Associating a website visit to a lead.
I have the SalesIQ javascript installed. How do you manually associate a website visit with an existing CRM lead?
my SalesIQ livechat integration failed to send chat on iOS
Hi guys, I have a problem on SalesIQ livechat integration with my own iOS application. The chat from my iOS application can't send to the SalesIQ portal. But for the android version, it's working fine. I have tried using the correct appKey and accessKey
The Slots Input Block in code less bot builder does not work
I tried adding the Slots input block in the code less bot builder and it doesn't seem to work. When I add the control, and input some information, and click on the Save button, nothing happens and it doesn't actually get saved.
SalesIQ's Native Screen Share Feature - Seamless Customer Support #1
Hello everyone! We are presenting a series of posts on making your customer support experience with SalesIQ, seamless and extremely effective. The first of the many features we will be discussing is the Native Screen share option, a favourite of many
Enrich your E-Commerce Customer's Journey with SalesIQ Integrations
The booming of the E-Commerce industry is one of the major transformations we saw after the life-changing year 2020. The pandemic brought about this e-commerce explosion and it is certain with the recent trends, that this transformation is here to stay.
Naming New Visitor Without Email
I often know who's on my site at a given moment (for example, they're on the phone and I direct them to a web page) but do not have their email yet. I'd need to name that visitor for spotting later but although the system assigns them a numeric name to their IP (e.g., 983567) with no other data needed, I cannot change that name to the real one. Why would the email be required in such case? It wasn't there to start with... Can it be made optional in that form, please? Later, if I get their email,
Declined chat - no option to pick up
As a supervisor, if I decline an active chat, I should still have an option to pickup a chat at anytime. On a current chat transfer from a bot - after a decline, there is no option to pickup the chat or join the conversation and thus the chat will just
Associating SalesIQ Visitor with CRM Contact
I'd like to be able to capture the pages visited in SalesIQ with a customer that later purchased an item and is now a Contact. They never contacted me on chat, but I see their path through the website and would like to engage them on other products they
SalesIQ not Showing
I have installed SalesIQ on my client's website whose account we have but it does not display the chat. We tried in many ways. I'm even in this moment in the chat and nobody answers. I need to make SalesIQ display the chat screen on the website. The site is www.aztelecom.com.br Awaiting return.
Spell checker not working when editing articles
Hi, Not a huge issue but the spell checker doesn't seem to be working in the article editor. Best regards Jon
Google Translate Does Not Work With All of Our Organization's Accounts.
I recently set up the Google Translate integration with SalesIQ. The integration works on all of our older Zoho accounts, but for any Zoho account that was created within the last year or so the translate feature does not work. I have tested the affected
Zobot deployment
I am testing the Zobot feature and I have configured a rule so that it only triggers the bot if a specific URL is used. This is a test page but despite deploying the bot, nothing happens on the website. Do i need to deploy the Answer Bot for the ZoBot
salesiq sticker issue, not sharp
We are using a custom sticker but it's not sharp because it's a bitmap file, png or jpg. Why can't we use svg file which is very sharp as it's a vector format? is there another option? please allow customers to use vector graphics
Hide departments from visitors in chat widget?
Is there a way to hide departments from visitors using the chat widget? I have custom code for routing and don't want visitors to see a selection of departments. I found something in APIs that sounds like you can, but I don't see any such settings in
Chat not routing correctly to the correct Zobot inspite of filter criteria
I have just implemented the SalesIQ chat via React Native SDK in my mobile app. I have 2 chat options on the app - one for general support and one for advice. I initiate the 2 chats separately and set the department name before initiating the specific
How can you make your support more efficient by adopting Tiered support?
One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring new
Switching whatsapp from Desk to SalesIQ
Hi, I had previously configured the Whatsapp Zoho Desk channel and now I want to use that same number for the SalesIQ Whatsapp integration, so I disabled the Zoho Desk whatsapp channel and enabled it on SalesIQ, however when I send messages to the number
Can I add a table in the response? If yes, how?
I am fetching certain details from the API call and now I want to display the same as a table is that possible to do using the codeless bot builder?
WhatsApp + SalesIQ Integration- An eternally long wait -
Hi folks, Why does the WhatsApp integration in SalesIQ still not work after years? That should be state of the art in 2022. Shouldn't it? We have been waiting forever So we still have to use Meesagebird (Messegabird is great as a stand alone). Does anyone
how to host Zoho static files on CDN
Hi there, my websites speed metrics shows that zoho sales IQ CSS and JS are loaded from 2 different domains, is there any way for me to host those files on a CDN instead since i am trying to reduce the number of requests the client has to make.
