Discover The Future Of Customer Engagement With Zoho SalesIQ
Technology and communication drive our business growth and influence how we engage with one another in today's time. Indeed, it's impossible to imagine how we all functioned before integrating our smart devices and the continual connectivity provided
Go to Cards won't allow to close the flow and publish the bot
Hi There I have found this problem. I noticed when a flow is subdivided in more sections using a Go To card, then the flow Action is not considered complete and if block the publishing of the bot. Do you have the same issue?
Bad Language Filter
Is their a setting to filter words out in chat?
How to disable chat window in SalesIQ
Hello, I would like tin subscribe for SalesIQ for visitor tracking for our website. But also, i would like to disable the chat window from my website. Let me know, how i do that? Regards Shibu
Wordpress - Administrator access only?
Hi All, I've followed the installation guides and have noted when trying to run tests that the chat window only appears on our website if I'm logged into Wordpress as an administrator? When viewing our website not logged into Wordpress, either from a
Please add less harsh sounds, or allow us to add custom sounds to SalesIQ chat.
The included SalesIQ chat sounds are harsh to my ears (and I have tried them all). Please add some gentle sounds, or allow us to use custom sounds for items like Incoming Visitor Chat. Thanks! Jim
CSS code for larger rectangular logo on the right of the chat widget
Hey, anyone out there have the CSS code to put a larger rectangular logo on the right side of the chat widget? Also, are there any good CSS lists out there other than the limited one on Zoho? Thanks!!
Embed Zoho Sales IQ code in Gravity forms
Hi, Can anyone please provide the code to include in gravity forms for Zoho Sales IQ tracking? I don't use zoho forms and I believe there is a code that will activate Sales IQ tracking features for new subscribers via gravity forms. Thanks
Capture custom events in SalesIQ
We have some landing pages that include a video embed (flowplayer). Is there any way to capture an event to SalesIQ that would show up on the actions list when a user clicks on the video? We would like to make some analysis to find out if the videos
Help with creating a filtered list of visitors to a specific page
Hi Experts, I am wanting to have a filtered list of visitors to a specific page on our website. I can create the filter based upon the 'Landing page' but visitors may land on our home page then navigate to the page I want to record. There does not seem
Coin float sticker without bubble or at least minimizable
Hello, there had been a request 3 years ago by another customer and you said you were working on it, but still it is not fixed. https://help.zoho.com/portal/en/community/topic/different-icon-for-mobile-widget Can we have the float coin sticker without
Disable Chat for specific pages
We have just set this up and on one page for a checkout the SalesIQ is covering my checkout button. Is there a way for me to disable this for the page in question? Or any other option I might have for not having it block my checkout page?
Email of Chat Transcript doesn't include first outbound message
I've noticed that if the operator starts a conversation outbound, then that first outbound message is not included in the Chat Transcript email that we get back.
Can Zobot and Answer Bot overlap at all?
Can I install both bots on my website and simply have Zobot active during business hours and Answer Bot active after hours? I haven't been able to find any documentation or articles about anyone's experience doing both, except for "it might cause unpredictable
One More Zoho useless app due to overly restrictive "Brands"
SalesIQ is now the second Zoho app we can't use (first was Social), because of the overly restrictive use of "brands" without a hefty additional payment. Zoho One is very quickly becoming not such a good deal nor choice. We have a separate website for
Transfer Chats
Hello, I would like other staff members to be able to takeover a chat session when the original operator is not available to transfer it themselves. This functionality was available in our previous live chat software and it's very useful. Is this possible please? Thanks
Visitors not leaving on SalesIQ!
In my SalesIQ, I show there are many more people on the site than there actually are. Many records are 2+ hours old. As soon as I send them a chat message they disappear (because this finally triggers SalesIQ to mark them as not "online"). Now I can't even send messages to clear them out: http://d.pr/i/1dSwA Help! What should I do?
Autoreply to visitor when noone picks up the chat
Hi all, i have a simple question that I can't resolve myself: We're using a couple of triggered chat messages on our website to address visitors. Our sales reps are quite busy and miss out on many visitors' answers or answer too late. So the visitors
Automation Trigger in Chat not working
We have set a automation intelligent trigger for our chat that pops up the chat window if it is the first time a user vists our site (Lands or our site + Number of visits < 2) . This works fine for most visitors, but we have noticed that for some visitors the Trigger keeps on getting executed even after several visits. Is there a setting in the browser, a cookie or something else that prevents the trigger from working correctly?
How translate day of week and show 24h time format?
Hello, I use zobot with google calendar but How translate day of week and show 24h time format?
Number of chats changing from 1 to 0 back and forth
I am looking into setting up blueprints in CRM from the leads we get from chat requests. The number of chats would be an important criteria for the blueprint. By looking into the timeline of the lead and understanding how salesIQ interact with CRM, I
Bigger Plan for Sales IQ
Hi there. We want to implement Sales IQ chatbot. As far as I know, it needs an active Sales IQ plan. The issue is the maximum amount of visitors that could be tracked is 200K (Enterprise plan). And we have 350K visitors per month. Please advise how to
Search not working in SalesIQ
Hi, We've never been able to get the search to work in SalesIQ. Even when I can see a visitor on the site, if I type their name or email address it never returns any results. Is there a setting or something we should enable? Thanks
Not all visitors data is transferred to CRM
Hi there, we've been using SalesIQ and CRM for sometime now. We have a sign-up form on our website and capture signups as leads in the CRM. Until recently the lead in the CRM would show information from SalesIQ such as referrer, first page visited, number
Data not appearing in CRM & CRM data not showing in Sales IQ
Hi, I'm using Zoho One so have access to paid verison of both Sales IQ and CRM. I send email to individuals via CRM. The emails I send i thought would track these leads with Sales IQ. I.E I email Joe Blogs from zoho crm. Joe Blogs opens the email and clicks link to visit my website. From CRM i know Joe Blogs opened the email. I get notified. Of all the people I email I know some of them visit the website. I would expect Joe Blogs name to appear not in Zoho Sales IQ. It does not. It appears
SalesIQ App for Windows - minimize to tray
I'd love the ability to minimize the SalesIQ app to the tray, instead of just to the task bar, in Windows. This is the same behavior the Cliq app shows.
