WFH Tip 13: Keep your service desk organized and efficient with the Help Desk Zobot

WFH Tip 13: Keep your service desk organized and efficient with the Help Desk Zobot

Chatbots aren’t just for customers. They can provide useful support throughout a business, including your service desk. Help desks are responsible for quick resolution of immediate needs and technical issues of end users. They are the hub of your support and they handle tickets, speak to customers and resolve technical difficulties that your customers are facing. The Help Desk Zobot is here to support your stretched service desk. It increases efficiency by helping your operators with feature requests, demo scheduling and connecting visitors to the right operators.

Zobot Capabilities:

  • 24/7 service availability: Visitors can come up with queries at all hours of the day. Staffing your support desk 24/7 to handle these issues, however, is usually not feasible for any organization. These issues must still be addressed because they reduce customer satisfaction. These Zobots can be used to handle monotonous tasks, and to automate common procedures like ticket creation and ticket updation. This frees up your support staff to focus on more complex tickets and resolve them quickly.
  • Live Chat Transfer: Your prospects can ask the bot to transfer their chats to one of the support representatives of your organization at any time. The Zobot provides an option to do so inside the chat window itself.
  • Schedules demos: The Zobot can get your visitors' details and preferred time slots and schedule product demos for them with operators of your organization using the Calendar widget.
  • Creates leads in CRM: When visitors request for a new feature, the Zobot captures the prospects' information like name and email address, and creates leads inside Zoho CRM
  • Creates and updates tickets in Desk: The Zobot also creates tickets for customers who are facing issues with any product/service and keeps them informed about the ticket status as well.
Bot flow:



How does this Zobot work?
  • When a visitor lands on the website and matches the trigger criteria, the bot will trigger a welcome message along with the main menu.
  • Once the bot receives a message from the website visitor, the message handler starts executing where visitors are reactively engaged. All questions from the visitor are handled in the Message Handler.
  • The combination of messages received from the website visitor will be analysed and stored in the code in the context handler, and the bot will respond to the visitors based on the question they receive from the available answers. The Context handler is also where all the necessary connections are created and invoked.
How to create this bot?
  • Navigate to Settings > Zobot > Create bot. Add a name, description, choose the website and preferred departments.
  • Set trigger criteria and enable business hours and operator handoff based on your requirements.
  • Now, copy the code and paste it inside each handler- Trigger, Message, and Context.
  • Save the script in all the handlers and then publish the bot and it will be ready to assist visitors on your website.
You can download the sample scripts here. Jump right into our Resources Section and learn more about the Zobot.

Happy Zoboting!

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

                                                                                                                • Automation Series: Auto-Notify External Users on Issue Closure

                                                                                                                  Hello Folks! In Zoho Projects, you can notify external issue reporters via email when an issue is marked as Closed. This helps the users avoid manual follow-ups and keeps the reporter updated. In this post, we’ll walk through a simple setup using a Web
                                                                                                                • Turn chat conversations into real action with Integration Blocks in Guided Conversations

                                                                                                                  When a Guided Conversation fails, it's usually not because the logic is wrong. They fail because the conversation stops moving. A customer starts a chat with a clear goal: report an issue, check a status, or confirm something. At first, the flow does
                                                                                                                • Basic Mass Update deluge schedule not working

                                                                                                                  I'm trying to create a schedule that will 'reset' a single field to 0 every morning - so that another schedule can repopulate with the day's calculation. I thought this would be fairly simple but I can't work out why this is failing : 1) I'm based in
                                                                                                                • click to call feature

                                                                                                                  I've Zoho CRM and in that i want click to call feature.
                                                                                                                • Can the Product Image on the Quote Template be enlarged

                                                                                                                  Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks
                                                                                                                • Creating Parent Child relationship in Accounts

                                                                                                                  We have customers with multiple locations, I setup the HQ as an account, then I setup the different sites marking the HQ as the parent to that location. If I then do a Deal for one of the locations, is there a way to show by looking at the parent account
                                                                                                                • Learner transcript Challenges.

