FAQs
How to use Dynamic Text in Canned Messages?
The canned message is used to store the frequently typing text to save the user time and improve the chat quality. To add the dynamic text in the canned message, do the following: In the Settings-> Canned Message, click on the Add option to create a ...
What is Dynamic Text?
The text that can customize or change is termed as "Dynamic Text". The message will be conveyed dynamic from one visitor to the other as mentioned in the defined rule. The dynamic text will be auto-populated when the "%" symbol is typed along with ...
How to use Dynamic Text in Automated Response Message?
In settings -> web embed, click on the portal name. Now click on the Configure message link. Here configure the message you would like to display during each actions. Type % to insert the dynamic text in the automated response message, the available ...
Dynamic Text in Welcome messages
To include the dynamic text in the welcome message: In the Settings->web embed, click on the portal name. Then click on the Edit option that appear adjacent to the Welcome Message. Now type the message you would like to display as welcome message. ...
List of Dynamic Text Available in Zoho SalesIQ
Dynamic Canned Text What it represents %visitor.name% Name of the visitor in the website. %visitor.id% Reference ID for the visitor in the website. %visitor.email% Email Address of the visitor in the website. %visitor.phone% Contact number of the ...
How to save any of the reports dashboards as a PDF?
Click the more options arrow in the top-right while viewing the reports dashboard you wish to save as a PDF. From the drop-down menu, click Save as a PDF Your browser will then download and save the PDF with a system generated name based upon the ...
How to e-mail a reporting dashboard?
Click the more options arrow in the top-right of the reports dashboard you want to e-mail. From the drop-down menu click Send Mail. In the window that pops-up, enter the E-mail Address of the party you would wish to share the reports dashboard with. ...
How to Export or Print Reports?
For all reporting dashboards you have the option to e-mail, or save as a PDF.
How to change the range you run the Business Overview dashboard?
Click Reports. In the Overview section, click the Drop-Down Menu at the top left. Choose the pre-defined option you want to run the reports for: Today, Yesterday, This Week, Last Week, This Month, Last Month. Click whichever time frame you want to ...
How to Route Visitors to Specific Sales Executives?
In settings, select the Automation section and click on the Visitor Routing tab. Use any of the below-mentioned ways to add a new Visitor Routing Rule: Click on the Add button in the right top corner of the page. Click on the + symbol that appears ...
What is the Order of Visitor Routing?
The rules follow a top-down execution method, whichever rule first matches the visitor criteria will be executed. You can rearrange the rule order by Dragging and Dropping the rule (Top-Down, Bottom-Up).
How to delete a Visitor Routing Rule?
To delete a rule, click on the X symbol in the right side of the rule.
What is Visitor Routing?
Now you can separate and route the visitors to specific agents using the Visitor Routing option, you can set specific filters for the visitors by setting different rules and route the visitors to different agents. For example, if your major customers ...
How to Route Visitors to Specific Sales Executives?
In settings, select the Automation section and click on the Visitor Routing tab. Use any of the below-mentioned ways to add a new Visitor Routing Rule: Click on the Add button in the right top corner of the page. Click on the + symbol that appears ...
How to delete a trigger?
To delete a trigger, click on the X option that appear on the right side of the trigger.
How to Add an Intelligent Trigger Rule?
In Settings, select the Automation tab and click on the Intelligent Trigger section. Now, click on the Add button to set an intelligent trigger rule. Now, select the option where you like to set the trigger in your website. Lands on my website: ...
How to "Prioritize the Visitor"?
To customize the priority circle, go to "customize" on the right side the Visitor Online tab. Click on the space below "Prioritize your visitor", select the required condition followed by setting up the criteria then click "save".
What is "Prioritize the Visitor"?
Visitor tracking in SalesIQ provides four different priority circles/lists to ensure the visitors are targeted as per your priority in the dashboard. The innermost priority circle or the fist column of the list view can be fixed with the visitors of ...
How to Access the Portal Settings?
To access the portal settings: Go to the "Settings". In the "Portal Settings" section, you can find your configuration options for your Visitor chat window under the "Visitor Chat Window Configuration section". Switch any of the options On (Green bar ...
How secure is my data?
At Integrate tax we take your security and privacy extremely seriously. Protecting your data is our number one priority, and we work tirelessly to maintain the utmost level of security at every level.
How can I start connecting with my customers today?
Create your SalesIQ now and start chatting with your customers and delivering instantaneous support.
What about a free trial?
Of course you can have a free trial. We would love for you to take a spin of SalesIQ for 15 days, and unleash the power of instaneous customer support. Get started right away.
What features are available in Zoho SalesIQ?
Engineered from scratch to be the small business live customer support solution, Zoho SalesIQ comes chocked-full of powerful features that will launch your customer support into the stratosphere. Zoho SalesIQ enables you to identify your website ...
What is an embed? How do I use it? And where can I put it?
Think of an embed as the location where you install a click-to-chat button, through which your customers connect directly with you. All you have to do is copy and paste each embed's specific code from your dashboard to where you want it to appear in ...
How does the Visitor Tracking feature identify visitors?
Many of us have the doubt that how do I know the identity of the visitor accessing my website? Here is the answer, how Visitor Tracking & Live Chat helps you to differentiate and identify each visitor on your website. Past Chats & Visits Using the ...