Data Blocks | Codeless Bot - Zoho SalesIQ

Data Block

Data blocks are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement.


Name 

The name data block can be used to get the Name of the visitor during the bot conversation. The name collected in this block will be updated as the visitor's name automatically in the SalesIQ portal.

  • To add a name block to the bot's flow, click on the cardholder (+) icon to view the blocks gallery and select the Name block under the Data blocks section.

  • Now enter the message that you want to show in the block and placeholder text.
  • You can also make this block mandatory by unchecking the ' Allow visitor to skip ' option. 
  • Give a Hint text , default value where the name of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered a name. Click Save.

Example - Getting the Name as input from the website visitor.

Email

The email data block can be used to get the email of the visitor during the bot conversation. The email collected in this block will be updated as the visitor's email automatically in the SalesIQ portal.

  • To get the visitor's email, click on the block holder (+) icon to view the blocks gallery and select the Email block under the Data blocks section.

  • Now enter the message that you want to show in the block and placeholder text.
  • You can also make this block mandatory by unchecking the 'Allow visitor to skip' option. 
  • Give a  Hint text default value  where the email of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered an email. Click Save .

Example -  Getting the Email as input from the website visitor.



The phone block block can be used to get the visitor's phone/mobile number during the bot conversation. The number collected in this block will be updated as the visitor's phone number automatically in the SalesIQ portal.

  • To get the visitor's phone number, click on the card holder (+) icon to view the blocks gallery and select the Phone block under the Data blocks section.

  • Now enter the message that you want to show in the block and placeholder text.
  • Specify the Country code  and you can also make this block mandatory by unchecking the 'Allow visitor to skip' option. 
  • Give a Hint text , default value where the name of visitors can be stored and them for further actions. 
  • Enter the error text that will be shown if the visitor hasn't entered a valid phone number. Click Save .

Example - Getting the Phone number as input from the website visitor. ​

Company Name

This block can be used to get the company's name.

  • To add the Company name block to the flow, click on the cardholder icon (+) and choose Company block under the Data Blocks section.

  • Now, Specify a name for the block, add the reply text in the message input field, and click Save. You can also add block images or attachments to enrich your response. 
  • After clicking Save, you can view the block on the bot builder page.

Example -  Getting the Company name as input from the website visitor. ​


Visitor Fields

Visitor fields block can be used to ask a custom questions to your visitors. 

  • To collect other data of the visitor, click on the card holder (+) icon to view the blocks gallery and select the Visitor fields  block under the Data blocks section.

  • Now, give a name to the block, enter the message that you want to show on the block, and placeholder text. You can make this block mandatory by unchecking the Allow visitor to skip  option. 
  • Choose the type of data you want to get in the Choose type  section. 

Data types:

  • Email : To recieve any email address.
  • Phone : To recieve any phone number.
  • URL : To get URLs from the visitor.
  • Number : To get the specific numeral values.
  • String : To get content in text format.
  • Password : To get the password from the visitors. Note : The password will be masked won't be visible anywhere in the UI.
  • After selecting the data type, you can update the collected data to the visitor field and the bot's context . Click Save .

Example - Getting the ticket ID from the website visitor using visitor fields. 



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