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How to configure chat window options?

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Zoho SalesIQ’s chat window configuration options let you tailor the chat experience for your website visitors, from brand pages to file sharing, recording and privacy settings.

Access page management

  1. Click the hamburger menu in the top-left corner.
  2. Select Pages from the dashboard to see a list of your website pages.
  3. Click Edit Page Info to modify a specific page.

Enable email chat transcripts

Let visitors receive their chat conversation in their inbox.

  1. Go to Settings > Brands > Your Brand > Configurations.
  2. Scroll to Email chat transcripts and toggle it on.
  3. Click Save.

Allow visitors to view old conversations

  1. Go to Settings > Brands > Your Brand > Configurations.
  2. Scroll to View old conversations and enable it.
  3. Click Save.

Enable emojis in replies

  1. In Settings > Brands > Your Brand > Configurations, scroll to Use emojis in replies.
  2. Toggle it on and save.

Enable file sharing

Let visitors share documents, images and other files during chat.

  1. Find Share Files in Settings > Brands > Your Brand > Configurations.
  2. Toggle it on and save.

Enable screen sharing

  1. Scroll to Share screens in the same configurations area.
  2. Turn it on and save.

Record calls and screen share sessions

Useful for quality checks or training.

  1. Under recording preferences, choose Only audio calls, Audio calls and screen shares, or Don’t record.
  2. Save your choice.

Set call and screen share consent messages

Notify visitors before recording begins by entering consent messages for calls and screen sharing in their respective fields.

Enable voice notes

Let visitors send voice messages during chat by toggling Voice notes on in your brand’s configurations, then saving.

Manage privacy settings and GDPR compliance

To show a GDPR consent banner:

  1. Go to Settings > Brands > Your Brand > Configurations > Privacy.
  2. Toggle Display GDPR consent banner on your website.
  3. For cookie management, choose between self-managed cookies using the Zoho SalesIQ API, or Zoho SalesIQ’s own customisable cookie consent banner.

Google Translate notification

Inform visitors when automatic translation is used, or give them the option to opt out, under Google translation settings.

Notify terms and conditions

Request visitor consent before chat starts by adding a privacy policy link and setting your notification preferences.

Track Do Not Track (DNT) enabled visitors

Decide whether to track visitors who have DNT enabled in their browser, under Track DNT enabled visitors.

Manage channels and features

Control which platforms and chat features are active for your brand by toggling live chat, audio calls, visitor tracking and other features on or off.

Tips

  • Keep your brand information clear and up to date to build visitor trust.
  • Use emojis and file sharing to make chats more engaging and productive.
  • Review your privacy and consent settings regularly to stay compliant.

Frequently asked questions

Can visitors receive a copy of their chat by email?

Yes, enable Email chat transcripts under your brand’s Configurations so visitors get the conversation in their inbox.

Does Zoho SalesIQ support GDPR consent banners?

Yes, you can display a GDPR consent banner and manage cookie consent yourself via the API or use SalesIQ’s own customisable cookie banner.

Need help?

Need help configuring your chat window in Zoho SalesIQ? Contact support@thoughtlogik.com or see our Zoho implementation services.

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