How can you make your support more efficient by adopting Tiered support?

How can you make your support more efficient by adopting Tiered support?

One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring new operators also does not come cheap, and training them takes time.

In our last post, we saw insider tips from support reps of SalesIQ themselves. In this post, let us see how you can bring more structure to your support as you expand your business without disrupting your support workflow.
 
"Organizing is what you do before you do something so that when you do it, it is not all mixed up."  
  - A A Milne  
 

What is Tiered support?    

Tiered support is the concept of organizing your support on multiple levels based on your customer's requirements.

Our take on Tiered support   

There are a lot of blogs and posts on tiered support; each has a different opinion on this topic, and many change based on the product they are selling. In this post, you'll see our take on how to approach tiered support using Zoho SalesIQ.
 
 If I have a business, will this be helpful for me? 
 
Yes and no, it depends on the type of business that you have. A large business with a high daily chat volume can gain a lot by adopting Tiered support. A budding business with little chat volume would not.
 
Now, let me explain the reasons clearly; every large business will have a lot of customers who might have the same questions; having your operators attend to all of these customers could not only result in inefficient support, it can also result in exhaustion of your operators.
 
Whereas in a small business, it would be more valuable to connect directly with your visitors. Now, let's take a look at the tiered support stages using SalesIQ. 

Tiered support stages using SalesIQ   

Tier 0: Enabling self-help for visitors  

The first stage of the Tiered support is to make the users find answers to all the commonly occurring issues by themselves. This can be achieved by enabling the knowledge base in your SalesIQ chat window. With the knowledge base enabled, you can display articles and FAQs, and they will be able to get answers to their questions from there.
 
To enable Knowledge base for your brand:
  1. Navigate to Settings > Brands > Your brand name > Configurations.
  2. Switch to the Channels tab in this section. And toggle on the Knowledge base for the desired platform.
If you wish to provide a messenger-first experience for your customers, you can use our AI-powered Answer bot to assist visitors with their basic questions. With the help of natural language processing, the bot will understand the user's intent, provide the right article for your help guide, and make it look like they are conversing with a human operator.
 

Tier 1: Deploying chatbots to provide personalized assistance

The next step in the Tiered support list is to enable advanced bots that can do more than address your visitors' questions. Zobot allows you to perform advanced functions like pushing leads to Zoho CRM, logging support tickets for conversations, adding visitors to newsletter, mailing lists, etc. These bots can be the perfect filter stage to know what the visitor wants. If visitors require a human operator, they can transfer the chat to a human operator.



Tier 2: Allowing customers to reach your human operators  

In this stage, the chats that were transferred by the bots and the chats where the visitors have requested to connect with an operator can be routed to your frontline support.

Issues that are too complex to be solved by the self-service knowledge base and bots can be handled in this stage. Issues with onboarding, account problems, etc., can be better addressed by a human more effectively, and the visitors will feel more satisfied when they know that an actual person is helping them.
 

Tier 3: Routing customers to the operator with the required expertise  

This is the last stage of the Tiered support; at certain times, you might have visitors with higher value support requirements; in such cases, it is wiser to route them directly to the operator with the right expertise. Chat routing can enable you to route chats of desired visitors to the operators or departments you specify.  
 
This final stage can be helpful for the following conditions:
  1. Escalated chats.
  2. Chats that would require the right expertise.
  3. VIP and high-priority chats and calls.
You can implement these four tiers of support using Zoho SalesIQ. Please let us know what support structure you are currently using for your organization in the comments.
 
Regards,
Naveen



        • Recent Topics

        • Sync Data from MA to CRM

          Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
        • Is it possible to roll up all Contact emails to the Account view?

          Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial
        • Update CRM record action

          Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
        • Notes badge as a quick action in the list view

          Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
        • What's new in Zoho One 2025

          Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,
        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
        • Add deluge function to shorten URLs

          Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised
        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?
        • Edit default "We are here to help you" text in chat SalesIQ widget

          Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
        • Quick way to add a field in Chat Window

          I want to add Company Field in chat window to lessen the irrelevant users in sending chat and set them in mind that we are dealing with companies. I request that it will be as easy as possible like just ticking it then typing the label then connecting
        • How to create a two way Sync with CRM Contacts Module?

          Newbie creator here (but not to Zoho CRM). I want to create an app that operates on a sub-set of CRM Contacts - only those with a specific tag. I want the app records to mirror the tagged contacts in CRM. I would like it to update when the Creator app
        • Hide/Show Subform Fields On User Input

          Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?
        • Zoho Sheet for Desktop

          Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
        • Allow Manual Popup Canvas Size Control

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • How to set page defaults in zoho writer?

          hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
        • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

          Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
        • How to import data from PDF into Zoho Sheet

          I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
        • Zoho Projects Android app: Integration with Microsoft Intune

          Hello everyone! We’re excited to announce that Zoho Projects now integrates with Microsoft Intune, enabling enhanced security and enterprise app management. We have now added support for Microsoft Intune Mobile Application Management (MAM) policies through
        • Cant't update custom field when custom field is external lookup in Zoho Books

          Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMap
        • Wrapping up 2025 on a high note: CRM Release Highlights of the year

          Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you
        • About Zoneminder (CCTV) and Zoho People

          Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,
        • Create CRM Deal from Books Quote and Auto Update Deal Stage

          I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
        • How to show branch instead of org name on invoice template?

          Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
        • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

          Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
        • Unable to remove the “Automatically Assigned” territory from existing records

          Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
        • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

          Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps
        • Set connection link name from variable in invokeurl

          Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
        • Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

          We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
        • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

          I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search
        • Timeline Tracker

          Hi Team, I am currently using Zoho Creator – Blueprint Workflows, and I would like to know if there is a way to track a timeline of the approval process within a Blueprint. Specifically, I am looking for details such as: Who submitted the record Who clicked
        • Primary / Other Billing Contacts

          If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contacts
        • Missing Import Options

          Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Is it possible to enforce a single default task for all users in a Zoho Projects ?

          In Zoho Projects, the Tasks module provides multiple views, including List, Gantt, and Kanban. Additionally, users can create and switch to their own custom views. During project review meetings, this flexibility creates confusion because different users
        • [Free Webinar] Zoho Creator webinars - Learning Table and Creator Tech Connect Series in 2026

          Hello everyone, Wishing you all a wonderful new year! May 2026 and the years ahead bring more opportunities, growth, and learning your way 🙂 We’re excited to kick off the 2026 edition of the Learning Table Series and Creator Tech Connect Series ! Learning
        • Reply and react to comments

          Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum
        • Restrict Users access to login into CRM?

          I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to
        • Next Page