When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier, not harder.
A well designed Guided Conversation takes away this confusion. At the heart of those flows lies one powerful tool: the Fork Block. When you pair it with a few smart techniques, it can turn a basic bot into a friendly assistant your users trust.
What Fork Blocks actually do
Think of Fork Blocks as your bot’s decision maker. They split the flow into different paths based on conditions.
The bot behaves exactly the way you expect:
- If the customer says X, respond with Y
- If that does not match, check the next thing
- If nothing fits, take them to a helpful fallback
Nothing is guessed; each action is based on your logical configuration.
Example
A customer contacts your support bot on WhatsApp.
The bot asks: “What do you need help with today?”
Options:
- Order related help
- Account help
- Something else
Your Fork Block simply checks what the user tapped or texted and takes them to the correct flow. A Fork Blocks split your flow into different paths based on conditions.
Customer chooses
| Bot should do
|
Order related help
| Bot asks for the order number and shows order status.
|
Account help
| Bot verifies mobile number and shows account options.
|
Something else
| Bot shows a short menu to guide the user.
|
This feels smooth because the bot reacts instantly based on the user’s choice.
Why this matters for your customers
Fork Blocks help you:
- Personalise every step
- Reduce back and forth
- Send users to the right answer faster
- Prevent unnecessary agent escalations
This directly improves resolution rates across channels, WhatsApp, Messenger, Instagram and more.
Advanced techniques
Below are the techniques that can take your Fork Block logic from basic to professional level. The transitions between them are natural, since each one uses Fork Blocks in a different but complementary way.
Fork with IM Variables
When a customer messages your WhatsApp bot, Guided Conversations can use one of their credentials, such as their phone number (
IM Variable), to fetch details from your backend system via a webhook. This equips the bot with key information about the customer, like whether they are on a Gold or Free edition, without needing to ask.
Your Fork Block then uses this information to personalise the conversation instantly.
Gold customers: "Hi, welcome back. You are on Gold support. Here are your recent tickets."
Free customers: “Hi. Please share your order number so I can help you.”
If customer type isn’t available: “Just to help you better, are you a Gold customer or a Free customer?”
This keeps the conversation smooth and personalised without asking the customer to repeat basic details.
Fork Block with Operation Block
Some decisions depend on numbers. For example, a customer might tell you their quantity and price, and you need to decide what assistance level they should get. Instead of asking customers to calculate things or writing long explanations, let the Operation Block do the math.
Example
- A customer shares quantity and price.
- Operation Block calculates total value.
- Fork Block decides how to assist the customer based on that value.
Total Value
| What your bot offers
|
Above 20,000
| Priority callback
|
5,000 to 20,000
| Connect to a human agent
|
Below 5,000
| Automated
|
Here, the Fork Block evaluates the result of the Operation Block and chooses the best path. This keeps the flow clean and avoids long explanations.
Fork Block with Webhook Block
Sometimes your bot needs to make decisions that depend on information stored outside the Guided Conversation flow. For example, checking a warranty, subscription, customer tier, or order status.
Combining a Fork Block with a webhook is a powerful tool in this situation.
How it works
- The user enters a detail (for example: order ID)
- A webhook sends this to your backend system for a status check
- Your system returns a simple response such as:
- SHIPPED
- OUT_FOR_DELIVERY
- YET_TO_SHIP
- The Fork Block reads this result and decides the next step.
Example
User asks “What’s my order status?” and enters an order number.
- Webhook checks your system.
- Response = OUT_FOR_DELIVERY
- Fork Block routes to “Your order is on the way. Here’s your tracking link.”
- If response = YET_TO_SHIP, the Fork Block routes to “Your order is being prepared. We’ll notify you once it ships.”
This keeps the flow neat and helps customers move faster.
How the three come together to create a smooth, intelligent WhatsApp bot
In real-world WhatsApp flows, these three techniques often work together.
- IM variables help trigger the backend and retrieve user details
- Webhook verifies backend information
- Operation Block calculates values
For example, you can identify the user via their mobile number, calculate the cart value using an Operation Block, and verify their membership tier through a webhook all in one flow.
Best Practices
- Map your branches before building: Sketch your decision paths on paper first
- This prevents confusion when your flow grows; it will be easy to see where each condition leads
- Use specific conditions first and general ones later
- Always include an Else path
Final Thought
Fork Blocks work on every channel supported by Guided Conversations, not just WhatsApp.
