Zoho SalesIQ: Overview and Best Practices FREE Webinar Nov 24, 10 am PST.
Click here to register. Join us on Tuesday, November 24, 2020, at 10 am PST, for our monthly webinar on Zoho SalesIQ. The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's business platform application
OpenUrl() implemented in Zobot ?
Hello, Thanks in advance for your help. Is there a way to use openurl() in a Zobot ? Thanks !
SalesIQ Chat Bot ... inlude a link in the replies
Hi, I’m setting up a simple bot, I just want it to either display a link or open a link (to a zoho form) This text displays the full link (which I don't want): question = {"name":"time","replies":{"Great! You can sign up here: https://www.google.com/"}};
Widget code now breaking Magento's JS!
Has the Sales IQ code had some updates in the past 48hrs? I've had to disable on our Magento 2 store as it's messing with Magento's own JS effectively killing the site. We've had it the widget code working fine for ages, what's changed? The error fired
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
Let the visitors on your website know that your operators are away from work.
Do you maintain standard working hours for your employees? And, would you like to inform that to your visitors to avoid having a bad support experience. Business hours comes to your rescue. Business hours help you keep the visitor chat widget online during
WFH Tip: 26 What are the different ways of defining proactive messages on the Zia Skills platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions.The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. Today's tip will focus on the different types of trigger messages that you can create for your visitors on the Zia Skills platform. Trigger messages in Zia Skills:
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)
Continue questions
Hi, The response not show correct in chat box. Kindly verify on attach file i send just now. Thanks.
Zobot creation
Context handler Hi, anyone can help me on this. This few days i thought get show good result. But not it seems like show no answer. Can anyone solve me on this. As i need submit this friday.
Not receiving any incoming chat requests? Here are four possible solutions.
After a fantastic weekend, you return to work, expecting outstanding sales, new deals, and lots of customer engagement. Instead, you get no incoming chat notifications. Wondering what went wrong? If you're facing a similar problem, here are few solutions that might solve this problem and help extend your support to your users without any hassle. 1. Operators not associated with website department: You must associate websites and operators with the same department to enable your operators to track,
WFH Tip: 25 What is Zia Skills and what are the three ways of answering visitor queries using the platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions. Zia skills platform lets you build bots that are capable of more than just merely answering the visitor chat requests. The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. More importantly, Zia skills can be developed
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)
Sales IQ Script Smart Bot Development
We are currently in the process of designing a smart bot and we have already created the structure, we are just facing some difficulties with linking it with our CRM. We have already started with developing the smart bot. Its purpose is to: Create an easy way for our visitor to be able to obtain the following quote (Care Providers, First Aid Paramedics and First Aid Training) 24/7 (whether it be during business hours or outside of business hours) What is left to be done When the user selected 1
WFH Tip: 24 Objects in the Zobot
Before you start building a Zobot for your business, you need to know about the objects that are available inside the Zobot. This tip aims to give you an idea of the core objects that are found throughout the custom bot implementation. These objects serve as a guideline for input parameters and output response formats for the scripts used in the bots. The following are the actions that can be performed by the Zobot: Handling visitor chats Forwarding chats to humans Blocking a visitor Collecting inputs
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
How to win back unhappy customers by transforming their negative feedbacks to positive?
Customer Feedback and satisfaction are the keys to any successful business. In the online world, feedback and reviews play a vital role in knowing the quality of the product and customer satisfaction. With the SalesIQ Feedback module, you can know how your customers feel about the product and service, and reach out to the customers who have left poor feedback on the chat session with your operator. You can apologize for the inconvenience caused and also help them get their issues solved without
Chat routing >> Route to selected operators then any available operator.
Current routing only allows for routing to selected operators and then the call goes to missed. https://www.zoho.com/salesiq/help/automation-chat-routing-options.html Route to selected operators - On choosing this option, a (+) plus symbol to will appear you can add the operators of your choice. The chats from the visitors based on the specific rule selected will be routed to the selected operators even if there are other operators available. For example: If you have selected a specific rule to route
WFH Tip : 23 How to validate the information provided by visitors during conversations with Zobots?
Greetings from Zoho SalesIQ! Ever wondered if you were dealing with only the right details/information during a live chat session? Validation is a crucial process for any business that has hundreds and thousands of customers coming in by the hour. It is essential to validate every detail that is provided by a visitor during a conversation to evaluate the genuineness of the request and to initiate the proper follow-up. A human operator can mostly identify invalid information but chatbots can seldom
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 Show Chat Window Only Particular Page
I would like to ask what we can do to show the chat window on a particular page of our site. And on the other pages do not show the chat window. Do we need some complicated code? Or 5-6 order to complete?
Zobot dynamic text
Hello, I'm building a zobot. To make it as personalised as possible I would like to use the dynamic text. Using %visitor.name% or email is working good, but i've a problem with the %smart.timenow% text. What kind of visitor info is required to use the smart time command? greatings, Jonatan Vrijenhoek
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 ?
WFH Tip 20: How can you tweak the Zobot codes according to your requirements?
