A real-time chat widget that allows agents to communicate directly with website visitors. Simultaneously, it tracks visitor details like location, source, pages viewed, and session history, displaying them in a unified operator console.
A visual bot builder to create automated conversation flows for lead qualification, support, and FAQs. The integrated Zia AI assistant can also suggest responses, analyze sentiment, and automate tasks.
Rules-based automation that automatically triggers chat invitations, messages, or notifications based on specific visitor behaviors like time on page, scroll depth, exit intent, or geographic location.
A secure screen-sharing feature that allows agents to view and guide a visitor's browser in real-time to help with form filling, troubleshooting, or product demonstrations.
Dashboards and reports that provide insights into chat performance, operator efficiency, visitor engagement, conversion funnels, and bot effectiveness.
Native integration with Zoho CRM, Desk, Campaigns, and other Zoho apps, plus connections to popular tools like Slack, Mailchimp, WordPress, and Shopify via APIs and pre-built connectors.
E-commerce store managers use SalesIQ to monitor visitors browsing products. When a visitor spends time on a high-value item or adds it to their cart, a proactive chat invitation is triggered. Agents can offer discounts, answer last-minute questions, or assist with checkout, directly reducing cart abandonment and increasing sales. The integration with Shopify or Magento allows for real-time cart viewing and updates.
SaaS sales teams use the tool to engage visitors on pricing or feature pages. By tracking company information (via IP), they can identify high-potential accounts. They use co-browsing to give instant personalized demos, and chatbots to qualify leads by asking about budget and timeline before routing them to a human agent. Qualified leads are automatically pushed into Zoho CRM for follow-up.
Support teams deploy SalesIQ on help center and contact pages. AI chatbots handle common FAQs and collect issue details, automatically creating support tickets in Zoho Desk with the conversation history. For complex issues, the chat is escalated to a live agent who has full context. This reduces ticket volume, shortens resolution time, and improves customer satisfaction scores.
Marketing and product teams use the chat widget not just for sales, but to solicit feedback. They can trigger short surveys or open-ended questions to visitors who have viewed a new feature page or blog post. This provides real-time, qualitative user feedback directly from engaged site visitors, informing product development and content strategy.
Universities and online course providers embed SalesIQ on program pages. Prospective students can ask questions about admissions, fees, or curriculum. Chatbots provide instant answers to common queries 24/7, while live agents during office hours can guide them through the application process. Visitor tracking helps recruiters follow up with interested students via email campaigns.
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