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









                          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 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

                                                                                                          • Create an Eye-Catching Announcement Widget for Your Help Center

                                                                                                            Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
                                                                                                          • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                            Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to
                                                                                                          • API Pagination Error: 'from' Parameter Limit

                                                                                                            Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records
                                                                                                          • Changing Account in Quote form does not update address information.

                                                                                                            I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?
                                                                                                          • Old vs New Value for Deleted Lookup Values

                                                                                                            Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently
                                                                                                          • Send mass email using my secondary email

                                                                                                            Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email template. When I configure an email template, I can choose who is in the From field, but I can't set it to use my secondary address. The only way to send a mass email using my secondary address that I can think of is swapping my two addresses in
                                                                                                          • List of hidden features

                                                                                                            Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
                                                                                                          • customize payment page

                                                                                                            Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at
                                                                                                          • Are Environments Worth It?

                                                                                                            In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from
                                                                                                          • Enhanced duplicate check for Leads in CRM

                                                                                                            Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
                                                                                                          • Pause(1);

                                                                                                            I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is
                                                                                                          • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                            The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                                                                                          • Integration Request: Elementor

                                                                                                            Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
                                                                                                          • Ability to Change Visibility of Published YouTube Videos

                                                                                                            Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • Adding anchor links in Zoho CRM email templates

                                                                                                            I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?
                                                                                                          • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                                                                                          • openUrl in blueprints

                                                                                                            My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically
                                                                                                          • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                                                                                            Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
                                                                                                          • Item Details Field - New Barcode / Document option?

                                                                                                            Is this a new feature??? its in both books and inventory.
                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                          • Introducing the revamped What's New page

                                                                                                            Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                          • Ability to Add YouTube Video to Playlist During Publishing

                                                                                                            Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has
                                                                                                          • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

                                                                                                            Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
                                                                                                          • Canvas View in Zoho Recruit

                                                                                                            Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                          • Sharing Form Ownership Among Multiple Users

                                                                                                            I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 
                                                                                                          • How to go to the next open ticket in the queue when agents closes ticket

                                                                                                            Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                                                                                          • How to Automate Email Sequence

                                                                                                            I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
                                                                                                          • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

                                                                                                            Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween
                                                                                                          • Turning off the new UI

                                                                                                            Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                          • Zia expands to China with native features and DeepSeek-powered generative AI features

                                                                                                            Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek
                                                                                                          • Email in each module

                                                                                                            We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.
                                                                                                          • Create custom rollup summary fields in Zoho CRM

                                                                                                            Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                          • Global Search placement in the new UI

                                                                                                            Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
                                                                                                          • Introducing Skill-Based Ticket Assignment

                                                                                                            The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency
                                                                                                          • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                            Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                          • Kaizen #213 - Workflow APIs - Part 1

                                                                                                            Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,
                                                                                                          • Browser and address bar hide

                                                                                                            Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really
                                                                                                          • Cells Border

                                                                                                            Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give
                                                                                                          • Credit Management: #2 Configuring Right Payment Terms for Credit Control

                                                                                                            Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine
                                                                                                          • Next Page