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Zoho SalesIQ Help Videos
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Unlock the full potential of Zoho SalesIQ with our comprehensive library of help videos.
Basics
View all(14)Nurture B2B relationships
Identify and build your B2B relationships with the companies that visit you
02:40Enable privacy consent banner
Get consent from your visitors for your privacy policy
02:35Enrich knowledge base with Articles &...
Add articles & FAQs for self-service and automated support
05:00Pre-save responses with Canned replie...
Canned replies are pre-saved responses to reply to customer questions quickly.
3:08Overview of SalesIQ live chat
Live chat tool to engage, prospect, and convert your website visitors to customers
3:14Onboard your team members
Onboard your team to assist your visitors, and customers more effectively
03:44Manage operators with Departments
Organize your business and operators/agents with Departments
3:40Set up SalesIQ on your website
Add Zoho SalesIQ to your website to start engaging with your customers
2:08Brands overview
Manage multiple website activities under one hood with Brands
2:31Pre-chat forms for visitor insights
Get information about visitors using pre-chat forms
03:07Start a proactive chat
Know your potential visitors and initiate a conversation right away
2:32Overview of operator chat window
Provide the best assistance with feature-packed operator dashboard
01:25Personalized support with audio calls...
Connect with your visitors via audio calls for fast and effective communication!
1:02Analyze and manage contacts
View and manage all your contacts in the visitors' module
02:47Nurture B2B relationships
Identify and build your B2B relationships with the companies that visit you
02:40Enable privacy consent banner
Get consent from your visitors for your privacy policy
02:35Enrich knowledge base with Articles &...
Add articles & FAQs for self-service and automated support
05:00Pre-save responses with Canned replie...
Canned replies are pre-saved responses to reply to customer questions quickly.
3:08Overview of SalesIQ live chat
Live chat tool to engage, prospect, and convert your website visitors to customers
3:14Onboard your team members
Onboard your team to assist your visitors, and customers more effectively
03:44Manage operators with Departments
Organize your business and operators/agents with Departments
3:40Set up SalesIQ on your website
Add Zoho SalesIQ to your website to start engaging with your customers
2:08Brands overview
Manage multiple website activities under one hood with Brands
2:31Pre-chat forms for visitor insights
Get information about visitors using pre-chat forms
03:07Start a proactive chat
Know your potential visitors and initiate a conversation right away
2:32Overview of operator chat window
Provide the best assistance with feature-packed operator dashboard
01:25Personalized support with audio calls...
Connect with your visitors via audio calls for fast and effective communication!
1:02Analyze and manage contacts
View and manage all your contacts in the visitors' module
02:47Nurture B2B relationships
Identify and build your B2B relationships with the companies that visit you
02:40Enable privacy consent banner
Get consent from your visitors for your privacy policy
02:35Enrich knowledge base with Articles &...
Add articles & FAQs for self-service and automated support
05:00Pre-save responses with Canned replie...
Canned replies are pre-saved responses to reply to customer questions quickly.
3:08
Advanced
View all(13)Bring apps inside SalesIQ dashboard
Bring data from other applications inside SalesIQ to better engagement
3:03Custom widgets to improve productivit...
Build your widgets to get data from external applications
3:25Enhance widget actions with Forms
Build forms to your widget to add more functionalities to your operators
4:01Connections for bots, widgets & forms
Make your third-party integration easy when using the SalesIQ Scripts platform
03:56Set Business hours for your brand
Specify your company's working hours using business hours
01:58Instagram Channel
Add your Instagram to manage your Instagram messages directly from SalesIQ
05:16WhatsApp Channel
Connect your WhatsApp Business account and engage with your WhatsApp users directl...
05:24Facebook messenger channel
Connect and assist Facebook business page your audience directly from SalesIQ
03:25Identify prospects with Lead scoring
Identify prospects and eliminate junk visitors with Lead scoring
03:03Live chat email signature
Provide quicker solutions when sending out emails by adding live chat signatures
02:11Provide dedicated support
Connect customers with the right support agent using chat routing
03:40Generate valuable B2B opportunities
Provide scores to companies to strategize your B2B growth
01:46Precisely target your audience
Reach the right prospects with Visitor routing
02:45Bring apps inside SalesIQ dashboard
Bring data from other applications inside SalesIQ to better engagement
3:03Custom widgets to improve productivit...
