Help - settings / info regarding Criteria to Trigger Bot (so not to annoy repeat visitors)
Hello, I cannot find more detailed information on "Criteria to trigger bot" settings. I realise some settings are obvious...but others are not eg. "Number of past chats"; does this include bots? Does it include bots that visitor did nor respond to? Is there any help page that provides information on the various criteria options? Meanwhile, could you please help with this requirement? — "Settings to show the bot only 1 time to a person within a 14 days" eg. For all visitors show "Zobot X", but only
Onboarding / Walkthroughs
I've sent an inquiry to support asking this, but thought to add it here as well, as it sort of makes sense to have it as part of SalesIQ anyway. I was wondering if there are any plans to provide some functionality similar to Appcues or other similar services, to allow us to add popup walkthroughs to apps or web sites. The stuff that pops up when users comes to the app or site for the first time showing him around or when a new feature or functionality was added to introduce it. Or perhaps one of
Storage Articles (specific webpages) into a Zoho CRM Module / Zoho Creator ap so users can review their history
Hi Zoho gurus. We are a research firm that publishes specialist articles. I would like to use SalesIQ to capture pages the pages that our subscribers read (which SalesIQ does out of the box) but ALSO push that information in history that the user can review as part of their account. So I would need to store the USER ID (all users will be records in the CRM, so ideally we'd use that ID), the URL of the page visited (anything under the URL https://www.ibrs.com/articles/...) the time accessed and if
How To Display Calendly Calendar in Zobot
We are trying to integrate Zobot with Calendly. Is it possible to display a calendar view of open slots within the chat? We've read other articles on this community but can't get it to work and documentation is pretty vague. Any specific direction would be much appriciated.
SalesIQ Visitor Javascript API - Is there a size limit on the Info-API?
Hello I'm trying add information for my operators using the $zoho.salesiq.visitor.info API found here: https://www.zoho.com/salesiq/help/developer-section/js-api-visitor-info.html I have added about 1.15 KB of information, and when I try the request, it fails with a 403 HTTP-error. POST https://salesiq.zohopublic.com/ceptuportal/addvist.ls 403 (siqnewchatwindow.js:1) "Access to XMLHttpRequest at 'https://salesiq.zohopublic.com/ceptuportal/addvist.ls' from origin 'http://localhost:3000' has been blocked
POSITION OF THE WIDGET AT A CUSTOM DISTANCE FROM THE BOTTOM
I'm testing salesIQ with woocommerce, but on mobile devices the widget is superimposed on the lower menu bar of woocommerce, hiding important elements, I would like some way to be able to move the widget up to the distance you want, you using the configuration in "websites> live chat widget> widget> float> appearance> choose a location to place the chat widget on your website" I do not like the default positions, I also added a desire that the floating sea but at the distance that I want ... They
Migration from US server to EU
What is the procedure to migrate from US server to EU? Whom should we contact?
chatbutton.click() callback not triggered when chat is started after chat window opened by trigger
I'm trying to invoke a function whenever a visitor is starting a chat with out agents. This does work using $zoho.salesiq.visitor.chat but unfortunately this only works for chats initiated by the visitor without any triggers. We are using an intelligent trigger to open the chat window, whenever a visitor decides to initiate a chat after the window has been opened by the trigger the previous function does not get invoked. As a way to get around this behaviour I figured I would use $zoho.salesiq.chatbutton.click
Is there a place to see / download all shared Zobot bots? (eg a templates library)
It looks like there are lots of cool bots shared across the forums for download - is there anywhere to view them all, like a templates library? If not, maybe convert this to an 'idea'?
Bulletin and Text size in Zia skills
Bulletin and Text size in Zia skills The zia skills was not have the bulletin option. and Not increase the text size.
The Zia skills Action was not recognise the emoji
The Zia skills was not recognize the emoji I need to put the "That helped " suggestion in the end of one action.Then run the another action recognize with "That helped" visitor message. visitor Was Select the suggestion "That helped " Action was not reply this.but, type "That helped" then show the reply. I am attached a screenshot here.
Register for the Zoho SalesIQ User Group Meetup in the USA now!
Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?
