Zoho SalesIQ Setup

Build SalesIQ Around Your Visitor Engagement Process

We review how website visitors currently contact your business, which conversations should reach your team, and what information operators need before responding. SalesIQ is then configured around one approved website engagement process instead of generic default settings.

Configure the Brand, Department, and Operators

One SalesIQ brand and one department are configured and up to 3 approved operators are added. We prepare the company profile, basic operator access, business hours, availability settings, and the practical notification preferences required for daily use.

Install and Brand the Website Chat Widget

One SalesIQ live chat widget is prepared for one approved website. The widget is configured with the approved company name, logo, colors, welcome message, online status, and basic display settings and is installed using the access or placement method provided by the client.

Configure Visitor Information and Offline Capture

We configure the approved pre-chat fields and basic offline message form so the team can collect useful visitor information before or when a live conversation is unavailable. The approved contact fields are organized for consistent follow-up.

Enable Visitor Tracking and Lead Qualification

Website visitor tracking is enabled and up to 3 approved lead-scoring or visitor-classification rules are configured. These rules can use available activity signals such as page visits, time on site, return visits, campaign source, or location to help the team identify higher-intent visitors.

Route and Trigger the Right Conversations

Up to 2 basic chat-routing, visitor-routing, or proactive engagement rules are configured based on the client's approved criteria and active SalesIQ edition. These rules help direct relevant conversations to the appropriate department or operator.

Prepare Consistent Chat Responses

Up to 5 approved canned replies, FAQs, or resource responses are prepared using client-provided content. These reusable responses help operators answer common questions consistently and reduce repetitive typing during live conversations.

Connect SalesIQ with Zoho CRM

One standard connection to the client's approved Zoho CRM organization is configured when the required accounts and plan features are available. The agreed visitor and conversation information is mapped for organized lead or contact follow-up without custom API development.

Prepare Reports and Team Visibility

The standard SalesIQ reporting area is reviewed and up to 2 approved visitor, chat, operator, or website reports are configured or scheduled when supported by the client's edition. This gives the team basic visibility into website activity and conversation performance.

Test, Refine, and Launch

The approved widget, forms, tracking, scoring, routing, responses, CRM connection, and reporting settings are tested before handoff. Practical refinements are completed within the fixed package scope, followed by one 45-minute live handoff session.