Bot Context and Visitor Fields - Zoho SalesIQ

Bot context and visitor fields

  • 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.

  • You can also permanently store them as visitor fields and have them available for use in integrated services like Zoho desk, Zoho CRM, Campaigns, etc.

  • Type %  in the message text box/email content to avail all the bot context/visitors fields available in the bot.
    Get the custom values that is set using the JS API using the "%visitor.custominfo.{key name}%" 
    For the below JS API Script, 
    1. <script>
    2. $zoho.salesiq.ready=function()
    3. {
    4.    ${"Band" : "Premium", "Branch": "California"});
    5. }
    6. </script>
    The %visitor.custominfo.brand% will fetch and display the value "Premium". 

    For example:

    • Let's take an E-commerce service where you need to send an order confirmation email once your visitors place an order via Zobot. Store the values required in a bot context on each block as shown in the below reference and use them on the send email card to send order confirmation emails to the visitors.

    • Here, the name from Name card, email from Email card, choice of product by Multiple options card, Date from the Calendar card, and location from the location card is collected and saved in the respective bot context to use in the Send email card. 


    • This is the output (Order confirmation mail sent to the visitors) of the above configuration. 

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