Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone.


Here's a look at the standout updates we think you'll absolutely love.

Start the Conversation First with Proactive WhatsApp Messaging

Stop waiting for leads to reach out, you can now start the chat using pre-approved WhatsApp templates. Whether it's a pricing page visitor who hasn't converted or someone who's abandoned their cart, you can trigger timely proactive messages and get the conversation going.
Idea
Why it matters:
Reach out before a lead slips away. Great for re-engaging high-intent users and reducing drop-offs.

Reach your Target Audience in One Go with Broadcast Messaging

With the all-new Broadcast Messaging, you can create targeted messages (with your pre-approved WhatsApp Templates) and schedule these to be sent at the right time to the right set of audience over WhatsApp. This lets you engage your target audience at scale. 
Idea
Why it matters:
Forget one-by-one follow-ups. This is perfect for flash sales, event reminders, or product launches, especially when timing is key.

Build Smarter Bots with Ready-made Templates

Easily one of the most awaited and sought-after features, you can now use ready-made bot templates tailored to your industry to build your bot, no more building your bot from scratch.
Bonus: You can also plug in your ChatGPT Assistant trained on your business data, and fine-tune your bot's flow using card-level stats to see what works (and what doesn't).
Idea
Why it matters:
You get smarter conversations without the usual set up time, everything's readymade for you. Just fine-tune it for your business, and you're good to go! Perfect for teams that want fast, scalable automation with full control and visibility.

Automate Everything that Slows You Down with Workflows

The new Workflows feature lets you automate critical actions based on real-time events, like sending alerts when a customer leaves a bad review or notifying admins when an operator is deleted or added to you portal. Set conditions, define outcomes, and let SalesIQ take care of the rest.
Idea
Why it matters:
Automate your manual work and focus more on strategy. Your team can stay responsive while SalesIQ handles the background hustle.

Give Your Teams the Access They Actually Need with Profiles

Introducing Profiles: A new way to control who can do what. Assign feature level permissions based on what your operators need. For instance, give support agents chat access only, and if an operator is responsible only for building chatbots, you can grant them bot-related permissions while restricting access to chat handling. Now, it's custom access, the way it should be.
IdeaWhy it matters:
No more "too many cooks" in the system. This means cleaner workflows, safer data, and less confusion among teams.

AI-Powered Chat Just Got a Whole Lot Smarter

From AI-written responses to real-time suggestions and instant conversation summaries, this update brings Zia and ChatGPT deeper into your chat experience. Whether you're replying to a text or reviewing a chat thread, AI now helps you do it better and faster.
Idea
Why it matters:
It reduces response time, enhances clarity, and keeps every interaction on-point. Less typing for your operators, more satisfaction for your customers. And not to mention, Zia (Zoho's in-house AI) is absolutely free of cost, helping you make your conversations smarter at no charge!

Seamless In-app Audio Calls In your Business' Mobile App with SDK

Bring real-time direct calls to your business' mobile app (iOS & Android) with native in-app voice calling, powered by our lightweight SDK. Fast, personal, and mobile-first, this feature lets users call your team instantly, no app switching, no delays, and no loss of context. 
Idea
Why it matters:
It makes support more immediate and human. By allowing users to call your team right from your app, you cut out friction, boost trust, and deliver answers faster without jumping between platforms or losing context.

More Enhancements You Shouldn’t Miss!

Here are more thoughtful upgrades designed to improve your everyday operations, support quality, and customer engagement.

🔹 Reuse prebuilt bot flows with bot import and export: 

Build your bot once, reuse anywhere as you need. Export your code-less bot and import it into another SalesIQ portal, enabling effortless replication across multiple environments. This will be perfect for agencies or teams managing multiple portals.

🔹 Do more within chats from instant messaging channels:

  • Keep instant messaging channel chats clean and spam-free: Automatically detect and mask offensive language on your chats from IM Channels with profanity control support. Also, you can now block spammers across all your connected channels, keeping your operators focused on real customers.
  • Instagram Story Replies Support: Capture and respond to Instagram story replies directly inside SalesIQ. No more missed messages and definitely no more lost leads.
  • Appointment Bookings now supported for IM Channels: Let prospects and customers from Instant messaging channel chats book appointments with you, whether demos, consultations, or support sessions, right from the chat window.

