Zoho SalesIQ is a live chat, visitor tracking, and customer engagement platform that connects directly with Zoho One. By integrating SalesIQ through the Zoho One Admin Panel, you can deploy real-time chat widgets across your websites, monitor visitor behaviour, and route conversations to the right team members, all within a unified platform.

What Zoho SalesIQ Offers

SalesIQ provides a range of engagement tools designed to help businesses capture and convert website visitors into customers.

• Live chat: Engage visitors in real time through a customisable chat widget embedded on your website or app.
• Visitor tracking: Monitor who is browsing your site, where they came from, and what pages they are viewing.
• Lead scoring: Automatically score and prioritise visitors based on their activity and engagement level.
• Chatbots and automation: Deploy AI-powered bots to handle common queries and qualify leads outside of business hours.
• CRM sync: Push visitor and conversation data directly into Zoho CRM contacts and leads.

Setting Up Zoho SalesIQ in Zoho One

As a Zoho One administrator, you manage SalesIQ access and provisioning from the centralised Admin Panel.

1. Open the Admin Panel. Sign in to your Zoho One account and navigate to the Admin Panel from the home screen.
2. Go to Applications. Select the Applications section and locate Zoho SalesIQ in the list of available apps.
3. Activate the application. Click on SalesIQ and enable it for your organisation. If it has not yet been set up, you will be guided through the initial configuration.
4. Assign users. Use the Users section or conditional assignment rules to provision SalesIQ access to the relevant team members, such as sales agents and support staff.
5. Configure within SalesIQ. Once provisioned, users can access SalesIQ directly from the Zoho One app launcher and continue setup within the SalesIQ console, including adding websites and customising chat widgets.

SalesIQ and Zoho CRM

One of the most powerful aspects of the SalesIQ integration within Zoho One is its native connection to Zoho CRM. When a visitor chats with your team or is identified by SalesIQ, their details can be automatically pushed into CRM as a lead or contact. Chat transcripts, visit history, and lead scores can all be associated with the relevant CRM record, giving your sales team the full picture before they follow up.

Managing SalesIQ Across Your Organisation

Through Zoho One, administrators retain central oversight of SalesIQ alongside all other applications. You can review which users have access, update provisioning rules, and ensure SalesIQ is included in the correct user profiles. This avoids the need to manage licences and access separately within the SalesIQ console itself.