Zoho SalesIQ

Turn website visits into conversations you can act on. Add the chat widget, connect your CRM, and set routing and hours. From there, watch the live visitor stream to see who’s browsing, what pages they’re exploring, and how often they return. Build segments—like target accounts, repeat visitors, or users stuck on checkout—and trigger tailored prompts that invite a chat or offer help. Use intent-based rules to prioritize high-value guests, and set alerts so reps know the moment a strategic account arrives. Capture details with pre-chat and after-hours forms so no inquiry is lost.

For sales, work directly from a real-time queue of warm opportunities. Open with a personalized line that references the pages viewed, then move fast with shortcut replies for common questions. If the conversation heats up, switch to voice or video to qualify, demo, or negotiate without scheduling friction. Use co-browsing to guide buyers through pricing or configuration screens in seconds. Hand off to a specialist with a one-click transfer, or spin up a topic-based room that persists so multiple stakeholders can join across days. Tag notes, score interest, and create leads, deals, and follow-up tasks in Zoho CRM right from the chat panel—no tab switching.

For support, set skills-based routing so the right agent gets each request. Drop relevant help articles from the knowledge base into the chat to cut handle time. When a user is stuck in your UI, start co-browsing to see their screen activity and resolve issues quickly. Offer a “Call me” option if typing slows the fix, or upgrade to video when needed. During off-hours, an embedded form collects questions and creates a queue for the next shift. Track satisfaction after every interaction, and use detailed reports to improve first response time, resolution rates, and deflection via content.

For marketing and operations, tie campaigns to sessions to see which sources drive chats and conversions. A/B test proactive messages on key pages, and compare performance by segment and device. Build dashboards for team capacity, concurrency, and peak times, then adjust staffing with agent scheduling to meet demand. Use analytics to spot drop-off points and refine your triggers, bot flows, and outreach copy. Over time, your chat rules evolve from generic pop-ups to precise nudges that lift conversions while reducing noise for your team.