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How to manage SalesIQ global settings?

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Zoho SalesIQ Global Settings control the features and policies that apply across every department and operator in your portal, keeping the experience consistent for your team and your visitors.

Operator interface settings

Configure what’s available in the operator chat window under Settings > Global Settings > Operator Interface, including audio calls, voice notes, file sharing, screen sharing, sharing visitor info such as region, browser and IP address, and Google Translation (automatic, manual or off). You can also choose an internal chat channel for operators, such as Zoho Cliq or SalesIQ’s own internal chat, enable remote access if integrated with Zoho Assist, and turn on profile enrichment to add visitor company or contact details to the chat window.

AI tools for operators

AI features can help operators work faster, including automatic or on-demand conversation summaries, tag generation for categorising chats, a writing assistant to rephrase, shorten or adjust the tone of messages, and smart reply suggestions, depending on which AI service is enabled.

Visitor interface settings

Adjust how chat appears to visitors under Settings > Global Settings > Visitor Interface, including showing a typing status, and how chat transcripts are shared with visitors (none, automated, manual or both).

Info message display (IM channels)

Control system-generated messages, such as an operator joining or a chat being transferred, on channels including Facebook Messenger, Instagram, WhatsApp, Telegram, LINE and WeChat.

Global email configuration

Manage email behaviour for the whole portal under Settings > Global Settings > Email Configuration, including template visibility (organisation-wide, department-specific or operator-only), which address emails are sent from, CC’ing an address on all emails, daily and weekly performance reports, and notifications for blocked IPs, visitor feedback, chat transcripts and missed visitors.

Operator availability settings

Manage availability logic and chat capacity under Settings > Global Settings > Availability.

Options include marking idle operators as offline after a set period, and setting a concurrent chat limit per operator, which can be overridden in individual operator settings.

Privacy settings (GDPR)

Under Settings > Global Settings > Privacy, you can enable GDPR controls across the portal, mask visitor IP addresses in common views, password-protect exported data, set cookie consent behaviour (do not notify, notify, or notify with an opt-out), and require pre-chat consent to your terms or privacy policy. After enabling GDPR here, also turn on the consent banner under Settings > Brand > [Your Brand] > Configuration > Privacy.

Visitor tracking configuration

Under Settings > Global Settings > Visitor Tracking, set a visitor inactive timeout after which a visitor is marked as left, and a cookie lifetime controlling how long SalesIQ cookies persist before a returning visitor is treated as new.

Frequently asked questions

Where do I find Global Settings in Zoho SalesIQ?

Under Settings > Global Settings, which is split into areas such as Operator Interface, Visitor Interface, Email, Availability, Privacy and Visitor Tracking.

Can GDPR settings be applied per brand as well?

Yes, after enabling GDPR in Global Settings you also need to turn on the consent banner under Settings > Brand > [Your Brand] > Configuration > Privacy.

Need help?

Need help configuring Zoho SalesIQ for your business? Contact support@thoughtlogik.com or see our Zoho implementation services.

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