Not all visitors data is transferred to CRM
Hi there, we've been using SalesIQ and CRM for sometime now. We have a sign-up form on our website and capture signups as leads in the CRM. Until recently the lead in the CRM would show information from SalesIQ such as referrer, first page visited, numberPre-chat form input validation
Good day, Is there any way to validate inputs from pre-chat forms? The name input field accepts special characters such as "*&$^%#$". Which is I think not appropriate.Can zoho bot + dialogflow from Google sheets or zoho sheets be started now?
Is there a chance to help get started and run?Persisting Issue with Lead Source Resetting to "Website Visit"
I searched the forum for the case of Lead Source being automatically set to "Website Visit" by SalesIQ after each lead's visit to the website. The issue there is that it overwrites the true lead source which was initially entered in CRM (say, FacebookIntelligent Triggers customaction not working
I am having difficulties setting up customactions within our website. First question: What is the amount time it takes for a setting change to be applied? I have noticed that when disabling a rule the change won't become active for a period of time. ThisData not appearing in CRM & CRM data not showing in Sales IQ
Hi, I'm using Zoho One so have access to paid verison of both Sales IQ and CRM. I send email to individuals via CRM. The emails I send i thought would track these leads with Sales IQ. I.E I email Joe Blogs from zoho crm. Joe Blogs opens the email and clicks link to visit my website. From CRM i know Joe Blogs opened the email. I get notified. Of all the people I email I know some of them visit the website. I would expect Joe Blogs name to appear not in Zoho Sales IQ. It does not. It appearsIs there a way to change the z-index of our chat widget?
I tried uploading a css file to change the z-index of my chat widget and float button on the Change Chat Window Appearance with Custom CSS File feature but it is not working. I change it because it is overlapping our custom cookie dialog. .zls-sptwndw { position: fixed; display: none; bottom: 0; cursor: pointer; z-index: 0!important; } .zsiq_floatmain { position: fixed; z-index: 0!important; max-width: 305px; box-sizing: border-box; }Thought I would A-vs-B Zoho Desk with Zendesk, and I gave up on Zoho after fifteen minutes
I need a chat support widget with one agent. Zendesk will do this for $5 a month (not bad!) but Zoho has a free tier for up to three agents, so I figured I'd give Zoho a shot. I put the Zendesk widget on one web page and it works out of the box. Perfectly.SalesIQ App for Windows - minimize to tray
I'd love the ability to minimize the SalesIQ app to the tray, instead of just to the task bar, in Windows. This is the same behavior the Cliq app shows.Unable to Add code or template because of Limit on Character
I am adding code provided in your sample templates or trying to choose existing templates recommended by ZOHO. Still Zoho gives error of 'Looks like the maximum character limit exceeded'. Kindly suggest how to resolve?Looking for someone to write ScriptIQ for my ec site
hi i am looking for the authorized partner to help me write Script IQ for my ec site. please reach out to me.Lead Scoring - Reducing score over time
I have lead scoring set up. I have selected that the score reduces by 25% each week if there is no activity from that record. The issue is, the score isn't reducing. So my visitor scores in CRM are a mass of records and I can't tell which ones are recent and which ones are old (and just cluttering up the module) Any ideas?Chats forwarded by Zobots will now end automatically when left unattended!
Greetings from Zoho SalesIQ! The Zobot, when deployed on a website, is capable of forwarding chats to human operators, if requested by the visitor. Previously, when chats were forwarded by the bot and there were no operators to pick them up, chats wereMultiple Portals - Sales IQ
Greetings. I find my SalesIQ is starting to become cluttered with several websites. Is it possible to have multiple SalesIQ portals? Thank You.Tip #7 - Ending your Chat session smartly
Is my customer online now? Will I get a reply for my message? The chat is Idle for long time, should I wait? These are some of the common questions for a chat support agent when the chat is Idle. There is no reason to babysit idle chats, as they aren’t going anywhere, utilize your resources wisely. If you are not sure on the customer status on the chat, you have to ping the customer to know whether the chat is alive. Do we have any other option? Yes, LiveDesk gives you an option to end chat sessionsPush Zobot Transcript to create CRM Lead
Good day. How to i Push Zobot Transcript to create CRM Lead? Greetings Ceejay ElsZobot
Dear Team, Anyone can help with this. I already configure this before we launch the zobot. But Send a Message and end the conversation in this case how do I test on it. Kindly help on this today whether there is send a message and end conversation areNo Visibility in the Reports Tab
Hello, I am to do an annual report on total website visitors, however, the entire section says No DataWFH Tip : 31 How to end chats handled by the Zobot?
Greetings from Zoho SalesIQ! Zoho SalesIQ's Zobot has been designed to handle conversations with your visitors in the absence of your operators. They can understand the intent of what the visitor says and respond contextually. To end a conversation whenHow to reactivate salesiq?
Hi, I wanted to reactivate zoho salesiq account but I'm not sure how to do it. "Your Zoho SalesIQ account is idle for more than 180 days. please contact your portal administrator " Who is this "portal administrator"? Can I get some clarity about this issue please?Website turns completely white and won't load after installing new tags
Until lately, Google Tag Manager has worked very well with my website. The tags I've had in the container are Google Analytics, LinkedIn Insight Tag, GA4 and Facebook Pixel. I recently added Zoho SalesIQ and PageSense to the container and after that,WFH Tip : 30 How can you handle failures in the Zobot?
