Controls in the Codeless bot builder to ease your bot-building experience
The Codeless bot platform in Zoho SalesIQ was designed to help non-techies make their bot dreams come true. The platform lets you build chat bots without having to write any code. All you have to do is design a conversational flow using the blocks inMake conversations more efficient by addressing repeated queries with FAQs
What are FAQs? FAQs are a list of common questions visitors have asked about your product or service that you can add to your knowledge base. The FAQs can be shared by the operators or bots during the conversation. When the intent of the visitor's queryWhat is the easiest way to build a Zobot?
Hi everyone, I am a long time Zoho user and can usually figure out how to set up integrations, workflows etc... in different Zoho apps. Of course I am usually watching a video, wading through help docs and occasionally getting help via chat, call or email, but in the end it winds up being DIY and that is great. However, I now find myself with the struggle when expecting the same for building a Zobot. I have asked for chat help, I have watched some hour long videos and probably have attempted to buildEnhance your support by responding faster with Canned Replies
Canned Replies are pre-defined texts that help the operators to send frequently used messages quicker and increase the reliability by reducing the response time. Typing out similar replies to visitors might be very ineffective for operators who handleEquip answer bot to use the terms handled in your business accurately!
In SalesIQ, Business terms are a collection of terminologies used as synonyms when referring to the same thing. Example: In SalesIQ, operator, agents, and representatives are synonymous terms that denote the same. These similar terms make it difficultEarly access to experience the all-new Zoho SalesIQ - 2.0
Hello everyone, We hope you are all keeping yourselves safe and healthy through this challenging time. We are very excited to tell you about the Zoho SalesIQ 2.0 - beta access. Zoho SalesIQ 2.0 is entirely different from the old version, comes withAdd more solutions to your knowledge base with UAQs.
What are UAQs? The UAQ section consists of a collection of all the questions asked by the visitors that the answer bot has managed to find intents from but couldn't find an answers to. When the bot does not know the answer to one of the questions thatSmall talk in business communication - A smart way to connect and engage
Small talk is an informal and non-functional discourse or response that provides a sense of human touch to a conversation. The discourse can be of any type starting from greeting to sign off and more. In SalesIQ, the Small talk module allows you to configureHelp visitors address their own queries effectively with Articles in SalesIQ
What are Articles? Articles in SalesIQ are a collection of self-service materials that you can draft inside your SalesIQ dashboard and display in the chat window or share with customers during a live conversation. Articles help you add all the questionsSalesIQ Unannounced Beta?
(2nd time posting - not sure where 1st post is) There's an unannounced beta out with all kinds of new features. It's put us in a beta of Enterprise 1.0 and talks about an upgrade to Enterprise 2.0. Any of idea of what this is?forward opeartion on zoho not working
Good day for the past 3days i have been having issues forwarding chats from visitors to my agents, i have tried forwarding by department and by email and it still doesnt work but yet i receive a response that the chat has been forwarded, please i needChats forwarded by Zobots will now end automatically when left unattended!
Greetings from Zoho SalesIQ! The Zobot, when deployed on a website, is capable of forwarding chats to human operators, if requested by the visitor. Previously, when chats were forwarded by the bot and there were no operators to pick them up, chats wereNo Visibility in the Reports Tab
Hello, I am to do an annual report on total website visitors, however, the entire section says No DataWFH Tip : 31 How to end chats handled by the Zobot?
Greetings from Zoho SalesIQ! Zoho SalesIQ's Zobot has been designed to handle conversations with your visitors in the absence of your operators. They can understand the intent of what the visitor says and respond contextually. To end a conversation whenWFH Tip : 30 How can you handle failures in the Zobot?
Small failures are bound to occur during visitor-bot conversations - operator unavailability, invalid email address entry, etc are all examples of minor failures that happen during a conversation. To handle these minor failures, the Zobot has a handlerTarget a wider audience and provide personalized content based on visitors' location.
If your website has broader demographics and if you wish to show customized widget and functionality based on the visitor's location, you can use the .afterready() API. With .afterReady() API enabled, you can customize the functionality and content ofHitting the customer satisfaction bullseye with SalesIQ Chat Routing
In an everyday business scenario, we get hundreds of chats from visitors. But, most of the conversations go missed or irrelevant due to inefficient workflows. Enabling chat routing allows you to precisely route visitors to specific operators based onWFH Tip 29 : What is Context ID in the SalesIQ Scripts platform of the Zobot?
First things first, what is a Context in SalesIQ Scripts? A Context is a data definition that is used to collect multiple inputs to perform a single action. So, all the inputs defined in the context will be collected and the context handler will be invoked.Zoho Online Events (APAC) - Optimizing Website Engagement and Conversions By Analyzing Visitor Behaviour - November 2020
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of this, we are hosting a series of online events for the Asia-Pacific region, where we plan to focus onHow do we deliver an automated message if we do not respond after x seconds?
Scenario: A website visitor starts a chat. We have not responded within, let's say 60 seconds. How do we trigger a message asking them to leave a message and we will get back to them. I found *where* to enter such a message. But not how to trigger it if we do not respond within a given time period. ThanksZoho User Groups Virtual Meetup - Zoho SalesIQ - November 2020 - Canada and USA
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of our User Group meetup series, we are hosting a series of online events for USA and Canada, where we planEngage and provide personalized support to visitors based on their actions on your website
Increase your triggers' precision based on the visitors' actions; you can set up Custom Action trigger and target your visitors more accurately, grab their attention, and close deals faster. With visitor.customaction() you can perform an action or encourageWFH Tip: 28 How to update visitor information on the Zia Skills platform?