Turn off notifications for some visitors
Because we ourselves are often on our website throughout the day, I'm constantly getting "false alerts" that we have a visitor. Is there any way to turn off notifications for certain visitors without having to block IP addresses? Thanks
Notification Settings Hard to Find
This feedback applies not only to SalesIQ but almost all Zoho products. Most software makes it easy to find and adjust notifications in seconds. With Zoho I always have to resort to looking in the help menu, or searching for 5 minutes to find it. As an example I just wanted to change my notifications when someone comes to our site. I search help to no avail, the top hits were about push notifications or desktop notifications. So then I search under every heading and after 5 minutes of searching I
Cheers to the SalesIQ team for helping with the chatbot!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Zobot publishing
Hello, I have wrote a zobot to be published. Once published, if changes require can I retract? What will happened to the old chat widget below? Thanks <script type="text/javascript"> var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:"6963279d93c75c0ed822a8ee3ca842845cf03b3ee959087c8a6307d0cc1cb0925d5fe629768af6d9a03793700d9418c2", values:{},ready:function(){}}; var d=document;s=d.createElement("script");s.type="text/javascript";s.id="zsiqscript";s.defer=true; s.src="https://salesiq.zoho.com/widget";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);d.write("<div
Cheers to the SalesIQ Team for helping us achieve our Zoho Chatbot goal!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Integrated Zobot (Dialogflow) only working sometimes
Hi, I'm super happy with the progress for the Zobot and for integrating with Dialogflow and merging the SalesIQ chat with Zoho Desk - so great work!!! Though, I have a small problem: when testing my bot on my webpage, it only appears sometimes. Normally what happens is that it only shows the normal SalesIQ chat, and if I don't accept the chat as a agent for 60sec, it gives the standard message for no agents available. However, at this point it does not show the Zobot, instead it does not allow the
Zobot-Dialogflow 256 character limit for a message
Hi, Could you, please, catch and handle Subj exception and show in Zobot DialogBox a message for user to change his input or connect an operator. Now Zobot just hangs on after 256+ characters long user input. Thank you in advance! CRMOZ
Polish characters are a different font everywhere in zoho
Hello, In every zoho tool polish characters ('ą' 'ę''ć' 'ź' 'ż' 'ń' etc) are using a different font than regular latin characters. examples: It happens in every tool. It wouldn't bother me so much in internal tools like CRM or Desk, but in chat it has a big impact on readability and trust - for the user it looks like some hacky stuff is going on. I would really love to use your tools, but with such an obvious problem like this, it is hard to keep using it. It seems like there could be some easy
How to restart chat?
In the situation of the user entering the site without having one registered, the Chat fields were left blank. How do I fill in the fields after the user enters the site? I already used the 'intercom' chat I called the Intercom procedure ('update'). But with you I am not getting it.
Never lose track of what's going on with Zobot!
We know that you all love Zobot and we can already sense a tremendous interest in Zobot. Lately, we've been improvising most of Zobot's configurations and establishing integrations with prominent bot building platforms in the market, so that we deliver only the best to our valuable customers. So, just to make sure that you never lose track of what's going on with Zobot, we've added an exclusive webpage - Zobot changelog . We update everything on this page, right from the minute changes we've made
Template-Article-Category
Can anyone tell me how to delete or edit an article CATEGORY? I am trying to change the category names or even delete and start again but can't see how to do it.
Sales IQ ingration with CRM not working
When I am sending email via Zoho campaigns, I would like visitors to be identified in SalesIQ when they click on a link and come to the website. Similarly, when I send emails using Zoho CRM, I would like visitors to be identied in SalaesIQ when they come to the site after clicking an email link. Somehow, I am not able to make this work. I have searched and tried various options as per instructions on this page - https://crmplus.zoho.com/culytics/index.do#salesiq/culytics/index/getcpdata/setting/integration
Mobilisten introduces flexible widgets that'll suit all your business needs!
