Turn chat conversations into real action with Integration Blocks in Guided Conversations

Turn chat conversations into real action with Integration Blocks in Guided Conversations


When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving.

A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does exactly what it was designed to do: It asks the right questions. It captures the right inputs.

Then nothing happens.

From the builder’s point of view, the flow is complete, and from the customer’s point of view, it feels unfinished. This gap is where most frustration comes from.

Why progress matters more than answers   

Customers rarely start a chat because they want information alone. They want momentum. They want to know that what they just shared led to something real: a request logged, a record updated, or a confirmation sent.

If the conversation ends without that signal, customers assume they will have to explain everything again somewhere else. Guided Conversations need to close that gap.
 

How  Integration Blocks maintain the flow   

Integration Blocks are not about adding more automation. They are about preventing dead ends.

An Integration Block connects a point in the conversation to an action in another system. While the chat continues, work is already happening in the background.

This is the moment where a conversation becomes operational.

A practical example from day-to-day support   

Consider a simple flow for reporting a billing issue:
  1. The customer shares their email address and describes the problem.
  2. The bot acknowledges it and ends the chat.
Technically, this is correct. Emotionally, it feels risky.

Now compare that with the same flow using a Desk Integration Block:
  1. As soon as the customer submits their details, a lead or ticket is created in Zoho Desk.
  2. A ticket reference number is generated, giving the customer immediate confirmation that their request is being tracked
  3. The customer receives a confirmation and may later get a follow-up from the team for an issue resolution.
The chat did not just listen, it acted. The customer feels the difference because progress is visible, even if the backend work is hidden.
 

The role of confirmation in reducing anxiety   

Even when an action is taken, customers still look for reassurance. Did their request actually go through?

This is where the Email Integration Block fits naturally into the flow.

A short email sent at the right moment changes how the entire conversation is. This is where an Email Integration Block fits naturally. A short, well-timed email changes how the conversation is perceived:
  1. The system has not just captured the issue, it's already working on it.
  2. Customers feel confident that the next steps are already in motion.
You don't need to send any long emails; the point is just to close the loop.
 

Designing for handoff, not escalation   

Some conversations end with automation; others end with a person. A common mistake is treating agent handoff as a fallback.

A better approach: make handoff intentional. Using Zia Context Blocks, you can summarize the conversation so far, then transfer it to an agent seamlessly.

Integration Blocks allow the context, actions, and confirmations to travel forward. The agent starts where the bot left off, not from scratch. Customers experience continuity, not repetition.
 

Thinking in outcomes, not blocks   

It is easy to think about Guided Conversations as a sequence of blocks: a question block, a choice block, an integration block.

Customers do not experience blocks. They need to see results.
  1. Was my issue captured?
  2. Was something sent to me?
  3. Does someone know about this now?
Integration Blocks help you design for those outcomes.

The quiet success of a good conversation   

When Guided Conversations work well, customers do not notice the flow. They leave without reopening the chat. They don't need to send any follow-up emails or repeat the story to another team.

From the outside, nothing dramatic happened.

But the conversation never stalled, and that is often the difference between a chat that looks complete and one that actually feels that way to a customer.

So let me ask you:

Where do your Guided Conversations usually stop moving?
Have Integration Blocks helped turn chats into real action?
What worked, and what didn’t?

Share your thoughts below. Let’s talk.
 
Prabin | Zoho Desk

    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



                                                        • Topic Participants

                                                        • Raj R

                                                            • 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

                                                                                              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

                                                                                                              • Custom Field in Zoho Projects pulling into Analytics

                                                                                                                We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                                                                                              • Marketer's Space - Holiday season email marketing tips you should know

                                                                                                                Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can
                                                                                                              • Zia Competitor Alerts made easy with Zia's suggestions

                                                                                                                Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that
                                                                                                              • Add Custom Field Inside Parts Section

                                                                                                                How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                              • Zoho CRM Community Digest October 2025 | Part 2

                                                                                                                Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:
                                                                                                              • Understanding Zoho Contracts

                                                                                                                Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
                                                                                                              • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

                                                                                                                When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
                                                                                                              • Domain restriction for User Management actions in Zoho One

                                                                                                                Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
                                                                                                              • Zoho Mail iOS app update: Signature

                                                                                                                Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
                                                                                                              • Desktop app doesn't support notecards created on Android

                                                                                                                Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                              • Approval Button in Subform

                                                                                                                Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
                                                                                                              • Setting checkbox value on template in Sign from Creator

                                                                                                                Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
                                                                                                              • Zoho Projects - Unread Comment Icon

                                                                                                                Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
                                                                                                              • Zoho Projects - Update Feed via API

                                                                                                                Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
                                                                                                              • Automated log-out/session end

                                                                                                                I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
                                                                                                              • Subform auto populate values

                                                                                                                Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from
                                                                                                              • What is New in CRM Functions?

                                                                                                                What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
                                                                                                              • Gantt Chart - Zoho Analytics

                                                                                                                Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
                                                                                                              • WhatsApp Calling Integration via Zoho Desk

                                                                                                                Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional
                                                                                                              • Identify long running sync jobs/tables

                                                                                                                My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome
                                                                                                              • Temporarily rate limited due to IP reputation.

                                                                                                                We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster
                                                                                                              • Associate emails from both primary and secondary contacts to deal

                                                                                                                We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks
                                                                                                              • New integration: Zoho Sign for Zoho Projects

                                                                                                                Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges
                                                                                                              • Update to attachment display in ticket threads

                                                                                                                This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and
                                                                                                              • Narrative 15: Blueprint - Automate, guide, and transform your support processes

                                                                                                                Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their
                                                                                                              • Different MRP / Pricing for same product but different batches

                                                                                                                We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
                                                                                                              • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                                Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                              • Refresh frequency

                                                                                                                Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
                                                                                                              • Refund

                                                                                                                My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
                                                                                                              • Calling Function via REST API with API Key gives 401 using Zoho Developer

                                                                                                                Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
                                                                                                              • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

                                                                                                                Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
                                                                                                              • Embed CRM record images in email templates

                                                                                                                I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
                                                                                                              • Assign multiple departments to multiple helpcenters

                                                                                                                Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
                                                                                                              • Zoho Desk Training

                                                                                                                Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
                                                                                                              • PO Based Advance payment to Vendor

                                                                                                                We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
                                                                                                              • How to get Quickbooks Desktop Info into Zoho?

                                                                                                                Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
                                                                                                              • ZeptoMail API Request

                                                                                                                We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
                                                                                                              • Mass import of documents into Zoho Writer

                                                                                                                I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
                                                                                                              • Add home page or dashboard in CRM customer portal

                                                                                                                is it possible to add home page or dashboard in CRM customer portal?
                                                                                                              • User Tips: How to change the the label display name of a system defined field

                                                                                                                Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined
                                                                                                              • Next Page