The Visitor Object in the Zobot: The visitor object is a map that contains the profile information of the website visitor. This will be available inside the messageData map across all scripts inside Zia Skills.It contains properties like name, email,Dynamically add your visitors' data using Visitor APIs.
Visitor APIs can set a pre-defined value for your visitor's data; this can help you store visitor data on your site, speed up the support process, and reduce redundant data in your SalesIQ portal. You can enable Visitor API if you wish to skip the pre-chatWFH 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.Zoho SalesIQ: Overview and Best Practices FREE Webinar Nov 24, 10 am PST.
Click here to register. Join us on Tuesday, November 24, 2020, at 10 am PST, for our monthly webinar on Zoho SalesIQ. The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's business platform applicationLet the visitors on your website know that your operators are away from work.
Do you maintain standard working hours for your employees? And, would you like to inform that to your visitors to avoid having a bad support experience. Business hours comes to your rescue. Business hours help you keep the visitor chat widget online duringWFH Tip: 26 What are the different ways of defining proactive messages on the Zia Skills platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions.The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. Today's tip will focus on the different types of trigger messages that you can create for your visitors on the Zia Skills platform. Trigger messages in Zia Skills:Not receiving any incoming chat requests? Here are four possible solutions.
After a fantastic weekend, you return to work, expecting outstanding sales, new deals, and lots of customer engagement. Instead, you get no incoming chat notifications. Wondering what went wrong? If you're facing a similar problem, here are few solutions that might solve this problem and help extend your support to your users without any hassle. 1. Operators not associated with website department: You must associate websites and operators with the same department to enable your operators to track,WFH Tip: 25 What is Zia Skills and what are the three ways of answering visitor queries using the platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions. Zia skills platform lets you build bots that are capable of more than just merely answering the visitor chat requests. The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. More importantly, Zia skills can be developedWFH Tip: 24 Objects in the Zobot
Before you start building a Zobot for your business, you need to know about the objects that are available inside the Zobot. This tip aims to give you an idea of the core objects that are found throughout the custom bot implementation. These objects serve as a guideline for input parameters and output response formats for the scripts used in the bots. The following are the actions that can be performed by the Zobot: Handling visitor chats Forwarding chats to humans Blocking a visitor Collecting inputsHow to win back unhappy customers by transforming their negative feedbacks to positive?
Customer Feedback and satisfaction are the keys to any successful business. In the online world, feedback and reviews play a vital role in knowing the quality of the product and customer satisfaction. With the SalesIQ Feedback module, you can know how your customers feel about the product and service, and reach out to the customers who have left poor feedback on the chat session with your operator. You can apologize for the inconvenience caused and also help them get their issues solved withoutWFH Tip : 23 How to validate the information provided by visitors during conversations with Zobots?
Greetings from Zoho SalesIQ! Ever wondered if you were dealing with only the right details/information during a live chat session? Validation is a crucial process for any business that has hundreds and thousands of customers coming in by the hour. It is essential to validate every detail that is provided by a visitor during a conversation to evaluate the genuineness of the request and to initiate the proper follow-up. A human operator can mostly identify invalid information but chatbots can seldomWFH Tip 20: How can you tweak the Zobot codes according to your requirements?
Greetings from Zoho SalesIQ! As all of you know, Zoho SalesIQ has a wide range of code snippets and Sample Scripts that you can use as references when you start building a Zobot. These code structures have numerous possibilities in store for you. All you have to do is copy-paste the sample code from the respective section and make changes according to your requirements. Say, you own an online clothing store and are trying to set up a Zobot to assist your website visitors. You want the Zobot to startWFH 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, emailExpand possibilities and engage effectively using JS APIs
SalesIQ comes with many powerful tools out of the box to help you boost business performance. You can further customize and increase the effectiveness of SalesIQ by using JS APIs. JS APIs are flexible and can be customized based on your requirements. How to use JS API? Just copy, customize the attributes to fit your brand and paste the JS API code below your SalesIQ widget code on your website. Yes, that's all you have to do to implement JS API on your website. Few JS APIs that can boost your businessWFH Tip 21: How to edit sample codes with connections and use them for your business?
Greetings from Zoho SalesIQ! SalesIQ has a great collection of Sample Zobot Codes that you can use for your own business by making a few minor tweaks. Some of these Sample Codes come with code that is built to establish connections with services other than SalesIQ. This tip will tell you how you can quickly make changes to that code and establish connections with services of your choice. Let us consider an example. The Webinar Zobot can help website visitors quickly register for webinars that youEnd of support for TLS/SSL version 1.1 and older
As mentioned earlier in this post, we have completely deprecated support for the TLS version 1.1 and older. So if you use browsers, APIs, and plugins that run on the old TLS versions, please update immediately as the older one is no longer supported. Click this link to check if your browser supports the latest TLS version. Regards, NaveenMobilisten now supports Cordova & Ionic Framework!
Apache Cordova and the Ionic framework are open source platforms used to build cross-platform apps using HTML, CSS, and Javascript. These frameworks allow you to target multiple platforms using a single codebase. Mobilisten is a robust in-app support tool that allows you to assist and provide support to your mobile app users. You can now seamlessly integrate Mobilisten with your existing Cordova or Ionic application to level-up your in-app support. Mobilisten features that can enhance your support:WFH Tip 19: Did you know that there are two different ways of defining replies in the Zobot?
What are replies? When the Zobot can handle the visitor on its own, the reply action can be used to provide replies to the visitors' queries. replies accept only a collection(i.e. a list) as the value. The collection can, in turn, have one or more strings or maps. There are two options available when this action is used. It can be used when there are one or more text replies to be displayed. In case of multiple maps when display cards such as articles, images, and links are used. This post will talkNext Page
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Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underUnleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.
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Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
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Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achievingDeprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As aPlug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
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