Get potential leads delivered to your mailboxes!
Save the time that you spend on our Visitor History tab examining the logs, and filtering out hot prospects, by scheduling emails at periodic intervals of time. Let's see what you will have to do to get this done! Now quickly scoot back to your Zoho SalesIQ, and schedule periodic emails right away! Best, Bala
Chat to Lead
Can I convert a Chat to a Lead?
Add a personal touch to every tone played in your app by customizing notification sounds today!
Today, we'll take a look at the Notifications module that was exclusively launched to let you and your operators customize every tone to be played in your SalesIQ app. What for? Being at customer's service, the one thing that you'll be listening to all day would be the notification sounds played in your SalesIQ app. Why not customize it based on your likings? More to add... You'll be able to better differentiate various events. No more generic system notification sounds. You'll get to choose any
Correct layout for convert from salesiq to crm
Dear, I have 2 layouts for CRM ( lead ) , new one is used one, not default one. So when i convert the chat from Salesiq to Lead in Crm , the chat appear in default lead crm layout . So is there anyway to choose the layout for conversion
Zia skills videos or documation
I am finding it a little hard to use. Are there any examples, documentation or more videos to look at? I am simply just trying to get user input like name, email, and phone just to start. More information/documentation would help. Thanks.
Zoho SalesIQ is getting more secure with the TLS version upgrade!
Hello everyone, To keep your communication with Zoho SalesIQ more secure, we will be retiring the support for early TLS versions 1.0 and 1.1 by March 1, 2019. So, if the visitor is not accessing your website with the below-mentioned browser versions that support the TLS version 1.2, then SalesIQ will not be able to track the visitor or display the SalesIQ chat widget. You (Operator) may also face the compatibility issue in the operator console if you're not using the supported browser version to
Error GET
I get a clogo / 0_668760649 / photo.ls? nps = 404 404 error How to fix ?
Cloudflare app
Can you guys make a cloudflare app? It would be so amazing! Sales IQ will benefit the most from this!
Give your chat a whole new transformation with power-packed chat windows
Have you checked out the new-look of our chat window yet? Yes, SalesIQ powered chat windows have been completely refurbished. A chat window that can be more than just a platform for your operators to chat with visitors landing on your site. We have not
SalesIQ widget no longer showing after few days.
I'm on trial version and has copied the widget code to my site and it was working for a couple of days and since Saturday it no longer showed the widget. I have disabled company working hours as instructed in some other posts but still nothing showing. I have sent an email to support but after 24 hours, still no replies. Thank you
Zobot to showcase your products and provide all-round assistance
We received a bot building requirement to assist website visitors with following options. We are sharing the script here for the benefit of others, do give it a try: Bot Requirements: A bot to: Display products available in the website Provide links and direct visitors to products of their choice Schedule a demo call Generate leads Provide support and ticketing options What will this Zobot do ? First, when the visitor hits the site, the bot will display a welcome message and a menu with following
customfield
Hello! i'm stuck with the customfield.add() function to handle the Style I was trying but without success and there are no examples for this <script> $zoho.salesiq.ready = function (embedinfo) { $zoho.salesiq.customfield.add( { "name": "label", "hint": "Empecemos por conocerte", "type": "label", "before": "name", "Style": [ { "font-size": "20px", "textAlign": "center", "color":"orange" }, ], "required": "true", "visibility": "both", "callback": function (value) { } }); } </script> I just need an
How to protect exported visitor data from breaches?
Why take chances with your visitor data when you can protect them even if you choose to export them out of your SalesIQ portal for reference? Yes! You can opt to lockdown visitor data during exportation with a password. This is how you can achieve this: To always stay in loop click on this link and then on the follow button which you can find onto your right. Best, Bala
Let Zobot filter out prospective leads for you!
Yes, you read it right! You wouldn't have to stay vigil all the time to cease prospective deals. All that you have to do is set criterions based on your business requirements and your Zobot will proactively initiate a chat with all the visitors matching them as they land on your site. Let's see a quick video on how to configure criterions, And so, every time your Zobot senses a visitor landing on your site who match the criterions set in its radar, it'll immediately send out a proactive chat invite
Add Additional Field for Security
Being there are no plans right now to mask credit card info in chats. Is there any possibility to add an additional field that is now added to the chat session? For instance after a chat is started, if we need to ask a customer for sensitive information, they can then add that information to a field then that field would be seen by the agent. Any information in this field would not be added to the chat transcript. This way we can transfer CC info or any other sensitive info from the customer to
Change user status from available to busy
We have a users who will leave their status as "available" when they are away from their desk or not at work. Is there a way as admin that I can remotely change a user's status?
