Integrate Vision with Zoho SalesIQ

Integrating Vision with SalesIQ

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

  • Login to your Vision account.
  • Click “Settings” from the top left.
  • Scroll down to the “Email” section.
  1. Click on the “Email queue”. 
  2. Copy the email address and add it to your Zoho SalesIQ. 

Configuring your Vision support email address with Zoho SalesIQ Portal

Configuring your Vision 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 Vision 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 Vision support email in “Chat Transcript” will send all the attended chat transcript to your Vision.
  • For Missed Chats - Configuring your Vision support email in “Missed Visitor Notifications” will send only the missed chats notification to your Vision.

Configuring your Vision support email address with Zoho SalesIQ Departments

To organize your Vision 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  Vision  support email in “Chat Transcript” will send only the attended chat transcript for the selected department.

  • For Missed Chats - Configuring your  Vision  support email in “Missed Visitor Notifications” will send only the missed chats notification for the selected department.

Integrating Zoho SalesIQ Email Signature in Vision Helpdesk

How to add Zoho SalesIQ’s email signature for the email sent from Visionhelpdesk?

  • Login to your Vision account.
  • Go to “Signature” on the top right corner below the admin
  • Select the “department” which you like to add the signature chat.
  • Click on the “View source code”
  • Paste the signature chat code and click “Update”.


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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