WFH Tip : 8 Connect with website visitors and drive online sales with Zoho SalesIQ's live chat widget
Live chat on business websites can be more than just a platform for visitors landing on your website to chat with the operators of your organization. It lets visitors connect with you to know about the products/services that you offer, take your help in case of discrepancy or even make small talk. One of the most powerful features of Zoho SalesIQ is its live chat window that is stacked up with the most effective features to maximize your productivity. This post will focus on all the amazing features[ZOBOT] Using visitor data in replies
Hi! I was wondering if it's possible to use visitor data in the responses the Zobot sends. Source: https://www.zoho.com/salesiq/help/developer-section/responses-fieldname.html In this example the visitor sets his name to Smith. Is it possible to use "Smith" in your reply? Instead of a "Thank you" it would be "Thank you Smith" These little things make conversations a lot more personal. Is this possible already? If not I'd love to see this added.Visitor info not clearing from SalesIQ
Hi...I'm showing people who have been on our site for 4+ hours. We are integrated with Zoho's CRM. As a test, I visited the website and then closed my browser. After 3 hours, I still appear in SalesIQ as active. How can I make this tool more accurate?Say a big "No" to the anonymous web traffic
Look who has joined the league- presenting you all " Clearbit " - The humongous and powerful data suite. What can Clearbit do for you ? Well, it can turn anonymous web traffic of your website(s) into complete company profiles with incredible insights in a jiffy, thus saving you all from the tiring task of scrutinizing your website visitors just to filter out the probable prospects. Well, now lets see what are all the benefits that we can gain by integrating Clearbit with your SalesIQ account, 1.Enrich your Sales data by integrating SalesIQ with Leadberry
You can now integrate your SalesIQ account with Leadberry to get information on the visitor's company. This would ease the process of your sales team to narrow down your target by reaching-out based on their company profile. Why Leadberry? Leadberry, when integrated with SalesIQ gives you the ability to view information about the visitor's company when they land on your website by analyzing their email and domains. The data from Leadberry, in addition to the features provided by SalesIQ, can speedWFH Tip : 6 Eliminate repetitiveness and boost performance with templates in Zoho SalesIQ
In today's WFH scenario, customer support is substantial and answering the myriad of queries that come from visitors constitutes a major part. Sometimes, these queries become increasingly repetitive and monotonous. To save operators the time and trouble of answering of answering these questions time and again, Zoho SalesIQ offers a bunch of templates that might come in handy. They are as follows: Articles Canned Responses and Email Templates Let customers help themselves with the FAQs in their chatWFH Tip 5: Provide targeted customer support and keep your customer base intact with SalesIQ's Automation features.
Keeping customer experience standards at a check is always a herculean task. This becomes harder when you have an influx of new visitors on your website and not enough operators to target and engage the right visitors. This might sometimes require you to manually keep an eye on all the visitors, their likes and dislikes, answers to their queries, etc. which can become overwhelming at some point. This is where Zoho SalesIQ's Automation features have your back! There are three major features that canSalesIQ Visitor Tracking issue
Hello everyone! We are experiencing a slowness in one of our server which has affected the SalesIQ's Visitor tracking functionality for all the users. We are currently working on the fix for this issue and the service will be brought online as soon as possible. We will keep this thread active with further developments! Regards, Aslam Team SalesIQVisitors Tracking Option
Yesterday, we were able to see the visitors on our website and which pages they were on. Today that feature has disappeared and we can only see users in chat.Renaming SalesIQ portal
Hi, I have created a testing SalesIQ portal with a pretty odd name :) Now, after successfully implementing it on our website, I'd like to rename it to something more relevant. Is there a way how to do that? Thank you! BR TomMultiple sites, tracking and bots
I have lots of small websites, currently being tracked using Google Analytics. 1. If I use the SalesIQ code, how does it split up the sites? Do I get a dropdown selector to choose the sites data or is it all lumped in together? 2. Can I have different bots with a different set of pre-programmed replies on each site? e.g. a site about real estate has replies about real estate, a site about food has replies about food. 3. Can you have the bots only showing on certain pages, while the whole site isLet the Zobot dynamically display slots and fix appointments using Zoho Calendar!
