Say hello to the new version of SalesIQ in CRM Plus

Say hello to the new version of SalesIQ in CRM Plus

Hello everyone,
 
We have introduced various new features and enhancements to SalesIQ in CRM Plus. The new version comes with a brand new user interface and features specifically designed to offer complete customer and prospect engagement for both B2B and B2C businesses.

Manage multiple brands

Businesses with multiple brands can't manage them all in a single space without risking confusion. That's why we have introduced Brands (previously called Websites) which offers a single admin space where you can customize all the customer touchpoints such as website, mobile SDK, and email signature. You can also personalize the style, appearance, and content displayed in the chat window and set up pre-chat forms,, responses, wait time, and so on.

Engage with B2B and B2C businesses

The website visitors can now be segmented into visitors, customers, and companies.
  • Visitors: All the website visitors who haven't shared their contact information with your business.
  • Contacts: Website visitors who have shared their contact information and been saved as a lead in SalesIQ for further follow-ups.
  • Companies: Organizations your company does business with. The Companies module lets you group all the contacts who are part of the same organization. 

Profile enrichment powered by Zia, our AI assistant, helps you gather all the information available about the company which can help your sales rep when they interact with it.

Manage resources

You can create a library of your most frequently asked questions and answers to them, so that the answers can be shared in conversations with website visitors. You can manage the following types of resources:
  • Articles: Documents such as product specifications, pricing details, privacy policies, and user guides can be published as articles so that visitors can find the answers they need even before initiating the chat. These articles can also be linked in responses from the agents.
  • FAQs: Answers can be drafted for various frequently asked questions that can be used by the agents in their responses.

AI-powered answer bot

The answer bot was created based on the principles of Natural Language Processing and uses artificial intelligence powered by Zia to answer questions using the resource library. NLP helps the answer bot understand, interpret, and manipulate human language and helps bridge the gap between the bot and the user. The following types of resources can help the answer bot offer a human touch.
  • Small talk: Create a library of welcoming phrases and responses such as "Hello", "Hey there!", and "Good morning" which can be used by the bot to interact with the visitor.
  • Business terms: Familiarize the chatbot with common business terminology and to increase the accuracy of its responses.
  • UAQs: All the questions that weren't answered by the chatbot will be automatically categorized as unanswered questions (UAQs) and the number of occurrences for each UAQ will be logged. This information can later be used to create an article or FAQ.

Build your bot

SalesIQ offers a no-code bot building platform with the help of a drag-and-drop editor, which means anyone can create one with ease, even if they don't know any programming languages.

Reopen chats and continue the conversation

Usually, a live chat conversation between a visitor and an agent is terminated after the session is closed by the agent, or sometimes if the website is refreshed. With SalesIQ, the website visitors can reopen conversations and continue where they left off. 

Remove profanity

Customers or prospects sometimes express their frustration to the agent, which can unfortunately include abusive language that can be stressful and unpleasant for the agent. With SalesIQ, abusive language used in chats can be hidden from the agent automatically. There's a profanity library which contains all the inappropriate terms that will be hidden in the chat. 

Share screen with ease

The chat window comes with a default screen sharing option that lets agents share their screen or ask the visitors to share their screen. Zoho Assist is available for providing remote assistance.

Developer tools

  • Widgets and forms: Widgets and forms help you bring your applications into SalesIQ to save you time switching between them. 
  • Plugs: Plugs let you create complicated workflows in a codeless bot based on data in your application. Plugs are functions with configured inputs and outputs and can be programmed using Deluge scripts. 
  • Webhooks: Webhooks can be configured to connect your applications with SalesIQ and transfer data.

Visualize in-depth analytics

SalesIQ and Analytics help you understand your website visitors' actions and experience by visually analyzing their touchpoints. You can view analytics on the website traffic source, visitor's geographic distribution, average time spent on the website, and so on.

We hope you find this useful. Try it out and let us know your valuable comments.
 

    • Sticky Posts

    • Zoho CRM Plus in 2023: Let's rewind

      Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

    • The CX Workshops are back in 2023!

      Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

    • Refer Zoho CRM Plus to your friends and earn rewards!

      Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

    • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

      Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

    • Unified telephony in Zoho CRM Plus

      In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

    • Recent Topics

    • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

      Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?

    • Default font size for printing is too big

      A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particular

    • Request for Auto PO - Min–Max based Automated Purchase Feature

      Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:

    • Export Invoices to XML file

      Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

    • issue with deluge script

      i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";

    • Introducing LinkedIn Apply Connect for Zoho Recruit

      Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

    • Recruit paid support?

      Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to

    • Ticket Status email

      Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the

    • Future Orders - Due Date

      Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning

    • Introducing Withdrawal Reasons for Offers

      We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,

    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

    • GPS tracking only or Check out facility

      Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin

    • Appraisals on Employee Information Profile

      Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles

    • Kaizen #220: Actions API - Webhooks APIs - Part 2

      Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • Manage your invoices from Bigin's mobile app (iOS)

      Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accessibility controls and multilingual captcha authorization for Help Center users ​

      Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users

    • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

      La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant

    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

    • Send email template "permission denied to access the api"

      Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • Copy, Paste, Highlighted text

      when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 

    • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

      "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine

    • Publish to LinkedIn via API

      Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian

    • FSM - Associating and selecting Contacts based on Service Addresses

      Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to

    • Do Unpublished Products in Shopify Sync to Zoho POS?

      Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.

    • Problem in Zoho POS frontend ERP.

      We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record

    • Categorize Items with Item Headers

      Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

    • Discount on the transaction level in POS

      "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Jobs at multiple locations

      Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

    • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

      I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Associating a Candidate to a Job Listing

      Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

    • WhatsApp Voice Message Sending Option in Bigin CRM

      I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.

    • CRM: hosting a single html file in Zoho and displaying it as a widget

      I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I

    • How to change position button transtition of Blueprint?

      Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.

    • Multi file upload

      Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

    • Next Page