Setup Resource Based Support Assistant - Answer Bot

Setup Resource Based Support Assistant - Answer Bot

What is Answer Bot?

Due to some technical issues, the Answer bot service is temporarily not available in the Canada region (

The Answer Bot is an NLP-based chatbot exclusively designed to answer questions using the SalesIQ resources. This chatbot provides 360-degree support assistance to your visitors and users. When a visitor/user asks a question in the SalesIQ's live chat widget on your website, the answer bot will take up the chat, search for an appropriate answer from your resources (articles and FAQs), and send it. If the visitor feels the answer is not solving their query, they will have the option to connect with you (operator) and the chatbot will transfer the chat, allowing you to engage personally.
An interesting fact about Answer bots is that you don't have to design or build them. They are prebuilt and you just have to set it up and enable it.

Where does Answer bot get its resources?

Resources are the "Brain of the Answer bot". The bot use the resources mentioned below to answer the questions. The stronger your resources, the more efficient the bot will be.
  1. Articles
  2. FAQs
  3. Small Talks
  4. Business Terms

Why should businesses use Answer bot?

If your business deals with routine questions on daily basis, instead of you personally handling each of these chats/queries repeatedly, you can use Answer Bot. This bot specializes in addressing common, level 1 questions, saving you time for more complex questions. 

If you want your bot to be more than just answering questions, we recommend using Zobot. With Zobot, you can build compelling chatbots to automate customer interactions. Zobot is entirely user-based, meaning it acts according to how you build and define it. It's highly customizable and can be designed based on whatever trends and business criteria you need. You can bring an Answer bot inside Zobot using the Answer bot card in the Codeless bot builder and auto_pilot action for other bot building platforms.
Note:  Currently, answer bot supports only English

Answer Bot Configuration

To activate the Answer bot for your brand, you need to configure four different sections:
  • Profile
  • Resources
  • Response
  • Behavior 
  • Fallbacks

Set up the bot Profile

To set up an Answer Bot, 
  1. Navigate to S ettings > Bots > Answer Bot.  Choose the brand which you have to enable the bot.
  2. Give your Answer bot a name and description.
  3. Choose the  Chat departments  for the bot. The bot will be able to use the resources such as articles, FAQs, etc., associated with the department. 

Train your bot with Resources

Resources are the " Brain of the Answer bot ." The resources will be used to train your Answer Bot. The bot will use these to answer the visitor's questions. Choose your resource, the Answer bot supports either Zoho SalesIQ's resource or Zoho Desk's knowledge base. 
  1. Zoho SalesIQ Resource  - The bot uses only the SalesIQ's resource to answer the question. 
When using the Zoho SalesIQ resources, you need to have a considerable amount of resources(FAQs, Articles) to improve bot response efficiency and accuracy. We recommend having a minimum of 50 resources in each category. The more resources, the more powerful your bot will be. A strong resource base for the Answer bot will reduce your operators' workload and increase the bot's resolution rate.
  1. Zoho Desk Resource -  The bot uses only the Desk's knowledge base to answer the question. 
Prerequisites for using Zoho Desk resource
  1. Zoho Desk integration is mandatory to select the Zoho Desk resource/knowledge base for the bot. 
  2. The bot uses the articles from the desk department that is mapped to the bot's department under integration configuration.  
  3. Zia should be enabled in the Zoho Desk (Setup > General > Zia > and enable Ticket Reply Assistant).
  4. Currently, only English language is suppored and a minimum of 30 articles are required in the Desk KB. 

  1. Inside the Small talk tile, choose the Small talk package you want your bot to use. 
Note : The bot will use the default package if you do not select a custom package.  Learn how to manage Small Talk packages .
  1. To enhance the Answer Bot's functionality, you can enable the "Fetch answer from resource (powered by OpenAI)" and integrate your Answer bot with OpenAI. To use this,  SalesIQ-ChatGPT integration  is mandatory.
When the SalesIQ-ChatGPT integration  is not enabled, this option will disabled.
  1. This will make the bot to respond the visitor's questions by fetching precise answers from articles instead of sending the entire article.  
This option is only available in US, IN, EU, AU and JP Data Centers.

Answer bot preview without OpenAI integration (Provides the article):

Answer bot preview with OpenAI integration (Fetches the answer from the articles):

Customize the bot Response 

In this step, you can configure the bot response text and follow-up actions for the following conditions. 
  1. Answer found
  2. Answer not found 
  3. Related resource suggestion (Optional)
When the bot finds the answer from the resource:
If the bot knows the answer to a visitor query, it picks the right article or FAQ and displays it. In this section, you can configure the widget text and the follow-up actions. 
  1. Enter the required message inside the input field under the Widget text option. To set the Answer found response message. 
  2. Drag the slider to the desired count under the  Maximum article count  option to show the multiple articles in the bot's response.
  3. Now, choose the follow-up actions to be shown after the answer found message is sent.

