WFH Tip : 15 What are Zobot responses and how can they be used?

WFH Tip : 15 What are Zobot responses and how can they be used?

The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping hand, even when all your operators are busy and can't respond. This post will talk about the different types of responses that can be used in the Zobot.
Before we jump in and start learning about the different types of responses, let us build ourselves a little example. Let us take the example of a common e-commerce store and assume that a Zobot called E-com Bot has been deployed on the website to answer customer queries. We will look at how each response type will help the bot during different scenarios during the conversation.

Suggestions:
Every conversation between a Zobot and the visitor consists of a couple of exchanges. Sometimes visitors might get a feeling that the conversation is getting monotonous and might not feel like typing out the response to a question. To handle situations like these and to make efficient conversations, the bot can display response suggestions in order to save the time and trouble spent in manually typing out responses.
For instance, the bot can display a list of products - say household appliances, clothes, shoes, books, etc. that are available in the store and allow the visitor to choose the one that they want to buy. This response type is an array and so you can stack more than one suggestion. They only accept collection as their value and the collection can only have a list of strings separated by commas. Learn more

Skippable:
Some questions may look/sound unnecessary to some visitors and they might want to skip to the next part. It could be a casual question or a question about an extra detail that the visitor is not willing to disclose. In this case, skippable can be used.This response type can be used with all the input cards. It displays a skip button to the visitors along with the input widgets, using which visitors can choose to skip responding to the particular question. Say, the bot asks the visitor to choose a color for the product that he/she wants to buy and the visitor isn't very color-specific, then that question can be skipped by clicking on Skip. Learn more.

                                         

Field name:
There is always a lot of information that needs to be recorded during the course of the conversation for future use. field_name can be used in your bot scripts to update the visitor name, email, phone number, etc. inside SalesIQ. Other details like ID, city, etc. can also be updated using the field_name. This can be useful in an online store scenario - the bot can collect details like name, contact number and location of the visitor in case an order has been placed and the visitor wants the products delivered to a particular address. This information can also be used later for follow-ups. Learn more.
Note: All information other than visitor name, email and phone will be updated in the custom info section of the particular visitor. 

Validate:
Validation of information given by visitors is an aspect that has to be paid attention to. Sometimes, when visitors send invalid information, it becomes difficult to follow-up or send them information about updates. The Zobot can validate the information that was given by the visitors while placing an order using validation to make sure there are no discrepancies in the data. Learn more.

                                         

Call To Action(CTA):
As the name suggests, these are buttons that can be added to bot replies and can perform different actions in your client with Client Actions. These are similar to response suggestions but the options do not disappear once the response is submitted by the visitor. They will still be able to take a look at the options inside the chat window. The CTA is currently supported in text reply, single product and multiple product cards. Learn more.

Questions:
As the name implies, this response type is used to feed a collection of questions that the bot will ask the visitor when he/she lands on the website.This is a response type that is specific to the SalesIQ Scripts platform. It is an array of objects in which each question is an object. You can include any number of questions in the array. This response type can be used when the bot inquires about the needs of the visitor before placing an order. It can collect details like the category of products that they want to shop, the price range, color options, quantity, etc. and display a filtered list of products based on the answers given. This can make it easier for the visitor to choose the product and place an order. It accepts only a collection as the value. The collection, in turn, must have at least one map. Each question map in the array has the following keys : name, replies, input and suggestions. Learn more.

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. Say, the visitor wants to buy a home appliance on the online store and wants to talk to a human operator about the discounts available, delivery procedure and payment options. The bot can use the forward action to connect the visitor to a human operator who can handle the query. If the bot is performing actions like generating an invoice for the order that was placed, it can use the pending action to do so while also keeping the visitor informed about the process. These actions can also reduce the work done by your operators in half and improve the efficiency of customer support teams. Learn more.

                                        

Context:
Contexts in the Zobot are those that make bot conversations with visitors more flawless and human-like. The context_id is a unique identifier for any context that is available in the context handler of the Zobot. You can use the context action in case you want to use a set of questions in a particular context to invoke/perform an action. context_id accepts only text as the value. The value must be the name of the corresponding context handler block.
For example, if you want the bot to create a lead in Zoho CRM using the name, email and phone number of the visitor who has placed an order, you can specify questions to get these details from the visitor in the same context. Learn more.

