WFH Tip 11: Reduce operator workload in half with Zobot actions

WFH Tip 11: Reduce operator workload in half with Zobot actions

Making sure the customer support team is functioning hassle-free is crucial for businesses around the world, especially in today's WFH scenario. The number of issues become more and sometimes there will be a barrage of requests. The task of solving all these issues can become rather challenging and time-consuming for the operators of your organization. So, even a little help matters. This post will talk about how Zobot actions can lessen the burden on your operators with respect to handling visitor queries.

What are Zobot actions?
The activities that are performed by the bot while responding to visitor queries are called Zobot actions. They accept only text as their value and the values can be one of the following - reply, forward, operator_busy, context, block, pending and end. 

  • reply : This action helps the bot handle the visitor on its own by providing replies to visitor queries. It helps the Zobot have conversations with the visitor just like a human operator does. While operators have to manually type out responses to every question from the visitor, the Zobot quickly and automatically responds to queries with built-in responses based on conversation history thus reducing the workload of an operator. replies accept only a collection(i.e. a list) as the value. The collection can, in turn, have one or more strings.

                                           
Syntax:
response.put("replies",{"Text1","Text2"});

Sample Code: 

Case 1: One or more strings - when there are one or more text responses 

response.put("replies",{"Hello there!","Welcome to Zoho SalesIQ."});

Case 2: Multiple Maps - when the response contains Display cards like articles, images, etc 

response.put("replies",{ 
{
      "type": "articles",
      "text": "Here are your reference articles",
      "image": "http://zylker.com/help/common.png",
      "description": "Articles about discounts in home needs",
      "articles": ["121212121","123434343","123334678"]
} });

Case 3: A combination of the first two - when the response consists of both text replies and cards

response.put("replies",{ "Hello there","How can I help you",
{
      "type": "articles",
      "text": "Here are your reference articles",
      "image": "http://zylker.com/help/common.png",
      "description": "Articles about discounts in home needs",
      "articles": ["121212121","123434343","123334678"] }
});
  • forward: Sometimes, when operators receive queries that are not related to their expertise, they forward it to their peers who are experts in the particular topic using the 'Transfer chat' option. The forward action in the Zobot works in the exact same way - it gives website visitors the option of switching from talking to a bot to a human operator while they are in the middle of a conversation at the click of an option. When the bot is not trained to handle a visitor, it can forward the chat to a human operator who is an expert.

                                   

Syntax: 
{
      "action" : "forward",
      "replies" : ["Your text here"]
}

Sample Code: 
{
      "action" : "forward",
      "replies" : ["Thanks for contacting us today, You will be connected to our operator shortly"]
}
  • operator_busy: Visitor queries can come in at any time of day. Those queries that come in after business hours or when all operators are busy can sometimes become missed chats because none of the operators will be able to answer them. This can make customers dissatisfied and leave the website. The 'operator_busy' action solves this issue by sending out a message with the information that operators are not available and that one of the operators would get back to the visitor shortly. This can keep visitors informed about the fact that operators are unavailable to pick up chats. In this case, the visitor will be prompted to leave a message and the chat will be marked as missed.

                                 

Syntax: 
{
      "action" : "operator_busy" ,
      "replies": ["Your text here ]
}

Sample Code: 
{
      "action" : "operator_busy" ,
      "replies": ["Thanks for contacting us today, please leave a message and our operator will contact you shortly. ]
}
  • block: Whenever operators come across a spammer/harasser's IP address and want to block it, they can add the IP in question inside the 'Block IPs' section. The Zobot action - 'block' does this automatically when it recognises a spamming IP thus saving your operators the time and trouble of manually blocking it. This action lets the bot find a vulnerability in the chat and block the IP of the visitor immediately.

                                

Syntax: 
{
      "action" : "block" ,
      "replies" : ["Your text here"]
}

Sample Code: 
{
      "action" : "block" ,
      "replies" : ["Sorry, you are blocked from accessing the chat window."]
}
  • context: The 'context' action in the Zobot saves operators the time and trouble of collecting information like name, email, etc. from visitors every time one visits the website. When the bot wants to collect multiple inputs to perform one action, it returns a context. A context is a definition of a web form that collects multiple inputs in a conversational manner and executes an action which is the context handler.

                              

Syntax: 
{  
      "action": "context",
      "context_id": "book_appointment",
      "questions": {},
}
Sample Code: 
{
      "action": "context",
      "context_id": "book_appointment",
      "questions": {{"name": "movie","replies": {{"text": "Ok, Lets make a booking with your sales execute !","icon": "https://zylker.com/meeting.jpg"},"Choose the department you would like to book appointment for ?"},"suggestions": {"Books","SalesIQ","CRM"}},
      {"name": "show_timing","replies": {"Thats a great movie to watch !","Choose the date for the show ?"},"input": {"type": "calendar","time": "false","tz": "true"}}}
}
  • pending: Generating a report or creating a profile for a visitor during an ongoing conversation can take a while and during this time, operators need to make sure that the visitor doesn't become impatient and leave. For this, they need to keep them hooked with a message or ask them if they want help with something else in the meantime. The 'pending' action in the Zobot does this automatically when a time-intensive action is in progress, thus keeping the visitor pinned to the conversation.

