Zobot Tip 1: Keep your visitors from waiting with chat forward action in the Zobot!

Zobot Tip 1: Keep your visitors from waiting with chat forward action in the Zobot!

Visitors on a website do not usually like to be placed in situations where they need to wait for a response to their query. The Zobot eases this situation with its instantaneous and accurate responses. But what happens when the Zobot itself is in a situation where it does not know the answer to a question that the visitor has put up? This is when chat forward comes in handy. 

The 'forward' action in the Zobot:

The 'forward' action in the Zobot lets the Zobot transfer chats to operators inside your organization in case it does not know the answer to any query that comes from visitors. 


Syntax:
  1. {
  2. "action" : "forward",
  3. "replies" : ["Your text here"]
  4. }

This is what the chat forwarding on the visitor's side(on the website) will look like.



But what if visitors want to connect with someone specific?

Sometimes, chat forwarding can be inordinately time-consuming and might end up making your visitor wait for too long and become impatient. But, with the Zobot, you have three options with respect to the forward action. These options can route chats to the right person/department thus reducing the waiting time manifold. The options are as follows:

  • Forward chats to all operators and departments:
    • When the Zobot does not know the answer to a query, it can forward the chats to all departments and all the available operators in the organization.
    • In this case, all operators will be notified of the incoming chat and one of them can pick it up and answer.
    • Once the chat is picked up by an operator, the others will stop getting notified about the chat.

Example:

  1. {
  2. "action" : "forward",
  3. "replies" : ["Thanks for contacting us today, You will be connected to our operator shortly"]


When the operator receives a notification about the incoming chat transfer inside the portal, it will look like this.




  • Forward chats to an expert at the topic:
    • The Zobot can also forward a chat to one of the operators an expert in the topic. This comes in handy when there are multiple options and the Zobot wants to transfer the chat to a specific operator based on the topic.
    • When the chat is forwarded to the operator directly, visitors can get their queries answered right away. This saves a lot of time and effort for both the visitor and the organization.
Example:
  1. {
  2. "action" : "forward",
  3. "operators" : " scott.fisher@zylker.com "
  4. "replies" : ["You will be connected to our operator shortly.."]
  5. }



  • Forward chats to departments based on the topic:
    • Chats can also be forwarded by the Zobot to specific departments in your organization. Here, all the operators in the department chosen will be notified of the incoming chat and one of them can pick it up and respond to it. 
    • For example, if the visitor comes up with a question related to Billing issues, the chat can be forwarded to the Billing department of your company.
Example:

  1. {
  2. "action" : "forward", 
  3. "departments" : "606000007166005"
  4. "replies" : ["Please hold while I transfer your chat to the billing department.."] 




P.S. If you want to try out this functionality in the Zobot, check out our Lead Generation and Q&A Sample Scripts.

More tips are on their way, so, stay tuned!

Happy Zoboting!

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 Bulk-Update Sales Orders in CRM

                                                                                                            Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to
                                                                                                          • Zoho ToDo in Cliq

                                                                                                            Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?
                                                                                                          • 【Zoho CRM】サンドボックス機能のアップデート:カスタムビューが利用可能になりました。

                                                                                                            ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。
                                                                                                          • Changing an agents email address

                                                                                                            How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?
                                                                                                          • Zoho CRM - Potentials Tab

                                                                                                            Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this
                                                                                                          • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                            Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                                                                                          • Unable to create embed code for resource of workdrive using API

                                                                                                            Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
                                                                                                          • Feature Request - Insert URL Links in Folders

                                                                                                            I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                          • not able to convert pdf to jpg and other forms and vice versa.

                                                                                                            i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.
                                                                                                          • Enable / show scroll bar when Mega Menu is opened

                                                                                                            Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page
                                                                                                          • Shared Mailboxes Disappeared

                                                                                                            Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible
                                                                                                          • Reports: Custom Search Function Fields

                                                                                                            Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with
                                                                                                          • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

                                                                                                            Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products
                                                                                                          • How can I transfer data from Production to Development environment?

                                                                                                            Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
                                                                                                          • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                                                                                          • New portal SAML authentication error: User not found

                                                                                                            Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting
                                                                                                          • Devis et facture multi page

                                                                                                            Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité
                                                                                                          • Rotate an Image in Workdrive Image Editor

                                                                                                            I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
                                                                                                          • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

                                                                                                            Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to
                                                                                                          • How to Send Email from within a custom module (with or without an email template)

                                                                                                            It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't
                                                                                                          • Convert invoice from zoho to xml with all details

                                                                                                            How to convert an Invoice to XML format with all details
                                                                                                          • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

                                                                                                            Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.
                                                                                                          • Custom View - Sort by Custom Field

                                                                                                            I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending
                                                                                                          • Zoho Indeed Intergation not pulling candidate details

                                                                                                            We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since
                                                                                                          • Custom View of tickets created today

                                                                                                            How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".
                                                                                                          • Lifecycle Reports

                                                                                                            From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,
                                                                                                          • Zoho Forms - Print Button on Forms

                                                                                                            Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.
                                                                                                          • Putting Watermark on Zoho Sheet

                                                                                                            Can this be done?
                                                                                                          • Validation function not preventing candidates under 18 or over 30 from submitting the web form

                                                                                                            Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.
                                                                                                          • Report to know the history of certain Tickets on Desk

                                                                                                            Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not
                                                                                                          • Advanced Usage Billing: Prepaid with Drawdown

                                                                                                            Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a
                                                                                                          • Zoho Commerce in multiple languages

                                                                                                            When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?
                                                                                                          • Urgent Zoho Creator down!!!???

                                                                                                            Now my zoho creator faced this issue. Anyone has idea? Urgent!!!
                                                                                                          • The Social Wall: September 2025

                                                                                                            Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the
                                                                                                          • Introducing Detailed View for Candidates in Vendor Portal

                                                                                                            We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,
                                                                                                          • Zoho One Down

                                                                                                            Zoho Team, Checking if when the services up - currently Zoho One is down
                                                                                                          • Weekly Tips : Customize your Zoho Mail Notifications

                                                                                                            In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
                                                                                                          • How can I track which zoho users are actively using Zoho CRM

                                                                                                            I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                                                                                          • Access to Detail View From HTML Snippet

                                                                                                            Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,
                                                                                                          • Billing Management: #10 Solving Common Mistakes in Billing

                                                                                                            Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending
                                                                                                          • Next Page