Zoho app · setup by a Zoho Advanced Partner

Zoho SalesIQ Setup for Live Chat, Chatbots and Website Leads

Most website visitors leave without calling or filling a form. You never know who they were. Zoho SalesIQ shows you who is on your website, lets you chat with them live or through a chatbot, and sends every lead to your CRM. Infobyd handles the full Zoho SalesIQ setup for you.

Infobyd Software Solutions is a Zoho Advanced Partner in India, founded in 2016, with 1240+ clients served. We set up Zoho SalesIQ — live chat, Zobot chatbots, visitor tracking and messaging channels like WhatsApp — and connect it to Zoho CRM and Zoho Desk so no website lead is lost.

  • 4.3 on Google (74 reviews)
  • 4.8 on Zoho Partner Directory
Free plan

Free forever for 3 operators

  • 100 chats a month
  • 10,000 visitors a month
15-day free trial of paid plans

As listed on Zoho's pricing page. Zoho may change plans and limits.

Start free Sign up through Infobyd, your Zoho partner, and get free setup advice.
Why Infobyd

Why choose Infobyd as your Zoho SalesIQ partner

Zoho Advanced Partner badge
  • Zoho Advanced Partner an official Zoho partner.
  • 1240+ clients served since 2016, in India and abroad.
  • Since 2012 our CEO has worked with Zoho since 2012.
  • 4.3 Google rating from 74 reviews in Indore.
  • Indore and Patna offices, with online support across India and abroad.
  • 24x7 support for clients after go-live.
Is it for you?

Who needs Zoho SalesIQ?

SalesIQ is for businesses that get website traffic but too few enquiries. It fits you if:

Visitors leave your site without contacting you.

Good fit

Your team cannot reply to website questions after office hours.

Good fit

Website leads are copied by hand into your CRM, or never reach it.

Good fit

You do not know which pages or campaigns bring real buyers.

Good fit
Quick answer

What is Zoho SalesIQ?

Set up by a Zoho Advanced Partner

Zoho SalesIQ is live chat and chatbot software for your website and mobile app.

  • It shows who is on your website right now and which pages they view.
  • Your team can chat with visitors live, or a chatbot can reply at any time.
  • Chats and visitor details can go straight into Zoho CRM or Zoho Desk.
What the software does

Key features of Zoho SalesIQ

These are the main things the Zoho SalesIQ software does. Next, we show what we set up for you.

Chat messages and email with the customer
Live chat

Talk to visitors in real time

Chat with people on your website or app. Your team can also use voice notes, audio calls and screen sharing, and bring in a colleague when needed.

Seeing what each visitor does on the site
Visitor tracking

Know who is on your site

See visitors live, with their location, pages viewed and time on site. Group them so your team sees the most important ones first.

Goals and performance
Lead scoring

Find serious buyers

SalesIQ scores visitors by rules you set, such as traffic source, time on site, past visits and the page they are on.

Bot that works on its own
Chatbots (Zobot and Answer Bot)

Reply any time

Build a bot with a no-code flow builder. Answer Bot replies from your help articles and notes questions it could not answer.

Apps connected to each other
Messaging channels

One inbox for all chats

Bring WhatsApp, Instagram, Facebook Messenger, Telegram and other chats into one screen.

Reports and dashboard charts
Reports and monitoring

Check chat quality

Daily and monthly reports by email, agent response times, and live chat monitoring for managers.

See the full feature list on Zoho's official SalesIQ features page.

Built-in AI

AI in Zoho SalesIQ (Zia)

Zia is Zoho's AI. In SalesIQ, it helps your bots understand visitors and helps your team reply faster.

AI features depend on your SalesIQ plan. We check what your account includes before we set them up.

  • Smarter Answer Bot Zia helps the bot understand questions written in normal language.
  • Visitor details Zia can find a visitor's company from their work email.
  • Writing help A writing assistant helps your team polish chat replies.
  • Chat summaries Short summaries of conversations in the mobile app.
Made in India. Made for the world.

Zoho SalesIQ for Indian businesses

SalesIQ helps Indian businesses turn website visits and WhatsApp messages into sales enquiries.

  • WhatsApp enquiries next to website chats

    Many Indian buyers prefer WhatsApp. SalesIQ shows WhatsApp chats in the same inbox as your website chats, and your team can follow up with approved WhatsApp templates.