Calendars are a huge element in any business - be it small scale or big scale, an industry has requests and appointments coming in all around the year. If you own a business, you will know that a substantial amount of time gets wasted in scheduling. Staff get tied up manually with something as simple as setting up an appointment when they could be doing something more valuable. Imagine if a bot could handle all the mundane stuff so that your staff is free to do more significant work? We have comeProblem with Material Design 1.0+ versions
Hi, we can't run zoho with material design component versions above v1.0.0. We have to use the most updated version(1.2.0-alpha05) Will there be an update with Zoho SDK soon? Or any solution you may recommend?Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to see the great response that we have been receiving towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the series. Here is a list of all the previous webinars from the series along with the URLs of the recordings. So far we have looked at: Introduction to Zoho SalesIQ and Zobot Build a Zobot using SalesIQ Scripts - Basics Build a Zobot using SalesIQ Scripts - Advanced Build a Zobot using Dialogflow Build a ZobotZobot transferred chat doesn't notify the agent
We have integrated the Zobot and SalesIQ, the automated chat works fine but when the customer selects yes for "Want to connect with a human", the agents in the Zoho SalesIQ is not notified about the chat request. The agent have to keep monitoring the dashboard for the incoming chat. Is there a problem with Zobot and SalesIQ integration or we have to change any configuration?Hide button offline
How I can hide chat button when agent is offline. Can I do it with API or configuration?WFH Tip 3: Connect seamlessly and provide one-on-one resolutions with SalesIQ Audio calls
Greetings from Zoho SalesIQ! This week's tip will focus on Audio calls in Zoho SalesIQ and how they can help you make your WFH scenario twice as productive. Zoho SalesIQ is a customer engagement software that lets you initiate live chat sessions with your website visitors which is a quick, efficient and inexpensive way to provide instantaneous support to a customer or prospect. However, when conversations start getting interesting and deep, being limited to just typing can be frustrating. Being able6/10 Web visitors are NOT seen on IQSales ring side tracking to initiate Chat
We have observed that 6/10 website visitors are not showing on the IQSales Ring side Tracker for us to initiate or trigger a chat. We have taken it up with the support team, the tech guy was given complete remote access to my PC and live demonstrated this issue. He acknowledge the problem and unable to resolve this issue. He is now giving us some mambo-jumbo reasons & not been able to resolve the issue. We are heavily loosing out on potential business esp. International customers. Beginning to wonderWFH Tip : 2 Support and fix issues remotely with Zoho SalesIQ's screen sharing
Whether your business is a big, international brand or a small startup, screen sharing can add exceptional value to your business plan and structure, regardless of what your business does. In today's WFH scenario, screen sharing can be a blessing that can help you support your customers and fix issues for them quickly and effieciently. This post will tell you how Zoho SalesIQ's screen sharing feature - powered by Zoho Assist can revolutionize the way you collaborate and communicate with your customersAny Improvements planned on Zoho Desk chat?
I understand that Zoho Desk chat is a version of the SalesiQ, and as such, it has a long way to go to be usuable for support purposes. Features lacking are: Abilitity to use articles during chat the agent should have the KB articles showing up and searchable so to be able to recommend these to the customer. This is a basic requirement. More advance, introduce ZIA during chat, so to be able to suggest the best article to agent. What are the plans for this function? Any roadmap available?Zobotの利用時にメールアドレスと名前を打ち込む作業を止めたいです
会話言語として「Dialogflow」を使用して、Zobotを運用しようとしております。 挨拶文からSuggetionボタンが出てくる仕様にしておりますが、どのボタンを押しても 下の図のように名前とメールアドレスを入力して下さいと出てきます。 他Zohoアカウントで見るとこの表示がなく進めることができます。 設定画面から「Webサイト」>「ライブチャットウィジット」の設定を照らし合わせてみますが、相違点が見当たらず。 名前とメールアドレスを入力せず始められる方法を教えていただきたいです。Gain insights on what visitors have to say about your brand using feedback widgets.
