Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Bot building with minimal or no coding is the need of the hour. So, we at Zoho SalesIQ, are here, introducing our Codeless Bot platform. With this platform, you can create chatbots in minutes without a line of code. The platform uses blocks to collect pieces of information from the visitor, sends personalized messages, and performs actions based on their needs.

Highlights of the Codeless bot:

  • Rule-based chatbots:  It is a code-free, rule-based chatbot builder in SalesIQ that can help you create a conversational bot just by designing a flowchart. The platform works on the basis of predefined inputs and keywords. All instructions for the bot are pre-coded by developers so that the bot can act and respond accordingly. The bot questions the visitor, provides response suggestions and when the visitor responds, it analyses the intents in the response and replies contextually. 
  • Easy management : You can build and make changes to the bot flow anytime without any complexity. 
How it can ease the bot building experience?:

  • No-code experience: This platform will only require you to build a flow chart based on your requirements for the bot and requires absolutely no code. Once the flow is done, SalesIQ will build the bot for you.
  • Drag and drop interface: The builder has a simple drag and drop interface wherein you have to drag elements from the right side of the builder and drop them in the cardholder.
  • Quick and efficient : Once the flow chart is complete with no open links, you can publish the bot then and there and it will be fully ready to assist website visitors.

CODELESS BOT TERMS:

Let's look at some important terms that are used inside the codeless bot platform.

  1. Card: They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. 
  2. Cardholder: Click or drag and drop the block to the cardholder to add as a card in the bot's flow.
  3. Block: Drag and drop blocks from the block gallery to the board to add them as cards.
  4. Connected link: They are the defined connections. Once executed, the flow will move on to the next card.   
  5. Open link: They are undefined connections. You can add cards to the open links to continue the flow.
  6. Link tag: Links tag is used to denote the rules or other conditions of the link.
  7. Preview: This option lets you preview the working of the bot as you make changes.


HOW TO SET UP THE CODELESS BOT?
  • Navigate to Settings > Bot > Zobot.
  • Inside the Zobot dashboard, click Add.
  • Give your bot a name and choose the platform - Codeless bot builder. Click Next.
  • Then, add a description, choose a brand and click Next.
  • Choose the bot audience. 
  • Then, choose when the bot must initiate a chat with a website visitor.
  • Set the bot response interval.
  • Following this, set up chat inactivity rules.
  • If you want to let, your visitors connect to human agents, enable the Allow Handoff option. Finally, click Create.
  • Once the bot is created, you will be redirected to the codeless bot builder page, where you can design flow-based conversations using blocks that appear on clicking cardholder (+).

Benefits of using a chatbot: 

  • Save more with chatbots: There is always a huge upfront cost involved with respect to hiring operators for a business. You can cut down on these costs and deploy chatbots on your website to assist visitors.   
  • Swift bot building: The no-code chatbot platforms make your bot building quicker and more efficient. With most of the development done for you, these platforms only require your development team to focus on features that enhance the effectiveness of the bots and not on first-level features.
  • Automation of repetitive tasks: Zobots eliminate the need for operators to do the same work again and again over time. They help automate tasks which are to be frequently done and at the right time.This can help you save time and increase productivity, while also avoiding errors.
  • Stronger security: Another most important aspect of chatbot deployment is security. You need to have strongly coded bots to make sure your business is not vulnerable to any kind of attacks. With the Codeless bot, you can be least worried about the security of your business and the website.
To learn how to build a codeless bot for your business, click here.



    • Recent Topics

    • IMAP Block

      My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.

    • "DKIM not configured"

      Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?

    • Zoho mail with custom domain not receiving email

      i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

    • Waterfall Chart

      Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

    • Issue with Importing Notes against Leads

      Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • Option to Hide Project Overview for Client Profiles

      In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

    • Creator Add Records through API - Workflows not triggered ?

      Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

    • Important Update: Changes to Google Translate Support in Zoho SalesIQ

      We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation

    • Zoho CRM Community Digest - July P1 | 2025

      Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build

    • What’s New in Zoho Expense (April – July 2025)

      Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling

    • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

      You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

    • Undo Command in Notebook

      It would be handy to have an Undo in the row of icons at the bottom of the notes.