Zobot: The one to redefine the reputation of chatbots
Chatbots have created quite a buzz in the marketplace. And so, we have launched our own bot building platform using which you can actually build and deploy chatbots - Zobot in your SalesIQ. What is a Zobot? Zobot is a smart AI chatbot that is incredibly customizable and streamlinable based on your business requirements. Also, our Zobot can work in conjunction with other third-party applications like - Zoho CRM, Zoho Campaigns, Google calendar and much more to nurture the data indexed by SalesIQ.
Back-to-back Audio Calls are now part of the Zoho SalesIQ mobile app!
We always love easing up your job and now, we’ve gotten better at it and therefore decided to roll out the most sought-after Audio call feature on the Zoho SalesIQ mobile app! Doesn’t that sound exciting? The audio call feature on the mobile app can
Cut out prolonging chat sessions with Zoho SalesIQ Audio call!
Audio call has always been the most yearned-for feature among our customers. As we've always loved to stack up customers' plates with cool new features every now and then, we thought why not put together everything we can and start fulfilling our customer's wish list. First on the list? Audio call! And we have it now. Yes, you can use audio call as a means of communication with your visitors, and you don't just have to rely on chats to resolve your visitor queries anymore. Benefits that you would
Zoho SalesIQ + Zoho CRM : Bad "layout" when Lead/Deal created...
Hi, We work with both Zoho SalesIQ and Zoho CRM (we have installed the chat on our website). When a visitor arrives on our website and starts a discussion, if we convert it into a "Lead" in Zoho CRM, it is automatically created on an old layout that we no longer use (we have created other layouts adapted to our business ). Same problem for the "Deal". If we create the deal directly from the chat window, it is also created on an old layout that we no longer use... We would like to be able to define
Zoho SalesIQ security issues -
Hi, I'm trying to find the best solution for a chat channel for our business. I've launched a free version of Zoho SalesIQ but our web developer is not happy with the security aspects of the service - the main complaint is that anyone can copy/paste the code snippet from our website and use it for his or her own purposes, as it's not linked to the domain. He tested the snippet from the independent environment to prove this - added the same snippet to a different website unrelated to our platform,
Voice Recorder: Let your visitors send out voice messages!
Did you know that you can let visitors hitting your site send out voice messages to your operators right away from their audio call windows? Well, this feature of Zoho SalesIQ was primarily introduced to aid at times when: Your operators are quite busy that the calls made by your visitors go unnoticed. Operator hangs up the calls initiated by visitors. As there might be situations in which the operators are busy assisting another visitor over a call or screen sharing session. The issue that the visitor
Adjuntar archivos en Sales IQ
Hola, Una duda: Cuando un usuario está activo desde Salesiq y me llega en tiempo real su solicitud, puedo adjuntarle desde el chat un pdf (tanto desde la nube como desde el ordenador). Pero cuando el usuario no está activo y quiero contestarle desde Salesiq a algo que me solicitó hace un día (por ejemplo), la forma más directa es darle a enviar correo electrónico. Cuando hago esa operación y necesito adjuntar un documento, solo me da la opción de subir archivos desde mi ordenador. Hay alguna forma
Ability to ring visitor
As a frequent user to supporting my customers via chat. When a visitor goes idle, It's inconvenient and also doesn't resolve the issue on the chat. The ability to ring the visitor (chatter) to play a sound within the tab window on their computer to remind them that their chat session is still active. Sound played to chatter should be a bell or ring sound I feel this would be a great feature to have within Sales IQ Looking forward to an update
Unable to deactivate New and returning visitors notification on SalesIQ app
Hi, Despite the fact that I have deactivated these options in the setup, I am still getting push notifications and alerts from the SalesIQ app every time there is a new visitor on my Website (please see below screenshot I have well deactivated it, tried reinstalling the app, rebooting multiple times....). It's extremely annoying, I am on a Motorola GS5+ running the latest version of Android. Could you please help me out ?
Enhancement: Now you can frame site exclusive trigger and routing rules!
We have incorporated a major change in our Intelligent Triggers, Chat Routing and Visitor routing section. That is, you can frame exclusive rules for every site you own rather than the entire portal. Trigger and routing features of Zoho SalesIQ are said to be day savers. As, without them your operators would be put through a great ordeal handling visitors hitting your site. However, there are still certain factors that you might have to consider. Like, Say you route the web traffic hitting all the
Keep tabs on your visitor actions and boost up the lead conversion rates!
