Has anything changed with the API
Has anything changed with the API? Below is our script on our site that we use for chat. In our chat we created a new field called Date of Birth: This is where the customer can enter their Date of Birth. We have written some java script that will intercept that field and call to our API to replace the Date of birth with a URL. That way when an agent accepts the chat the Visitor Info will display (Secret) Dob with a link the agent can click on to get what the customer entered in the DOB field,
Zoho Sales IQ
To Whom It May Concern; I need help to set up Zoho Sales IQ. Thank you!
How to transfer a chat to an agent when I have a boot enabled?
I had a boot enabled, after a series of questions and answers I want the boot to be able to transfer to an agent without the user selecting "talk to a human"
Genbook Integration
I'm interested to collect information for scheduling to Zobot to my Genbook calendar
Auto-fill the chat window fields with the procured form data
Save the time that your visitors spend on filling the fields in the chat window while trying to initiate a chat with the operators of your firm, Say you own an e-commerce page, you obviously would have procured prime particulars of the visitors visiting your page via a sign up form, then why not retrieve it and utilize it instead of prompting the visitors to enter their name, email address and contact number over and over again? Shall we just consider a quick and simple example on how to use the
Slowness in receiving message and notification
Hello everyone, One of our dependency servers had a slowness issue from 2:30 to 3:40 PST. So, the users who have pointed to the particular server might have faced some slowness in receiving notification and messages. The issue has been fixed, and all the servers are up and running. We regret the inconvenience caused. Regards, Elsi.G
Need help to setup Sales FAQ
Need help to setup Chatbot-style FAQ chatbot that allows visitors to click through a range of options and get immediate answer. Basic FAQ workflow on hand, need help to setup and improve questions to make them user friendly Option to connect with a human – routing to different ‘human’ depending on geographical location of visitor
Sessions Sales IQ
I started a query for this, but we want to migrate to Sales IQ. We want to know, what is a session in Sales IQ and how are chat sessions counted in Sales IQ?
how to get user data in chat with bots using salesiq script
i am making a conversation between user and bot where bot offers user to go for either sales department or service department. if user clicks on sales department, our products will appear afterwords, we want to fetch user details such as name, email, company name, phone number. but i am facing a problem to generate a salesiq script to fetch user details. please suggest code or bid
Checking to see if information provided, results in a query
Below is my code for searching for a ticket - if the customer provided the ticket number and the email used it will return the ticket number and the status. What I would like to do is, verify that the information the customer entered matches what is on the ticket, and then return the result. If it doesn't match then give an error stating, Our system was not able to find a ticket with the information provided. That way people can just use this to look up tickets that do not belong to them. response.put("action","context");
Help - settings / info regarding Criteria to Trigger Bot (so not to annoy repeat visitors)
Hello, I cannot find more detailed information on "Criteria to trigger bot" settings. I realise some settings are obvious...but others are not eg. "Number of past chats"; does this include bots? Does it include bots that visitor did nor respond to? Is there any help page that provides information on the various criteria options? Meanwhile, could you please help with this requirement? — "Settings to show the bot only 1 time to a person within a 14 days" eg. For all visitors show "Zobot X", but only
Onboarding / Walkthroughs
I've sent an inquiry to support asking this, but thought to add it here as well, as it sort of makes sense to have it as part of SalesIQ anyway. I was wondering if there are any plans to provide some functionality similar to Appcues or other similar services, to allow us to add popup walkthroughs to apps or web sites. The stuff that pops up when users comes to the app or site for the first time showing him around or when a new feature or functionality was added to introduce it. Or perhaps one of
Storage Articles (specific webpages) into a Zoho CRM Module / Zoho Creator ap so users can review their history
Hi Zoho gurus. We are a research firm that publishes specialist articles. I would like to use SalesIQ to capture pages the pages that our subscribers read (which SalesIQ does out of the box) but ALSO push that information in history that the user can review as part of their account. So I would need to store the USER ID (all users will be records in the CRM, so ideally we'd use that ID), the URL of the page visited (anything under the URL https://www.ibrs.com/articles/...) the time accessed and if
How To Display Calendly Calendar in Zobot
We are trying to integrate Zobot with Calendly. Is it possible to display a calendar view of open slots within the chat? We've read other articles on this community but can't get it to work and documentation is pretty vague. Any specific direction would be much appriciated.