🔹 Added integrations to make your SalesIQ even more powerful:

  • Unify your Bigin data with SalesIQ for faster deal wins: Target hot leads and close deals faster by displaying information from Bigin about your website visitors on the SalesIQ dashboard. Also, automatically convert visitors into contacts, add deals, and even follow-up tasks in Bigin directly from SalesIQ. 
  • Augmented reality-based remote assistance with the Zoho Lens integration: Provide real-time visual support using live video streams from your customer’s phone camera or AR glasses. Let your operators troubleshoot issues as if they're right there with the customer.

🔹 SalesIQ mobile app power tools and capabilities:

Manage and organize chats better by adding conversation tags, enhance and edit images/videos before sending, construct your responses faster with the AI powered writing assistant, get an instant gist of the chat with conversation summary, and take support beyond chat with built-in call support, all from the SalesIQ mobile app for operators.

🔹 TV app enhancements:

Get real-time KPI dashboards on Android TV (in addition to Apple TV), ideal for sales floors, support teams, or leadership war rooms. Also, bring data to the frontline with Reports on the TV App to help your team analyze trends and performance patterns, to understand what’s working, what’s changing, and what needs attention.

Whew.. That's quite a bunch!

But this release isn't just about features, it's about helping you work smarter. Whether you're improving how you reach out to prospects, enabling remote support, automating more of your workflow, or scaling conversations with AI, these updates makes SalesIQ sharper, faster, and more flexible.

Log in to your SalesIQ portal today and give these updates a spin. We can’t wait to hear what you think!

    • Recent Topics

    • Auto-response for closed tickets

      Hi, We sometimes have users that (presumably) search their email inbox for the last correspondence with us and just hit reply - even if it's a 6 month old ticket... - this then re-opens the 6 month old ticket because of the ticket number in the email's subject. Yes, it's easy to 'Split as new Ticket', but I'd like something automated to respond to the user saying "this ticket has already been resolved and closed, please submit a new ticket". What's the best way to achieve this? Thanks, Ed

    • How to Push Zoho Desk time logged to Zoho Projects?

      I am on the last leg of my journey of finally automating time tracking, payments, and invoicing for my minutes based contact center company - I just have one final step to solve - I need time logged in zoho desk to add time a project which is associated

    • Cannot access KB within Help Center

      Im working with my boss to customize our knowledge base, but for some reason I can see the KB tab, and see the KB categories, but I cannot access the articles within the KB. We have been troubleshooting for weeks, and we have all permissions set up, customers

    • Export to excel stored amounts as text instead of numbers or accounting

      Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

    • why my account is private?

      when i post on zohodesk see only agent only

    • Getting ZOHO Invoice certified in Portugal?

      Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.

    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

    • 500 Internal Server Error

      I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.

    • Client Script | Update - Client Script Support For Portals

      Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all

    • Professional Plan not activated after payment

      I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like a

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • how to edit the converted lead records?

      so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

    • Auto Update Event Field Value on Create/Edit

      Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'

    • Pre-orders at Zoho Commerce

      We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • Zoho Pagesense really this slow??? 5s delay...

      I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?

    • Payroll and BAS ( Australian tax report format )

      Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin

    • Problem with Email an invoice with multiple attachments using API

      I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with only

    • Page Layouts for Standard Modules like CRM

      For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have a

    • Non-depreciating fixed asset

      Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • One time sale item in billing automatically detects as service

      if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.

    • Project template after project creation

      How can I apply a project template AFTER the project has been created?

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • Related Module in Sharing Rules

      Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as well

    • Assignment Thresholds Resetting After Lead Conversion

      Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

    • Vendor Signatures Needed for Purchase Orders

      Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Territory view for custom modules?

      I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • additional accounts

      If I brought 5 emails to my account. Can I later buy additional emails.

    • Approval Process Comments

      Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

    • Login for test case

      Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Collaps Notes

      There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Next Page