  • Visitors who write in another language

    SalesIQ can translate a visitor's message as it arrives. Your team can then reply in the visitor's language.

  • Chat enquiries saved in Zoho CRM or Bigin

    Chats can reach Zoho CRM or Bigin, so your sales team does not copy website enquiries by hand.

Industries

Use cases

Manufacturing and B2B A bot asks product, quantity and city, then sends a qualified lead to sales. 01
Real estate Visitors pick a project and budget; the bot books a site visit. 02
Education and training Answer course and fee questions after office hours and collect enquiries. 03
What we set up

What we set up in Zoho SalesIQ

SalesIQ · Website chat Sample data
Do you deliver to Bhopal? Visitor · Pricing page
Yes, we do. Delivery takes 3–4 days. Sales team · 2 min
Great, please share a quote. Visitor
Offline hours: messages saved for next day Widget setting
  1. 1 Visitor opens chat on your site
  2. 2 Your team replies in real time
  3. 3 Chat is saved with visitor details
Feature 1 of 7

Live chat widget

Matching your brand, on the right pages, with working hours and offline messages.

SalesIQ · Zobot Sample data
Hi! What product are you looking for? Zobot
Corrugated boxes, 5,000 pieces Visitor
Thanks! Which city should we deliver to? Zobot
Lead sent to sales: Metro Works, Indore Zobot
  1. 1 Bot greets the visitor
  2. 2 Asks product, quantity and city
  3. 3 Books a call with sales
Feature 2 of 7

Zobot chatbot

A no-code chatbot that greets visitors, asks qualifying questions, books meetings and answers common questions 24x7. Answer Bot can reply from your knowledge base.

SalesIQ · Visitors online Sample data
Visitor Page now Source Visits
Sample Traders Pricing Google 4
Visitor 2041 Home Instagram 1
City Clinic Contact us Email campaign 2
Hot visitor: 4th visit, on pricing page
  1. 1 Visitor lands on your website
  2. 2 SalesIQ shows pages and source
  3. 3 Team chats with the best ones
Feature 3 of 7

Visitor tracking

Website visitor tracking in Zoho SalesIQ shows which pages visitors view, where they came from and how often they return.

SalesIQ · Chat routing Sample data
New chat Topic: bulk order · Region: MP
Routing rule If topic = sales and region = MP Send to MP sales team → Assigned to MP sales
RS Busy PM Available AK Away
  1. 1 New chat comes in
  2. 2 Rule checks topic and region
  3. 3 Right person gets the chat
Feature 4 of 7

Chat routing

Send each chat to the right team or person (sales, support, region).

SalesIQ · One inbox Sample data
WhatsApp Instagram Messenger Telegram
CC
City Clinic Chat via WhatsApp
Open
Channel
WhatsApp
Phone
+91 98XXX XXX10
Topic
Appointment software
Assigned to
Sales team
Waiting
1 min
  1. 1 Customer writes on any app
  2. 2 All chats land in one inbox
  3. 3 Team replies from one screen
Feature 5 of 7

Messaging channels

Handle chats from WhatsApp, Instagram, Facebook Messenger and Telegram in one inbox (depends on your plan).

SalesIQ · Zoho CRM sync Sample data
Website chat Zobot WhatsApp chat
MW
Metro Works Lead created in Zoho CRM
New lead
Email
info@metroworks.example
Phone
+91 98XXX XXX10
Pages seen
Pricing, Contact
Chat transcript
Attached
Lead source
SalesIQ chat
  1. 1 Chat ends with visitor details
  2. 2 Lead is created in Zoho CRM
  3. 3 Support chats become Desk tickets
Feature 6 of 7

CRM and Desk connection

Chats create or update leads in Zoho CRM, and support chats can become tickets in Zoho Desk.

SalesIQ · Zia help Sample data
Answer Bot Replied from help article Answered
Visitor company Found from work email Enriched
Unanswered question Saved for your team Review
AI features depend on your SalesIQ plan
  1. 1 Visitor asks a question
  2. 2 Zia finds the answer
  3. 3 Team gets summary and details
Feature 7 of 7

AI

Zoho is adding Zia Agents to SalesIQ for smarter, human-like chats. See our Zia AI agents page (depends on your plan).

