Zoho SalesIQ: Live Chat and Visitor Tracking Guide

Zoho SalesIQ is a live chat and visitor tracking tool that sits on your website. For Indian businesses, it shows who is browsing your site in real time, lets you engage visitors via chat, and qualifies leads automatically before they reach your sales team.

What SalesIQ Does

SalesIQ adds a chat widget to your website. Behind the widget is a visitor tracking engine that shows: which pages a visitor is viewing, how long they have been on the site, which city and company they are from (based on IP), and whether they are a returning visitor.

Live Chat for Sales and Support

When a visitor starts a chat, it routes to an available agent based on rules you configure: route to sales if the visitor is on the pricing page, route to support if they are on the help page. Agents respond from the SalesIQ dashboard, the mobile app, or directly from Zoho CRM if integrated.

Zobot: Automated Chat Without Agents

Zobot is SalesIQ’s chatbot builder. Create conversation flows that handle common queries: pricing questions, demo booking, feature inquiries. Zobot qualifies the visitor (asks for name, company, requirement) and creates a lead in Zoho CRM before handing off to a human agent. This means your sales team only talks to qualified prospects.

Visitor Scoring and Alerts

Score visitors based on behaviour: 10 points for visiting the pricing page, 5 points for viewing a case study, 20 points for returning three times. When a visitor crosses your score threshold, alert the sales team. A high-score visitor on your pricing page is a hot lead that deserves immediate outreach.

CRM Integration

SalesIQ pushes qualified chat leads directly into Zoho CRM with the full chat transcript attached. The sales rep sees what the prospect asked about, which pages they viewed, and what the chatbot already collected — no cold outreach needed.