Greetings from Zoho SalesIQ! As all of you know, Zoho SalesIQ has a wide range of code snippets and Sample Scripts that you can use as references when you start building a Zobot. These code structures have numerous possibilities in store for you. All you have to do is copy-paste the sample code from the respective section and make changes according to your requirements. Say, you own an online clothing store and are trying to set up a Zobot to assist your website visitors. You want the Zobot to start
WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot
Greetings from Zoho SalesIQ! Sometimes, it becomes necessary to keep visitor details recorded to make conversations more personal. For this, Zoho SalesIQ's Zobots can be configured to update details from certain fields during a visitor-chatbot conversation using the field_name attribute. This attribute can be used to update the visitor name, email, phone number, etc. in SalesIQ. Other details like ID, city, etc. can also be updated using the field_name. All information other than visitor name, email
Multiple chats going direct to missed
Hello Zoho Community. In the lasy 3 or 4 months I've been trying to solve something that it seems to be impossible. A lot of chats that my end-users opens are going directly to missed or popping into as notifications and suddenly disappearing even if my operators are online. I sincerely do not know what else I could do to solve it. I've tried SalesIQ app and its very glitched, tried enabling all popups / notifications on my browser and yet this keeps occuring. Did someone else faced something like
Disable 'Type your message and hit Enter' section
Hi Is it possible to disable message section from the initial chat page? If so, how can we set up?
Expand possibilities and engage effectively using JS APIs
SalesIQ comes with many powerful tools out of the box to help you boost business performance. You can further customize and increase the effectiveness of SalesIQ by using JS APIs. JS APIs are flexible and can be customized based on your requirements. How to use JS API? Just copy, customize the attributes to fit your brand and paste the JS API code below your SalesIQ widget code on your website. Yes, that's all you have to do to implement JS API on your website. Few JS APIs that can boost your business
WFH Tip 21: How to edit sample codes with connections and use them for your business?
Greetings from Zoho SalesIQ! SalesIQ has a great collection of Sample Zobot Codes that you can use for your own business by making a few minor tweaks. Some of these Sample Codes come with code that is built to establish connections with services other than SalesIQ. This tip will tell you how you can quickly make changes to that code and establish connections with services of your choice. Let us consider an example. The Webinar Zobot can help website visitors quickly register for webinars that you
End of support for TLS/SSL version 1.1 and older
As mentioned earlier in this post, we have completely deprecated support for the TLS version 1.1 and older. So if you use browsers, APIs, and plugins that run on the old TLS versions, please update immediately as the older one is no longer supported. Click this link to check if your browser supports the latest TLS version. Regards, Naveen
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
How to disable "Pre-Chat" functionality
Hi Sales IQ Community I am trying to disable the pre-chat functionality within Sales IQ. As you can see in the screenshot below, I am in the chat window settings and further under the category of fields. I have successfully disabled the name, email id, phone but the message box with the title "type your message and hit enter" is visible. I need to remove this input box and want the chat box to redirect to chat functionality directly. Seems like within the settings there is no direct functionality
Zoho Sales IQ - We are disconnect
Why after a while, it appears that the click chat is disconnected? I wish I was always connected, because people think I'm not online.
Mobilisten now supports Cordova & Ionic Framework!
Apache Cordova and the Ionic framework are open source platforms used to build cross-platform apps using HTML, CSS, and Javascript. These frameworks allow you to target multiple platforms using a single codebase. Mobilisten is a robust in-app support tool that allows you to assist and provide support to your mobile app users. You can now seamlessly integrate Mobilisten with your existing Cordova or Ionic application to level-up your in-app support. Mobilisten features that can enhance your support:
Sales IQ Chat Widget Sticker Appearance Not Updating
Hello Community, We've made some simple and recent changes to the Sales IQ chat widget appearance and colour on our website. Whilst the colours have updated fine, the sticker design/shape refuses to change despite the change being committed and successfully updated. This worked / updated much more quickly before. Any idea what might be prevent this and how I get the sticker design to change (other than updating in the app, which is not working for us) ?
WFH Tip 19: Did you know that there are two different ways of defining replies in the Zobot?
What are replies? When the Zobot can handle the visitor on its own, the reply action can be used to provide replies to the visitors' queries. replies accept only a collection(i.e. a list) as the value. The collection can, in turn, have one or more strings or maps. There are two options available when this action is used. It can be used when there are one or more text replies to be displayed. In case of multiple maps when display cards such as articles, images, and links are used. This post will talk
Zobot Dialogflow integration: Does the "File Uploaded Successfully" message work for the built in integration?
At the bottom of this documentation page: https://www.zoho.com/salesiq/help/developer-section/bot-dialogflow-basics.html It says the following: File Upload While uploading a file to the Dialogflow bot, a text message that says File Uploaded Successfully will be sent to Dialogflow. No text will be displayed in the chat window and the text will not be sent based on the language. The user needs to handle the file upload intent based on the text response." I checked the History inside my Dialogflow console,
Looking to add features to chat bot like information collection, email composition and sending, etc
What the title says here, we're looking for a way to add features to our chat bot like gathering information based on what selections a website visitor chooses from pre-selected responses. I'd also like this chat bot to send this info over to a monitored inbox, as well as provide links for learning purposes.
How can I create a Zohobot that leads to a specific operator or team?
Hello Zoho Community. I'm coming here to ask for help in the following situation. I'd like to create a Zohobot that based on a few questions, it routes the chat to a specific operator or a specific team. My idea is to create a dialog flow like the following: The chat starts on the first message sent by the visitor, after its sent, the chat bot returns the following answer: "How may we help you today?", giving two possible answers: "Help with Ideris Store in Store" and "Help with Ideris HUB", depending
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