Small failures are bound to occur during visitor-bot conversations - operator unavailability, invalid email address entry, etc are all examples of minor failures that happen during a conversation. To handle these minor failures, the Zobot has a handlerTarget a wider audience and provide personalized content based on visitors' location.
If your website has broader demographics and if you wish to show customized widget and functionality based on the visitor's location, you can use the .afterready() API. With .afterReady() API enabled, you can customize the functionality and content ofHitting the customer satisfaction bullseye with SalesIQ Chat Routing
In an everyday business scenario, we get hundreds of chats from visitors. But, most of the conversations go missed or irrelevant due to inefficient workflows. Enabling chat routing allows you to precisely route visitors to specific operators based onWFH Tip 29 : What is Context ID in the SalesIQ Scripts platform of the Zobot?
First things first, what is a Context in SalesIQ Scripts? A Context is a data definition that is used to collect multiple inputs to perform a single action. So, all the inputs defined in the context will be collected and the context handler will be invoked.Zoho Online Events (APAC) - Optimizing Website Engagement and Conversions By Analyzing Visitor Behaviour - November 2020
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of this, we are hosting a series of online events for the Asia-Pacific region, where we plan to focus onNeed partner to build a new SalesIQ Zobot
We are looking for Zoho certified partners who can help us to build a new Chatbot on our website Zobot goal: To capture lead info (email, name, company) Requirements Lead details will be integrated into Zoho CRM Product question Collect some infoZobot Tip 1: Keep your visitors from waiting with chat forward action in the Zobot!
Visitors on a website do not usually like to be placed in situations where they need to wait for a response to their query. The Zobot eases this situation with its instantaneous and accurate responses. But what happens when the Zobot itself is in a situation where it does not know the answer to a question that the visitor has put up? This is when chat forward comes in handy. The 'forward' action in the Zobot: The 'forward' action in the Zobot lets the Zobot transfer chats to operators inside yourLeverage browser caching for SalesIQ Widget
My tests on GTMetrix for my website always bring up salesiq as something that can be cached to improve the page speed. Any ideas on how this can be done? https://salesiq.zoho.in/widget (5 minutes)How to display profile pics of multiple Associates that are online in Sales IQ
HI, We are showing the company Logo on the Chat window header. We also wish to display profile pics of multiple Associates that are online in Sales IQ (upto 3). Similar to what you see in Intercom. We have seen that a human face in chat gets better responseHow do we deliver an automated message if we do not respond after x seconds?
Scenario: A website visitor starts a chat. We have not responded within, let's say 60 seconds. How do we trigger a message asking them to leave a message and we will get back to them. I found *where* to enter such a message. But not how to trigger it if we do not respond within a given time period. ThanksZoho User Groups Virtual Meetup - Zoho SalesIQ - November 2020 - Canada and USA
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of our User Group meetup series, we are hosting a series of online events for USA and Canada, where we planEngage and provide personalized support to visitors based on their actions on your website
Increase your triggers' precision based on the visitors' actions; you can set up Custom Action trigger and target your visitors more accurately, grab their attention, and close deals faster. With visitor.customaction() you can perform an action or encourageWFH Tip: 28 How to update visitor information on the Zia Skills platform?
The Visitor Object in the Zobot: The visitor object is a map that contains the profile information of the website visitor. This will be available inside the messageData map across all scripts inside Zia Skills.It contains properties like name, email,Dynamically add your visitors' data using Visitor APIs.
Visitor APIs can set a pre-defined value for your visitor's data; this can help you store visitor data on your site, speed up the support process, and reduce redundant data in your SalesIQ portal. You can enable Visitor API if you wish to skip the pre-chatChoose the fields returned with zoho.crm.searchRecords
Hello, I would like to know if there is a way to only show "selected fields" with the zoho.crm.searchRecords function. By example : in my "contacts" module i only want to info the name, the society, the phone number etc.. Thanks in advance for yourWFH Tip : 27 Set up your Zobot in 6 quick steps!
Greetings from Zoho SalesIQ! Do you think you're a little lost or are you still figuring out what you should do? Don't you worry! We have your back! This post has a quick 6-step tutorial that will help you get started with building a Zobot on Zoho SalesIQ.Zobot and intro.js
Hello I am a coder, but still new to the zobot's deluge language and zoho in general. I designed a tour using intro.js for my wordpress ecommerce site.... now I need the zobot to run the tour when the customer needs it. Does anyone know how to invoke the command wpIntroJs_StartTour() from the zobot?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 applicationOpenUrl() implemented in Zobot ?
Hello, Thanks in advance for your help. Is there a way to use openurl() in a Zobot ? Thanks !Next Page
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Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underUnleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.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,Plug Sample #3: Zoho bookings integration plug for chatbots built with codeless bot builder
Appointment scheduling is an essential process for any business, and we have Zoho Bookings to do it hassle-free. You can further automate the process using AI-powered chatbots, which can save a lot of time and act as an excellent tool to increase engagement
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Is Zoho Live Chat compatible with WordPress CMS?
Hello, I have a website called seocerdas.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.Date & Time slots Problem
I am trying to use this Date & Time slots card but it won't late me save it I get the following error what am I missing?Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underCould someone help me achieve this
I want to make Zobot allow my visitors to schedule an appointment using Zoho Bookings. My staff's working hours are Monday to Friday from 9 AM to 6 PM. I already have my Zoho Bookings account, and I've read the documentation for the plugins, but I stillHow can I make the chat widget looks like this?
can't seem to find the option. mine just show a huge blue blank space.
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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 achievingDeprecation 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 aPlug 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
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