  1. To customize the display and response text of the follow-up actions, click on the edit icon next to the  Follow-up actions  header. A pop-up will appear where you can edit the messages for each follow-up action. 

When the bot cannot find the answer from the resource:
If the bot does not know the answer to a visitor query and does not find any matching articles or FAQs, it is a no match. In this section, you can configure the widget text and the follow-up actions.
  1. Enter the required message the message to be displayed when the bot could not find a resource related to the visitor's question.
  2. Now, choose the follow-up actions to be shown after the message is sent.

Related resource suggestion
When the bot could not find a resource to answer the visitor directly, It will recommend closely matching resources as alternatives (if available) to the visitor.
  1. Click on the toggle switch next to the Related resource suggestion header to enable the related resource suggestion. 
  2. Enter the required message inside the input field under the Widget text option. 
  3. Under the maximum suggestion count option, to show multiple articles in the suggestions, drag the slider to the desired maximum count.

Configure the bot Behavior

Inside this section, you can configure the different behavioral aspects of your Answer Bot.


In this section, you can configure the following conditions for the bot to help users. 
  1. During business hours: 
    1. Do not attend any chats  - The bot will not pick any incoming conversations during business hours.
    2. Attend all incoming chats  - The bot will pick up all incoming hats during business hours. 
    3. Attend chats only when operators are not available  - If the operators are unavailable, the chats will be picked by the bot. 
  2. During non-business hours:
    1. Do not attend any chats  - The bot will not pick any incoming conversations during business hours.
    2. Attend all incoming chats  - The bot will pick all incoming chats during business hours. 
    3. Attend chats only when operators are not available  - If the operators are unavailable, the chats will be picked by the bot. 

Audience criteria:
You can specify the criteria for the audience with whom you want the bot to assist. 
  1. By default, the audience criteria rule is set to  Visitor type is All 
  2. To customize the rule, click on Manage rules, and now you can choose your desired conditions and click Save. 

Proactive interaction:
If you want the bot to initiate a conversation with your visitors, enable the toggle switch in the Proactive interactions section.
  1. Now, you can set the trigger under the following conditions:
    1. When the visitor lands on your site and spends more than the mentioned time. 
    2. When the visitor clicks on the chat widget.
    3. When the visitor performs a custom action.

  1. Configure the greeting message you want the bot to send out to your visitor when the condition set is satisfied. 
Idle chat handling:
You can set various actions to be performed when the chat is inactive. To enable the Idle chat handling, click on the toggle switch in the Idle chat handling section.
  1. Reminder  - Based on the inactivity time set in this section, the bot can send out reminders to the visitor that the conversation is still ongoing. You can customize the reminder message and add another message to send multiple reminders at different times. 
  2. Conversation timeout  - After sufficient reminders, you can end the conversations after the desired time with the chat closing message.

Bot response interval:
You can add a delay to your bots response time to make the conversation more natural and human like. 
  • Drag the slider to desired value to set the bot's response delay.

Operator handoff:
Enabling handoff lets your visitors connect to an operator in the middle of their conversation with the bot. This will allow the bot to transfer chats to an operator. There are two types of handoff actions that the bot can perform. 
  1. Static handoff link  - If this option is enabled, an option to connect with an operator will be available throughout the bot conversation. You can customize the text and options shown in the static link. 
  2. Conversational handoff  - This option will transfer the chat to a human operator when the visitor requests via chat. You can configure the response message once the bot initiates the transfer. 

Manage the bot Fallback cases 

Handoff failure
You can configure other follow-up actions when the bot can't transfer the chat to an operator. 
  1. Operator busy : The response message and selected follow-up actions will be shown when all the operators are busy when forwarding. 
  2. Operators unavailable:  The response message and selected follow-up actions will be shown when all the operators are offline when forwarding. 

System failure

When a system failure arises, you can show different follow-up actions and the indication message to let the visitor know there is a system failure. 

Try out your bot

Once you have set up the bot, you can test your bot in the preview window on the right-hand side. 

Deploy the bot 

After completing all the steps and testing your bot in the preview window, click on the Deploy button on the top right corner to publish. This will deploy the Answer bot on the SalesIQ's live chat widget on your website. 

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