Rolling out Zoho SalesIQ properly involves more than just adding the chat widget to your website. This checklist covers the full set of steps worth working through for a genuinely effective implementation.

Core setup

• Enable visitor tracking and live chat on your website by adding the SalesIQ code.
• Customise the chat widget and window so it matches your website's design.
• Set up your company profile and business hours so visitors see accurate availability.
• Invite operators (your colleagues) who will be assisting visitors.
• Add departments to segment and categorise your operators by team or function.

Reporting and visibility

• Schedule the visitor list to be sent to your sales teams automatically.
• Schedule visitor, operator, and website reports so performance data reaches the right people without manual pulling.
• Configure your portal settings and emails to match how your organisation actually communicates.

Automation

• Deploy chatbots to take the load off human operators for common queries.
• Score visitor activity on your site to identify who's genuinely engaged.
• Automate visitor engagement so proactive chat triggers fire based on visitor behaviour.
• Automate routing of visitors and chats to the right operators.

Extending the setup

• Add a knowledge base directly into the live chat window, so visitors can self-serve before chatting.
• Integrate with third-party software your business already relies on.
• Add SalesIQ Mobilisten to your mobile application if you support customers there too.