1. Available
2. Busy

1. void automation.availableSalesIQ()
2. {
3.     // Create an empty map for the GET request parameters (required by invokeurl syntax)
4.     requestParams = Map();
5. 
   
6.     // Fetch the list of operators from SalesIQ via GET API
7.     operatorResponse = invokeurl
8.     [
9.         url :"https://salesiq.zoho.com/api/v2/harishtestacc/operators"
10.         type :GET
11.         parameters:requestParams
12.         connection:"salesiq1"
13.     ];
14. 
    
15.     // Extract the 'data' array from the response, which contains the operators
16.     operatorData = operatorResponse.get("data");
17.     info operatorData;
18. 
    
19.     // Get the email ID of the currently logged-in Zoho user
20.     currentUserEmail = zoho.loginuserid;
21.     info "Logged-in user email: " + currentUserEmail;
22. 
    
23.     // Convert operator data to list to iterate through each operator
24.     operatorList = operatorData.toList();
25. 
    
26.     // Loop through each operator record
27.     for each index operatorIndex in operatorList
28.     {
29.         // Extract the operator's email ID
30.         operatorEmail = operatorList.get(operatorIndex).get("email_id");
31. 
    
32.         // Check if the operator's email matches the current user's email
33.         if(operatorEmail == currentUserEmail)
34.         {
35.             // If matched, get the operator's ID
36.             operatorId = operatorList.get(operatorIndex).get("id");
37. 
    
38.             // Prepare map to set the operator status to "Available"
39.             updateStatusMap = Map();
40.             updateStatusMap.put("status","Available");
41. 
    
42.             // Make POST request to update the operator's status
43.             updateResponse = invokeurl
44.             [
45.                 url :"https://salesiq.zoho.com/api/v2/harishtestacc/operators/" + operatorId + "/status"
46.                 type :POST
47.                 parameters:updateStatusMap.toString()
48.                 connection:"salesiq1"
49.             ];
50.         }
51.     }
52. }
    

1. void automation.availableSalesIQ()
2. {
3.     // Create an empty map for the GET request parameters (required by invokeurl syntax)
4.     requestParams = Map();
5. 
   
6.     // Fetch the list of operators from SalesIQ via GET API
7.     operatorResponse = invokeurl
8.     [
9.         url :"https://salesiq.zoho.com/api/v2/harishtestacc/operators"
10.         type :GET
11.         parameters:requestParams
12.         connection:"salesiq1"
13.     ];
14. 
    
15.     // Extract the 'data' array from the response, which contains the operators
16.     operatorData = operatorResponse.get("data");
17.     info operatorData;
18. 
    
19.     // Get the email ID of the currently logged-in Zoho user
20.     currentUserEmail = zoho.loginuserid;
21.     info "Logged-in user email: " + currentUserEmail;
22. 
    
23.     // Convert operator data to list to iterate through each operator
24.     operatorList = operatorData.toList();
25. 
    
26.     // Loop through each operator record
27.     for each index operatorIndex in operatorList
28.     {
29.         // Extract the operator's email ID
30.         operatorEmail = operatorList.get(operatorIndex).get("email_id");
31. 
    
32.         // Check if the operator's email matches the current user's email
33.         if(operatorEmail == currentUserEmail)
34.         {
35.             // If matched, get the operator's ID
36.             operatorId = operatorList.get(operatorIndex).get("id");
37. 
    
38.             // Prepare map to set the operator status to "Available"
39.             updateStatusMap = Map();
40.             updateStatusMap.put("status","Busy");
41. 
    
42.             // Make POST request to update the operator's status
43.             updateResponse = invokeurl
44.             [
45.                 url :"https://salesiq.zoho.com/api/v2/harishtestacc/operators/" + operatorId + "/status"
46.                 type :POST
47.                 parameters:updateStatusMap.toString()
48.                 connection:"salesiq1"
49.             ];
50.         }
51.     }
52. }

2. Placing Buttons on the Screen

Add People status options as buttons in this Kiosk screen. In Zoho People, the available actions are:

1. Check-in
2. Check-out

Add two separate buttons labeled 'Check-in' and 'Check-out' to the screen. This allows users to easily select the appropriate attendance action based on their current availability.

Ensure the button labels clearly reflect the action they trigger to avoid user confusion.

