Widgets in Zoho SalesIQ: Bringing External Data into Chat

Zoho SalesIQ Widgets

Widgets bring information from external applications directly into the SalesIQ operator chat window, so an operator can see everything relevant to a conversation without switching between multiple tools.

Why widgets are useful

Without widgets, resolving a customer query often means an operator manually checking several separate applications to build a full picture. A widget instead pulls that data directly into the chat window. For an e-commerce store, this might mean surfacing a visitor's recent orders, loyalty points, membership status, last and next payment date, and login ID, all in one place, with custom buttons to take actions like upgrading or downgrading their plan directly from the widget.

Pulling and pushing data

Widgets work in both directions: pulling data from an external application to display in SalesIQ, or pushing data from SalesIQ out to another application, with actionable elements available directly within the widget itself.

Structure: sections and elements

A widget is made up of sections, up to five per widget, with each section holding multiple elements such as tables, images, and text, letting you organise different categories of information clearly rather than as one undifferentiated block.

How widgets are built

Widgets can be built using SalesIQ Scripts (Deluge), which offers a drag-and-drop interface with syntax suggestions. Two handlers control a widget's behaviour: the Detail Handler configures what's displayed when the widget renders, based on the operator, environment, and conversation context, and the Action Handler defines what happens when someone interacts with an element in the widget, responding with a banner, a form, a section edit, or navigating to another section.

Note: Custom widgets are distinct from the built-in integration widgets for services like Zoho CRM, Zoho Desk, and Salesforce, which come ready-made rather than needing to be built from scratch.

Getting started

In your SalesIQ dashboard, go to Settings, then Developers, then Widgets, to begin building.

Need help? 1 Cloud Consultants can help you build custom widgets that surface exactly the data your operators need from your existing systems. Book a discovery call with 1 Cloud Consultants.