Works with your tools

Zoho SalesIQ integrations we set up

Data comes in from

  • Your website The chat widget and visitor tracking on your pages.
  • Your mobile app In-app chat for Android, iOS and React Native apps (Mobilisten).
  • Messaging apps WhatsApp, Instagram, Facebook Messenger and Telegram chats.
Zoho SalesIQ Connected by Infobyd

Data goes out to

  • Zoho CRM Chats create or update leads and contacts, and your team sees CRM details during the chat.
  • Zoho Desk Support chats become tickets.
  • Zoho Analytics Dashboards on chats, visitors and leads.
Anywhere, safely

Zoho SalesIQ mobile app and security

Mobile app

  • Chat from your phone Reply to website and app visitors from Android or iOS.
  • Live visitor view See visitors as hot, warm or cold, with their history.
  • Instant alerts Get notified about new visitors, chats and calls.
  • Audio calls Make and take calls with visitors.
  • WhatsApp follow-ups Send approved WhatsApp templates to bring leads back.

Security and privacy

  • Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
  • Audited controls A SOC 2 audit, and GDPR compliance.
  • Your data stays yours You control who sees what with roles and permissions in SalesIQ.
  • India data centres Your data can stay in India.
Your road to Zoho

How we set up SalesIQ: 4 steps

As your Zoho SalesIQ partner in India, we follow four simple steps:

  1. Free consultation: We look at your website, traffic and lead flow.

    1
  2. Plan: We decide pages, bot questions, routing and CRM fields.

    2
  3. Setup and testing: We install the widget, build the bot, connect CRM and test every path.

    3
  4. Training and review: We train your chat team and review chat quality after launch.

    4
Good to know

Time depends on scope. We share a clear plan after the free consultation.

Pricing

SalesIQ pricing

Paid to Zoho

Zoho licence

Zoho SalesIQ has a free plan and paid plans; price depends on plan and number of operators. See Zoho's official SalesIQ pricing. For our setup service, click "Get a Quote".

Paid to Infobyd

Our setup and support

Our setup and support work is priced by scope. We send a written quote after the free consultation.

The free trial opens on Zoho's website. When you sign up with this link, your Zoho account is linked to Infobyd as your Zoho partner.

Our work, in our clients' words

Real case studies, client reviews and guides linked to this page.

Case studies

All case studies
“

What our clients say

Copied as written on infobyd.com. See all clients

I highly recommend them to anyone using Zoho
PS Perth Security Services
They respond well to the queries and work in a time bound manner.
SI Sujan Industries
They are highly responsive, skilled at their jobs and very flexible in order to meet at the client's requirement.
M Morpheus
The team clearly understood our requirements, delivered everything on time, and provided excellent support
AI Aegis Infotech Pvt. Ltd.

From our blog

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FAQ

Frequently asked questions

What is Zoho SalesIQ used for?

Zoho SalesIQ is used for website live chat, chatbots and visitor tracking. It helps you talk to visitors in real time and turn them into leads.

Is Zoho SalesIQ free?

Zoho offers a free SalesIQ plan with basic limits. Most businesses move to a paid plan for more operators, bots and integrations.

How do I connect Zoho SalesIQ to Zoho CRM?

SalesIQ has a built-in Zoho CRM integration. Chats can create leads or contacts and push visitor details automatically. We set up the field mapping and test it for you.

Can Zoho SalesIQ chatbot work on WhatsApp?

Yes. Zoho lists WhatsApp among the channels where Zobot can run, along with Instagram, Messenger and others. Channel setup needs a WhatsApp Business account.

Do I need coding to build a Zobot?

No. Zobot has a no-code, drag-and-drop builder. Developers can add code for advanced bots if needed.

Is Zoho SalesIQ data stored in India?

Zoho runs data centres in India. Accounts on Zoho's India data centre keep their data in India. We check your account's data centre during setup.

Can SalesIQ add chat inside our mobile app?

Yes. SalesIQ has a mobile SDK called Mobilisten. It adds chat inside Android, iOS and React Native apps. Your team answers these chats from the same SalesIQ screen.

Free consultation

Turn website visitors into leads

Stop losing visitors who leave silently. Let us set up live chat and a chatbot that works for you 24x7.

  • Free first call with a Zoho consultant
  • Clear plan and quote – no hidden surprises
  • Zoho Advanced Partner · 1240+ clients served

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