A Spreadsheet is enough to create and update your QnA bot. Check how!

A Spreadsheet is enough to create and update your QnA bot. Check how!

There is an update on this bot, and it is not available for new implementations. If you have implemented it already, it will work as expected. 
​​​​
Yes, now you can create and update your QnA bot with the help of a spreadsheet. 
We've built a Zobot that can answer FAQs with the help of Google Spreadsheet instead of scripts. Also, we have integrated the Zobot with Dialogflow to respond to other common questions that are not updated in the spreadsheet. 
 
For your benefit we're sharing the logic and scripts for the bot, do give it a try! 
 
Bot Requirements and Integration:   
  • Google Spreadsheet : To store main menu options, FAQs, and new questions that are handled neither in spreadsheet nor Dialogflow
  • Dialogflow  : To handle free-form questions that are not available in spreadsheet 
What does this bot do?
  • This bot will trigger a chat once the visitor hits your site, i.e. the bot is intended to be proactive. 
  • You should construct the main menu, questions and answers to the FAQs using the Google spreadsheet and the bot can dynamically respond according to the queries received. The bot can search the queries received from the visitors in the spreadsheet and assist the visitors with the exact answer.
Note:  The Google spreadsheet where the Question and answers are stored should be named as ‘ SalesIQ-ZobotSheet '. And the columns should be populated in the following order:                                                                   
  • Column 1: Question department (the menu option)
  • Column 2: Question
  • Column 3-7: Response 
  • If the bot doesn't find the question in the spreadsheet, then it automatically takes the help of Dialogflow integration to respond. 
  • If the queries received from the visitor is not available neither in the spreadsheet nor in the Dialogflow, then the bot will collect the queries in a separate google spreadsheet. So, you can write an answer and add them to Q&A bot spreadsheet later. Any response obtained from  Default Fallback Intent in Dialogflow will be treated as an unknown question and prompt the user to re-enter the question. The unknown question will be saved to another spreadsheet. 
Note : You should create a separate spreadsheet to collect the unknown question and name the sheet as ' SalesIQ-ZobotSheet-UnknownQuestions' . The sheet will be populated in the following order: 
  • Column 1: Unknown question
  • Column 2: Date and time in which the question was asked 
  • If you wish to add more questions to the bot or to remove the existing question, you don't have to make any changes to the code. You can just reflect the changes in the google spreadsheet or your Dialogflow account.
  • We have constructed this bot to read only the first 26 rows of the synced spreadsheet (SalesIQ-ZobotSheet.) If you wish to add more questions to the spreadsheet you can extend the limit by changing the upper limit in each Google spreadsheet connection URL.
Bot flow:

The bot initiates the chat with a welcome message and the main menu. Once, the visitor responds by choosing an option, and the flow continues as depicted



How to create the bot? 
  • Navigate to  Settings > Zobot > Add . Provide the required information and choose the  SalesIQ Script platform. 
  • Now, copy the script from  here  and paste in the Message Handler section.
To integrate with your  Dialogflow account  and Google spreadsheet you've created, make the changes marked in red in the message handler code:       
  • Replace the link of your  SalesIQ-ZobotSheet  spreadsheet in the URL
  • Replace your  Connection name
  • Replace the link of your  SalesIQ-ZobotSheet-UnknownQuestions  spreadsheet in the URL
  • Replace your  Connection name
  1.             apiresponse = invokeurl  
  2.             [ 
  3.                  url:"https : // sheets.googleapis.comv4/spreadsheets/ your-sheet-id-goes-here /values/SalesIQ-ZobotSheet!A2:A26?majorDimension=RO
  4. WS" 
  5.                   type :GET 
  6.                   connection:" your-connection-name-goes-here
  7.              ]; 
  8.  

