Allow Sales IQ Email Chat Transcripts To Be White Labelled / Customised

Hi There

ISSUE:
- If you are using Zohbot and have various Q and A type of flows > mapping to fields in leads/CRM via API > when Zohbot flow finishes > SalesIQ sends an email as "SALES IQ CHAT TRANSCRIPT"

REQUIREMENT:

Allow us to customise this by means of following

a) Allow us to choose our own email template with merge code from the lead the sales IQ creates

b) Allow us to put our own logos/branding on this transcript

The transcript auto fires immediately when chat ends, in the context of Zohbot this is not ideal as we may want to delay this and customise this template

What compounds this further is that we cannot use automation/workflows on leads created from sales IQ either as if we could, we would handle another email with merge code info to the contact that finished chat!

Thanks

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.
Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achieving
Deprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As a
Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through