Keep track of your website visitors and chats and manage them efficiently with Tags
After a long day of excellent customer engagement, everyone like to have a quick run-through of the day's stats. But have you felt like after a good day of customer engagement, your chats look cluttered, and everything is a mess? So, how do we fix this?
Drive-up sales by managing your contacts right inside SalesIQ
Zoho SalesIQ now lets you segment your contacts from your visitors and store them in the contacts module. This eliminates the need for external customer data management tools and makes SalesIQ a complete stand-alone app that can identify and store the
Report Run
Hello Thank you for answering my question. I think I didn’t phrase it well. So, I want to run a report of my closed chats with a specific (tag or Keyword) and then narrow it down by country. Example: Lead/Contact comes into Chat and asks a question
SalesIQ issues
Hi there, I have recently integrated SalesIQ chatbot to my website. I have a few issues. I dont want email address to be a mandatory field for the user. I have hence created a Zobot flow which doesnt ask the user for the email address at any point. However,
Delay an end card
In my SalesIQ Zobot flow, I have a point at which I want the user to click a URL. The next step post to this, is an End Card. This is my flow - User is asked for options (using buttons), 1. Request Call, 2. Start Whatsapp chat, 3. Request Quote. My
chat in marketplace b2b buyers with sellers
hello do zoho support b2b chat in buyers with sellers??? i use laravel php
Codeless Chatbot Issues
Hello, I like the codeless chatbot as it doesn't require any coding skills. However, I faced some very annoying issues that I believe should be fixed very soon to make the chatbot useful. The chat transcript is automatically sent to the customer after
7 tips to provide an effective customer support with Zoho SalesIQ
In this virtual era providing effective online customer support always comes at various costs. The cost could be the extra energy spent by your operators/support reps switching back and forth between multiple apps. The cost of these various apps. And
#Zoho SalesIQ - Relocating the chat icon
Hi, I am using the Zoho Sales IQ in my android application. The chat icon always appears at the right bottom of the screen. Is there any way to change the location of the chat icon. Help me to solve this problem. Regards, Bella
Emailed Chat Transcript Logos
When our chat transcripts in SalesIQ are sent out to the person we chatted with, the email contains our logo at the bottom of the transcript email. No matter what, the logo appears very distorted and ugly. I've resized both our Company Logo and Favicon
Automatic Translate
The translation tool that is built in is great but it has no intelligence built into it. It needs a section for excluded phrases that should not be translated such as web addresses, these should never be translated as they don't change based on the language
Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
Adding and Optimizing chatbot to the website
We need to know How to add Chatbot to the website and how to automate the chats through chatbot?
ZUG virtual meetup - USA March 2022 - SalesIQ for effective engagement!
Greetings from Zoho SalesIQ! We hope you are doing great. Zoho User Group annual virtual meeting is happening this month! Join us to get to know our vibrant customer community and get in-depth hands-on experience of using SalesIQ. As we are out-poured
SalesIQ integration with FB Messenger issue
SalesIQ is not getting the information from the users of the chats from Messenger Facebook, for example the name of the user. I have to come back to FB Messenger to get the name of the person how's writing us. Is there a confirguration problem from our
css template for sales Iq
hi Please look for a ready made css template or a step by step tutorial to set own appearance for importing it (feature available) for the sales iq widget .. here the help : https://www.zoho.com/salesiq/setup-and-customize-quickly.html Regards
SalesIQ script connection issue.
Hi. I have an issue with SalesIq script. I write a chat bot. I want to use Visitor session feature. I used this document https://www.zoho.com/deluge/help/salesiq-tasks.html I created a connection Here is my SalesIq script example. It should work, but
How to send the registered user email to SalesIQ so that the user does not have to enter the email again when initiating a chat.
I use SPA for my business and whenever users chat with me they always need to enter their email. I would like to know if there is a way to automatically fill in the emails of registered users? I've checked the documentation and it seems that only the
What does "Converted as Request" mean in SalesIQ?
What does this mean in Sales IQ?
Security update on Mobilisten(Mobile SDK) - Android users
Greetings from the SalesIQ team, We sensed a possibility of a vulnerability that might occur in your app if you use Mobilisten-Android SDK. Read this post to check if it applies to you and how you can prevent this issue. Whom can it affect? The applicability
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