In today’s competitive business environment, delivering exceptional customer service and engaging potential leads efficiently are crucial to growth. Zoho SalesIQ is a powerful tool that helps businesses track website visitors, engage with them in real-time, and convert leads into loyal customers. One of the most exciting features of Zoho SalesIQ is its Artificial Intelligence (AI) capabilities, which can significantly improve your engagement strategies, streamline sales processes, and boost conversion rates.

What is Zoho SalesIQ AI?

Zoho SalesIQ integrates various AI-driven features such as Zobot (AI chatbot), predictive lead scoring, behavioural triggers, and intelligent reporting to help businesses understand visitor behaviour, automate communication, and make data-driven decisions. AI helps by analyzing visitor data in real-time and automating processes that were previously manual, saving time and effort for your sales and support teams.

How to Leverage AI Features in Zoho SalesIQ.

Zobot: Your AI Chatbot for Lead Engagement

Zobot is Zoho SalesIQ’s powerful chatbot that uses AI to engage visitors automatically. It is designed to answer questions, qualify leads, and even escalate complex queries to human agents when necessary.

How to leverage Zobot:-

Customizing Chat Flows: Build personalized conversation flows for your visitors based on their interests or previous interactions. Zobot can ask questions, collect information, and provide instant responses, making it easier to engage visitors without manual intervention.

Lead Qualification: Zobot can qualify leads by asking predefined questions about the visitor’s needs, pain points, and intentions. Based on the answers, Zobot can categorize leads and assign them to the right team members for follow-up.

24/7 Availability: Zobot ensures that visitors are attended to even when your team is offline, providing constant support.

How to Use AI in Zoho SalesIQ

Setting Up Zobot -

Your AI Chatbot

Step 1:- Log in to Zoho SalesIQ and navigate to the Zobot section.

Step 2:- Click on Create New Bot and select a template based on the type of engagement you want. For example, select a Lead Generation template to create a bot focused on capturing visitor details.

Step 3:- Customize the bot by adding the questions you want it to ask, such as asking for the visitor’s name or contact information.

Step 4:- Enable AI by allowing your bot to process visitor responses and trigger actions based on those inputs.

AI-powered Visitor Insights

Zoho SalesIQ uses AI to analyze visitor behaviour in real time and provides insights such as:

• Visitor's Origin: AI can predict where a visitor is coming from—whether it’s from a specific campaign, social media, or organic search.
• Behaviour Tracking: AI can monitor how long visitors stay on a page, what actions they take, and how engaged they are, helping businesses understand the quality of a visitor’s interest.

To view AI insights:

• Go to the Visitors section in Zoho SalesIQ.
• Look for the Visitor Insights tab, where you will find AI-driven metrics like engagement level, session duration, and visitor interest.

AI for Real-Time Insights and Reporting

AI in Zoho SalesIQ provides real-time insights into visitor behaviour, helping businesses make informed decisions. It tracks key metrics like time spent on site, engagement level, the frequency of visits, and more.

Automating Repetitive Tasks

AI in Zoho SalesIQ can automate many repetitive tasks that would otherwise require human intervention. This includes tasks like qualifying leads, assigning scores, responding to frequently asked questions, and sending initial engagement emails.

Benefits of Leveraging AI with Zoho SalesIQ

• Enhanced Customer Experience: AI offers immediate responses to visitors’ inquiries, helping you provide a seamless experience.
• Increased Efficiency: By automating tasks like lead qualification and follow-up messages, your sales and support teams can focus on higher-value interactions.
• Better Lead Conversion: AI ensures that leads are scored accurately and prioritized, allowing you to nurture high-quality prospects effectively.
• 24/7 Availability: AI tools like Zobot ensure that visitors are engaged even outside of business hours, making your customer support team more efficient.
• Data-Driven Decisions: AI-generated insights help you optimize marketing campaigns, sales strategies, and customer interactions for better performance.