Feedback is essential for any business, be it small or large. You can use this feedback to gauge what your visitors' preferences are, what more they expect from you and your brand and make improvements accordingly. The Zobot offers a bunch of feedback widgets that you can use inside all of the platforms available. Happiness Rating: This card can be used to obtain the rating from the visitor in the smiley input format. Syntax: { "type" : "happiness-rating",Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to inform you that we have been receiving great response towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the webinar series. This is just a reminder about the three upcoming webinars in the series: Build a Zobot using Dialogflow Build a Zobot using Watson Build a Zobot using Zia Skills These three webinars will focus on teaching you the basics of building NLP Zobots using the Dialogflow, Watson and Zia SkillsZobot Tip 2: Personalize every conversation by storing and re-using visitor data
Each time a visitor enters your website is counted as a visit. A visitor session includes all of a visitor's activities ranging from the first page view to the last activity that he or she does before exiting the website.So, how do you keep track of all the activities of this visitor and the details that he shares during the session? The visitorsession API is used to store values temporarily during a chat conversation with the website visitor. For example, if you want to perform an action like triggeringArticle suggestions to chat agent
I'm trying to understand how the KB articles can be utilized by the chat agent over chat. It seems that SalesIQ is not able to suggest articles or even display the articles on the same window as the chat conversation, making it nuisance for the agent. How is this handled by you guys, or anyone in here?How to Sync Desk KB and Sales IQ KB?
Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two different KB's. Our current KB is in intercom and I want to migrate to Zoho. 1. Do I have to migrate to Sales IQ and Desk KB's separately, or is there an easier way ? 2. Is there a plan to merge these KB's (we want the same articles in both) ? Thanks,Export Visitor History
Is there a way to export visitor history? We've been exporting our chat history and I'm looking to get more insight into our visitors as well.Sell on the go and revolutionize your sales cycle with the Zoho SalesIQ mobile app!
Businesses from all corners of the world, offering a wide range of products, have begun migrating to the mobile realm. And you should too. If you want to prepare for the future and start seeing the massive benefits right out the gate, you can take Zoho SalesIQ with you and chat with your website visitors/mobile app users(SDK) anytime and anywhere you go! From generating more leads, to keeping your prospects engaged in real time, to managing different sales territories, Zoho SalesIQ's mobile appChat forward operation waits indefinitely for operator to pick up
In my bot, visitor can elect to speak to an operator. In that case, I've programmed the bot to forward the chat. However, I've noticed that in the event that an operator is marked as available but unable to accept the chat, the chat will continue waiting forever. Is there a way to set a time limit for how long a visitor is kept waiting? I don't want them to wait so long that they leave the website. Or ideally, these chats can be sent to the "Missed Chats" category.SalesIQ/Zobot - Cards in action/replies of operator_busy, pending, etc?
I'm looking at https://www.zoho.com/salesiq/help/developer-section/responses-actions.html and have the following question: ==> For actions like operator_busy, block, pending, and end do the replies HAVE to be only a List containing text messages, or can they contain other cards, like, articles, videos, etc ? For example, is the following a valid action? { "action": "pending", "replies": [ "Sorry to keep you waiting, but generating the detailed report is taking longer than expected".,A small change to make Visitor History so much more insightful!
Hello, Wouldn't it be possible to add a landing URL to a Visitor History list? Oftentimes, after I publish something on my website, I'd like to take a closer look at the visitors who were brought to that very new page. For now, I have to click on every one of them to see where they landed in the Visitor Info tab. If we had that URL included, we'd save a lot of time! Also, it is now difficult to differentiate between visitors spending seconds on the site and those staying much longer. It's alway twoClose Date for a Deal Within Chat
I've had a chat with a new visitor, she asked about a sale, I gave a quote and said would send her an estimate. Right from the chat screen (on a PC) I want to enter her as a potential deal. Its statuses presumes pre-closing stages like qualification, negotiation, etc. Yet, a field for "Close date" is mandatory. How can such date be existent if the deal is still in pre-closing? Can you make it not mandatory to save the common sense?Ip addresss tracking
Hello Zoho Forums, Does anyone have any idea how to automatically save the ip address of a visitor who is tracked on salesIQ? I'm trying to save the IP addresses of unique visitors but the only report that gives any information on it doesn't give me any addresses and furthermore I don't want to sit on salesIQ all day to manually save the addresses either. Regards, WilliamRegister for our webinar on Intelligent Triggers and learn the subtle art of nudging customers!