Build your widgets to get data from external applications
3:25Enhance widget actions with Forms
Build forms to your widget to add more functionalities to your operators
4:01Connections for bots, widgets & forms
Make your third-party integration easy when using the SalesIQ Scripts platform
03:56Set Business hours for your brand
Specify your company's working hours using business hours
01:58Instagram Channel
Add your Instagram to manage your Instagram messages directly from SalesIQ
05:16WhatsApp Channel
Connect your WhatsApp Business account and engage with your WhatsApp users directl...
05:24Facebook messenger channel
Connect and assist Facebook business page your audience directly from SalesIQ
03:25Identify prospects with Lead scoring
Identify prospects and eliminate junk visitors with Lead scoring
03:03Live chat email signature
Provide quicker solutions when sending out emails by adding live chat signatures
02:11Provide dedicated support
Connect customers with the right support agent using chat routing
03:40Generate valuable B2B opportunities
Provide scores to companies to strategize your B2B growth
01:46Precisely target your audience
Reach the right prospects with Visitor routing
02:45Bring apps inside SalesIQ dashboard
Bring data from other applications inside SalesIQ to better engagement
3:03Custom widgets to improve productivit...
Build your widgets to get data from external applications
3:25Enhance widget actions with Forms
Build forms to your widget to add more functionalities to your operators
4:01Connections for bots, widgets & forms
Make your third-party integration easy when using the SalesIQ Scripts platform
03:56
Chatbots
View all(15)Info Cards - Codeless bot builder
Collect type-based information from the visitors using Info cards
3.12Generate leads in Zoho CRM with bots
Generate and push leads to Zoho CRM with bots without any code!
2:45Plugs and third-party connections
Create customized actions in the Codeless bot builder with Plugs
4:37End Cards in Codeless bot builder
End the bot conversation using the End cards
2.25Overview of Zobot & Answer bot
Engage and support your visitors 24/7 with no effort by Zobot and Answer bot!
02:52Answer Bot configuration
Answer Bot is an NLP-driven smart support assistant based on resources.
5.30Bot messaging channels
Now chatbot is supported on website, Facebook, Instagram, WhatsApp, and Mobile app...
1:07Set up chatbot on your website
Learn how to create a chatbot and set it up on your website
5.49Introduction to Codeless bot builder
Build chatbots with no code using Codeless bot builder!
2.57Scripts bot platform - Handlers
Learn the basics and flow of different handlers of the Script bot platform
2:45Controls of Codeless bot builder
Learn more about the different controls available in the Codeless bot builder
3.12Card gallery in codeless bot builder
Customize your bot's flow with cards to perform desired actions.
0.49Bots context & Visitor fields
Enhance the bot conversation with context variable in the Codeless bot builder
3:29Action Cards - Codeless Bot builder
Perform actions based on visitors' needs and information collected so far.
2.04Criteria router card - Codeless bot b...
Make your chatbot customer-centric by routing the flow based on the visitors
3:05Info Cards - Codeless bot builder
Collect type-based information from the visitors using Info cards
3.12Generate leads in Zoho CRM with bots
Generate and push leads to Zoho CRM with bots without any code!
2:45Plugs and third-party connections
Create customized actions in the Codeless bot builder with Plugs
4:37End Cards in Codeless bot builder
End the bot conversation using the End cards
2.25Overview of Zobot & Answer bot
Engage and support your visitors 24/7 with no effort by Zobot and Answer bot!
02:52Answer Bot configuration
Answer Bot is an NLP-driven smart support assistant based on resources.
5.30Bot messaging channels
Now chatbot is supported on website, Facebook, Instagram, WhatsApp, and Mobile app...
1:07Set up chatbot on your website
Learn how to create a chatbot and set it up on your website
5.49Introduction to Codeless bot builder
Build chatbots with no code using Codeless bot builder!
2.57Scripts bot platform - Handlers
Learn the basics and flow of different handlers of the Script bot platform
2:45Controls of Codeless bot builder
Learn more about the different controls available in the Codeless bot builder
3.12Card gallery in codeless bot builder
Customize your bot's flow with cards to perform desired actions.
0.49Bots context & Visitor fields
Enhance the bot conversation with context variable in the Codeless bot builder
3:29Action Cards - Codeless Bot builder
Perform actions based on visitors' needs and information collected so far.
