Getting Started
• Let's Get Started!1:02
• Create, Edit and Delete a Website1:04
• Answering Chats0:58
Customizing SalesIQ
Automation
Tracking Visitor Data
Advanced
Integrations

Video Tutorials

Getting Started

1:02 

Let's Get Started!

Learn how to embed the Zoho SalesIQ code for visitor tracking and live chat on your website.

1:04 

Create, Edit and Delete a Website

Learn how to create, edit and delete a website in Zoho SalesIQ.

0:58 

Answering Chats

Learn how to initiate a chat proactively and answer an incoming chat.

Customizing SalesIQ

1:40 

Float Chat Widget

Have your live chat widget float along your screen as you scroll.

1:31 

Button Chat Widget

Fix your live chat widget in any desired location you please.

1:50 

Personalized Chat Widget

Let your visitors choose the operators they want to strike a conversation.

2:31 

Live Chat Window

Impress your customers by customizing, setting input fields and automating responses in your live chat window.

2:45 

Signature Chat

Learn how to embed the signature chat and let your email recipients start a conversation right from emails.

1:02 

Signature Chat for Zoho Mail

Now embed the signature chat and let your email recipients strike a conversation right from your Zoho Mail.

1:33 

Signature Chat for Gmail

Learn how to set up the signature chat for your Gmail account and let your email recipients strike a conversation from the mails you send.

1:37 

Sounds Customization

Learn how to customize the sounds that play at various instances in your portal based on your preferences.

2:36 

Operator Language Preference

Get to customize the language preference of your portal.

3:17 

Portal Settings

Customize the configurations that are applicable throughout all the SalesIQ accounts associated with your firm.

Automation

1:16 

Chat Routing

Learn how to route and filter your visitor chats to various operators.

1:27 

Invoke JS API

Learn how to extensively use Invoke JS API intelligent trigger on your website.

2:06 

Proactive Chat Invite

Now send chat invites to visitors on your website with the help of intelligent triggers.

3:43 

Chat Monitor and Email Schedulers

Track conversations of your operators using Chat Monitors and schedule periodic emails using Email Schedulers to stay intact with visitor logs.

2:29 

Visitor Routing

Learn how to route visitor chat requests to the right set of operators based on the latter's expertise and field experience.

Tracking Visitor Data

10:12 

Visitor Tracking

Learn how to track every other visitor who ends up landing on your site.

4:30 

Visitor History

Get to track down the particulars of visitors who were on your site earlier.

2:10 

Basic Visitor Information

Learn what are all the basic data that SalesIQ indexes about visitors landing on your site.

Advanced

2:28 

Canned Responses & Articles

Aid your operators with canned responses and have visitors peek into your knowledge base from their chat windows with articles.

3:58 

SalesIQ Reports

Get a crisp pictorial representation of almost everything that is happening in your portal.

1:58 

Lead Scoring

Assign a score for every prime action that visitors could perform on your site, sum it up, filter and focus only on visitors with decent scores.

1:11 

SalesIQ JS APIs

Explore powerful JavaScript APIs of Zoho SalesIQ that can modify the functionalities of your portal, chat window and widget.

2:23 

Business Hours and Blocking IPs

Learn how to configure standard work hours for your firm and block spammers from accessing your site based on their IP addresses.

Integrations