3. Configuring Actions for Status Buttons

Now, proceed with adding actions to the Zoho People status buttons. To update the status from the Kiosk, you need to configure a custom function using the Zoho People API. This function will be triggered based on the user's selection, i.e., Check-in or Check-out. For example, when the user clicks the Check-in button, the function should call the Zoho People API to mark the user as checked in. Similarly, clicking Check-out should mark the user as checked out.

To enhance the user experience, you could add a confirmation screen after the custom function is executed.

This screen should include a 'Text' element that clearly informs the user that the status update was successful.

For example, display a message like "Your Zoho People status has been updated successfully".

This final step provides reassurance that the intended action was completed and helps guide users through the process with confidence.

Sample Script

Below is a sample Deluge script that shows how to update the status in Zoho People.

1. Check-In:
   

1. // Function to check in the currently logged-in user into Zoho People attendance
2.     // Get the email ID of the currently logged-in Zoho user
3.     currentUserEmail = zoho.loginuserid;
4. 
   
5.     // Make GET request to fetch the employee record from Zoho People by EmailID
6.     employeeResponse = invokeurl
7.     [
8.         url :"https://people.zoho.com/api/forms/employee/getRecords?searchParams={searchField:'EmailID',searchOperator:'Is',searchText:" + currentUserEmail + "}"
9.         type :GET
10.         connection:"people1"
11.     ];
12. 
    
13.     // Get the current timestamp in system timezone
14.     currentTime = now;
15. 
    
16.     // Make POST request to Zoho People to mark attendance (check-in)
17.     checkInResponse = invokeurl
18.     [
19.         url :"https://people.zoho.com/people/api/attendance?dateFormat=dd-MMM-yyyy HH:mm:ss&checkIn=" + currentTime + "&emailId=" + currentUserEmail
20.         type :POST
21.         connection:"people1"
22.     ];

1. Check-Out:

1. // Function to check in the currently logged-in user into Zoho People attendance
2.     // Get the email ID of the currently logged-in Zoho user
3.     currentUserEmail = zoho.loginuserid;
4. 
   
5.     // Make GET request to fetch the employee record from Zoho People by EmailID
6.     employeeResponse = invokeurl
7.     [
8.         url :"https://people.zoho.com/api/forms/employee/getRecords?searchParams={searchField:'EmailID',searchOperator:'Is',searchText:" + currentUserEmail + "}"
9.         type :GET
10.         connection:"people1"
11.     ];
12. 
    
13.     // Get the current timestamp in system timezone
14.     currentTime = now;
15. 
    
16.     // Make POST request to Zoho People to mark attendance (check-Out)
17.     checkInResponse = invokeurl
18.     [
19.         url :"https://people.zoho.com/people/api/attendance?dateFormat=dd-MMM-yyyy HH:mm:ss&checkOut=" + currentTime + "&emailId=" + currentUserEmail
20.         type :POST
21.         connection:"people1"
22.     ];

OAuth Scope for Connection

ZOHOPEOPLE.forms.READ
ZOHOPEOPLE.attendance.all

You need to use a connection with the scope mentioned above. Follow the steps below to create a connection in Zoho CRM.

Navigation: Setup >> Developer Hub >> Connections >> Create Connection

1. Connection:

🎥 Working Screencast: Check-in/Check-out in Zoho People via Kiosk

                  

1. Zoho Voice Path in Kiosk
   

1. Designing Screens and Adding Elements

Add a new screen to the Zoho Voice path in Kiosk. Within this screen, insert a 'Text' element to provide clear instructions to the user. For example, explain how their status—Available, Busy, On Break, or Offline—will be updated in Zoho Voice based on their selection. Providing this context helps ensure that users understand the action they are about to perform before proceeding.

2. Inserting Buttons for User Actions

Add Zoho Voice status options as buttons in the Kiosk screen. The available statuses in Zoho Voice are:

1. Available
2. On Break
3. Busy
4. Offline

Create four separate buttons on the screen—each labeled according to one of the statuses above. This allows users to easily select their current availability status with a single click.

Ensure that each button is clearly labeled to reflect the action it performs. This helps avoid user confusion and ensures a smooth experience.

