Sales IQ Script Smart Bot Development
We are currently in the process of
designing a smart bot and we have already created the structure, we are just
facing some difficulties with linking it with our CRM.
have already started with developing the smart bot. Its purpose is to:
- Create an easy way for our
visitor to be able to obtain the following quote (Care Providers, First
Aid Paramedics and First Aid Training) 24/7 (whether it be during business hours or outside of business hours)
is left to be done
- When the user selected 1 of the insurance
quotation option above,
sync the information to our ZOHO CRM by
converting it as a LEAD record which would trigger the workflows and
blueprints that we currently have in CRM (we are thinking of FieldUpdate, but
we are happy to review other options)
- When the Client wanted to select ‘Chat with a
If it is outside of business hour (e.g.
after 5pm), provide an auto response
We are looking for options with Zoho Partners. Would you be able to assist us with this. Thank you.
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