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

                                                                                                          • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                                                                                            I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
                                                                                                          • Updating Subform Record from other Form

                                                                                                            Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                                                                                          • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                            Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                          • How do I bulk archive my projects in ZOHO projects

                                                                                                            Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                          • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                                                                                            Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
                                                                                                          • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                            I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                          • 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
                                                                                                          • Is it possible to register webhooks in Zoho CRM using API?

                                                                                                            Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
                                                                                                          • Calls where the local audio is shared, have echo

                                                                                                            When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
                                                                                                          • Update application by uploading an updated DS file

                                                                                                            Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                                                                                          • Markdown support, code cells...

                                                                                                            Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!
                                                                                                          • Minimise chat when user navigates to new page

                                                                                                            When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
                                                                                                          • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                            How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Projects app update: Voice notes for Tasks and Bugs module

                                                                                                            Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
                                                                                                          • zurl URL shortener Not working in Zoho social

                                                                                                            zurl URL shortener Not working in while creating a post in Zoho social
                                                                                                          • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

                                                                                                            Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
                                                                                                          • Power of Automation::Streamline log hours to work hours upon task completion.

                                                                                                            Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                                                                                          • Zoho Bookings know-how: A hands-on workshop series

                                                                                                            Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
                                                                                                          • Custom report

                                                                                                            Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
                                                                                                          • Zoho Journey - ZOHO MARKETING AUTOMATION

                                                                                                            I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
                                                                                                          • Custom Fields in PDF outputs

                                                                                                            I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
                                                                                                          • How to create a Service Agreement with Quarterly Estimate

                                                                                                            Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
                                                                                                          • Change Currency symbol

                                                                                                            I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                                                                                          • Zoho Social - Post Footer Templates

                                                                                                            As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                                                                                          • Allow to pick color for project groups in Zoho Projects

                                                                                                            Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering
                                                                                                          • Zoho Books - Quotes to Sales Order Automation

                                                                                                            Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow
                                                                                                          • Can't find imported leads

                                                                                                            Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not
                                                                                                          • Custom Button Disappearing in mobile view | Zoho CRM Canvas

                                                                                                            I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
                                                                                                          • The connected workflow is a great idea just needs Projects Integrations

                                                                                                            I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task
                                                                                                          • Zoho Projects MCP Feedback

                                                                                                            I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially
                                                                                                          • Function #10: Update item prices automatically based on the last transaction created

                                                                                                            In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
                                                                                                          • email template

                                                                                                            How do I create and save an email template
                                                                                                          • Enhancements in Portal User Group creation flow

                                                                                                            Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                                                                                          • How do I filter contacts by account parameters?

                                                                                                            Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                          • Can I add Conditional merge tags on my Templates?

                                                                                                            Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                          • email moderation issue when email is sent in the name of a mail group

                                                                                                            Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation
                                                                                                          • blank page after login

                                                                                                            blank page after logging into my email account Thanks you
                                                                                                          • Always display images from this sender – Is this feature available?

                                                                                                            In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
                                                                                                          • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                            This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                          • Next Page