  9.              apiresponseForInput = invokeurl 
  10.              [ 
  11.                   url:" https : //  sheets.googleapis.comv4/spreadsheets/y our-sheet-id-goes-here /values/ SalesIQ-ZobotSheet-UnknownQuestions!A2:E2:append?valueInputOption=USER_ENTERED"  
  12.                    type :POST  
  13.                    parameters:paramsSheet.toString() 
  14.                    headers:{"Content-Type":"application/json"} 
  15.                    connection:" your-connection-name-goes-here
  16.              ]; 

To connect your dialogflow account, replace the Authentication Id in the message handler: 
  1.                         headersMap = {"Authorization":"Bearer  your-dialogflow-client-id-goes-here ","Content-type":"application/json"}; 
  • Copy the script from  here , choose Context Handler from the drop-down and paste there.
  • Now, copy the script from  here,  then choose Trigger Handler from the drop-down and paste.    
To integrate with your Dialogflow account and Google spreadsheet you've created, make the changes marked in red in the Trigger Handler code: 
  • Replace the link of your  SalesIQ-ZobotSheet  spreadsheet in the URL 
  • Replace your  Connection name 
  • Replace the link of your  SalesIQ-ZobotSheet-UnknownQuestions  spreadsheet in the URL 
  • Replace your  Connection name
  1.             apiresponse = invokeurl 
  2.             [ 
  3.                  url:" https : // sheets.googleapis.comv4/spreadsheets/ your-sheet-id-goes-here /values/SalesIQ-ZobotSheet!A2:A26?majorDimension=RO
  4. WS" 
  5.                  type :GET 
  6.                  connection:" your-connection-name-goes-here
  7.             ]; 
  8.              
  9.              apiresponseForInput = invokeurl 
  10.              [ 
  11.                   url:" https : //  sheets.googleapis.com/v4/spreadsheets/ your-sheet-id-goes-here /values/SalesIQ-ZobotSheet-UnknownQuestions!A2:E2:append?valueInputOption=USER_ENTERED"  
  12.                    type :POST 
  13.                    parameters:paramsSheet.toString() 
  14.                    headers:{"Content-Type":"application/json"} 
  15.                    connection:" your-connection-name-goes-here
  16.             ]; 
 
 To connect your dialog flow account, replace the Authentication Id in the message handler: 
  1.       headersMap = {"Authorization":"Bearer  your-dialogflow-client-id-goes-here ","Content-type":"application/json"};   
  • Finally, Publish the bot.    
  Heads up!
  • Each option in the main menu/Question department can support a maximum of 30 characters. Hence the values in Column-1 of the SalesIQ-Zobot spreadsheet should not exceed 30 characters
  • To go to the next line, you can use the ‘ \n ’ in Dialogflow. In Google spreadsheet, you don't have to mention any next line char as the indentations explicitly and special chars in the cell will be reflected as it is in the chat.
  • To configure multiple responses in Dialogflow, you should create separate t ext respons  for each message.
  • To configure multiple responses in Google spreadsheet, you should configure each message as a separate column in the same row (maximum five responses.) 

To learn more about Zobot and its integrations, please visit our  Resources Section
Here is a brief visual on how the QnA bot works.



Happy Zoboting !!! 


Regards,
Fiaz 


    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Support www.camcard.com

                                                                                                                Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy
                                                                                                              • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                                Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                                                                                              • Can't make a document editable to anyone

                                                                                                                Hey everyone, I am using Zoho Workdrive and trying to share a document so that it is editable by anyone with the link. I am trying to convince people to shift from Google to Zoho, but they don't have accounts yet. When I try to change the share settings
                                                                                                              • Edit Default Print

                                                                                                                What I want to do is create / edit the "Default Print" template without changing the layout I'm using. Currently I can create "Email Templates" but I don't use them for emailing and getting to that selection takes multiple clicks. If an email template could be set to be the Default Print template that would be helpful. I'd also like to print these in bulk but don't see that option (there is a mail merge macro but that goes straight to emailing, not to print or PDF).
                                                                                                              • Widget shows error

                                                                                                                Hi, May I ask why below characters will be auto added into the widget link and how to solve this error? As my widget shows 404 error now. ?serviceOrigin=https%3A%2F%2Fcrm.zoho.com&frameorigin=https%3A%2F%2Fcrm.zoho.com
                                                                                                              • How to print envelope labels from Zoho CRM

