How do I Log into Zoho SalesIQ?

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Zoho SalesIQ is a live chat and website visitor tracking tool that helps businesses engage visitors in real time, capture leads and provide support. This guide covers logging in and getting your chat widget live.

How to 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.

Add the SalesIQ code to your website

Copy the installation script from your SalesIQ settings and paste it into your website’s code, replacing the placeholder with your actual widget code from Settings > Brands > Your Brand > Installation.

Share the code with your web developer

If you don’t have access to your website’s code, you can email the installation code directly:

Go to Settings > Brands > Your Brand > Installation > Website.
Click Send installation code to webmaster.
Compose your email and send it.

Integrate with popular platforms

SalesIQ integrates with platforms including WordPress, Wix, Drupal, Joomla, Shopify and Weebly. On the Installation page, click the three dots next to the setup video to find platform-specific guides.

Set up your live chat widget

Pre-chat forms

Go to Settings > Brands > Flow.
Add form fields such as name and email.
Drag and drop fields into place and mark the required ones.

Route chats by department

Assign website visitors to specific departments, such as sales or support, so only operators in that department see the chat.

Set chat notifications

Choose whether operators pick up chats manually or have them assigned automatically; auto-assignment helps reduce missed queries.

Manage chat queues

Set a limit on how many chats an operator can handle at once. Visitors are prompted to leave a message once the limit is reached.

Customise the chat widget appearance

Go to Settings > Brands > Personalisation.
Choose a design and add your company logo, colours and window size.

Preview the widget

Click the eye icon to preview your widget, and 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, and match the tone of the chat to your brand.

Advanced styling

Upload a custom CSS file for more control, and choose how help articles display inside the chat, either as categories or a flat list.

Test your live chat setup

As a visitor: visit your website, click the chat widget and send a test message.

As an operator: go to Rings View, find the visitor and send a proactive message, then check the chat window and its features such as audio calls and file sharing.

Export chat transcripts

Visitors can save their chat for future reference: click the three dots in the chat window, choose Send Mail to email the transcript, or click Print to keep a copy.

Share files and media in chat

Visitors can send screenshots, PDFs, images and videos by clicking the paperclip icon in the chat window.

Frequently asked questions

Can I test my live chat widget before going live?

Yes, visit your site as a visitor and send a test message, then check it appears correctly in the operator’s Rings View.

Can visitors keep a copy of their chat?

Yes, from the chat window they can email the transcript to themselves or print it.

Need help?

Need help setting up live chat with Zoho SalesIQ? Contact support@thoughtlogik.com or see our Zoho implementation services.

How do I Log into Zoho SalesIQ?

How to log in to Zoho SalesIQ

Add the SalesIQ code to your website

Share the code with your web developer

Integrate with popular platforms