Zoho SalesIQ gives you detailed information about each visitor to your website, including their name, when they first visited, their behaviour, interests, CRM information, visit history, and actions taken, giving your team a clear picture of who's on your site and what they're interested in.

Where to Find Visitor Information

In the SalesIQ side panel, go to Visitors, then the Contacts (Leads) section, to browse individual visitor profiles and their tracked activity.

Default Visitor List Types

Rather than a single undifferentiated list of visitors, five default list types organise visitors for you:

• All Leads. Every user who has visited your website.
• Returning Leads. Users who have visited more than once, separated out from first-timers.
• Leads: Visited Today. Everyone who visited your site today.
• Cold Leads. Users who haven't visited your site in more than 2 months.
• New Leads: Visited Today. Users who landed on your site for the very first time today.

You can also filter this by brand if your portal has more than one, using the drop-down near the section heading.

Building Your Own Custom List

1. In Visitors, then Leads, click the + icon next to the list type selector.
2. Give your custom list a title.
3. Build a rule from the available pre-defined conditions.
4. Add further rules if needed, choosing Or (a visitor matches if any rule is satisfied) or And (every rule must be satisfied).
5. Save the list, then select it from the drop-down within the Leads module whenever you want to view it.

Adding Your Own Custom Visitor Data

Beyond what SalesIQ tracks automatically, developers can push additional custom information about a visitor using the visitor.info JavaScript API, which then appears directly in the pane beside the chat window while an operator is conversing with that visitor, useful for surfacing account tier, membership status, or any other business-specific detail.