Your bot just got smarter: AI-Powered routing that reads between the lines

Your bot just got smarter: AI-Powered routing that reads between the lines

What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving?

Most bots can't. They deliver the same response to everyone, missing the nuance that separates a casual question from an urgent problem or a buying signal.

But here's what's possible now: With AI that understands sentiment, intent, and context, your bot can actually recognize what each customer needs in real-time. Upset customers get immediate attention. Ready-to-buy visitors get routed to sales reps. Explorers get guided through their options without friction.

Enter Criteria router + AI filters

If you’re using SalesIQ’s Criteria router card in the Codeless bot builder, you already know the potential of routing chats based on conditions you define. Now, we’ve made it smarter with AI Filters - Sentiment, Intent, and Topic.
  1. Sentiment: Understands the tone of the visitor (positive, negative, neutral). You can split the conversation based on the sentiment. Example: If a visitor sounds frustrated, their sentiment is marked negative, you can route them directly to experienced agents.
  2. Intent: Detects the purpose of the conversation (like cancellation, purchase, or scheduling). You can mention the intent and split the chat that matches your intent. Example: If someone says, “I’m not happy with my order”, the intent could be cancellation, you can trigger a survey or escalation.
  3. Topic: Here you can define topics like, iPhone in ecommerce, 2bhk flat in Chicago for real estate, basically nouns. If the bot finds these topics, it will route accordingly. 
IdeaWebinar alert: Want to see more examples and deep-dive into use cases? Check out our AI-Powered engagement with SalesIQ webinar, where we covered all the new AI-based solutions in SalesIQ, including Criteria Router and AI Filters.


Info
AI Filters are multilingual and are available only on the Enterprise plan.

Let’s look at a few use cases across industries:

1. E-commerce: A customer types, “My package arrived broken. I want a refund.”
  1. Sentiment: Negative
  2. Intent: Cancellation/Return
Route this chat straight to your experienced support agents, skipping the bot’s small talk.



2. Real Estate: A visitor says, “Looking for a flat in Chicago near the lake.”
  1. Topic: Flat, Chicago
  2. Intent: Search 
Instantly connect them with the right sales rep covering that location, instead of bouncing them around.



3. IT / Tech Support: Someone writes, “The app keeps crashing whenever I try to upload a file.”
  1. Sentiment: Negative
  2. Intent: Technical Issue
  3. Topic : App
Route to your technical app support team, not the general help queue.


Implementation tips:

1. Use context variables: AI filters works only with bot context variables. Make sure to:
  1. Use the text input card to capture customer messages
  2. Enable "Save in bot context"
  3. Give a variable name
  4. Use the same in your Criteria router card
2. Prioritize your rules: When multiple rules match, the first one wins. Structure your rules by priority: Example:
  1. Rule 1: Sentiment: Negative + Intent: Cancellation
  2. Rule 2: Sentiment: Negative + Topic: App issues
If a customer says "The app is crashing again, I want to cancel," both rules technically match, but Rule 1 triggers because it's listed first.

Get started today

AI Filters are live in your Criteria Router.

With this, your bot is no longer just a gatekeeper, it’s a smart filter. It understands urgency, emotion, and intent, and directs conversations to the right place, faster. That means happier customers, less frustration, and more chances to convert. 

Set up your rules, test a few conversations, and watch how much smoother your chat flow becomes and let us know if how it works.

    • Recent Topics

    • Option to block bookings from specific email address or ip adresss in zoho booking

      Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
    • Feature Request: Email Templates for notifications accross all services

      Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
    • Approval-based booking with Zoho Creator and Zoho Bookings

      Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
    • Member Accounts in Related List

      Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
    • I Want migarte all invoice details to zoho sheets

      I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
    • were can i find my invoices i need this for my accountant

      were can i find my invoices i need this for my accountant, how can i get id direct to my email?
    • ONLY email field not populating Writer fillable document (randomly)

      I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,
    • My number is marked as spam

      Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.
    • Personnalisation des paramètres dans Zoho Mail

      Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines
    • How To Save Data Into Zoho CRM Sandbox

      Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
    • Question about retrieving unsubscribed contacts (outside of lists) via API

      Hello, I am currently using Zoho Marketing Automation and would like to integrate it with our company’s core system. For this purpose, I am exploring the API options available to retrieve contact information. Specifically, I would like to know if there
    • Getting “mandatory field missing: Service_Line_Items” When Creating Work Order via Zoho Flow Deluge

      Hi Team, I’m trying to create a Work Order in Zoho FSM with only a Service Line Item (no Parts). However, I keep getting this error: Work Order Response: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Service_Line_Items"},"message":"required field
    • How to customize the colors of the Client Portal login screen and add the company logo?

      As title, how to customize the colors of the Client Portal login screen and add the company logo?
    • Daily updates/fixes and how to see what was changed?

      When I receive the notification that zoho was updated and I need to refresh it. How can I see what was changed or fixed? Sometimes they change things that effect my books and I need to know what they did. For example over this past weekend something was
    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,
    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I
    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.
    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.
    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”
    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with
    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced
    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited
    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler
    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated
    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?
    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial
    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.
    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears
    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.
    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value
    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some
    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive
    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to
    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.
    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great
    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current
    • Next Page