Live chat, chatbots and visitor tracking for your website. This free 27-page manual by Nuagix combines a user guide and an administrator guide for Zoho SalesIQ, a deployment checklist and an English-French glossary of interface terms.
What's inside
The first chapters are for users; the following ones are for account administrators.
- 1. Introduction and access
- 2. Interface and navigation
- 3. Live chat
- 4. Visitor tracking and proactive engagement
- 5. Messaging channels
- 6. Chatbots and AI agents
- 7. Articles, FAQs and canned responses
- 8. Contacts, leads and follow-ups
- 9. Reports and dashboards
- 10. Mobile app
- 11. Best practices
- 12. Roles and operator management
- 13. Brands, widget and departments
- 14. Routing, triggers and workflows
- 15. Integrations
- 16. Security and compliance
- 17. Subscription and plans
- 18. Deployment checklist
- A. English-French glossary
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Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.
- Zoho SalesIQ implementation and configuration tailored to your processes
- Optimization of an existing Zoho account and automations
- AI agents (Zia) and integrations
- Training for your users and administrators
Go further
🧭 Official Zoho guide ✅ Subscribe to Zoho SalesIQ ← All Zoho manuals and guides