WFH Tip : 27 Set up your Zobot in 6 quick steps!
Greetings from Zoho SalesIQ!
Do you think you're a little lost or are you still figuring out what you should do?
Don't you worry! We have your back!
This post has a quick 6-step tutorial that will help you get started with building a Zobot on Zoho SalesIQ. Let's jump right in!
Step 1: Add a new Zobot
For this, you can navigate to Settings inside your Zoho SalesIQ portal and click Zobot. In this section, you can create Zobots according to your plan.
Step 2: Configure the Zobot
You are going to build this Zobot to suit your website needs, so you have to configure it accordingly. Choose a website to deploy the bot on, select departments, set up working hours for the bot and so on.
Step 3: Choose your platform
Once, the configurations are perfectly set, you will have to decide on one platform to build your Zobot on. We have five different offerings from Zoho SalesIQ that you can use to build your website bot. You have SalesIQ scripts and Zia Skills which are Zoho's own platforms, and then there's Dialogflow that you can use if you're an end-to-end Google user, and then you also have Watson, Microsoft Azure and Webhooks. So choose one of these according to your choice so that you'll be at ease while you're building. We would recommend SalesIQ Scripts for your bot building because using this, you can customize your bot from scratch and make it work the way you want it to. Also, with SalesIQ scripts, you have access to templates and connections.
SalesIQ offers a bunch of industry-specific and functionality specific bot templates that you can use for your reference. You can deploy these templates and look at how they work before you start building a bot on your own.
Step 4: Create connections wherever necessary
In case you need to perform an action in an external application/Zoho application with the data that you have collected using the handlers, you need to setup a connection with that particular service. Connections are interfaces used to integrate third-party services with your Zoho Service, in this case, Zoho SalesIQ. You can use connections to set up appointments along with visitor data, to send campaigns and also to create entries in CRM.
Step 5: Do a trial run!
There's a preview window in the builder where you can test your code to see how it looks on the website. You can check all of the functionalities once before the bot goes live on the website.
Step 6: All that's left is publishing the bot on your website
So once the trial run is successful, click Publish to get your bot up and running on the website. Now, your bot is all set to assist website visitors.
That's how easy it is.
Happy Zoboting!
Regards,
Michelle
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Michelle Concetta Fernando
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