Bot Context and Visitor Fields - Zoho SalesIQ

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

  1. The bot context is a variable that can be used to store/save the response from the visitor for a particular card. In the below reference, when the visitors provides the location details, it will be saved in the bot context variable (location.option).  And this variable can be used in other card to get respective value. 
  2. To save the visitor's response, click on the Save in bot context check box and provide the variable name. 

  • Type %  in the card's message text box/email content to avail all the bot context available in the bot.


  • 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. 

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.    ${"Brand" : "Premium", "Branch": "California"});
  5. }
  6. </script>
The %visitor.custominfo.brand% will fetch and display the value Premium

Visitor fields

  1. If you want to capture additional information of a visitor other than name, email and phone, the visitor fields can be used. 
  2. The visitor fields is also a variable to save the response from the visitor for a particular card in SalesIQ. This information will be displayed in the operator's dashboard. 

  1. This information can also be pushed to Zoho CRM or Desk (both default and custom fields are supported). 
  2. To save and push the visitor's response, click on Save in visitor fields check box and provide the variable name. 
To push the visitor's response to Zoho CRM, the visitor field name should be the same as the API name. Similarly, to push the visitor's response to Zoho Desk, the visitor field name should be the same as the label name.


  1. In the e-commerce business, leads will be created along with their interested or prefered choises of products.

  1. In the below reference, when the visitors selects the prefered mobile choise, it will be saved in the visitor fields variable (interested_products) and gets pushed to the CRM field. 

  1. The CRM field name and the visitor fields name must be same for this action. Both the default and custom fields for any layouts are applicable for this action. 

  1. The lead will be created in CRM along with the interested products.

Dynamic text 

The dynamic text are pre-defined values & information that is already available in the bot. These texts can be used to enrich the resposes and do API tasks using plugs


  1. Initially, the value "" is available, but the value will be empty as the bot doesn't know the visitor's name.
  2. So with the name card, we're getting name from the visitor and then using again to provide enriched response. 

Type %  in the card's message text box/email content to avail all the dynamic variables in the bot.

List of dynamic text that you can use:

Dynamic Text Format What it represents Use in welcome card Use in consequent cards Name of the visitor on the website. Reference ID for the visitor on the website. Email Address of the visitor on the website. The contact number of the visitor.
%visitor.department% Name of the department to which the visitor has initiated the chat.
%visitor.question% The question raised by the visitor while initiating the chat.  
%visitor.ip% The IP address of the visitor visiting the website. Name of the operator attending the chat.
%visitor.pagetitle% Title of the page from where the visitor has initiated the chat.
%visitor.pageurl% URL of the page from where the visitor has initiated the chat.
%visitor.referrer% Source from where the visitor is referred from.
%visitor.state% State/Province of the visitor. City of the visitor. Country of the visitor accessing the website.
%visitor.timezone% Time zone of the visitor accessing the website.
%visitor.latitude% Latitude of the visitor.  
%visitor.longitude% Longitude of the visitor.  
%visitor.operating.system% The operating system used by the visitor.
%visitor.browser% The browser used by the visitor.
%visitor.browser.version% The version of the browser used by the visitor. The web embed where the visitor has initiated the chat.
%platform% The platform used by the visitors in their system.  
%screen.resolution% Screen resolution of the visitor's system.  
%search.engine% The search engine used by the visitor to reach the website.  
%search.query% Search Query (Keyword)used by the visitor to reach the website. The email address of the attendee who attends the chat.
%smart.timenow% The time period in the sequence of the day (Eg. Morning, Evening). Company name mentioned in Clearbit.
%company.type% Company type mentioned in Clearbit.
%company.sector% Company sector mentioned in Clearbit.
%company.location% Company location mentioned in Clearbit. Company website mentioned in Clearbit.
%company.employeecount% Company's employee count mentioned in Clearbit.
%company.annualrevenue% Company's annual revenue mentioned in Clearbit.
%company.marketcapital% Company's market capital mentioned in Clearbit.
%company.fundraised% Company fund details present in Clearbit.
%company.twitterfollowers% Your company's Twitter followers from Clearbit.
%company.facebooklikes% The likes you got on Facebook registered in Clearbit.
%company.industrytype% The industry type your company belongs to.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • 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, and Telegram. Criteria Router ...
                                                                                                        • 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 ...
                                                                                                        • 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 ...
                                                                                                        • Integrating Vertical Response with SalesIQ

                                                                                                          What is Vertical Response? VerticalResponse gives you tools to easily build email marketing campaigns, including custom lead capture forms and landing pages.  How to integrate Vertical Response with SalesIQ? Navigate to Settings > Developer Space > ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources