How to add operators and assign them roles in SalesIQ?

Estimated reading: 3 minutes 201 views

Adding team members as operators in Zoho SalesIQ lets you structure live chat with the right roles and permissions for your business.

What operators are

Operators are team members who chat with website visitors or help manage the platform. SalesIQ supports three operator roles:

Administrator: full access to all settings and data, and can perform any action.
Supervisor: limited access, can monitor teams and oversee live chats.
Associate: basic access, chats with visitors and sees only their own data.

How to add an operator

Go to Settings > General > Operators.
Click Add in the top-right corner.

Enter the operator’s email address.
Select a role: Administrator, Supervisor or Associate.

Associate the operator with one or more departments using the dropdown or search. At least one department is required.

Configure additional options: enable Visitor Engagement to allow chatting and proactive messages, and Available to Take Calls for audio calls and screen sharing.

Enable Monitor Chats if this operator should be able to see other operators’ conversations.

Set a Concurrent Chat Limit for the maximum chats the operator can handle at once, then click Add Operator to finish.

How to change an operator’s role

Go to Settings > Operators.
Click the operator’s tile.
On their profile page, click the settings icon in the top-right corner.
Scroll to Choose a Role and select the new role.

Click Save.

How to associate operators to departments

Go to Settings > Operators.
Select the operator to edit.
Scroll to Associate to Departments.

Choose departments from the dropdown. To remove one, click the X next to its name.
Click Save to apply changes.

Additional operator settings

Set availability status

Go to Settings > Operators and select the operator.
Scroll to Operator Away.

Toggle the status on or off to mark them as available or away. Only administrators can change operator availability.

Set a concurrent chat limit

Define how many chats an operator can manage at once. Once the limit is reached, their status changes to Engaged and no new chats are routed to them.

Manage notifications

Toggle Mobile Notifications and Desktop Notifications on to receive chat alerts on each device.

Operator roles at a glance

Edit SalesIQ settings: Administrator only.
View operator profiles: Administrator (all), Supervisor (their team), Associate (peers only).
Monitor and take over chats: Administrator and Supervisor.

Frequently asked questions

What are the three operator roles in Zoho SalesIQ?

Administrator (full access), Supervisor (can monitor teams and oversee chats), and Associate (chats with visitors and sees only their own data).

Does every operator need a department?

Yes, each operator must be associated with at least one department.

Need help?

Need help setting up operators in Zoho SalesIQ? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to add operators and assign them roles in SalesIQ?

What operators are

How to add an operator

How to change an operator’s role

How to associate operators to departments