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

        All-in-one knowledge management and training platform for your employees and customers.







                              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

                                                                                                                • Spotlight series #26 - Build slides with visual clarity using Diagram

                                                                                                                  Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and share
                                                                                                                • Client scripts for Zoho Books ?

                                                                                                                  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function
                                                                                                                • Uplifted homepage experience

                                                                                                                  Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Availability update (17th February 2026): The feature has been enabled for the following DCs: All editions in the CA and SA DC | Free, Standard and Professional
                                                                                                                • Unable to produce monthly P&L reports for previous years

                                                                                                                  My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
                                                                                                                • Crossbeam

                                                                                                                  Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work
                                                                                                                • Access forms within a form

                                                                                                                  I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select the
                                                                                                                • WorkDrive issues with Windows Explorer Not Responding

                                                                                                                  We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
                                                                                                                • Issues with Actions By Zoho Flow

                                                                                                                  Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.
                                                                                                                • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

                                                                                                                  Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
                                                                                                                • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

                                                                                                                  The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
                                                                                                                • Better use of contacts

                                                                                                                  Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't
                                                                                                                • How can we add products using a Wizard?

                                                                                                                  We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?
                                                                                                                • Orphan email alias blocking user creation – backend cleanup required

                                                                                                                  Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does
                                                                                                                • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                                                                                                  We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                                                                                                • Something wrong with client script??

                                                                                                                  Someone have the same feeling? Client script behavior become very strange..
                                                                                                                • API 500 Error

                                                                                                                  Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
                                                                                                                • Polish signer experience to compete with docusign

                                                                                                                  I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
                                                                                                                • how to change the page signers see after signing a document in zoho sign

                                                                                                                  Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
                                                                                                                • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                                  Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette
                                                                                                                • contact support

                                                                                                                  I have 2 request for a phone call and not received one call as promise!
                                                                                                                • Can we fetch Deal owner and Deal owner email with COQL?

                                                                                                                  While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql
                                                                                                                • Zoho Social - Cliq Integration / Bot

                                                                                                                  Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social
                                                                                                                • Comment to DM Automation

                                                                                                                  Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
                                                                                                                • Send / Send & Close keyboard shortcuts

                                                                                                                  Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                                                                                                • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

                                                                                                                  We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
                                                                                                                • Webinar - Getting Started with Zoho LandingPage

                                                                                                                  Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
                                                                                                                • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                                  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
                                                                                                                • Zoho mail to contacts and leads, but not to accounts?

                                                                                                                  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
                                                                                                                • Marketing Tip #19: Upsell on product page to increase order value

                                                                                                                  Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
                                                                                                                • CRM limit reached: only 2 subforms can be created

                                                                                                                  we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
                                                                                                                • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                                                                  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                                                                                • オンライン勉強会のお知らせ Zoho ワークアウト (2/19 参加無料)

                                                                                                                  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。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho
                                                                                                                • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

                                                                                                                  I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
                                                                                                                • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

                                                                                                                  Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
                                                                                                                • How do i move multiple tickets to a different department?

                                                                                                                  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
                                                                                                                • How to apply customized Zoho Crm Home Page to all users?

                                                                                                                  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
                                                                                                                • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

                                                                                                                  Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
                                                                                                                • Enrich your contact and company details automatically using the Data Enrichment topping

                                                                                                                  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
                                                                                                                • Zoho Billing Partial Proration...

                                                                                                                  Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
                                                                                                                • Getting Subform Fields to Display Top to Bottom

                                                                                                                  I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
                                                                                                                • Next Page