Delay:
Sometimes visitors might not need the help of the bot while they're browsing through the website. In this case, the bot can end the chat. When you don't want the bot to end a chat session abruptly, you can schedule a delay for the end of a chat. This response keeps the chat live for a while in case visitors decide to come back for a question. If the visitor does not need the help of the bot to choose products and place the order, the bot can end the chat after a set period of time. Learn more
Note: The delay will be unscheduled if the visitor types a message/ sends a message/ agents join the chat/chat is handed off to the agent. 

                                         

To learn more about the types of responses, start building your own Zobot right away. We also have Sample Scripts that use all of the response types mentioned above. For more information, check out our Help Documentation.

Related Topics:

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 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

                                                                                                          • How to send certain invoices for Approval based on condition?

                                                                                                            To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                                                                                          • Unable to continue payment

                                                                                                            Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                                                                                          • Is there a way to show contact emails in the Account?

                                                                                                            I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                          • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                            Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                                                                                          • LINE Auto Message Connect to Zoho

                                                                                                            When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                                                                                          • System flaws and lack of response from Zoho

                                                                                                            I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
                                                                                                          • Cant recieve mails

                                                                                                            I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                                                                                          • Zoho Sheet Autofit Data

                                                                                                            While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                                                                                          • Enhancements to finance suite integrations

                                                                                                            Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
                                                                                                          • Edit 'my' Notes only

                                                                                                            The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                                                                                          • How do I filter contacts by account parameters?

                                                                                                            Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                          • Job Alerts for Candidates

                                                                                                            hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
                                                                                                          • Add multiple users to a task

                                                                                                            When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                          • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                                                                                            Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
                                                                                                          • How to export all line-item descriptions for a specific item in Zoho Books?

                                                                                                            I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
                                                                                                          • Show/ hide specific field based on user

                                                                                                            Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                          • Where are Kanban swimlanes

                                                                                                            So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
                                                                                                          • Tip 19: How to display images in Pages using ZML snippets

                                                                                                            Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding
                                                                                                          • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

                                                                                                            I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing
                                                                                                          • Forced Logouts - Daily and More Frequent

                                                                                                            In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
                                                                                                          • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

                                                                                                            I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
                                                                                                          • Reference lookup field values in Client script

                                                                                                            hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data
                                                                                                          • In App Auto Refresh/Update Features

                                                                                                            Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
                                                                                                          • Every time an event is updated, all participants receive an update email. How can I deactivate this?

                                                                                                            Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
                                                                                                          • Online Assessment or any aptitude test

                                                                                                            This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                          • How can I filter a field integration?

                                                                                                            Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
                                                                                                          • Email task creator when task is updated/marked complete

                                                                                                            I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                                                                                          • How to move emails to Shared Mailbox?

                                                                                                            Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                                                                                          • How to implement new online payment gateway?

                                                                                                            Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
                                                                                                          • Zoho CRM - Portal Users Edit Their Own Account Information

                                                                                                            Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of
                                                                                                          • I’ve noticed that Zoho Sheet currently doesn’t have a feature similar to the QUERY formula in Google Sheets or Power Query in Microsoft Excel.

                                                                                                            These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho
                                                                                                          • Connecting Zoho Mail with Apollo.io

                                                                                                            Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but
                                                                                                          • Where does this report come from in the Zoho One ecosystems?

                                                                                                            Is this directly from MA, Analytics or ??? ???
                                                                                                          • Contact's title in "Contact Role Mapping"

                                                                                                            When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
                                                                                                          • Zoho CRM - Client Portal - Hide Notes Related List

                                                                                                            Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.
                                                                                                          • "Pivot Table" Conditional Formatting

                                                                                                            Team, I there a way to use conditional formatting a "Pivot Table"  report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made Simple
                                                                                                          • How many clients can be added to Zoho Practice?

                                                                                                            How many clients can be added to Zoho Practice without having their zoho app?
                                                                                                          • Stage History

                                                                                                            when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Automating Ticket Responses Using Zoho Desk's AI Features

                                                                                                            We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
                                                                                                          • Next Page