Ability to Reset Visitor Fields During an Active Chat Flow

Ability to Reset Visitor Fields During an Active Chat Flow

Hello Zoho SalesIQ Team,

We hope you are doing well.

We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows.

Use Case:

Our bot asks the visitor to provide information about a 3rd person (e.g., email, phone number, or both). This data is stored in visitor fields and then passed to our backend system for a search.

Example flow:

  1. Visitor provides email + phone.

  2. System searches → no match found.

  3. Visitor decides to try again with only email (or only phone).

Current Limitation:

At present, the previously stored visitor field values are retained and automatically included in subsequent searches.

  • Example: Visitor first enters abc@domain.com + 0500000000.

  • Search fails.

  • Visitor retries with only deg@domain.com.

  • The bot still passes deg@domain.com + 0500000000 (the old phone number), leading to incorrect results.

This behavior prevents us from handling alternative search flows (email-only, phone-only, or both) within the same ongoing chat session.

Proposed Enhancement:

Add a way to reset or clear specific visitor fields within the same chat flow before continuing.

  • Clear or overwrite visitor field values.

  • Ensure that when a field is reset, only the newly provided values are used in the next step of the conversation.

  • This reset should be possible without ending the chat session.

Benefits:

  • Enables flexible and accurate search flows within the same conversation.

  • Prevents unintended mixing of old and new data.

  • Improves reliability of integrations where visitor field data is used dynamically.

We believe this feature will greatly improve the usability of Zobot for scenarios where the visitor is asked to try multiple input combinations within one conversation.

Thank you for considering this enhancement, and we look forward to your feedback.

Best regards,
Ram

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