Zoho SalesIQ chat widget with Teamsupport portal

 

How to add Zoho SalesIQ to your Teamsupport customer support portal?

  • Click on the “Admin” icon at the left bottom.
  • Select the “My portal” tab and “General”.
  • Paste the Zoho SalesIQ code snippet in the “Portal Footer”.
  • Click “Save”.

Adding Zoho SalesIQ to your Teamsupport advanced support portal

  • Click on the “Admin” icon at the left bottom.
  • Select the “My portal” tab and “Advanced Portal”.
  • Paste the Zoho SalesIQ code snippet in the “Landing Page HTML”.
  • Click “Save”.

Adding Zoho SalesIQ to your Teamsupport public support portal

  • Click on the “Admin” icon at the left bottom.
  • Select the “My portal” tab and “Public Portal”.
  • Paste the Zoho SalesIQ code snippet in the “Landing Page Body”.
  • Click “Save”.

Getting Zoho SalesIQ Code Snippet

  • Login to your Zoho SalesIQ dashboard.

  • Click on "Settings" on the SalesIQ dashboard.

  • Navigate to Brands > Choose a Brand > Installation > Website.

  • The SalesIQ chat widget code is available. Copy and paste the code to your Teamsupport account in the required HTML section.


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