Guided Conversations - Early Access update [February 2022]

Guided Conversations - Early Access update [February 2022]

Hello users!
 
Have you tried out our newly introduced Guided Conversations platform available on early access yet? 

If not, no worries—we got you covered! You can still request access using this form, and we'll onboard you to our early access program. Since the beta launch in December, we have been receiving promising reviews from the users.

For context, Guided Conversations is a low code platform to help you build self-service experiences. Using Guided Conversations you can optimize the self-service experience for your customers through a simple and predefined conversational flow builder. 

So what's new with Guided Conversations (or GC as we like to call it)? The 'Cards' feature!

What are Cards? 
Guided Conversations now has a special component called Cards, which enables the Virtual Agents to display any set of information all in one place. This can help your customers save time and delight them with maximum information on display with minimal effort.

For example: Let's say a travel advisory platform called "XTrails" wants to display a set of the topmost holiday resorts in the chosen city. You can choose to do it in two ways.
 
Option A:
1. Show a set of image buttons with resort names.
2. Show the description of the resort as a next step.
3. Show them the price after they choose the resort.
 
OR
 
Option B: Show all the information together as options.



There are two types of Cards in GC: Info Card block and the Choice Card block
 
Info Card Block is similar to the Message block on Desk. Info cards display an array of information together on the chat screen. For example, you can display information like confirmed payment with Transaction ID, amount, terms & conditions, cancellation policy, and more, all on the same chat screen. This can save the user from having to go through a sequence of clicks.
  
A sample screenshot of how the card would look like:



Choice Card Block can be used to display a list of choices with information as buttons. For example., a list of the last five tickets with information like the ticket ID, subject, description, and date of creation can be presented as buttons for the user to choose from. Choice cards can come in handy when you serve choices for your customers to pick from. It can delight the customers to be able to see all the information to choose from, all in one place.
 
Sample for Choice card block:




We hope we've provided you with an idea of how to enhance the self-service experience for your customers using Cards.
                                                             REQUEST EARLY ACCESS 

For further questions regarding the feature, you can write to support@zohodesk.com, or reply on this forum post, and we can have our support executive reach out to you. 

    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

                                                          • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

                                                            Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
                                                          • WhatsApp pricing changes: Pay per message starting July 1, 2025

                                                            Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
                                                          • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

                                                            Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
                                                          • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

                                                            Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
                                                          • Zoho Desk Cheat Sheet For The Year-End

                                                            Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next


                                                          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 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

                                                                                                          • Upload API

                                                                                                            I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                          • Zoho Flow - Update record in Trackvia

                                                                                                            Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
                                                                                                          • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

                                                                                                            Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
                                                                                                          • Filtering repport for portal users

                                                                                                            Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                          • Zoho Projects - Q2 Updates | 2025

                                                                                                            Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
                                                                                                          • Rename Record Summary PDF in SendMail task

                                                                                                            So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
                                                                                                          • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                            Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
                                                                                                          • BUTTONS SHOWN AS AN ICON ON A REPORT

                                                                                                            Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
                                                                                                          • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

                                                                                                            in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
                                                                                                          • Estimates with options and sub-totals

                                                                                                            Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
                                                                                                          • Rate Limiting in Zoho Flow (OpenAI API)

                                                                                                            Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
                                                                                                          • Optional Items Estimate

                                                                                                            How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
                                                                                                          • Important Update : Zendesk Sell announced End of Life

                                                                                                            Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,
                                                                                                          • Zoho Sheets

                                                                                                            Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.
                                                                                                          • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                            Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                          • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

                                                                                                            La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement
                                                                                                          • Top Bar Shifting issue still not fixed yet

                                                                                                            I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
                                                                                                          • Power of Automation:: Automate the process of updating project status based on a specific task status.

                                                                                                            Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
                                                                                                          • Celebrating Connections with Zoho Desk

                                                                                                            September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
                                                                                                          • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                            Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                          • Billing Management: #3 Billing Unbilled Charges Periodically

                                                                                                            We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
                                                                                                          • No bank feeds from First National Bank South Africa since 12 September

                                                                                                            I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
                                                                                                          • Zoho CRM Calendar | Custom Buttons

                                                                                                            I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
                                                                                                          • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                            Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                          • Citation Problem

                                                                                                            I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was
                                                                                                          • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                            Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                          • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                            Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks
                                                                                                          • Failing to generate Access and Refresh Token

                                                                                                            Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
                                                                                                          • Zeptomail 136.143.188.150 blocked by SpamCop

                                                                                                            Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
                                                                                                          • Apply transaction rules to multiple banks

                                                                                                            Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
                                                                                                          • How to bulk update records with Data Enrichment by Zia

                                                                                                            Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?
                                                                                                          • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                                                                                            Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
                                                                                                          • How do I split a large CSV file into smaller parts for import into Zoho?

                                                                                                            Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller
                                                                                                          • Is Zoho Sheet available for Linux ?

                                                                                                            Is Zoho Sheet available for Linux ?
                                                                                                          • Client Script Payload Size Bug

                                                                                                            var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
                                                                                                          • Next Page