SalesIQ Visitor Javascript API - Is there a size limit on the Info-API?
Hello I'm trying add information for my operators using the $zoho.salesiq.visitor.info API found here: https://www.zoho.com/salesiq/help/developer-section/js-api-visitor-info.html I have added about 1.15 KB of information, and when I try the request, it fails with a 403 HTTP-error. POST https://salesiq.zohopublic.com/ceptuportal/addvist.ls 403 (siqnewchatwindow.js:1) "Access to XMLHttpRequest at 'https://salesiq.zohopublic.com/ceptuportal/addvist.ls' from origin 'http://localhost:3000' has been blocked
POSITION OF THE WIDGET AT A CUSTOM DISTANCE FROM THE BOTTOM
I'm testing salesIQ with woocommerce, but on mobile devices the widget is superimposed on the lower menu bar of woocommerce, hiding important elements, I would like some way to be able to move the widget up to the distance you want, you using the configuration in "websites> live chat widget> widget> float> appearance> choose a location to place the chat widget on your website" I do not like the default positions, I also added a desire that the floating sea but at the distance that I want ... They
Migration from US server to EU
What is the procedure to migrate from US server to EU? Whom should we contact?
chatbutton.click() callback not triggered when chat is started after chat window opened by trigger
I'm trying to invoke a function whenever a visitor is starting a chat with out agents. This does work using $zoho.salesiq.visitor.chat but unfortunately this only works for chats initiated by the visitor without any triggers. We are using an intelligent trigger to open the chat window, whenever a visitor decides to initiate a chat after the window has been opened by the trigger the previous function does not get invoked. As a way to get around this behaviour I figured I would use $zoho.salesiq.chatbutton.click
Is there a place to see / download all shared Zobot bots? (eg a templates library)
It looks like there are lots of cool bots shared across the forums for download - is there anywhere to view them all, like a templates library? If not, maybe convert this to an 'idea'?
Bulletin and Text size in Zia skills
Bulletin and Text size in Zia skills The zia skills was not have the bulletin option. and Not increase the text size.
The Zia skills Action was not recognise the emoji
The Zia skills was not recognize the emoji I need to put the "That helped " suggestion in the end of one action.Then run the another action recognize with "That helped" visitor message. visitor Was Select the suggestion "That helped " Action was not reply this.but, type "That helped" then show the reply. I am attached a screenshot here.
Register for the Zoho SalesIQ User Group Meetup in the USA now!
Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?
Turn off notifications for some visitors
Because we ourselves are often on our website throughout the day, I'm constantly getting "false alerts" that we have a visitor. Is there any way to turn off notifications for certain visitors without having to block IP addresses? Thanks
Notification Settings Hard to Find
This feedback applies not only to SalesIQ but almost all Zoho products. Most software makes it easy to find and adjust notifications in seconds. With Zoho I always have to resort to looking in the help menu, or searching for 5 minutes to find it. As an example I just wanted to change my notifications when someone comes to our site. I search help to no avail, the top hits were about push notifications or desktop notifications. So then I search under every heading and after 5 minutes of searching I
Cheers to the SalesIQ team for helping with the chatbot!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Zobot publishing
Hello, I have wrote a zobot to be published. Once published, if changes require can I retract? What will happened to the old chat widget below? Thanks <script type="text/javascript"> var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:"6963279d93c75c0ed822a8ee3ca842845cf03b3ee959087c8a6307d0cc1cb0925d5fe629768af6d9a03793700d9418c2", values:{},ready:function(){}}; var d=document;s=d.createElement("script");s.type="text/javascript";s.id="zsiqscript";s.defer=true; s.src="https://salesiq.zoho.com/widget";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);d.write("<div
Cheers to the SalesIQ Team for helping us achieve our Zoho Chatbot goal!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Integrated Zobot (Dialogflow) only working sometimes
Hi, I'm super happy with the progress for the Zobot and for integrating with Dialogflow and merging the SalesIQ chat with Zoho Desk - so great work!!! Though, I have a small problem: when testing my bot on my webpage, it only appears sometimes. Normally what happens is that it only shows the normal SalesIQ chat, and if I don't accept the chat as a agent for 60sec, it gives the standard message for no agents available. However, at this point it does not show the Zobot, instead it does not allow the
Zobot-Dialogflow 256 character limit for a message
Hi, Could you, please, catch and handle Subj exception and show in Zobot DialogBox a message for user to change his input or connect an operator. Now Zobot just hangs on after 256+ characters long user input. Thank you in advance! CRMOZ
Polish characters are a different font everywhere in zoho
Hello, In every zoho tool polish characters ('ą' 'ę''ć' 'ź' 'ż' 'ń' etc) are using a different font than regular latin characters. examples: It happens in every tool. It wouldn't bother me so much in internal tools like CRM or Desk, but in chat it has a big impact on readability and trust - for the user it looks like some hacky stuff is going on. I would really love to use your tools, but with such an obvious problem like this, it is hard to keep using it. It seems like there could be some easy
How to restart chat?
