Conversations
Email Templates
You can now create templates for all your emails and store them in Zoho SalesIQ. If you're a frequent email user, you no longer have to type long email content every single time. Instead, you can draft the email and store them as templates and choose ...
Chat History
Chat History You can access the archives of all activity from your live chat customer support operation by navigating to the Chats module on the left side of you SalesIQ dashboard. Benefits of Chat History: Chat history gives you a complete ...
Missed Visitor Log
What are Missed Chats? Another sub-section of the Visitors Online Module, you can access this view only when a visitor attempts to initiate a chat with your customer support operation through live chat, and neither you nor your operators answer. In ...
Sending Voice Notes
Sending a voice note from the operator chat window Visitors prefer hearing and interacting with operators instead of emails or chatbots. Voice notes help your operator to bring trust and explain resolution faster to complex questions. Your operators ...
Enable Audio notifications
How to enable Audio notifications in Chrome? Sometimes, the audio settings in your Chrome browser might be disabled by default which can, in turn, result in missed chats. To modify this, If you are a SalesIQ User: In your Chrome browser, click on ...
Chats
Chat window: The chat window allows operators to provide the best support and promote the business by conversing with your visitors in real-time. The operator chat window is a powerful tool that can help you transform your leads to successful ...
Audio Calls
Initiating Audio Calls With Zoho SalesIQ's "Audio Call" feature, you can make and receive audio calls, just like using a traditional phone. All you need is a pair of computer speakers and a microphone or a headset attached to your computer or ...
Screen sharing for better support
Provide the best support by instantly sharing your screen or requesting your visitor to share your screen with your operator using the Zoho SalesIQ screen share option. This feature is directly built into SalesIQ and you need not have any ...
Tagging conversations and contacts
Adding and managing tags Tags are used for assigning meaningful labels to your leads, contacts, conversations, and companies. They help you to organize all the visitor details and conversations in SalesIQ. Add a tag that precisely describes the ...
Calls list view in SalesIQ dashboard
View the list of Calls you have with your visitors In the Calls section, you can see the list of calls you or your operators initiated or received from the visitors. To access Calls information from other pages, you will just have to click on the ...
Dynamic Text
What is Dynamic Text? The text that can be customized or changed is termed as Dynamic Text. The message will be conveyed dynamically from one visitor to another as mentioned in the defined rule. The dynamic text will be auto-populated when the "%" ...