WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot

WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot

Greetings from Zoho SalesIQ!
Sometimes, it becomes necessary to keep visitor details recorded to make conversations more personal. For this, Zoho SalesIQ's Zobots can be configured to update details from certain fields during a visitor-chatbot conversation using the field_name attribute.
This attribute can be used to update the visitor name, email, phone number, etc. in SalesIQ. Other details like ID, city, etc. can also be updated using the field_name.
All information other than visitor name, email and phone will be updated in the custom info section of the particular visitor.

                                                   

Sample Code:

1. To update the visitor's name:
  1. replies = [
  2. {
  3. "text":"Your name",
  4. "field_name":"siq_name"
  5.   }
  6. ];
  7. response.put("replies",replies);
2. To update the visitor's email address:
  1. replies =
  2. [
  3.   {
  4.   "text":"Your email address",
  5.   "field_name":"siq_email"
  6.   }
  7. ]; 
  8. response.put("replies",replies);
3. To update the visitor's phone number:
  1. replies =
  2. [
  3.   {
  4.   "text":"Your phone number",
  5.   "field_name":"siq_phone"
  6. }
  7. ];
  8. response.put("replies",replies);
4. To update the visitor's ID in custom info:
  1. replies = [
  2.   {
  3.     "text":"Your ID",
  4.     "field_name":"siq_id"
  5.   }
  6.   ]; 
  7.  response.put("replies",replies);
5. To update the visitor's serial number in custom info:
  1. replies = [
  2.   {
  3.    "text":"Your serial number",
  4.    "field_name":"siq_serialnumber"
  5.   }
  6.   ]; 
  7.  response.put("replies",replies);



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