In the situation of the user entering the site without having one registered, the Chat fields were left blank. How do I fill in the fields after the user enters the site? I already used the 'intercom' chat I called the Intercom procedure ('update'). But with you I am not getting it.
Never lose track of what's going on with Zobot!
We know that you all love Zobot and we can already sense a tremendous interest in Zobot. Lately, we've been improvising most of Zobot's configurations and establishing integrations with prominent bot building platforms in the market, so that we deliver only the best to our valuable customers. So, just to make sure that you never lose track of what's going on with Zobot, we've added an exclusive webpage - Zobot changelog . We update everything on this page, right from the minute changes we've made
Template-Article-Category
Can anyone tell me how to delete or edit an article CATEGORY? I am trying to change the category names or even delete and start again but can't see how to do it.
Sales IQ ingration with CRM not working
When I am sending email via Zoho campaigns, I would like visitors to be identified in SalesIQ when they click on a link and come to the website. Similarly, when I send emails using Zoho CRM, I would like visitors to be identied in SalaesIQ when they come to the site after clicking an email link. Somehow, I am not able to make this work. I have searched and tried various options as per instructions on this page - https://crmplus.zoho.com/culytics/index.do#salesiq/culytics/index/getcpdata/setting/integration
Mobilisten introduces flexible widgets that'll suit all your business needs!
A shout-out to all our Mobilisten users, We've been getting lots of requests from you all asking for an option to move the default chat widget in your mobile apps, hide them, or to customize them based on your business needs and whatsoever. Now we have a single solution for all your requirements! We've not just enhanced our default chat widget, we've also introduced a API that will let you create your own custom launcher. Before we jump over to test API waters, let's check out the enhancements that
Personalise Bot Response
Hi, We are looking to pass the users name variable value to the bot. E.g. "Can We Have Your Name" User enters "Dave" Bot Reply, "Thanks Dave" Regards Kevin
SalesIQ's Android App is upgraded - grow your business on-the-go!
Zoho SalesIQ's customers have another reason to rejoice because we have upgraded the SalesIQ Android app! We continue to frequently add enhancements and features to our mobile app in order to make it as efficient and user-friendly as possible for you to grow your business. This bunch of noticeable feature upgrades, including a better UI and upgraded profile views can make your experience even faster, seamless and more intuitive. As exciting as it sounds, the Zoho SalesIQ mobile app lets you take
DMARC message in all customer emails and sending from systemgenerated@zohosalesiq.com
We are having real problems configuring sending of emails from SalesIQ properly. Every email sent to customers shows the following message at the top of the email and is sent from systemgenerated@zohosalesiq.com instead of our Helpdesk email address we set in the SalesIQ setup. Note : Sender's email address can't be set as the "From Address", as the DMARC policy implemented might block the emails that aren't sent via client servers. However, when the recipient tries to reply to this email, it would
Zoho Sales IQ Chat Widget On Landscape View (Tablets + Mobiles) Renders Site Unresponsive On Automation Trigger / Issue with CSS Code From Zoho
Just want to check if others have found a solution to this We have implemented a comprehensive Q and A style bot using Zohbot to take qualified enquiries and update the fields in CRM accordingly We have an issue wherein the sales IQ pop up (on the back of automation triggers on a site) does not work well on landscape view, the screensize and text (being smaller) makes the minimise buton and other elements of the chat widget invisible. This then renders our page invisible With google taking into account
Feedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gif
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