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Zoho SalesIQ

Zoho Corporation

Conversational AI
15
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PRICING:
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about

Zoho SalesIQ adds live chat, bots, and visitor intelligence to websites and apps so teams engage prospects, support customers, and grow conversions. Segment by behavior, trigger messages, and route to operators with skills and schedules. Connect to CRM, Desk, and campaigns to align context. With bots, SDKs, and analytics, organizations reduce response times, qualify leads, and keep service available across web and mobile without juggling many tools or views. Visitor insights highlight pages, referrers, UTM tags, and device details live.

Features

1

Live Chat and Operator Console

Chat with visitors in real time from a unified console that shows pages viewed, referrers, and prior conversations. Canned replies speed common answers while allowing personal edits. Operators transfer, tag, or create follow ups. With full context in view, teams respond faster, keep tone appropriate, and avoid duplicated questions across sessions or devices used. Operator routing uses skills, schedules, and workloads to balance queues now.

2

Bots, Triggers, and Flows

Build rule based or AI powered bots that greet segments, answer FAQs, and hand off to people. Triggers launch messages based on scroll depth, UTM tags, or time on page. Flows capture details, schedule demos, or open tickets. This automation meets visitors where they are, reduces wait time, and keeps agents focused on complex conversations that need judgment. Proactive triggers target segments by behavior, scroll depth, and time on page.

3

Routing, SLAs, and Mobile SDK

Assign chats by skills, departments, and load. Business hours and SLAs organize expectations. Mobile SDK brings chat, push, and FAQs to iOS and Android apps, preserving context across channels. With routing and platform coverage, customers get timely help while operators keep queues healthy and avoid burnout caused by bursts during campaigns and launches. Canned responses save time while still allowing personal edits during chats.

4

CRM and Desk Integrations

Sync leads, contacts, and owners with CRM. Create tickets in Desk with transcripts attached. Notes and fields carry over so context is not lost. Reports connect chat activity to pipeline, retention, or CSAT. Because data moves automatically, follow ups land in the right place, attribution improves, and leaders see end to end effects from conversations to revenue. Lead scoring combines actions and fields to focus time on higher intent users.

5

Analytics, Privacy, and Governance

Dashboards track volume, conversion, deflection, and response times. Roles protect PII and limit access to sensitive views. Consent banners and redaction support privacy practices. With clear measures and controls, teams tune content, refine bot flows, and demonstrate compliance while providing responsive, human centered support during busy hours and quiet nights. CRM sync keeps owners, stages, and notes aligned between teams instantly here.

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Recomended For

Marketing, sales, and support teams that want real time engagement; SaaS and ecommerce companies connecting web and mobile; organizations using Zoho CRM and Desk; and programs that need bots, routing, and analytics to qualify leads, resolve questions, and align follow ups without switching between fragmented chat tools and disconnected customer records while scaling. Mobile SDK supports in app chat, push, and FAQs for iOS and Android releases.

What it solved

Contact forms and delayed emails lose momentum, and separate chat tools fragment context. Zoho SalesIQ unifies live chat, bots, routing, CRM sync, and analytics. Teams meet visitors in the moment, qualify leads, link conversations to records, and respond faster. The result is higher conversions and smoother support with fewer handoffs and less manual transcription work. Dashboards track conversions, CSAT, and deflection to inform content updates.

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