                                                                                                                  Currently i am working on a Learner Transcript app for my employer using Zoho Creator. The app is expected to accept assessment inputs from tutors, go through an approval process and upon call up, displays all assessments associated with a learner in
                                                                                                                • Client and Vendor Portal

                                                                                                                  Some clients like keeping tabs on the developments and hence would like to be notified of the progress. Continuous updates can be tedious and time-consuming. Zoho Sprints has now introduced a Client and Vendor Portal where you can add client users and
                                                                                                                • need a packing list feature

                                                                                                                  In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                                                                                                • #7 Tip of the week: Delegating approvals in Zoho People

                                                                                                                  With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!
                                                                                                                • Admin Tip: Manage sub-domain emails using sub-domain stripping

                                                                                                                  As an admin, you may need separate domains for different departments such as sales, support, and marketing. While this approach offers flexibility, creating and managing multiple domains can quickly become overwhelming, especially since each domain requires
                                                                                                                • Quick Copy Column Name

                                                                                                                  Please add the ability to quickly copy the name of a column in a Table or Query View. When you right-click the column there should be an option to copy the name, or if you left-click the column and use the Ctrl+C keyboard shortcut it should copy the
                                                                                                                • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                  Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                                                                                                • How do I remove a data source from Zoho Analytics?

                                                                                                                  I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
                                                                                                                • Add Employee Availability Functionality to Zoho People Shift Module

                                                                                                                  Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
                                                                                                                • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                                                                                                  Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                                                                                                • Is Desk Down?

                                                                                                                  Across department - always an error. [Status Mode] - error [Table View and the rest] - working
                                                                                                                • How do I change the wording of the tile of SignForm?

                                                                                                                  When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
                                                                                                                • How to link tickets to a Vendor/Vendor Contact (not Customer) for Accounting Department?

                                                                                                                  Hi all, We’re configuring our Accounting department to handle tickets from both customers and vendors (our independent contractors). Right now, ticket association seems to be built around linking a ticket to a Customer / Customer Contact, but for vendor-originated
                                                                                                                • Automatic Matching from Bank Statements / Feeds

                                                                                                                  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
                                                                                                                • Unify Overlapping Functionalities Across Zoho Products

                                                                                                                  Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
                                                                                                                • Automation #7 - Auto-update Email Content to a Ticket

                                                                                                                  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly
                                                                                                                • Ticket to article and Ticket to template

                                                                                                                  Hello! I would like to know if it is possible (and how) to do the following actions: 1. To generate an article from a ticket (reply + original message) 2. Easy convert an answer to an email template
                                                                                                                • Is there API Doc for Zoho Survey?

                                                                                                                  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                                                                                                • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

                                                                                                                  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
                                                                                                                • WebDAV / FTP / SFTP protocols for syncing

                                                                                                                  I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful
                                                                                                                • Change the "from" field

                                                                                                                  Hello, I used some random word to create the account ID to later host the domain based emails. That username shows up in the "from" field on test emails. How do I change that to a custom one, like first name/last name or business name? I tried to create second user and "named" it the way I want and it worked to a degree, although the "from" field shows all lower case letters, while original had some capital letters. So the "all-low-case" is another issue I am having... Thank you
                                                                                                                • [Free Webinar] Learning Table Series - AI-Enhanced Logistics Management in Zoho Creator

                                                                                                                  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60
                                                                                                                • How to use Rollup Summary in a Formula Field?

                                                                                                                  I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
                                                                                                                • Zoho Creator to Zoho CRM Images

                                                                                                                  Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                                                                                                • Error Logs / Failure logs for Client Scripts Functions

                                                                                                                  Hi Team, While we are implementing client scripts for the automation, it is working fine in few accounts but not working for others. So, it would be great if we can have error Logs for client scripts also just like custom functions. Is there any way that
                                                                                                                • Zoho Books blocks invoicing without VeriFactu even though it is not mandatory until 2027

                                                                                                                  I would like to highlight a very serious issue in Zoho Books for Spain. 1. The Spanish government has postponed the mandatory start of VeriFactu to January 1st, 2027. This means that during all of 2026 businesses are NOT required to transmit invoices
                                                                                                                • Problem : Auto redirect from zoho flow to zoho creator

                                                                                                                  Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
                                                                                                                • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

                                                                                                                  I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
                                                                                                                • Zoho Books is now integrated with Zoho Checkout

                                                                                                                  Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout
                                                                                                                • Sync Issue

                                                                                                                  My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan
                                                                                                                • Add Zoho PDF to Zoho One Tool Applications

                                                                                                                  It should be easy to add from here without the hassle of creating a web tab:
                                                                                                                • JOB WISE INVOICE PROCESS

                                                                                                                  I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE
                                                                                                                • PDF Template have QTY as first column

                                                                                                                  I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on
                                                                                                                • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

                                                                                                                  Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader
                                                                                                                • Next Page