Cliq Bots - Create preset actions for your bot using the menu handler

Cliq Bots - Create preset actions for your bot using the menu handler

Menu Handler provides an easy way to trigger actions with just one click! Imagine a news bot having the list of categories as a menu, instead of asking the bot to get the news for a particular category, the user can click on any particular menu action and get the details. For example, a custom menu action 'Help' dedicated to educating the users about the bot's functionality and how to interact with the bot will provide to be of great use!

Working of the bot menu handler

The workflow for the menu handler is pretty straightforward. The handler is invoked to perform an action when a user selects a particular action from the menu list. The response is displayed to the user as a preview. Take a look at the list of attributes passed when the menu handler is triggered in our help page

Note:  Each bot can have a list of 5 custom actions!

Sample Scenario

Let us try creating a feedback menu action for a bot. On clicking this feedback action, the user should be able to send feedback or feature requests to the bot creator directly. This makes it easier for the user to give their feedback without going through the usual route of sending an email / filling a form! 

The following steps go into creating this feedback menu :
  • Configure the feedback menu action to post message on click
  • A function to work in association with the feedback button. 
  • Creating a connection with Cliq ( to post the feedback response from the user to the bot creator) 
Take a look at the sample code snippet for the bot menu handler: 

  1. response = Map();
  2. response =
  3. {  
  4.    "text": "Hi " + user.get("first_name") + " !Tell us what you think of Connect Bot and also give us suggestions on a feature you would love to have! :grinning:",
  5. "card":{  
  6.       "title":"Feedback Time",
  7.       "theme":"prompt"
  8.    },
  9.    "buttons":{  
  10.       {  
  11.          "label":"Give Feedback",
  12.          "type":"+",
  13.          "action":{  
  14.             "type":"invoke.function",
  15.             "data":{  
  16.                "name":"feedback",
  17.                "owner": " youremail@yourdomain.com "
  18.             },
  19.             "confirm":{  
  20.                "title":"Give us your valuable feedback!",
  21.                "description":"Write what you think of Connect Bot!",
  22.                "buttontext":"Submit Feedback",
  23.                "input":"Enter your feedback here"
  24.             }
  25.          }
  26.       }
  27.    }
  28. };
  29. return response;
Sample Functions Execution Code:

  1. response = Map();
  2. feedback = arguments.get("input");
  3. param = Map();
  4. param.put("text","You've got a new feedback! User:" + user.get("email") + " Feedback: " + feedback);
  5. response = invokeurl
  6. [
  7. url :"https://cliq.zoho.com/api/v2/channelsbyname/feedbackchannel/message"
  8. type :POST
  9. parameters:param.toString()
  10. connection: " your connection name "
  11. ];
  12. message = Map();
  13. message = {"text":"Thank you for your feedback! :smile: ","bot":{"name":"Connect Bot"}};
  14. info message;
  15. post_message= zoho.cliq.postToChat(chat.get("id"),message);
  16. return Map();

The below-given video demonstrates how to configure and build this custom feedback menu action and also the working

 

We hope this sample scenario threw light on how easy bot actions are to create and equally easy to use! Comments and suggestions are welcome!

Few useful links to refer: 




Best,
Manasa
Cliq

    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



                                                            • Sticky Posts

                                                            • Automating Employee Birthday Notifications in Zoho Cliq

                                                              Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
                                                            • Customer payment alerts in Zoho Cliq

                                                              For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
                                                            • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                              Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
                                                            • App Spotlight : PagerDuty for Zoho Cliq

                                                              App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
                                                            • Automate your status with Cliq Schedulers

                                                              Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick


                                                            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

                                                                                                              • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

                                                                                                                Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based
                                                                                                              • To print Multiple delivery notes in batches

                                                                                                                In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
                                                                                                              • Open sub form from a button as a popup form

                                                                                                                Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup
                                                                                                              • UPLOAD A CREATED PDF AUTOMATICALLY

                                                                                                                Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
                                                                                                              • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

                                                                                                                Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case
                                                                                                              • Fix the speed

                                                                                                                It takes ages to load on every step even though my dataset is quite small.
                                                                                                              • Consolidated Department-wise Payroll Cost Summary Report

                                                                                                                Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,
                                                                                                              • Write-Off multiple invoices and tax calculation

                                                                                                                Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                                                                                              • What's new in Zoho Sheet: Simplify data entry and collaboration

                                                                                                                Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                                                                                              • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

                                                                                                                Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
                                                                                                              • Easier onboarding for new users with stage descriptions

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,
                                                                                                              • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
                                                                                                              • How to remove chat icon from knowledge base?

                                                                                                                I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I
                                                                                                              • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                                A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                              • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

                                                                                                                Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list
                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
                                                                                                              • Create case via email

                                                                                                                Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff
                                                                                                              • Show field in spreadsheet view depending on other field value

                                                                                                                Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C
                                                                                                              • Improved Contact Sync flow in Google Integration with Zoho CRM

                                                                                                                Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
                                                                                                              • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                                Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                              • Intergrating multi location Square account with Zoho Books

                                                                                                                Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
                                                                                                              • Zoho Learn Zapier Integration

                                                                                                                Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.
                                                                                                              • Notice: SalesIQ integration paused on Zoho Sites

                                                                                                                I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank
                                                                                                              • Differences between Zoho Books and Zoho Billing

                                                                                                                Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                                                                                              • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

                                                                                                                Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations
                                                                                                              • Como se agregan los empleados

                                                                                                                Necesito saber si para agregar empleados los mismos necesitan tener licencias
                                                                                                              • Deluge Error Code 1002 - "Resource does not exist."

                                                                                                                I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via
                                                                                                              • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

                                                                                                                I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register
                                                                                                              • Deprecation of SMS-based multi-factor authentication (MFA) mode

                                                                                                                Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
                                                                                                              • Books & Desk. Client mapping

                                                                                                                Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
                                                                                                              • Graceful Handling of Exceeded Option Limits

                                                                                                                Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)
                                                                                                              • System default SLA descriptions can't be modified

                                                                                                                The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes
                                                                                                              • Adding non-Indian billing address for my Zoho subscription

                                                                                                                Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh
                                                                                                              • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

                                                                                                                Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
                                                                                                              • How to create one ZohoCRM organisation out of a multi-organization?

                                                                                                                Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access
                                                                                                              • Increase the "Maximum Saved Entries per User" Options Limit

                                                                                                                Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more
                                                                                                              • Gray screen while signing documents

                                                                                                                We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?
                                                                                                              • Reassign Partially Saved Entries

                                                                                                                Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
                                                                                                              • Improved Integration Failure Information (And Notification Options)

                                                                                                                Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an
                                                                                                              • Set Frozen Cells in the Report Settings

                                                                                                                Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks Dan
                                                                                                              • Next Page