Xevort Technology

Sales & Support

Zoho SalesIQ solutions set up the way you work.

Website visitor tracking, live chat and Zobot chatbots for qualifying leads and answering customers while they are on your site.

  • Website Visitors
  • Live Chat
  • WhatsApp
  • Instagram
  • Mobile Apps
  • Email Campaigns
Zoho SalesIQ logoZoho SalesIQSales & Support
  • Qualified Leads
  • Support Tickets
  • Visitor Insights

About SalesIQ

What Zoho SalesIQdoes.

The core of what Zoho SalesIQ offers, based on Zoho's official product documentation. It shows you who is browsing your website in real time and lets your team or a bot start the right conversation.

  • SmarterVisitor insight
  • FasterFirst responses
  • WarmerLead handoffs
Turn website visitorsinto conversations
  • 01Visitor tracking

    See who is on your website right now, what they are viewing and which visitors deserve attention first.

    • Website visitor insights
    • Lead scoring
  • 02Zobot chatbots

    Build bots with drag and drop or code, and answer common questions from your own knowledge base.

    • Codeless bot
    • Answer Bot
    • Programmable bots
    • Hybrid bots
  • 03Communication modes

    Move from typed chat to voice, a call or a shared screen when a question needs more than text.

    • Live chat
    • Voice note
    • Audio call
    • Screen share
    • Remote access
  • 04Messaging & in-app chat

    Answer social and messaging channels from one dashboard, and add chat inside your own mobile app.

    • WhatsApp
    • Instagram
    • Facebook Messenger
    • Telegram
    • Mobilisten SDK
  • 05Triggers & routing

    Start conversations at the right moment and send each chat to the department best placed to help.

    • Proactive chat triggers
    • Chat routing
  • 06Resource library

    Publish answers visitors can browse in the chat window and that bots or agents can reuse.

    • Articles
    • FAQs
    • Small Talk
    • Business Terms
  • 07Contacts & widgets

    Organize B2C and B2B contacts and show data from other systems right beside the conversation.

    • Profile enrichment
    • Data widgets
    • Action widgets
  • 08Team & reporting

    Transfer and monitor chats, coach operators and track response times in daily and monthly reports.

    • Chat transfer
    • Chat monitoring
    • Performance metrics
    • Message board

How Xevort helps

Making SalesIQ work your way.

What our team can set up, customize and connect in Zoho SalesIQ.

  • Setup

    Brands, departments, operators, business hours and the chat widget installed on your website.

  • Customize

    Widget styling, pre-chat forms, lead scoring rules and visitor tracking criteria for your funnel.

  • Automate

    Proactive triggers and routing rules that greet the right visitors and send chats to the right team.

  • Integrate

    SalesIQ connected to Zoho CRM or Bigin, Desk and Campaigns, with webhooks to your own systems.

  • Zobot builds

    Codeless or scripted bot flows that qualify leads, book appointments and hand over to an operator.

  • Answer Bot

    Articles, FAQs and business terms organized so Answer Bot can reply from your own content.

  • Channel setup

    WhatsApp, Instagram, Messenger and Telegram linked so every message lands in one inbox.

  • In-app chat

    Mobilisten SDK added to your Android, iOS or React Native app for chat inside the product.

Integrations

Connect Zoho SalesIQwith the tools you use.

We can connect SalesIQ with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.

  • Native Zoho connectionsZoho apps that share data with each other out of the box.
  • Delivered by XevortIntegrations our team has built on client projects.
  • Officially supportedConnectors Zoho provides, set up and mapped to your process.
Explore integrations
Zoho SalesIQ dashboard illustration

Why choose Zoho SalesIQ

Talk to visitorswhile they're still here.

Zoho SalesIQ connects real-time visitor data with live chat and chatbots, so you engage people while they are still on your website.

  • One inboxWebsite chat, messaging apps and in-app chat handled side by side.
  • Shared effortChat transfer, group chat and agent-to-agent messaging for tricky questions.
  • Rules you controlTriggers, routing and lead scoring based on your own criteria.
  • Live visibilitySee visitor activity as it happens and review operator metrics daily.
  • Bots that helpZobot and Answer Bot handle routine questions around the clock.
  • Abuse protectionProfanity filters and IP blocking keep spammers out of your chats.
Talk to a SalesIQ expert

FAQ

Zoho SalesIQquestions, answered.

Straight answers on setup, migration, integrations and timelines before you start.

Still have questions?

Tell us about your Zoho SalesIQ setup and our team will get back to you.

Yes. We design Zobot flows for lead capture, FAQs, bookings or support, using the codeless builder or scripted bots, and connect them to your systems through webhooks when needed.

Yes. We connect SalesIQ to Zoho CRM or Bigin so visitor details and chat transcripts are saved on the right lead or contact, with follow-ups set from the chat.

Yes. SalesIQ supports WhatsApp, Instagram, Facebook Messenger, Telegram, LINE and WeChat. We connect the channels you use and configure routing so messages reach the right team.

Yes. With the Zoho Desk integration, chats can be converted into tickets automatically or manually, and operators can see a customer's existing tickets during the chat.

Yes. We integrate the Mobilisten SDK into Android, iOS or React Native apps and match the chat experience to your website setup.

This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.

Free Zoho consultation

Ready to get more from Zoho SalesIQ?

Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.

  • Reply within 1 business day
  • New or existing Zoho setups
  • Fixed-scope proposals