Selected work on Zoho SalesIQ
<OperatorConsole />Case study 03 / 08

Operator Console

Agents juggle many chats at once. I redesigned the SalesIQ operator console so the queue, the conversation and everything about the visitor sit in one calm view.


Role
Product design, console redesign
Platform
Web
Period
2024 – now · Senior Visual Designer
Built with
Figma, Design system
Console Sample data
AvailableAR
Chats +
Mine
Active 24
Missed 3
Closed 118
Team
Active 62
Missed 7
Unassigned 4
Bots
Bot active 15
My active Newest
All 24Waiting 3VIP 2
PS
Priya Sharma now
Can you send the link?
Pricing
AK
Arjun Kumar 2m
Thanks, that worked!
ML
Maya Lee 5m
Can I change my order?
Orders
DR
Dev Rao 8m
Waiting for an operator
Waiting
NT
Nila T. 12m
Is there a student plan?
Priya Sharma
TagBig deal+
CallTransfer
Today · 10:10 AM
Hi, is there a yearly plan for a team of 12?
Yes! Yearly billing saves you about two months.
Great, can you send me the link?
Private noteLooks like an upgrade. Loop in sales after this.
Priya is typing…
ReplyNotes
Type “/” for canned replies
BI⌘☺⎘
Close Send
PS
Priya SharmaBengaluru, India
priya@example.com+91 98000 00000
SupportEnterpriseVIP
Lead score482
Opportunity84%
TypeReturning
Current page/pricing
Visits6
Zoho CRM
Lead · QualifiedOwner: Arun
Zoho Desk
Recent chats
Notes

Recreated with sample content for this case study. Not a production screenshot.

Note

This work was done under a non-disclosure agreement with Zoho. Screens are recreated with sample data, and internal metrics, customer details and unreleased work are left out. Happy to go deeper in a conversation.

01

Four zones, read left to right

Where to look, what to pick up, the chat itself, and who you are talking to.

01 Navigate

Folders

Chats grouped into folders with live counts.

02 Queue

Conversations

Who is waiting, the last line, and how long ago.

03 Conversation

The chat

Messages, tags, and a composer with replies and notes.

04 Context

The visitor

Contact, lead details, history and connected apps.

02

Every queue, counted

Mine, the team’s, the bots’, and the ones that need a second look. Each folder shows how many are waiting.

Mine
Active24
Missed3
Closed118
Team
Active62
Missed7
Unassigned missed4
Bots
Bot active15
Bot closed340
Review
Re-opened2
Monitoring6
Spammers9
Sample counts
03

Who has room?

Each operator shows their load, like 7 / 10, so it is easy to see who can take the next chat.

Operators
ARArun
07 / 10
MEMeera
05 / 10
KAKarthik
09 / 10
SASana
03 / 10
At a glance

Karthik is nearly full. Sana has room.

One number per person instead of opening each profile.

Sample operators
04

Reply, note, close

The composer keeps the next action in reach: a reply, a private note, or a canned answer with a single slash.

BIUS“”⌘
/refund
/refund-policyOur refund window is 30 days…
/refund-statusI’ve checked your refund…
ReplyNotes
Close
Reply

To the visitor

Formatted messages, attachments, emoji and voice.

Notes

To your team

Private notes that stay inside the conversation.

Slash

Canned replies

Type “/” and pick a saved answer.

Sample content
05

The visitor, without switching tabs

Who they are, how warm the lead is, and their CRM and Desk records, right next to the chat.

PS
Priya SharmaBengaluru, India
SupportEnterpriseVIP
TypeReturning visitor
Lead score482
Opportunity84%
Recent chats
Notes
Zoho CRM
Zoho Desk
01

Identity first

Name, location and contact on top, so the agent knows who they are talking to.

02

Signals as tags

Lead tags, score and opportunity show how important the chat is.

03

Apps fold away

CRM, Desk and history collapse until they are needed.

Sample visitor

Every second spent searching is a second a visitor waits.

So the console puts the next thing an agent needs exactly where they will look for it.

Want to see the full design?

The Figma file is shared on request with a password, or walked through live on a call.

Request access