    • Narrative 9: GC—Meaningful conversations that benefit your customers

      Behind the scenes of a successful ticketing system - BTS Series Narrative 9: GC—Meaningful conversations that benefit your customers Customers often seek immediate solutions, which is why self-service options are essential. Guided Conversations provides

    • FSM App Oddity

      We recently rolled out FSM to our technicians, and only one technician is having an issue. He's using an iPhone with iOS 18.6 installed. When he goes to service appointments using the calendar icon at the bottom of the app, he gets a list view only. Typically,

    • Cliq Not Working !

      Zoho Cliq has been experiencing connectivity issues since this morning. The app is unable to establish a connection with the server.

    • Injecting CSS into ZML pages

      Is there a way to inject CSS into ZML pages? Use case: 1. Dashboard displays 'Recent Activities' card displaying a list of newly added records 2. Each item in list links to the record onClick 3. When a user points the cursor over an item in the list,

    • Power of Automation :: Automated Weekly Notifications for Unapproved Timesheets

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Extracting Data from Sitelink APIs

      Hi All, I'm working to pull data on Sitelink using API calls but i can't seem to extract it. If you click expand, you will see it has a lot of data in it. I tried extracting from the map but it's not giving me anything. Is there a workaround on this or

    • Export a list of fields for all modules in a spreadsheet with specific field data

      Many of my clients are using spreadsheets to create lists of fields for all modules when starting a new implementation or when updating an existing setup. This is a useful process but also a very time consuming one. It would be good a list of fields could

    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM

    • 【Zoho Backstage】2025年7月のアップデート紹介

      本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - July 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを3点抜粋して、ご紹介します。 目次 1.参加可否の確認：RSVP 2.証明書作成ツール：Certificate Builder 3.登録の承認 ：Registration Approval 1.参加可否の確認：RSVP

    • Can we have Backorder Management ?

      Can we have Backorder Management ?

    • Display a field of an Account on the Ticket view

      Hi there, We would like to display of the Account of the user submitting a ticket on the ticket view. See for example: How can this be achieved? It doesn't really matter where it will be placed as long as it is shown there. Thanks, Snir

    • Insurance Agencies

      I am reaching out to see if anyone has any experience in the Insurance Agency world with using Zoho exclusively for the CRM and commissions side of things. Lots of strong features like drip campaigns, meeting, calendars, emails, can all be found in here.

    • Problem with Egyptian internet ISP

      Dears,  We have problem with our ADSL internet SP, That your site not working with. So, we contact them and they asking us to contact you to solve this problem.  The problem that when we are connecting to Tedata ADSL your website not working (Business Email).  BR,, Mohamed Omar 

    • Mail Not Showing In Inbox or Sent Box

      Hi, there are mails that are not displaying in both my inbox and sent box. I just tried the iPad app and it is the same but there is a blank field where a mail should be and it refers to a server error. Please fix this.

    • Marketing Automation List Entry Criteria is no longer an option

      For a couple of years now we have used the "List Entry Criteria" option to filter our Journey recipient list. All of a suddent the option no longer exists for New Lists and I can only delete the option from existing lists but can no longer edit it. Anyone

    • GCLID arrives not in CRM with iframe integrated ZOHO Form

      Hello amazing community, I enabled Adwords integration in ZOHO CRM. I have a ZOHO Form integrated in a wordpress. I tested iframe and Javascript. I enabled the "handover" GCLID in the ZOHO Form. When I add a GLID with http://www.example.com/?gclid=TeSter-123.

    • Bidirectional sync between Zoho Bookings and Zoho CRM - Part 1

      Hey, community members! The default integration between Zoho CRM and Zoho Bookings is unidirectional, which means that any appointments booked, rescheduled, or deleted in Zoho Bookings will be reflected in Zoho CRM. However, any modifications made to

    • Is it possible to edit placeholder text?

      In the master slides I want to make sure my templates have more meaning for the users and want to replace the standard placeholder text with something more instructional. Instead of "Click to edit Mast subtitle styles" I want to have "Click to enter reporting

    • Delay function execute

      I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

    • How to allow download of a file AFTER information is collected?

      I can't find this anywhere. Can someone help with what seems to be a pretty basic web function today? - File is stored in Workdrive - Prospect goes to a URL where the file is located - System requests prospect to enter "Name" and "Email" - An email is

    • Add Baseline methods to API

      There are no API methods for creating or querying baselines,  Use case: Customer is notified of the current project start date according to plan via another product/integration. We would like to auto create a baseline (Automated via API) at the point

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Fixed Assets beg balance

      Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Feature announcement: AI-powered document generator in Zoho Sign

      Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

    • Next Page