Early access to experience the all-new Zoho SalesIQ - 2.0

Early access to experience the all-new Zoho SalesIQ - 2.0

Hello everyone,

 

We hope you are all keeping yourselves safe and healthy through this challenging time. We are very excited to tell you about the Zoho SalesIQ 2.0 - beta access.

 

Zoho SalesIQ 2.0 is entirely different from the old version, comes with a pack of new features and a completely revamped user interface. So the soft launch gives you a hands-on experience and helps us gather valuable feedback.

What to expect in beta release?


You can experience all your existing features and functionalities in the revamped interface, along with some new features. Notable features to try out: 

  1. More informative operator chat window with quick actions

  2. Brands (Websites) to set up and customize the chat window

  3. Global settings (Portal settings)

  4. Triggers rules to initiate proactive engagement

  5. Visitor/chat routing rules

  6. Zoho and other integrations to organize visitor data

  7. Set up business hours for each brand

  8. Guide and educate customers with resources 

Refer to our help guides to get started. 

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Also, please note that the feature availability is based on your Zoho SalesIQ subscription. You can reverse back to the old/new UI anytime.  

  

To access new UI from the old: Tap the "Try new version beta" on the top band near the profile picture.

To reverse back to old UI from new: Tap the profile picture and click old version. 


What to expect in the final release?

 

We are introducing more new features that can help you to support and engage the customers better.

  1. Code less bot  (A no coding bot platform)

  2. Answer bot (AI bot)

  3. Profanity library

  4. B2B relationship

  5. Company scoring rule

  6. FAQs - Frequently asked questions

  7. UAQs  - Unanswered questions

  8. Business terms

  9. Small talk

  10. Usage statistics

  11. Webhooks

  12. Channels

  13. Widgets

  14. Form controllers

  15. Plugs


All the features mentioned above will be release along with the new licensing plan. You can upgrade to our new plans to use them.

 

For the Zoho One and Zoho CRM Plus bundle users, the new enterprise edition will be available.

 

We are planning for the Zoho SalesIQ 2.0 grand launch on April 28, 2021. During which the full features explanation and the new pricing plans will be available to you. Until then, kindly use the beta version and keep your feedback coming.

Regrads,
Elsi