                                                                                                                Can anybody give me any clue how to print envelope/package labels directly from Contacts view? Regards, Alexandru Moderation Update: The Canvas Print View, which also facilitates the formatting of mailing labels, is now available! Learn more here: Zoho
                                                                                                              • Data Import: New interface, improved field mapping, and more

                                                                                                                Hello everyone! We’ve redesigned the data import process to ensure accurate field alignment and verify that every column in the uploaded file maps correctly with Desk fields before import. Here's how: Streamlined Import Steps Importing data is now more
                                                                                                              • Address labels

                                                                                                                Hi, we've been searching for a long time for a simple way for our employees to print address labels using a Dymo Label Writer 450. We came up with two alternatives that work, bur aren't really optimal.  First one is WebMerge. Webmerge is a great application that does 100% what we need but it is way too expensive for our needs. We only need to print a couple of labels per month. The second one is the integrated print tool in Zoho CRM, (Print preview) You would think this is the obvious way to do this
                                                                                                              • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                                I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
                                                                                                              • Print Labels

                                                                                                                How can I configure my address to print my labels like this: Name Mailing Address Mailing City, Mailing State Mailing Zip Country Instead of: Name Mailing Address Mailing City Mailing State Mailing Zip Country Thanks!!!!
                                                                                                              • Mailing labels - Improperly formatted

                                                                                                                All I'm trying to do is print one, properly formatted, mailing label. I'm in the Contacts module. In the default "list view" for mailing labels I selected a single client, hit the "more actions" drop down and selected print mailing label. Unfortunately,
                                                                                                              • Printing mailing labels

                                                                                                                The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data
                                                                                                              • Pageless mode needed to modernise Writer

                                                                                                                When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
                                                                                                              • Zoho Projects - Visual improvement to parent and sub-task relationship

                                                                                                                Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks
                                                                                                              • API method to get activity feed in Recruit

                                                                                                                Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?
                                                                                                              • Printing Mailing labels

                                                                                                                Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.
                                                                                                              • Default to Current Date

                                                                                                                I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?
                                                                                                              • "Spreadsheet Mode" for Fast Bulk Edits

                                                                                                                One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
                                                                                                              • Different Company Name for billing & shipping address

                                                                                                                We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
                                                                                                              • What's New in Zoho Inventory | Q2 2025

                                                                                                                Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
                                                                                                              • Make Packages from multiple sales order of a single customer

                                                                                                                Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
                                                                                                              • Print a price list or price book

                                                                                                                Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
                                                                                                              • Show Custom Button in Portal Listview Canvas

                                                                                                                I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?
                                                                                                              • Zoho Sites "pages" management page

                                                                                                                I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
                                                                                                              • AI feature in Zoho Desk suggesting answers based on past ticket threads

                                                                                                                Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.
                                                                                                              • Advanced Customization of the Help Center using JavaScript

                                                                                                                Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming
                                                                                                              • Introducing Zoho POS for the Kingdom of Saudi Arabia

                                                                                                                Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and
                                                                                                              • Unveiling Zoho Sites 2.0 - A new dimension in website building

                                                                                                                Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
                                                                                                              • Script Editor not an option

                                                                                                                I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                                                                                              • Not able to link email text.

                                                                                                                Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.
                                                                                                              • Migrate data from old to new account

                                                                                                                Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?
                                                                                                              • Zoho Analytics Regex Support

                                                                                                                When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
                                                                                                              • Add Custom Reports To Dashboard or Home Tab

                                                                                                                Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                              • Pricing Strategies: #1 Nuances in Pricing

                                                                                                                When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it
                                                                                                              • [Free Webinar] Learning Table Series – Education Management in Zoho Creator

                                                                                                                Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
                                                                                                              • Move attachments from one module to another with Deluge

                                                                                                                I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.
                                                                                                              • Help in function code

                                                                                                                Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record to
                                                                                                              • Automation Series: Auto-update Phase Status

                                                                                                                Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
                                                                                                              • how to add subform over sigma in the CRM

                                                                                                                my new module don't have any subform available any way to add this from sigma or from the crm
                                                                                                              • Zoho Projects - Project Details on the Project Menu

                                                                                                                Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
                                                                                                              • Next Page