Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything?
With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and Instagram, responding to all of these conversations and keeping them organized can quickly become overwhelming.
But, no worries. Zoho SalesIQ helps bring all these conversations together under one roof, making it easier to manage, respond, and stay organized.



Let’s break this down, shall we?

Modes of communication in SalesIQ

  1. Website: Add live chat to your website and connect with visitors in real time.
  2. Mobile SDK: Add in-app messaging so users can get instant support without leaving your app.
  3. Instant Messaging channels (WhatsApp, Facebook, Instagram, LINE, WeChat & Telegram): Bring in customer messages from popular social and messaging apps and manage them all in one place.
  4. Email signature: Turn everyday emails into conversation starters by letting customers instantly start a chat from your signature.
So, how do all these modes work together in SalesIQ?
Your customers connect with you from wherever they feel comfortable, be it social media, mobile apps, your website, or even from an email campaign. 
But instead of switching between tools and navigating different platforms to respond, you can bring all your business channels together and manage every interaction from a unified inbox where your team can respond with full context.

One platform. Every conversation. Zoho SalesIQ.
Sounds a lot better than juggling multiple inboxes and struggling to keep up with conversations everywhere, right?


Why SalesIQ makes all the difference?

SalesIQ changes the way operators handle conversations. 
  1. Everything in one place: Conversations from website, mobile apps, and IM channels come into a single workspace, so operators don’t have to switch between platforms.
  2. Context-driven responses: Contact details, past conversations, internal notes, and quick replies are available right inside the chat window, helping your team respond with clarity and confidence.
  3. Tools that support better assistance: Smart routing, built-in integrations, tags, resources like articles and FAQs and more help operators guide customers faster without leaving the conversation.
And, it doesn't stop there! 
Managing everything in one dashboard makes everything easier, but when messages start pouring in from all channels, you also need a way to handle the volume without overwhelming your team.

Zobot: Automation across every channel

With Zobot, you can build one chatbot and automate responses across all your communication modes. From answering common questions to qualifying leads and guiding customers, a single bot can work across platforms even when your team is offline.

Many channels. One bot. Smarter conversations.
Your team can step in only when needed, reducing workload and keeping responses consistent everywhere.

So whether your business runs on a website, social media, mobile apps, or a mix of everything, SalesIQ helps you stay connected and turn everyday conversations into opportunities.
We’d love to hear which channels you’ve connected to SalesIQ. Share your use cases below!

Warm regards,
Hameetha | Zoho SalesIQ

      • Recent Topics

      • Announcing new features in Trident for Windows (v.1.41.5.0)

        Hello Community! Trident for Windows just received an exciting update with new ways to collaborate and stay organized without leaving your workspace. Let’s take a look at what’s new! Integrate Zoho Meeting with Trident. You can now schedule, start, and

      • Zoho ERP | Product updates | June 2026

        Hello users, We launched Zoho ERP on January 23, and since then, our goal has been to help businesses streamline and manage their operations with greater efficiency, flexibility, and control. Since the launch, we've continued to enhance the platform every

      • Zia Agent activation in Zoho Desk forces new Organization creation instead of deploying to existing one

        While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation

      • Allow native Webhooks to authenticate via Connections

        Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

      • How do page versions work these days?

        I thought that Zoho Wiki had the capability to display previous versions of a page, and optionally reinstate them. But I can't find a current doc on this subject -- is there one? From what I remember, that capability was accessed via the Version number

      • Warehouse -> Locations Transition Causing Errors

        After saying "okay" to the transition from 'warehouses' to 'locations', I've now got shipped Sales Orders that I cannot invoice. How does one proceed?

      • Ability to run report over 180 days

        Is there a reason Zoho limits the ability to run reports for records older than 180 days? In my view, the only reason I can think of is that it forces us to pay for Advanced Analytics (which I do).

      • Cloning a View

        When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks Rudy

      • New tickets with empty image contents

        Dear Support. From the end of last week onwards customers send messages for new tickets through microsoft graph (by email to support at procert.ch using the procert portal). We have an issue with the emails because well packed images are no longer visible.

      • Images not showing up in Desk tickets

        Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!

