Turn chat conversations into real action with Integration Blocks in Guided Conversations

Turn chat conversations into real action with Integration Blocks in Guided Conversations


When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving.

A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does exactly what it was designed to do: It asks the right questions. It captures the right inputs.

Then nothing happens.

From the builder’s point of view, the flow is complete, and from the customer’s point of view, it feels unfinished. This gap is where most frustration comes from.

Why progress matters more than answers   

Customers rarely start a chat because they want information alone. They want momentum. They want to know that what they just shared led to something real: a request logged, a record updated, or a confirmation sent.

If the conversation ends without that signal, customers assume they will have to explain everything again somewhere else. Guided Conversations need to close that gap.
 

How  Integration Blocks maintain the flow   

Integration Blocks are not about adding more automation. They are about preventing dead ends.

An Integration Block connects a point in the conversation to an action in another system. While the chat continues, work is already happening in the background.

This is the moment where a conversation becomes operational.

A practical example from day-to-day support   

Consider a simple flow for reporting a billing issue:
  1. The customer shares their email address and describes the problem.
  2. The bot acknowledges it and ends the chat.
Technically, this is correct. Emotionally, it feels risky.

Now compare that with the same flow using a Desk Integration Block:
  1. As soon as the customer submits their details, a lead or ticket is created in Zoho Desk.
  2. A ticket reference number is generated, giving the customer immediate confirmation that their request is being tracked
  3. The customer receives a confirmation and may later get a follow-up from the team for an issue resolution.
The chat did not just listen, it acted. The customer feels the difference because progress is visible, even if the backend work is hidden.
 

The role of confirmation in reducing anxiety   

Even when an action is taken, customers still look for reassurance. Did their request actually go through?

This is where the Email Integration Block fits naturally into the flow.

A short email sent at the right moment changes how the entire conversation is. This is where an Email Integration Block fits naturally. A short, well-timed email changes how the conversation is perceived:
  1. The system has not just captured the issue, it's already working on it.
  2. Customers feel confident that the next steps are already in motion.
You don't need to send any long emails; the point is just to close the loop.
 

Designing for handoff, not escalation   

Some conversations end with automation; others end with a person. A common mistake is treating agent handoff as a fallback.

A better approach: make handoff intentional. Using Zia Context Blocks, you can summarize the conversation so far, then transfer it to an agent seamlessly.

Integration Blocks allow the context, actions, and confirmations to travel forward. The agent starts where the bot left off, not from scratch. Customers experience continuity, not repetition.
 

Thinking in outcomes, not blocks   

It is easy to think about Guided Conversations as a sequence of blocks: a question block, a choice block, an integration block.

Customers do not experience blocks. They need to see results.
  1. Was my issue captured?
  2. Was something sent to me?
  3. Does someone know about this now?
Integration Blocks help you design for those outcomes.

The quiet success of a good conversation   

When Guided Conversations work well, customers do not notice the flow. They leave without reopening the chat. They don't need to send any follow-up emails or repeat the story to another team.

From the outside, nothing dramatic happened.

But the conversation never stalled, and that is often the difference between a chat that looks complete and one that actually feels that way to a customer.

So let me ask you:

Where do your Guided Conversations usually stop moving?
Have Integration Blocks helped turn chats into real action?
What worked, and what didn’t?

Share your thoughts below. Let’s talk.
 
Prabin | Zoho Desk

    • Topic Participants

    • Raj R

    • Sticky Posts

    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
    • WhatsApp pricing changes: Pay per message starting July 1, 2025

      Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
    • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

      Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
    • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

      Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
    • Zoho Desk Cheat Sheet For The Year-End

      Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
    • Recent Topics

    • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

      Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,
    • Kaizen #57 - Mass Update API in Zoho CRM

      Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status
    • Getting Attachments in Zoho Desk via API

      Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
    • Pincode based Product Restriction

      we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products
    • Related Lists filter

      I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
    • Standalone custom function not generating logs

      Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
    • Creator HTML page refresh

      Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
    • Zoho Desk - Custom Module Related List Columns on Tickets

      I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
    • What is your opinion of the new UI?

      Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
    • What are the OAuth scopes needed to access the Zoho MCP server?

      I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
    • "Temporary Error" in Zoho CRM Data Source sync

      I edited my setup for the Zoho CRM to Zoho Analytics Data Source Import configuration to add some new fields. After I saved the changes, I clicked the (Sync Now) link. After a few minutes I got a Sync failure error. The only reason given is "A temporary
    • cant upload images in signature- urgent help needed. ta!

      HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong..  an urgent reply will be appreciated,  Ta
    • Account blocked for IMAP use

      Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
    • Is SMTP included in the free plan?

      My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
    • Zoho mail issue.

      I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
    • My email is blocked from sending

      I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
    • cannot recieve or send emails

      we are not recieving or cannot send emails.Shows sysytem error
    • Zoho Sites - contact us form

      I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
    • switching from POP3 to IMAPI do I need to change settings in Web email?

      hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
    • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

      My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
    • Collections Management: #5 Convenience on Offer, using Self-Checkout

      "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
    • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

      Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
    • How to update custom multi-user field in Zoho Projects?

      I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
    • Tip of the Week #75– Manage your social media messages from a single shared inbox.

      Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
    • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

      The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
    • Using files from Zoho CRM in Gemini/ChatGPT/Claude

      Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
    • Zoho Analytics & Zoho Creator - Modified Time value

      I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
    • Portal For Different Apps

      I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
    • Calls undetected

      Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
    • Unable to Select Authenticated Domain as Sender

      We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?
    • Zoho Projects - Show Task List as dropdown field on Task records

      Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
    • My followed tickets extension is not working under the All departments view

      Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
    • Ticket Time Entry to Timesheet

      The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
    • Calls undetected.

      The call is not showing on the call log.
    • Calls undetected

      Zoho is not reading calls made.
    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
    • Next Page