Zoho SalesIQ | Codeless Bot Implementation Guide

Codeless bot Implementation Guide
Importing and Exporting Chatbots (Beta)
SalesIQ offers a robust import and export functionality that allows quick and hassle-free chatbot migration between accounts or portals. With this functionality, you can export a bot from one SalesIQ portal and import it into another, enabling ...
AI Cards
AI cards are used to perform artifical intelligence related tasks. Currently, answer bot engine and the ChatGPT (OpenAI) are available. Channel compatibility and limitations All AI card are supported in Facebook, Instagram, WhatsApp, and Telegram. ...
Setting up a Zobot (chatbot) on your website
&amp;amp;amp;lt;br&amp;amp;amp;gt; There are two ways to set up a chatbot (Zobot) on your website: Import a bot: If you already have a chatbot in another SalesIQ portal, you can easily export and import it on your current portal. Learn more ...
Context variables
The bot context and visitors fields are used to store the information temporarily collected from the visitor until the conversation ends and use it across flows to make decisions and perform actions based on it. Bot context The bot context is a ...
Integration Cards
Integration cards allow integration-related operations like mail subscription, ticket creation, lead creation, etc. These cards will work based on the configurations set under the product integration settings. Add Lead This card can be used to ...
Visitor Info Cards
Visitor info cards are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement. Channel compatibility and limitations All visitor info cards are supported in Facebook, ...
End Cards
End cards are used to end or conclude the chat. All end cards are supported in Facebook, Instagram, WhatsApp and Telegram. Block Visitor The block visitor card allows you to block the visitor. To add this card to your bot's flow, click on the card ...
Action Cards
Action cards are used to perform actions based on the visitor's needs and information collected so far in the flow. Channel compatibility and limitations All action cards are supported in Facebook, Instagram, WhatsApp, Telegram, and LINE. Criteria ...
Input Cards
Input cards can be used to collect information from the visitor such as date & time, location, feedback, and more according to the requirement. Button Button card can provide multiple options and route the bot's flow based on the visitor's choice. ...
Response Cards
Response cards are used to send responses to the visitor such as text, images, videos, and links. Send Message This card can be used to send informative messages/files to the visitor. To add the Send Message card to the flow, click on the card holder ...
What is Codeless bot builder?
The Codeless bot builder is one of Zoho SalesIQ's bot building platforms to create conversational chatbots for your business. This no-code platform creates rule-based chatbots without writing a single line of code and manages conversations like a ...

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