When you combine them with Webhooks, Operation Blocks and Session Variables, you create flows that feel structured, reliable and human-aware, without complexity for the user.
Regards,
Prabin | Zoho Desk
Recent Topics
How to add employee and not invite them to log in?
I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,
Any Offline Developing Environements or IDE's for Zoho Creator
Hi there, Is there any offline developing environment for zoho creator like the Eclipse for sales force.com? So that i could make my development faster. Its taking a laot of time to write save and verify the code in Zoho Creator online. Thanks in advance
How is Your eCommerce Experience w/Zoho Inventory?
First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)
I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have
Facturation électronique 2026 - obligation dès le 1er septembre 2026
Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
Zoho Desktop App- Unable to Minimize/Freezes
I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable
Zoho Invoice Zapier Integration
Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.
Conect chat of salesiq with zoho cliq
Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?
Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)
I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
Zobot with Plugs
Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the
Print a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
Training for How can i Operate the Software Features
need to Help for Training of the ZOHO Billing Software
Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow
Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.
VIEW HEADERS PARAMETERS
A function was created in zoho creator. In the microservices “https://creator.zoho.com/userhome/<adminuser>/admindashboard#/microservices”. A custom API was created and associate the function. In the postman I send some data, how can I visualize what
Problem applying batch operation error keeps looping that error
Problem applying batch operation error keeps looping that error an wont login
Shared Email Sending Duplicate Copies of Emails
Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send
merhaba
merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.
Teaminbox not working
We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'
Related lists New option in missing
hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?
Cliq and ToDo integrations?
I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?
Reply-to names are mangled
Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled
I CANT UPGRADE MY FREE ACCOUNT
I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.
Level up your ASO game with tags & categories in store reviews
Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentiment
Including attachments with estimates
How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.
Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an
Restrict employees to take only one day holiday from a multi-day festival holiday
Hi everyone, I have a requirement related to Optional/Festival Holidays in Zoho People. For example, in the month of May there are three optional holiday dates: May 11, May 12, and May 13. Employees can choose one of these days as their optional holiday.
Cannot modify colours in invoice email template
I have tried switching browsers... but I cannot change the (pretty horrible) default colours in the preset email when sending an invoice... the blue banner, red outstanding total and the bright green button... I can change other things but not the colours?
Cannot find zpuid for Zoho Projects user
I'm using the Zoho Projects v3 API to create a task. The task is created successfully, but in order to assign the task owner, the "Create a Task" API also requires the zpuid of the task owner. Unfortunately I cannot find any user-related API calls that
Print a document from Zoho Writer via Zoho Creator
If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer
Allow styling for specific Subform fields in Zoho Creator
Sometimes in forms we need to visually highlight a specific field inside a Subform (for example Sanctioned Amount, Approved Value, Critical Fields, etc.) so that users immediately notice it while entering data. Currently there is no direct UI option to
Placeholder format in Number field does not reflect Max Digits configuration
When the Max Digits (Maximum digits of number) property is set to a smaller value (for example, 2 digits), the placeholder in the input field still displays a 7-digit format (#######). The same behavior can also be observed in Decimal and Currency field
How does SKU work when selling products in parts in Zoho Inventory
Hello everyone, Zoho Inventory does not understand the physical cutting of the piece.. It only tracks quantities of the unit (like feet ). So when you sell part of an item, the system simply reduces quantity for that SKU. Assume that i have a 50 ft long
CRM Cadences - working timesThe Friday afternoon? The next Monday morning? Not at all?
I think I’m writing saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
CRM Cadences - working times
I think I’m right in saying that cadence emails are only sent during the organisations set working hours in CRM. So if a particular email is set to send for example in three days and that lands on a Sunday (when working hours are not operational) when
Push Notification for New Bookings in Zoho Bookings App
when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
Add the same FROM email to multiple department
Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
Zoho Desk View Open Tickets and Open Shared Tickets
Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
Zoho Expense - Bi-Weekly Report Automation
Hi Zoho Expense Team, My feature request is to please include an option to automate creation of reports bi-weekly (every 2 weeks)
How to Fetch data from Sales Order and Insert into Purchase Order with Deluge
Hello, I am wanting to write a Deluge script that would take the shipping address on a Sales Order and upon conversion to a Sales Order automatically insert it into that corresponding PO. I am new to Deluge but understand that it has great capabilities.
Next Page