Consulting Services
Note:You can use any of SalesIQ's bot-building platforms. However, if you prefer the codeless bot builder, at least 3 plugs are expected.
Integration products ideas - Google Calendar / Acuity / Appointy / Appointlet / Outlook / Zoho Calander / Any scheduling software (except the Zoho Bookings).
- Book an appointment 1. Display the type of appointment/service you're providing using a carousel card.
2. Get the visitor's name, email, phone, and preferred date.
3. Verify the visitor's phone number by OTP.
4. Fetch the available time slots for the selected date from a third-party service and display it to the visitors.
5. Allow visitors to pick the preferred time slots.
6. Schedule an appointment/booking in the third-party service.
7. After successful booking, email the visitor with booking details.
- Update/reschedule an appointment 1. Get the visitor's email and fetch all the appointments from the third-party service.
2. Then display only the upcoming appointment as an option.
3. Once the visitor selects an appointment, give the option to change the date and time (according to the agent availability in the third-party service)
- Brownie points - On the book an appointment suggestion, once the visitor selects the available time, make an option in the bot to receive payments.
- Using Outh 2.0 authentication while performing third-party integration.
eCommerce
Build a chatbot exclusively for the eCommerce industry. Provide suggestions like deals of the day, I want to buy, and track my order. Take any third-party commerce application for all these tasks, learn the basics of it, and use it for building the bot.
Note: You can use any of SalesIQ's bot-building platforms. However, if you prefer the codeless bot builder, at least 3 plugs are expected.
Integration product ideas - Shopify / WooCommerce / Ecwid / BigCommerce / BigCommerce / Magento (except the Zoho Commerce).
- Deals of the day 1. Fetch offered deals products from the third-party commerce service.
2. Display those products in a carousel card with follow-up action "Buy now" or "Add to cart" options.
3. Upon clicking "Buy now," schedule an order in the third-party commerce service by getting the name, email, phone, quantity, and location.
3. After successfully placing the order, email the visitor with order details.
4. Upon clicking on "Add to cart," add the product to their cart.
- I want to buy
(Take two categories, e.g., clothing, electronics)
1. Get the visitor preferences, like the category and budget.
2. Then, suggest products based on it with a carousel card with follow-up action "Buy now" or "Add to cart" options.
3. Upon clicking "Buy now," schedule an order in the third-party commerce service by getting the name, email, phone, quantity, and location.
3. After successfully placing the order, email the visitor with order details. 4. Upon clicking on "Add to cart," add the product to their cart.
- Track my order
1. Get the visitor email and fetch the "Shipped" orders.
2. Display the orders in an option list, and when an order is selected,
3. Fetch the order details and display them to the visitors.
- Brownie points
- On the book an appointment suggestion, once the visitor selects the available time, make an option in the bot to receive payments.
- Verifying the phone number with OTP
- Using Outh 2.0 authentication while performing third-party integration.
Customer Support
Build a chatbot exclusively for the tour and travel Industry. Provide suggestions like featured package, find a package, and my packages. Take any CRM, sheets, or third-party application for all these tasks.
Note: You can use any of SalesIQ's bot-building platforms. However, if you prefer the codeless bot builder, at least 3 plugs are expected.
Integration products ideas - Any CRM/ sheets.
- Featured package 1. Fetch the featured package from the third-party app.
2. Display packages in a carousel card with a follow-up action of "Get details."
3. Upon clicking "Get details," get the visitor's name, email, and phone number and create a lead in CRM (name, email, and along with the choice of featured package they've selected)
4. Then, give complete information about a package, itinerary, no. of days, budget, and more.
- Find a package 1. Get the visitor preference, like the location, budget, and days, and suggest a package based on it.
2. Display packages in a carousel card with a follow-up action of "Get details."
3. Upon clicking "Get details," get the visitor's name and email and create a lead in CRM (name, email, and along with the choice of featured package they've selected)
4. Then, give complete information about a package, itinerary, no. of days, budget, and more.
5. Give the option to "Proceed to book" upon clicking it, generate an invoice, and send it via email or get instant payments (any payment gateway or service).
- My packages 1. Get the visitor's email and fetch the previously booked packages, with the follow-up action as "Feedback" and "Book again" options.
2. Upon clicking on feedback, get the feedback from the visitor and update it in the CRM/sheet.
3. Upon clicking "Book again," generate an invoice and send it via email or get instant payments (any payment gateway or service).
- Brownie points - Verifying the phone number with OTP
- Using Outh 2.0 authentication while performing third-party integration.
Human Resource (HR)
Build a chatbot exclusively for HR purposes. Provide suggestions like apply for jobs, find a job, and my jobs. Take any HR third-party application for all these tasks, learn the basics of it, and use it for building the bot.
Note: You can use any of SalesIQ's bot-building platforms. However, if you prefer the codeless bot builder, at least 3 plugs are expected.
Integration product ideas - Zoho Recruit / Bullhorn / Workable / Jobdiva / Ceipal / JazzHR / Vincere / iCIMS / JobAdder or any preferred HR software.
- Apply for jobs 1. Fetch the jobs from the third-party application.
2. Display jobs in a carousel card with a follow-up action of "Apply" and "Get details" options.
3. Upon clicking "Apply," get the visitor's name, email, phone, resume, and other required information and push this info to the third-party application.
