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:
- replies = [
- {
- "text":"Your name",
- "field_name":"siq_name"
- }
- ];
- response.put("replies",replies);
2. To update the visitor's email address:
- replies =
- [
- {
- "text":"Your email address",
- "field_name":"siq_email"
- }
- ];
- response.put("replies",replies);
3. To update the visitor's phone number:
- replies =
- [
- {
- "text":"Your phone number",
- "field_name":"siq_phone"
- }
- ];
- response.put("replies",replies);
4. To update the visitor's ID in custom info:
- replies = [
- {
- "text":"Your ID",
- "field_name":"siq_id"
- }
- ];
- response.put("replies",replies);
5. To update the visitor's serial number in custom info:
- replies = [
- {
- "text":"Your serial number",
- "field_name":"siq_serialnumber"
- }
- ];
- response.put("replies",replies);
To learn more, start building your own Zobot right away.
Related Topics:
- Keep your customer support game up and running 24/7 with Zobots!
- What are actions and how they can reduce operator workload?
- What are Handlers and how they can help you build a perfect Zobot that can mimic your operators?
- What are Zobot responses and how can they be used?
- Make your conversations more interactive with response cards in the Zobot!
- Connections in the Zobot
- What are questions in the Zobot and how can they be defined?
Regards,
Michelle
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Michelle Concetta Fernando
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