Greetings! We hope you're in the pink of health! Every business has a customer base and every business owner is anxious about keeping this customer base engaged. If you're looking for a simple customer engagement plan to communicate with your customers and prospects, then this webinar on Intelligent Triggers is for you! Intelligent Triggers in SalesIQ are used to trigger actions to your website visitors at different instances and grab their attention. With triggers, you can perform predefined actionsNeed help with customizing a ZoHo Chat Bot
I need help building out a chatbot for Sales IQ for my website OneCBD.com. I need help with complete configuration as well as building out a quiz in the chat bot to help customers find products that suit them best. Is there a certified partner out there who can help?Zoho CRM integration - can't choose Lead Layout
Hi, It seems like Zoho Crm Leads created through SalesIQ are pushed directly to the Leads Standard layout. There is no option in SalesIQ settings to choose layout ( Screenshoy 114) nor inside Zoho CRM (Screenshot 115). Please comment on the situation. Thank you!Exclude users from specific IP ranges from Visitor tracking
Namskaram SalesIQ team, we need to exclude some users from specific IP ranges in Visitor tracking. Because it is taking ourselves also as Visitor, so can't get the actual Visitors for our Website. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customerschat text isn't showing up in the chat window
When I reach out to a website visitor with a stock chat, it pops open the window, but the text doesn't show up.Mapping SalesIQ IPs to My Pre-Existing List
Hello! I've been using a stand-alone web traffic tool for a few years and generated my list of visitors (names matching an IP) using techniques similar to SalesIQ (campaigns or direct links, for example). Since SalesIQ lets us associate a custom name with an IP on a one-by-one case, is there a way to bulk-map them using a list like mine? That way, I won't have to do it all over for hundreds of entries... Thank you.Tag/name a current online visitor (without waiting for a history record)
From what I understand (just started using), I can assign a custom name to a visitor in History. Why isn't it possible to do while they are still online? Say, I know who that IP belongs to and I watch them browse my site but their record is view-only until they leave the site and get listed in History. I have to keep an eye on them, wasting some of my productivity...Next Page
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5 powerful ways to boost e-commerce customer engagement with Zobot
E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucialIntroducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!
Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster thanExciting News: WhatsApp Templates is now available on Zoho SalesIQ!
We are excited to announce the launch of WhatsApp Templates on SalesIQ, a highly awaited feature that will take your business messaging game to an all-new level. This is going to help you enhance your communication patterns, while also allowing you toSupercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ
Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon. From complex neuroscience to simple note-taking, AI has seeped through every part of human lives,SalesIQ Chatbots are now available for Telegram!
Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that
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How to Initiate WhatsApp Message on SalesIQ?
I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.Why there is "Failure" after the "Answer bot" card
Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid thisCustom Roles & Granular Permission Control in Zoho SalesIQ
Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,Contact details when no answer in Chat
Hello, it would be great to have a feature that when no one is answering in the chat for lets say 60 seconds ... the user gets a meesage to enter his email and we can follow up later. Now we can have only prechat forms ... which can loose potential clientsRestrict SalesIQ Account Notifications to Admins
Dear Zoho SalesIQ Team, We appreciate the continuous improvements in SalesIQ. However, we have noticed that all users, including employees who do not have admin privileges, receive certain account-related notifications—such as the recent splash screen
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5 powerful ways to boost e-commerce customer engagement with Zobot
E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucialIntroducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!
Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster thanPlug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries
Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. AQualify 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. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,
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