4. Verify the phone number with OTP.
3. Upon clicking "Get details," give the complete job profile responsibilities and "Apply" as a follow-up option. When clicking on "Apply," refer to the point number 3.
- Find a job 1. Get the visitor's experience level, skills, salary expectations, and other necessary information and fetch a list of jobs matching.
2. Display jobs in a carousel card with a follow-up action of "Apply" and "Get details" options.
3. Upon clicking "Apply," get the visitor's name, email, phone, resume, and other required information and push this info to the third-party application.
4. Verify the phone number with OTP.
5. Upon clicking "Get details," give the complete job profile responsibilities and "Apply" as a follow-up option. When clicking on "Apply," refer to the point number 3.
- My job 1. Get the visitor's email and fetch all the jobs the visitor had enrolled in previously.
2. Display the job in an option list.
3. Upon clicking one, fetch the job details and its status. If any upcoming events are scheduled, fetch it as well. For example, if an interview is scheduled, fetch that information.
4. Then, give this information to the visitor.
- Brownie points - When checking the job status, if the status is rejected, fetch a list of related job and display it to the visitor along with "Get Details" and "Apply" options.
- Using Outh 2.0 authentication while performing third-party integration.
Entertainmentt
Build a chatbot exclusively for entertainment. Provide suggestions like "Suggest something", "Book an event", and one suggestion of your own. Take any third-party application for all these tasks, learn the basics of it, and use it for building the bot.
Note: You can use any of SalesIQ's bot-building platforms. However, if you prefer the codeless bot builder, at least 3 plugs are expected.
Integration product ideas - Any third-party service.
- Suggest something 1. Give these options, "Movies," "Books," "Games", "Food" and more.
2. When the visitor clicks on one, gets a basic preference and provides suggestions based on it. For example, if the visitor selects "Movies", get their preferred, genre, IMDB rating, year, and suggestion of a movie. Fetch data from the third-party application.
- Book an event 1. Give these options, "Movies," "Talkshow," "Concerts" "Find events" and more.
2. Based on the suggestion, take action by fetching data from the third-party application. For example, if the visitor selects "Movies", fetch the running movies, display them in a carousel card, and follow-up actions to book a movie or "Talkshow," or "Concerts".
3. Upon clicking "Find events," get the visitor's location and suggest a place near to it.
- Brownie points - Make the third suggestion more interesting. The more creative the more points you'd get.
- Outh 2.0 authentication while performing third-party integration.
CRM
Imagine you're engaging with a lead/prospect or a customer. You want to create a lead or contact or add deals or update records about this leads. So, you would navigate to the CRM software your organization is using and update the records there. Build a widget exclusively for this purpose to get rid of going to CRM and updating records. Take any CRM for all these tasks, learn the basics of it, and use it to build the widget.
Note: You can use any of the widget building platforms and third-party integration is mandatory.
Integration product ideas - Odoo / Microsoft Dynamics / Hubspot / Creatio / (any CRM of your choice except Zoho CRM/Salesforce).
1. Based on the email address, fetch the information from CRM and display it in the widget.
2. If the visitor is a lead, allow the operator to convert as contact,
3. Option for the Add deals, update existing records.
For reference, take look at SalesIQ's inbuilt Zoho CRM and Salesforce integrations.Project Management
Imagine you're engaging with a customer. You want to create a issue/task in a project management tool. So, you would navigate to the product and update the records there. Build a widget exclusively for this purpose to get rid of going to project management tool and updating records. Take any project management tool for all these tasks, learn the basics of it, and use it for building the widget.
Note: You can use any of the widget building platforms and third-party integration is mandatory.
Integration product ideas - Zoho Projects / Jira / Monday.com /ClickUp /Microsoft Project /Wrike /Trello /Team Gantt /Asana /ProofHub /Smartsheet / (any project management tool of your choice).
1. Bugs/tasks can be filed in Zoho Projects by operator from the widgets.
2. Based on the email address, fetch all the list of all respective bugs and tasks.
3. Allow to update existing tasks.
Zoho Cliq
Cliq can be used as a collaboration tool for agents to discuss about a conversation. A channel in Cliq for each conversation in SalesIQ can be created on demand from SalesIQ from Custom widget. The widget can show the channel details with the link to the channel if exists for the conversation.
eCommerce Widget
Imagine you're providing support for your customers, they are asking you questions. To get answers, you're navigating to the commerce software your organization is using and solving the customer question. Build a widget exclusively for the eCommerce industry to get rid of going to other apps and getting answers to resolve customer issues. Take one third-party commerce application for all these tasks, learn the basics of it, and use it for building the widget.
Note: You can use any of the widget building platforms and third-party integration is mandatory.
Integration product ideas - Shopify / WooCommerce / Ecwid / BigCommerce / BigCommerce / Magento (except Zoho Commerce).
1. Based on the visitor email, fetch the order history and list.
2. When clicking on one, fetch the order details and display it.
3. Provide an option to cancel the order and Return the order based on the order status. For example, if the order is shipped, give the "Cancel order" option and if the order is delivered, give the "Return order" option.
4. If there are any coupons available for this specific user, display them as well.