2.04Criteria router card - Codeless bot b...
Make your chatbot customer-centric by routing the flow based on the visitors
3:05Info Cards - Codeless bot builder
Collect type-based information from the visitors using Info cards
3.12Generate leads in Zoho CRM with bots
Generate and push leads to Zoho CRM with bots without any code!
2:45Plugs and third-party connections
Create customized actions in the Codeless bot builder with Plugs
4:37End Cards in Codeless bot builder
End the bot conversation using the End cards
2.25
Webinars
View all(15)Chatbot for eCommerce
Chatbot to boost your eCommerce customer built by the Codeless bot builder.
33:24Bring your apps inside SalesIQ
View additional data from your external apps right inside SalesIQ
50:49Add SalesIQ to your mobile app
Target and engage your mobile app users with Mobilisten
41:46Automate support with Answer bot
Use resources in your portal to provide automated support.
1:08:10Getting Started with Zoho SalesIQ
Watch the webinar to learn how to set up SalesIQ for your business
50:52Instant messaging Channels
Connect Facebook, Instagram, WhatsApp, Telegram and line with SalesIQ
51:24Power up your Zoho CRM with SalesIQ
Sync your SalesIQ data with your Zoho CRM account
46:38Basics of chatbots in Zoho SalesIQ
Learn how to build and set up a chatbot on the website
31:16Engage & support better with SalesIQ ...
Away from your computer? No worries! Take chats and calls with the SalesIQ mobile ...
41:37Personalized Chatbots for Sales & Sup...
Learn how to change the bot's behavior based on audience
47:53Learn to build chatbots in SalesIQ
Zobot 101 (Part 1) - Overview and setup of Answer bot and Zobot
1:07:20Codeless bot builder platform
Zobot 101 (Part 2) - Build chatbots without any code for your business
47:07Plugs and third-party integrations
Zobot 101 (Part 3) - Plugs & third-party integrations for the Codeless bot builder
44:22Scripts & other chatbot platforms
Zobot 101 (Part 4) - SalesIQ Scripts and other third-party bot building platforms
45:55Integrate Chatbot with Zoho CRM
Automate adding visitor info to Zoho CRM with Zobot
39:04Chatbot for eCommerce
Chatbot to boost your eCommerce customer built by the Codeless bot builder.
33:24Bring your apps inside SalesIQ
View additional data from your external apps right inside SalesIQ
50:49Add SalesIQ to your mobile app
Target and engage your mobile app users with Mobilisten
41:46Automate support with Answer bot
Use resources in your portal to provide automated support.
1:08:10Getting Started with Zoho SalesIQ
Watch the webinar to learn how to set up SalesIQ for your business
50:52Instant messaging Channels
Connect Facebook, Instagram, WhatsApp, Telegram and line with SalesIQ
51:24Power up your Zoho CRM with SalesIQ
Sync your SalesIQ data with your Zoho CRM account
46:38Basics of chatbots in Zoho SalesIQ
Learn how to build and set up a chatbot on the website
31:16Engage & support better with SalesIQ ...
Away from your computer? No worries! Take chats and calls with the SalesIQ mobile ...
41:37Personalized Chatbots for Sales & Sup...
Learn how to change the bot's behavior based on audience
47:53Learn to build chatbots in SalesIQ
Zobot 101 (Part 1) - Overview and setup of Answer bot and Zobot
1:07:20Codeless bot builder platform
Zobot 101 (Part 2) - Build chatbots without any code for your business
47:07Plugs and third-party integrations
Zobot 101 (Part 3) - Plugs & third-party integrations for the Codeless bot builder
44:22Scripts & other chatbot platforms
Zobot 101 (Part 4) - SalesIQ Scripts and other third-party bot building platforms
45:55Integrate Chatbot with Zoho CRM
Automate adding visitor info to Zoho CRM with Zobot
39:04Chatbot for eCommerce
Chatbot to boost your eCommerce customer built by the Codeless bot builder.
33:24Bring your apps inside SalesIQ
View additional data from your external apps right inside SalesIQ
50:49Add SalesIQ to your mobile app
Target and engage your mobile app users with Mobilisten
41:46Automate support with Answer bot
Use resources in your portal to provide automated support.
1:08:10
