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.
- Click on the “Email queue”.
- 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.
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 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 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 ...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 WooCommerce with SalesIQ
WooCommerce is the best way to turn your WordPress website into a fully functional e-commerce store. Technically speaking, WooCommerce is a WordPress plugin. It needs to be installed and activated inside the Wordpress to function. Zoho SalesIQ serves ...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 ...