Resources in Zoho SalesIQ are files, documents, guides, or links stored in the SalesIQ resource library that operators can share with visitors during chat sessions. Resources include product brochures, how-to guides, case studies, onboarding videos, pricing sheets, and any other content that helps visitors make decisions or complete tasks.
Operators can search and insert resources into chat conversations from a resource panel in the operator console. Bots can also be configured to automatically share relevant resources based on the visitor’s query. A visitor asking about integration capabilities, for example, could receive an integration overview document automatically.
Knowledge base articles provide text answers to specific questions. Resources are generally downloadable files or linked content providing deeper information. Both serve self-service objectives, but resources are better for longer-form content that visitors reference after the chat ends, while knowledge base articles are better for quick in-chat answers.
SalesIQ Resources support common file types including PDF, Word documents, Excel files, images, and video links. Files are uploaded to the SalesIQ resource library and assigned a name and category for easy retrieval. Operators can search the library by keyword during a chat and share the resource link with the visitor in the chat window.
Knowledge Base articles are text-based, searchable content written within SalesIQ and displayed to visitors as formatted articles. Resources are files or links that visitors download or view externally. Articles are better for step-by-step instructions or explanations; Resources are better for detailed guides, datasheets, or content that needs to be referenced offline.
SalesIQ Resources support common file types including PDF, Word documents, Excel files, images, and video links. Files are uploaded to the SalesIQ resource library and assigned a name and category for easy retrieval. Operators can search the library by keyword during a chat and share the resource link with the visitor in the chat window.
Knowledge Base articles are text-based, searchable content written within SalesIQ and displayed to visitors as formatted articles. Resources are files or links that visitors download or view externally. Articles are better for step-by-step instructions or explanations; Resources are better for detailed guides, datasheets, or content that needs to be referenced offline.
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