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

                                                                                            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

                                                                                                          • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                                                                                            Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.
                                                                                                          • Custom View - Sort by Custom Field

                                                                                                            I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending
                                                                                                          • Zoho Indeed Intergation not pulling candidate details

                                                                                                            We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since
                                                                                                          • Custom View of tickets created today

                                                                                                            How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".
                                                                                                          • Lifecycle Reports

                                                                                                            From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,
                                                                                                          • Zoho Forms - Print Button on Forms

                                                                                                            Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.
                                                                                                          • Putting Watermark on Zoho Sheet

                                                                                                            Can this be done?
                                                                                                          • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                            Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
                                                                                                          • Report to know the history of certain Tickets on Desk

                                                                                                            Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not
                                                                                                          • Advanced Usage Billing: Prepaid with Drawdown

                                                                                                            Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a
                                                                                                          • Zoho Commerce in multiple languages

                                                                                                            When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                          • Urgent Zoho Creator down!!!???

                                                                                                            Now my zoho creator faced this issue. Anyone has idea? Urgent!!!
                                                                                                          • The Social Wall: September 2025

                                                                                                            Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the
                                                                                                          • Introducing Detailed View for Candidates in Vendor Portal

                                                                                                            We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,
                                                                                                          • Zoho One Down

                                                                                                            Zoho Team, Checking if when the services up - currently Zoho One is down
                                                                                                          • How can I track which zoho users are actively using Zoho CRM

                                                                                                            I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                                                                                          • Access to Detail View From HTML Snippet

                                                                                                            Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,
                                                                                                          • Billing Management: #10 Solving Common Mistakes in Billing

                                                                                                            Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending
                                                                                                          • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中!(参加無料)

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します! ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です! なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー
                                                                                                          • Loading CSS Stylesheets into HTML Snippet

                                                                                                            Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?
                                                                                                          • Notes Attachments

                                                                                                            Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
                                                                                                          • Canvas: empty images

                                                                                                            Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in
                                                                                                          • Google enhanced conversions not working

                                                                                                            Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
                                                                                                          • MS Teams Meeting to Zoho CRM

                                                                                                            Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
                                                                                                          • Font Size 11 - Zoho CRM Email Templates

                                                                                                            Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
                                                                                                          • Subforms in stateless forms

                                                                                                            I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
                                                                                                          • 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
                                                                                                          • How do I move a section or element from one page to another in the NEW Zoho Sites UI

                                                                                                            I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.
                                                                                                          • Zoho Projects app update: Global Web Tabs support

                                                                                                            Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest
                                                                                                          • Export as MP4 or GIF

                                                                                                            Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon
                                                                                                          • Page Layout- Horizontal Rule

                                                                                                            When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!
                                                                                                          • Zoho Books will discontinue support for older browser versions soon

                                                                                                            Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100
                                                                                                          • Zoho Projects - Q3 Updates | 2025

                                                                                                            Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
                                                                                                          • Zoho Sheet - Printing - Page Breaks and Printing Customization

                                                                                                            I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
                                                                                                          • Issue with Trident exe file

                                                                                                            Hello Team, Exe Setup file It's showing harmful for user pc please check and do needful. this message for developer team. Thanks Bhargav Purohit
                                                                                                          • Different languages for users

                                                                                                            Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
                                                                                                          • Transaction Locking with the dynamic date

                                                                                                            Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                                                                                          • Unable to change sales_order status form "not_invoiced" to "invoiced"

                                                                                                            I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
                                                                                                          • Apply Vendor Credits Automatically

                                                                                                            We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                          • Apply Vendor Credit Automatically

                                                                                                            Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                                                                                          • Next Page