Lead Scoring - Reducing score over time
I have lead scoring set up. I have selected that the score reduces by 25% each week if there is no activity from that record. The issue is, the score isn't reducing. So my visitor scores in CRM are a mass of records and I can't tell which ones are recent and which ones are old (and just cluttering up the module) Any ideas?
Website turns completely white and won't load after installing new tags
Until lately, Google Tag Manager has worked very well with my website. The tags I've had in the container are Google Analytics, LinkedIn Insight Tag, GA4 and Facebook Pixel. I recently added Zoho SalesIQ and PageSense to the container and after that,
Zoho SalesIQ affects GTMetrix results: fully loaded time increases by 15 seconds
We have been using Zoho for a few years and we are generally very happy with the product ! We have recently started to use Zoho SalesIQ on our website and we have this problem though: - before added the SalesIQ widget to our website, GTMetrix shows a "fully loaded time" of 6.5 sec on Firefox -after we add the Zoho SalesIQ widget, there is a large increase in the "fully loaded time". It goes up up to 22.7 sec - lastly, there is absolutely no problem when testing on Chrome, with or without Zoso SalesIQ
We are looking for someone who can write complex SalesIQ bot
Its have 10 main scenarios which result in one of the following actions: Collecting data and opening tickets (Zoho Desk) Collecting data and creating Lead in CRM Showing the right link on our site Schedule a call or meeting (Booking) Showing office details and open hours All Actions, the text, messages, images need to come from an external resource (can be a google sheet if needed)
Intelligent Conditions - Multiple Conditions
We currently have intelligent triggers that launched based on the URL, however the ability to only have one condition means it is quite limited. i.e. - URL contains 'IoT' However, we would like to combine it with: - URL contains 'IoT' and Country = 'UK' Is this on the roadmap, or, do we need to do some custom development?
Business Hours and Automation
We have Chat prompts launch on our website based on the URL (automation). For normal chat, we also have business hours defined (i.e. 0900 - 1700). Does automation initiate chat respect the business hours? Unlike a user-initiated chat, we do not capture information - is there a way of prompting for this after the automated chat is launched? What is the easiest way to include a 'company name' field on the normal chat interface? Can this be done via the JS API (we are using the SalesIQ Wordpress plugin)
SalesIQ Monthly Reports Not Available to Admins?
You guys created a beautiful and helpful monthly SalesIQ Live Chat Analytics report. I like it. Thank you for providing it. My concern? Only the portal owner can see it. My team (administrator level permissions) cannot see these SalesIQ monthly analytics reports. It means I can't delegate to my executive team to review and analyze that data. Please open that up to administrator level in SalesIQ. If I gave them admin permission, it means I want them to have information. Also, it would be helpful
Prevent the user from being able to type a message in the chatBot. (locked the chat but leave it visible for the flow)
Hi There, I just want to be able to lock the chat for the user. He can still continue to use the chat but just by clicking on the suggestions given to him I just don't want him to be able to write. Do you have an option for this and I looked bad?
How to display visitor's CRM info instead of Desk's
Hello, When checking missed chats, on the right side, you get some information about the visitor, and also Desk and CRM infos. By default, Desk Info takes precedence over the CRM info. Is there a way to display CRM infos first instead of Desk ? Thanks ?
I am Getting All visitors Location United Arab Emirate on Zoho sales WHY
Hi, I am getting all visitors location United Arab Emirate this is wrong people come from Dubai Sharjah Ajman as well
Updates?
The last update as seen was on March. (and an update that's biased towards Apple users only. Hmm, i guess non apple users were left behind with just about nothing new) Anyways, I think this has been the only APP which i'm using (i'm using 60+ apps from dozens of different companies) that has not delivered a single feature release/update in the last 4 months Can someone from @Zoho Sales IQ team reply? (please refrain from your usual style of copy pasting a robotic answer template)
Sales IQ
Good day I am a Zoho one subscriber and I am just trying out Sales IQ. During "Offline" hours, if someone sends a message (chat), I do not get any notifications by email or otherwise. However, the contact information for the person goes to Zoho CRM, I was unaware that this happened until I checked the missed chats in Sales IQ. Is there a way to get emails for missed chats? How do I prevent the information going to Zoho CRM?
Change Online Chat Field Fonts
Hello Does anyone know how to change the font of the text on the online chat fields so they match the header and also module fonts at the bottom. Have tried uploading CSS but that did not seem to work to change the font - but could change the colour (just to test) TIA Stuart
Modernization of the chat
Are you guys planning on modernizing the chat? For example to have something a bit more integrated like what Intercom offer? So there is no timer, no waiting for an operator, if we are not there, we can reply once the customer is gone and they get the reply over email?
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