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EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

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New

Robotic process automation software to automate high-volume, rule-based tasks.

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New

Low-code IoT platform and solutions for connected businesses.

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New

Business formation service to launch and grow your businesses.

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New

Privacy-friendly application analytics solution.

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SuitesNew

Unified project management platform for intelligent, data-driven work.

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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Sign

Digital signature app for businesses.

Sign
 
Forms

Build online forms for every business need.

Forms
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Sign

Digital signature app for businesses.

Sign
 
Forms

Build online forms for every business need.

Forms
 
Social

All-in-one social media management software.

Social
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sites

Online website builder with extensive customisation options.

Sites
 
Backstage

End-to-end event management software.

Backstage
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Publish

Manage all your local business listings on a single platform.

Publish
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
Expense

Effortless expense reporting platform.

Expense
 
Sign

Digital signature app for businesses.

Sign
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Billing

End-to-end billing solution for your business.

Billing
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
Practice

Practice management software for accounting firms.

Practice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Sign

Digital signature app for businesses.

Sign
 
WorkDrive

Online file management for teams.

WorkDrive
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Notebook

Beautiful home for all your notes.

Notebook
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Learn

Knowledge and learning management platform.

Learn
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
Writer

Word processor for focused writing and discussions.

Writer
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
Expense

Effortless expense reporting platform.

Expense
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
People

Organize, automate, and simplify your HR processes.

People
 
Sign

Digital signature app for businesses.

Sign
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Assist

Remote support and unattended remote access software.

Assist
 
Vault

Online password manager for teams.

Vault
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

About the course:

The course is exclusively for the administrator, which helps to learn the advanced concepts of SalesIQ and implement them on your site. Learn more customisation, generate quality leads with your website, and retain the customer with quality support and services.

Who can benefit out of the course:

Admins/supervisors/owners/webmasters who take care of the business website and set up SalesIQ settings and configuration.

Day One - 3 Hours

Tracking and Live chat for your website

  • Add live chat and tracking code to the website
  • Run a test chat
  • Basics of SalesIQ
  • Do's and Don'ts

Automate the process of Lead Generation

  • Visitor History
  • Automating sales follow-up

Automate customer engagement

  • How to set up trigger rules to engage visitors on the website
  • Invoke JS API for custom actions

Routing Rules

  • Setting up Visitor Routing Rules
  • Setting up Chat Routing Rule

Scoring website visitor action

  • Lead Score
  • Opportunities
  • Using score values in various fields

Turn your chat window space to a knowledgebase

  • Articles on the live chat window
  • Syncing Desk Knowledgebase with SalesIQ

Day Two - 2 Hours

JS API and REST API for the complete customization

  • Customization using JS API
  • Customization using Rest API

Zoho App Integrations

  • Setting up of Zoho Products Integration
  • Zoho CRM Integration
  • Zoho Campaigns Integration
  • Zoho Desk Integration

Third-party App Integrations

Zoho Forms and Zoho Campaigns Integration

  • How to set up tracking in Zoho Forms
  • How to generate mass email campaigns with SalesIQ?
  • How to integrate and view information of Zoho Campaigns?
  • How to setup SalesIQ in third-party applications?

Engage and support your Mobile users

  • What is SDK?
  • How to configure SalesIQ in your Mobile Application?

About the course

The course is exclusively for the developers, which helps to learn to build a bot that can guide, perform actions, and assist the website visitors' queries. The training enables you to create a Zobot according to your business needs and deploy them on your site.

Who can attend the course

Developer/ webmaster/ Implementer/ Administrator can understand programming language and take care of all the implementation on your website. A powerful Zobot that can entirely replace your operator can be built with the help of the SalesIQ scripts platform, which uses Deluge language. To understand deluge easily, we recommend a developer from the Organization to attend the course.

Day One - 3 Hours

Zobot Introduction

  • What can I do with SalesIQ?
  • Who uses SalesIQ?
  • Which Industries use SalesIQ?
  • Why customers use SalesIQ?
  • What sets SalesIQ apart?
  • Mobile SDK - Mobilisten

What is Zobot? How can you use it for your business?

  • Why are chatbots the new trend?
  • Zobot Skills
  • Zobot in your business

How to create and set up a Zobot?

  • Zobot-building platforms

Build your Zobot (deluge script / different handlers / deluge integration tasks /connections)

  • Building a Zobot with SalesIQ Scripts
  • Handlers
  • Integration Tasks
  • Connections

Advanced development techniques (all actions, validation, input widgets and its properties)

  • Input cards
  • Display cards
  • Field Validation

Day Two - 2 Hours

Other bot platforms integrated with Zobot (Dialogflow, IBM Watson, Zia Skills)

  • Dialogflow Platform
  • IBM Watson
  • Build a Bot with Zia skills

Integrating other third-party apps with Zobot (Google calendar / Zendesk )

  • Schedules appointments using Google Calendar
  • Zendesk integration

Endless possibilities with Zobot

  • Building custom solutions in Zobot
  • Building a bot service using Vendor Webhooks

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

register now

 
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