                             

Syntax: 
{    
      "action" : "pending",    
      "replies" : {"Your text here"}
}

Sample Code: 
{
      "action" : "pending",
      "replies" : ["Please wait while I generate a report for you"]
}
  • end: Whenever a visitor on the website has been idle for a while, operators can end the chat by clicking on the 'power' button inside the operator chat window. The 'end' action in the Zobot When the Zobot wants to end an ongoing conversation with a visitor, the end action can be used.
                              


Syntax: 
{  
      "action": "end",
      "replies" : ["Your text here"]
}

Sample Code: 
{
      "action": "end",
      "replies": ["Thank you for contacting us today."]
}

We have Sample Scripts that use all of the actions mentioned above. So, what are you waiting for? Start building your own Zobot right away!
For more information, check out our Help Documentation.

Regards,
Michelle 





    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              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

                                                                                                                • Outgoing emails rejected due to SpamCop RBL listing (IP 136.143.188.12)

                                                                                                                  Hi All, I am writing to report a deliverability issue affecting outgoing emails from my Zoho Mail account. Recently, several messages sent from my domain (example.com) to external recipients have been rejected with the following error message (redacted
                                                                                                                • Introducing Workqueue: your all-in-one view to manage daily work

                                                                                                                  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                                                                                                • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                                • Inclusion is the new engagement

                                                                                                                  When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly
                                                                                                                • What's new in Zoho Sheet: Simplify data entry and collaboration

                                                                                                                  Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                                                                                                • Windows Desktop App - request to add minimization/startup options

                                                                                                                  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                                • Share Record Ownership in Zoho Recruit

                                                                                                                  We’re introducing User Fields in Zoho Recruit designed to make collaboration easier when multiple team members need to work on the same record. With User Fields, you can extend record ownership beyond a single user and enable smoother teamwork across
                                                                                                                • Recherche d'un développeur

                                                                                                                  Bonjour, j'ai un projet de SAAS sur une base de zoho créator et zoho CRM et je recherche un développeur qualifié français pour créer l'application créator (fonctionnel et graphique) et les workflow et blueprint de CRM
                                                                                                                • Display actual mileage on an invoice

                                                                                                                  My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice
                                                                                                                • Customer Parent Account or Sub-Customer Account

                                                                                                                  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                                • Zoho Desk domain Mapping not Working Showing CNAME Error

                                                                                                                  I have created the subdomain and created the Cname as well as its instracted on the Zoho website  but when i try add the domain on help desk its showing error msg : Make sure you've mapped the CNAME entry and linked it to desk.cs.zohohost.com.au on your
                                                                                                                • Cloning a Pick List

                                                                                                                  I have an existing Pick List in my Contacts that I want to drop into my Leads.  Is there a way to copy or clone the field with it's accompanying Pick List?  Thanks for your time.
                                                                                                                • How do I link my invoice to an estimate?

                                                                                                                  There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'. 
                                                                                                                • I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?

                                                                                                                  I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.
                                                                                                                • Zoho Writer for Proposals

                                                                                                                  Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone is
                                                                                                                • Custom Fonts in Zoho CRM Template Builder

                                                                                                                  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                                • How do I edit the Calendar Invite notifications for Interviews in Recruit?

                                                                                                                  I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
                                                                                                                • Foutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'

                                                                                                                  Hoi! Ik heb een workflow (zie bijlage) die wordt getriggerd zodra de verwachte weekomzet van een bedrijf wordt aangepast naar een bedrag hoger dan 0. Op dat moment moet een functie (zie bijlage) gaan berekenen wat het benodigde kredietlimiet moet zijn.
                                                                                                                • Enable Free External Collaboration on Notecards in Zoho Notebook

                                                                                                                  Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
                                                                                                                • Hoe kun je Nederlandse loonstroken boek in Zoho Books?

                                                                                                                  Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.
                                                                                                                • Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books

                                                                                                                  Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,
                                                                                                                • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

                                                                                                                  Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
                                                                                                                • Possible to delete the "Big Deal Alert" in Zoho CRM?

                                                                                                                  Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you.
                                                                                                                • Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

                                                                                                                  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on
                                                                                                                • Allow selection of select inactive users in User data fields

                                                                                                                  Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the
                                                                                                                • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

                                                                                                                  Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data
                                                                                                                • ZOHO.CRM.UI.Record.open not working properly

                                                                                                                  I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                                                                                                • 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
                                                                                                                • How Does Knowledge Base Search and Article Recommendation Work?

                                                                                                                  Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine
                                                                                                                • Super Admin Logging in as another User

                                                                                                                  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                                • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

                                                                                                                  In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
                                                                                                                • [Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools

                                                                                                                  Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's
                                                                                                                • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

                                                                                                                  Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
                                                                                                                • How can I effectively manage a website with your help?

                                                                                                                  I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would truly
                                                                                                                • Introducing the Yes/No field: Binary decisions made beautiful

                                                                                                                  Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,
                                                                                                                • How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order

                                                                                                                  Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
                                                                                                                • Move email between inboxes?

                                                                                                                  Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
                                                                                                                • The power of workflows in Zoho Marketing Automation - Video Webinar

                                                                                                                  In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can
                                                                                                                • Offer already made- but I withdrew it

                                                                                                                  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've
                                                                                                                • Zoho CRM's sales trend and sales follow-up trend dashboards are now customizable

                                                                                                                  Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patterns
                                                                                                                • Next Page