How do I Log into Zoho SalesIQ?

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Introduction

Want to connect with your website visitors in real time? Zoho SalesIQ is a live chat and website tracking tool designed to help UK businesses engage visitors, convert leads, and deliver exceptional customer support.

Whether you’re a small startup or an established company, Zoho SalesIQ makes it easy to add live chat to your website, track visitor behaviour, and customise the chat experience all without complex setup.

Let’s walk you through how to log in, install the chat widget, and get your live chat up and running.

Step-by-Step Instructions

 

1. Log in to Zoho SalesIQ

  • Visit zoho.com/salesiq
  • Click Sign In
  • Enter your email address and click Next
  • Enter your password and click Sign In

You can also sign in with Google, Microsoft, Apple, LinkedIn, Facebook, Twitter, Yahoo, or Slack accounts.

 

2. Add Zoho SalesIQ Code to Your Website

To display the live chat widget and track visitors, you’ll need to embed a code snippet on your site.

 

Option A: During Setup

  • The first time you log in, you’ll see a pop-up with your SalesIQ tracking code
  • Copy and paste it just before the </body> tag in your website’s HTML

Option B: Manually

  • Go to SalesIQ > Settings > Brands
  • Select your brand (or create a new one)
  • Click Installation > Website
  • Copy the code and insert it above the </body> tag on your website

 

3. Install the Chat Widget Asynchronously (For Faster Page Load)

To avoid slowing down your website, you can load the chat widget asynchronously:

html

CopyEdit

<script type=”text/javascript”>
  var $zoho = $zoho || {};
  $zoho.salesiq = $zoho.salesiq || {
    mode: “async”,
    widgetcode: “YOUR_WIDGET_CODE”,
    values: {},
    ready: function () {}
  };
  var d = document;
  s = d.createElement(“script”);
  s.type = “text/javascript”;
  s.id = “zsiqscript”;
  s.defer = true;
  s.src = “https://salesiq.zoho.com/widget“;
  t = d.getElementsByTagName(“script”)[0];
  t.parentNode.insertBefore(s, t);
  d.write(“<div id=’zsiqwidget’></div>”);
</script>

Replace “YOUR_WIDGET_CODE” with your actual widget code found in the Zoho SalesIQ settings.

4. Share the Code with Your Web Developer

Don’t have access to your website’s code?
 You can email the installation code directly to your developer:

  • Navigate to Settings > Brands > Your Brand > Installation > Website
  • Click Send installation code to webmaster
  • Compose your email and send it with one click

 

5. Integrate SalesIQ with Popular Platforms

SalesIQ works seamlessly with platforms like:

  • WordPress
  • Wix
  • Drupal
  • Joomla
  • Shopify
  • Weebly, and more

In the Installation page, click the three dots next to the setup video to find platform-specific guides.

 

6. Set Up Your Live Chat Widget

Pre-Chat Forms

  • Go to Settings > Brands > Flow
  • Add form fields (name, email, etc.)
  • Drag-and-drop fields and mark required ones

Route Chats by Department

  • Assign website visitors to specific departments (e.g., sales, support)
  • Only operators in the assigned department will see the chat

Set Chat Notifications

  • Choose whether operators manually pick up chats or have them auto assigned
  • Auto-assignment helps reduce missed queries

Manage Chat Queues

  • Set a limit for how many chats an operator can handle
  • Visitors will be prompted to leave a message once the limit is reached

 

7. Customise the Chat Widget

Appearance & Style

  • Go to Settings > Brands > Personalisation
  • Choose from default designs or upload your own
  • Set widget position (float or static button)
  • Add your company logo, choose colours, and adjust window size

Preview the Widget

  • Click the eye icon to preview your widget
  • Add your website URL to see how it looks on desktop, tablet, or mobile

Custom Messages

  • Set welcome messages for when your team is online or offline
  • Tailor the chat experience to match your brand tone

Advanced Styling

  • Upload a custom CSS file for more control
  • Choose how articles and help content display inside the chat (categories or flat list)

 

8. Test Your Live Chat Setup

As a Visitor
  • Visit your website and click the chat widget
  • Send a test message
As an Operator
  • Go to Rings View
  • Find a visitor and send a proactive message
  • Check the chat window and chat features (audio calls, file sharing, etc.)

9. Export Chat Transcripts

Visitors can save their chats for future reference:

  • Click the three dots in the chat window
  • Choose Send Mail to email the transcript
  • Or click Print to save a physical copy

 

10. Share Files and Media in Chat

Visitors can send:

  • Screenshots
  • PDFs
  • Images
  • Videos

Just click the paperclip icon in the chat window to upload files.

Tips

  • Add Pre-Chat Forms to collect lead data from the start
  • Use departments to streamline customer support
  • Install the widget asynchronously for faster page speed (great for SEO)
  • Customise widget appearance to align with your brand colours
  • Test your setup regularly to ensure smooth customer experience

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Final Thoughts

 

With Zoho SalesIQ, engaging your website visitors has never been easier. From live chat and visitor tracking to proactive messaging and rich media support, this tool can transform how you interact with customers online.

If you haven’t done so already, add the Zoho SalesIQ widget to your website today and start turning visitors into leads and leads into loyal customers.

Need help? Visit the Zoho SalesIQ Help Centre for more support.

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