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Identifying and analyzing visitors on SalesIQ dashboard

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Identifying and analysing visitors on the Zoho SalesIQ dashboard helps sales and support teams spot who is on their site and reach out with timely, relevant conversations.

Why identify visitors

Visitor tracking lets you see a visitor’s name, location, landing page and other key details, monitor activity in real time, start proactive chats with high-priority visitors, and tailor your approach based on their behaviour and history.

Rings View: visualising visitor priority

Rings View is the default visual dashboard, grouping visitors into concentric rings by priority, with higher-priority visitors shown in the inner rings. Each tile shows the visitor’s name or ID, time on site and country of origin, along with any custom actions they’ve triggered, such as clicking chat or a campaign link.

Cold visitors

Visitors who don’t meet any prioritisation criteria appear as stars outside the rings. Clicking one still shows useful detail: availability, landing page, time on site, pages viewed, referrer and the gap since their last visit.

List View: visitor data in a table

List View shows the same visitor data in a spreadsheet-style table, grouped and prioritised using your filters or presets. Rings View and List View stay in sync, so you can switch between them as needed.

Predefined visitor actions

SalesIQ automatically tracks actions such as a repeated (frequent) visitor, one contacted by an operator, one who responded to a chat, a potential high-value lead, a triggered rule, a click on the chat widget, and a completed chat session; new visitors are marked separately.

Customising tracking views

Operators can filter and prioritise visitors with their own conditions, which are personal and don’t affect other operators’ views.

  1. Go to the Visitors Online tab.
  2. Click Customize in the top-right corner.

You can filter on criteria such as time on site, number of visits, chat history, CRM data (where integrated), source, location, browser, operating system, campaign parameters and custom actions, and group visitors into rings using your own AND/OR logic.

Reducing dashboard clutter

Toggle Hide visitors connected to other operators to focus only on visitors that are unassigned or already assigned to you.

Frequently asked questions

What’s the difference between Rings View and List View?

Rings View shows visitors as tiles in priority rings, while List View shows the same visitors in a sortable, filterable table; both stay in sync.

What are cold visitors?

Visitors who don’t match any of your prioritisation rules; they appear as stars outside the rings but can still be monitored and engaged.

Need help?

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

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