A shout-out to all our Mobilisten users, We've been getting lots of requests from you all asking for an option to move the default chat widget in your mobile apps, hide them, or to customize them based on your business needs and whatsoever. Now we have a single solution for all your requirements! We've not just enhanced our default chat widget, we've also introduced a API that will let you create your own custom launcher. Before we jump over to test API waters, let's check out the enhancements that
Personalise Bot Response
Hi, We are looking to pass the users name variable value to the bot. E.g. "Can We Have Your Name" User enters "Dave" Bot Reply, "Thanks Dave" Regards Kevin
SalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you take
DMARC message in all customer emails and sending from systemgenerated@zohosalesiq.com
We are having real problems configuring sending of emails from SalesIQ properly. Every email sent to customers shows the following message at the top of the email and is sent from systemgenerated@zohosalesiq.com instead of our Helpdesk email address we set in the SalesIQ setup. Note : Sender's email address can't be set as the "From Address", as the DMARC policy implemented might block the emails that aren't sent via client servers. However, when the recipient tries to reply to this email, it would
Zoho Sales IQ Chat Widget On Landscape View (Tablets + Mobiles) Renders Site Unresponsive On Automation Trigger / Issue with CSS Code From Zoho
Just want to check if others have found a solution to this We have implemented a comprehensive Q and A style bot using Zohbot to take qualified enquiries and update the fields in CRM accordingly We have an issue wherein the sales IQ pop up (on the back of automation triggers on a site) does not work well on landscape view, the screensize and text (being smaller) makes the minimise buton and other elements of the chat widget invisible. This then renders our page invisible With google taking into account
Feedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gif
App UI
I downloaded the Mac version of SalesIQ, to try it as I'm not a permanent agent, just replacing a colleague. However, I don't use it as my main tools, I reduce the window to a minimum size, as shown on the screenshot. You then see some problem of the interface not playing nice with responsive. UI should be updated, I guess.
Missed chat history on user
Hi all, The user 82616 had 2 chats, but in his history we can see only one : chat # - 105130. the second chat # 105131 is not listed on his profile page pls find attached file.
Sales iQ chat not appearing for visitors. Only myself
Hi, On https://www.windsor.ai/ the chat appears only for myself, but not for visitors. How can this be? Thanks for help!
Zia Skills Chatbot Conditional Routing
Hi Sales IQ community. A week ago, I wrote about an issue we have with our Zia Skills chat bot, that we managed to program the single answers in the Sales IQ bot but we haven't figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. Zoho claims that this can be done, but doesn't provide any sufficient documentation for it. When I asked for help about it,
Restrict Chat on Mobile Devices
Hi, The majority of our users will be using the chat from within our website. When accessing our site from a smartphone, I noticed the chat button takes up too much space. Is there a way to hide the Chat With Us icon and not allow chats on devices with a small screen such as mobile phones? Tablets would be ok.
SalesIQ Zobot DialogFlow do not detect the language right
1. I created the SalesIQ Zobot on DialogFlow platform (default language is Russian, plus two option languages English and Ukrainian) 2. I placed the SalesIQ code on the website crmoz.com (default language is Russian, plus Google translator for websites) The problem is: SalesIQ detects the language of the website as Russian, but the bot answers in English. Obviosly, SalesIQ does not tranfer correct language to the Dialogflow. The question is: When could it be fixed? Many thanks!
No send button on iphone
Once i have answered a chat there is no send button for me to send my message! I’m using an Iphone.
Slow Zobot response time
Hi, We launched the Zobot on our site to sit along with the regular Live Chat but had to take the Zobot down as the response time was very slow. The bot was slow to begin then once the chat had been initiated the response was very slow. The bot typing status is set at immediate but was taking ages to load when the bot was on site. There was no issue on when testing the script before it was enabled. Does anyone know what the issue might be here? Thanks
Conditional Answers Zoho Bot
Hi Sales IQ community. While we managed to program the single answers in the sales iq bot using Zia skills, we do nothave figured out whether there are conditional answers. Eg. I give 5 answer options using the multiple answers options. If the clients selects one of them, I would like to follow up with the next question. My issue is that the documentation provided is not sufficient, are there any example bots online with documentation from which we could learn? We have scanned the zoho documentation
Use data from URL to create CRM Contact
Hello! I've got a client that uses a referral link to a portal we've built for them. In this link, it sends us the necessary information for us to identify the user accessing the portal, name, email, address, etc. Is there a way to break down this URL and use the information from it to create a CRM contact? I checked Flow and SalesIQ doesn't have triggers for something like this. We would want it to create and/or update contacts based on the information it gets. Here's an example of the landing URL:
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