3. Implementing Status Updates via Button Actions

Next, proceed with adding actions to the Zoho Voice status buttons. To update the user’s status from the Kiosk, you will need to configure a custom function using the Zoho Voice API. This function should be triggered based on the status selected by the user—i.e., Available, On Break, Busy, or Offline. Each button should call the appropriate API request to reflect the selected status in Zoho Voice.

To improve the user experience, add a confirmation screen immediately after the custom function is executed.

Include a 'Text' element on this screen to notify the user that their Zoho Voice status has been successfully updated.

For example, display a message such as, "Your Zoho Voice status has been updated successfully."  

This final step provides clear feedback, confirming that the action was completed, and helps users move through the process with confidence.

Sample Script

Use the sample Deluge script below to update the Zoho Voice status from the Kiosk.

1. Available:

1. // Initialize a Map to hold the data payload
2. data = Map();
3. data.put("status", "Available"); // Set the agent status to 'Available'
4. 
   
5. // Make an HTTP PUT request to update the agent's online status in Zoho Voice
6. response = invokeurl
7. [
8. url : "https://voice.zoho.com/rest/json/zv/api/agents/onlineStatus" // Zoho Voice API endpoint
9. type : PUT // HTTP method
10. parameters : data // Data payload
11. connection : "voice1" // Preconfigured connection name in your Zoho account
12. ];
13. 
    
14. // Log the API response for debugging
15. info response;

1. On break:

1. // Initialize a Map to hold the data payload
2. data = Map();
3. data.put("status", "On Break"); // Set the agent status to 'Available'
4. 
   
5. // Make an HTTP PUT request to update the agent's online status in Zoho Voice
6. response = invokeurl
7. [
8. url : "https://voice.zoho.com/rest/json/zv/api/agents/onlineStatus" // Zoho Voice API endpoint
9. type : PUT // HTTP method
10. parameters : data // Data payload
11. connection : "voice1" // Preconfigured connection name in your Zoho account
12. ];
13. 
    
14. // Log the API response for debugging
15. info response;

1. Busy:
   

1. // Initialize a Map to hold the data payload
2. data = Map();
3. data.put("status", "Busy"); // Set the agent status to 'Available'
4. 
   
5. // Make an HTTP PUT request to update the agent's online status in Zoho Voice
6. response = invokeurl
7. [
8. url : "https://voice.zoho.com/rest/json/zv/api/agents/onlineStatus" // Zoho Voice API endpoint
9. type : PUT // HTTP method
10. parameters : data // Data payload
11. connection : "voice1" // Preconfigured connection name in your Zoho account
12. ];
13. 
    
14. // Log the API response for debugging
15. info response;

1. Offline:
   

1. // Initialize a Map to hold the data payload
2. data = Map();
3. data.put("status", "Offline"); // Set the agent status to 'Available'
4. 
   
5. // Make an HTTP PUT request to update the agent's online status in Zoho Voice
6. response = invokeurl
7. [
8. url : "https://voice.zoho.com/rest/json/zv/api/agents/onlineStatus" // Zoho Voice API endpoint
9. type : PUT // HTTP method
10. parameters : data // Data payload
11. connection : "voice1" // Preconfigured connection name in your Zoho account
12. ];
13. 
    
14. // Log the API response for debugging
15. info response;

OAuth Scope for Connection:

ZohoVoice.agents.READ
ZohoVoice.agents.UPDATE

You need to use a connection with the scope mentioned above. Follow the steps below to create a connection in Zoho CRM.

Navigation: Setup >> Developer Hub >> Connections >> Create Connection

1. Connection:
   

Note : This sample function (Zoho Voice) uses the credentials of the logged-in user to perform actions. Currently the option to enable 'Credential of login user' is not available in the UI and must be enabled from the backend. To request this, please send an email to partner-support@zohocorp.com.

🎥 Working Screencast: Zoho Voice Status Management Using Kiosk Interface

Deploying the Kiosk in Zoho CRM

You can now deploy the Kiosk as a widget component on the CRM homepage/dashboard or add it as a button within any module, based on your preference. When configured as a widget on the homepage, users can instantly access the Kiosk upon opening Zoho CRM. This allows them to quickly click on the relevant application button (e.g., Zoho People, SalesIQ, or Zoho Voice) and update their status without navigating to other sections.

Placing the Kiosk widget on the homepage improves visibility and encourages regular status updates.