SalesIQ: See Who Is on Your Site and Talk to Them
A walkthrough of the SalesIQ app: see live visitors on your site, chat with canned replies, enrich leads, prospect from a description, and approve outreach.
Yantra Team3 min read
On this page
Someone is reading your pricing page right now. SalesIQ shows you who, lets you answer when they start a chat, and turns the promising ones into leads you can follow up.
Open it
Pick SalesIQ in the apps launcher, or open /c/<chat-id>/salesiq. SalesIQ owns the chat while it is open, so the Sales IQ agent sits beside the console. The rail on the left holds the lanes: Live view, Chats, Visitors, Prospecting, Outbound, Calls, Reports, Canned replies, Answer Hub, UAQs and Teams.
Today Visitors, Chats, Canned replies, Prospecting, Outbound and Teams have their own screens. The other lanes open with a note saying they are not wired up yet, so you always know where you stand.
Visitors
Visitors fills in once the tracking widget is embedded on your site. Each row shows the visitor, their status, the Current page, Location, Browser, how many visits and chats they have had, and when they were Last seen. Convert to lead moves someone worth following up into your lead list.
No widget yet? Simulate visit adds a demo visitor so you can try the whole flow end to end.
Chats
Chats is the inbox for conversations started from your site. Pick a conversation, read it, and reply. Type a shortcut such as /welcome in the reply box to expand a canned reply. Close chat when you are done. Simulate incoming chat drops in a test question so you can rehearse the operator flow.
Canned replies
Canned replies stores the answers you give every day. New reply takes a Shortcut, a Title and the reply content, and the list shows how often each one has been Used.
Leads
The Leads tab under Visitors lists everyone you are working, filterable by brand and by criteria. Pick a lead to see their email, phone, source, Lead score and Stage, a short Why this fits, and company details such as domain and tech. Email addresses carry a check: Deliverable, Risky, Undeliverable or Unchecked. Sources shows where every value came from, and anything the agent looked for and could not find is marked as not found rather than guessed. Running ads flags companies currently advertising, a budget and intent signal.
Prospecting
Describe who you want to reach in plain words, for example "Series A-C SaaS companies, 20-200 people, US, VP Sales or Head of Growth", and press Find prospects. The agent builds a list for you to review. Tick the rows you want and import them as leads. Nothing becomes a lead until you do.
Outbound
Ask the assistant to draft a sequence for a lead or a stage, and the drafts land in Outbound under Awaiting review. Read each step, then Approve or Reject it. The agent never sends anything on its own, and it refuses to send to an address that failed verification. LinkedIn steps are copy-only: you paste them yourself.
From chat
The Sales IQ agent can forecast the quarter, flag deals at risk, mine win-loss insights, coach your next call and summarize territories:
- "Who's browsing my site right now?"
- "Open the live chat inbox, a visitor is waiting."
- "Set up a canned reply for pricing questions."
- "Review the pipeline for deals at risk and tell me why."
- "Find 20 VP Sales contacts at Series A-C SaaS companies with 20-200 employees in the US."
What it is not
- Managing customer records, accounts and the deals pipeline: CRM.
- Bulk email newsletters: Mail Campaigns.
- Texting customers: SMS Campaigns.