      • Introducing Databridge for Zoho Creator

        Hello, Enterprise Support Community! We'd like to highlight a recent utility that was released for Zoho Creator, that will allow you to connect external, private datasources with your Creator apps, Databridge. Databridge is an application that will need

      • Zoho HTML editor is removing MSO (Outlook) specific code.

        The ability to add in custom HTML is great. We are using MJML to generate our wonderfully cross platform and responsive email code that works on Act-On, Salesforce, Hubspot, Active Campaign, and lead liaison. The way it supports MSO (Outlook) is it included

      • Retail Payment Receipt

        Hi, So "payment receipts" have a "Retail" template for thermal printers, but the template is configured at A4 paper size!!! How is this retail guys? On the other hand, Invoices have 3 Retail templates which have 3 and 4 inch paper size, perfectly fitting

      • Custom Portal URL causing SAMEORIGIN error with embedded Page snippet

        In my app, I have a page that embeds another page. The URL that I have for the embedded page starts with https://creatorapp.zoho.com but the custom domain I have set up is https://kors.kerndell.com. Because the user logged into the app at https://kors.kerndell.com,

      • Pasting images is a mess

        I’m trying to paste images into my tickets, in the comments field. But when I paste images, they end up in the wrong order or behind the text.

      • Sort by Project Name?

        How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?

      • Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

        Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

      • Zoho Finance Limitations 2.0 #5: Can't select "Account Id" if creating Custom Links in Related Panel (but it's available for Custom Buttons)

        When creating a custom link within the Zoho Finance module there is no option to select the "Account Id". If creating a Custom Button, it's available. Any plans to make this available within a reasonable timeframe? ======== Perspective: using Zoho finance

      • Zoho Cliq not working on airplanes

        Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

      • [Free Webinar] New portal page customization in Zoho Creator - Creator Tech Connect

        Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

      • #11 Stop Absorbing Cost That Client Should Pay

        One of the easiest ways of losing profit in a business isn't losing a customer. It's forgetting to include the expenses that are incurred for half of your customers. A taxi ride to a client location A software subscription purchased for a project. Domain

      • Related products & AI product recommendations through commerce API.

        Hello Zoho team I’m looking to add related products and AI product recommendations to my Zoho Commerce webshop with custom storefront. Is this supported through the API? And if not, is this on your roadmap? Thanks in advance David

      • Can you sell Subscriptions using Zoho Commerce?

        In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

      • Zoho Commerce B2B

        Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

      • A method for renaming tab titles in Creator to display more relevant information

        Hi Zoho Devs, Updates: Rules Export File attached; you can now import this into Tab Modifier instead of manually entering the rules yourself) 2022-06-08: Updated rules so that crm.zoho.com tabs are not affected; uploaded new .json import file 2022-06-09:

      • Bulk upload images and specifications to products

        Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

      • Problem with CRM Connection not Refreshing Token

        I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

      • Conditional Drop Downs

        Am I the only one that has a problem when setting up the same project for multiple customers - resulting in a HUGE number of projects (e.g. Project A - customer 1, Project A - customer 2, Project A - customer 3 etc.). OR, am I doing it wrong? What results

      • Getting Project Template List using the REST API

        I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

      • Can't delete shared mailbox emails from mobile app

        I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael

      • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

        Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

      • OAuth integration issues

        I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

      • Zoho Books Placeholder: Inventory Counts

        I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

      • Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

        I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

      • Le cauchemar de PEPPOL avec Zoho Books

        Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblent

      • Overview on users IMAP settings

        We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

      • Introducing Offline Signature in Zoho Contracts

        We are excited to announce a new feature that brings even more flexibility to your contract execution workflow — Offline Signature. What is Offline Signature? The Offline Signature feature enables organizations to manage contracts that are signed outside

      • URGENT ESCALATION — Unresolved Datacenter Conflict: Zoho Recruit .in vs Zoho Apps .com | Business-Critical Issue

        ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ISSUE SUMMARY ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Our organisation has existing Zoho accounts registered under the US datacenter (.com). We have onboarded Zoho Recruit under the India datacenter (.in) at https://recruit.zoho.in/

      • Accepting Event from Outlook Client

        I've noticed this behavior for a few years now. If an Event is created from CRM and sent to participants and the participant accepts the invitation using Outlook client, Zoho event won't be updated as "Going" it only works if the recipient accepts it

      • Zoho CRM Integration Form + Custom Fields

        Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

      • Next Page