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.<\/p>\n
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.<\/p>\n
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.<\/p>\n
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.<\/p>\n<\/div>\n
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.<\/p>\n<\/div>\n
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.<\/p>\n<\/div>\n
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.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
A document, guide, or file in Zoho SalesIQ’s resource library that operators and bots can share with website visitors during chat sessions as self-service content.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Resource (SalesIQ) | Zoho Glossary | Aaxonix","seo_description":"A document, guide, or file in Zoho SalesIQ's resource library that operators and bots can share with website visitors during chat sessions as self-service","seo_keyword":"resource zoho salesiq","seo_faqs":"[{\"q\": \"What file types can be stored as Resources in Zoho SalesIQ?\", \"a\": \"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.\"}, {\"q\": \"How are Resources different from Knowledge Base articles in Zoho SalesIQ?\", \"a\": \"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.\"}]","term_type":"","glossary_related":"","glossary_links":""},"glossary_category":[1255],"class_list":["post-5065","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-salesiq"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/5065","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=5065"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=5065"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}