Monitoring your visitor actions can be quite difficult unless and until you are as quick as flash. If you go about sifting through the trail of a particular visitor just to figure out what the visitor is doing on your site, you could possibly miss the potential actions that other visitors perform at the very moment. For instance say, they would've set off triggers that you had configured, responded to the proactive chat initiated, but you won't even know. Did you know that on a scale of 10 you
Get the privilege to decide the type of fields that you would like to put up on the chat windows!
Not a big fan of the choices that we provide you with, when it comes to the input fields that you put up in the chat windows on your website(s)? Find those fields prompting for name and email address of the visitors every time to be old school? Cool, we have a JS API which would help you guys! Shall we just consider a quick example on how to use this cool API? .customfield.add() Today let's consider two scenarios, Customer support perspective: You run an online restaurant and provide your customers
regarding zoho sales iq chat window customization
I want customize sale iq chat window .I want to add phone no box to bedisplayed in chat popup. Plz provide solution.
Visitor History Sort
I want to be able to sort my visitor history by most recent, right now it is all over the place. How can I sort by most recent?
Sales IQ sort by most recent
I want to be able to sort visitors by most recent so im not sifting through the same ones over and over.
Options ain't displaying
As I am a non admin and I have to link my Zoho SalesIq with my Zoho CRM, and I also have the admin's email address and the Zoho DESC key. But however my settings in zoho salesiq consists of only four options which are Operator(s) Company Department(s) Blocked IP's Templates I am unable to find the integration option in my Zoho salesIq How can i resolve this ?? If not how can i integrate my zoho salesiq with zoho crm
Visits not showing
Hi, I do have salesiq in both of my websites but lately It is not showing a single record. Can you check on my account?
Help getting SalesIQ chats into specific user's CRM module
New user here. I've tried my best to find an answer to no avail. I have six users within a Zoho One account. One main/admin account and five location accounts. I have five hosted URL's each with a unique embed of a SalesIQ chat widget. Each of these chat widgets is associated with one of the five user accounts mentioned above. So location_one.com has a specific chat widget, location_two.com has a specific widget etc. 1. I need the Main/Admin account to see and access all chat sessions, while limiting
Any documentation on the bot in salesiq located in settings ?
So i see the option for bots. I also see that it uses deluge as the scripting language. I would also like to know more about the zia coming that shows at the bottom of the page. Will you need to know deluge in order to implement zia or will that be prebuilt and easy to configure? Reason I ask is because i never heard of deluge scripting language till i started playing with the bot. I also see that there are templates you can use. I have been playing with them, but i don't know much about deluge making
Signature Live chat: An instantaneous gateway to initiate chat!
Hello buddies, Today, let's see how to harness the maximum out of Zoho SalesIQ's signature chat feature. Well, let's just quickly delve into the details. Say you send out an email campaign, that discloses all the deals and offers that your customers could avail as a part of the end of season sale going on in your store. And say your team constructed the mail so brilliantly that any customer who reads it would definitely want to come down to your website and buy your products. But back to reality,
New website form fields
Hello! We need to add State and City fields in the website form. It would be possible?
Never miss out on prospective leads with the spruced-up version of our app!
We have re-furnished the notification system of our mobile app, and to take a look at what we've done, you'll have to upgrade your apps to the latest version available in the market. This is what our brand-new notification system can do From now on, you can choose to be notified every time: A new visitor drops by your website/app (A newbie!) A visitor drops by your website/app again (A returning one.) If you have integrated a CRM application with your Zoho SalesIQ, you'll also know if the visitor
Issue after installation of Zoho SalesIQ
After inserting the salesIQ code in our web site, visitors are able to reach us and chat with us but we found the following two issues which need to be resolved: 1. The salesIQ code is inserted in the home page. However, once the visitor has gone to a different page from the home page, when he wants to return to the home page he is not able to return. The screen is white and getting stuck there. After removing the salesIQ code, we are again back to normal. 2. Voice chat is working when the operator
Integration of zoho chat salesIQ with an AI Tool
Hi, Hope you are doing good. I have a requirement to integrate salesIQ with an AI tool. For that I need to get the every message put by visitor on the chatbox and call the AI tool for its answer and post the answer to the chat box and process goes on. I have checked the API listed below but din't find the relevant items. https://www.zoho.com/salesiq/help/jsapi.html Can you please let me know is this possible. If yes then how can I proceed with. Please share me the needed links and docs. Thanks Akbar
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