Response Cards | Codeless Bot - Zoho SalesIQ

Response Cards

Response cards are used to send responses to the visitor, such as text, images, videos, and links. 
Alert
Alert: When a file or image is added as an attachment or background in any response card, there is a possibility that the file/image may be sent after the card’s text when the bot is engaging on WhatsApp.

For example, if you use a send message card with an attachment/file followed by a button card for suggestions, the text of the send message card will be delivered first, then the button card’s text, and finally the attachment/file will be sent to the visitor. This behavior is due to how Meta handles the WhatsApp channel. Hence, ensure the bot flow is configured accordingly to account for this delay.

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 icon (+) and choose Send Message under the Response Cards section.

  • Now, specify a name for the Send Message card. Add the message  in the message input field. 

  • There is an option to delay this card, ensuring this card will be executed after a specific interval. For that, enable the Card wait time. 
  • Next, select the duration of the wait time and a message to be sent during the wait time.
  • You have the flexibility to configure up to three different messages to be sent during the wait time. Additionally, you can choose whether these messages should be sent in a predetermined sequence or a random order.

  • Finally, click Save . You can also add images or attachments to enrich your response under the Advanced options.

Channel compatibility and limitations

   

  1. This card is supported in the Facebook, Instagram WhatsApp, Telegram, and LINE.  The text and images sent from the bot would be similar to the website. 
Example - Displaying products in online shopping for website visitors. 


Sample Output



Share Article(s)

This card can be used to display articles available in your Knowledge base.

  • To add the Share Article(s) card to the flow, click on the cardholder icon (+) and choose Share Article(s)  under the Response Cards section.

  • Now, specify a name for the card, add the message   in the message input field, choose the required articles from the drop-down and click Save . You can also add images to enrich your response. 



  • After clicking Save , you can view the card on the bot builder page.

Channel compatibility and limitations

  

  1. The card is supported on Facebook, Instagram, WhatsApp, Telegram and LINE. 
  2. A public URL will be used to display the articles.
  3. When clicking on the URL, the articles will open by the default browser.

Example -  Displaying the company's terms and conditions articles to your website visitors. 



Sample Output


Share Video

The Share Video card can be used to display a video to the visitor.

  • To add the Share Video card to the flow, click on the cardholder icon (+) and choose Share Video  under the Response Cards section.

  • Now, specify a name for the card, add the reply text in the message input field, enter the video URL and click Save . You can click on the Autoplay check box to automatically play the video, and also add images or attachments to enrich your response. 

  • After clicking Save , you can view the card on the bot builder page.

Channel compatibility and limitations

    
  1. The card is supported on Facebook, Instagram, WhatsApp, Telegram, and LINE. 
  2. When using this card, the user would get the URL of the video along with thumbnail, and clicking on it would redirect to the respective video player. But the video cannot be played inside the chat.
Example -  Displaying the products along with a video in online e-commerce shopping. 



Sample Output


The Share Links card lets you share links with visitors in a widget format, with a short title and an icon. It supports both web-based URLs and action-based URLs.Web URLs

Web URLs
The card supports all public web URLs that use the following schemes - https:// and http://. These URLs can point to,
  1. Webpages
  2. Publicly accessible files
  3. Any other publicly reachable web resource

Action URLs
Action URLs trigger specific actions on the visitor’s device or client. These actions work only if the visitor’s environment supports the corresponding URL scheme. The Share Links card supports files (FTP / FTPS), phone calls (TEL), and text messages (SMS). 

Action
Purpose
Syntax
Example
Notes
File (FTP / FTPS)
Download or upload files via an FTP server
ftps://<username>:<password>@<server>/<path>
ftps://demo:password@test.rebex.net/readme.txt
Requires a compatible FTP client. Browser support may vary.
Phone Call (TEL)
Initiates a phone call using the visitor’s device
tel:+<countrycode><number>
tel:+917305992852
Country code with + is mandatory. No spaces or hyphens.
SMS
Opens the SMS app with a pre-filled message body
sms:+<countrycode><number>?body=<message>
sms:+917305992852?body=Hi
Message body is mandatory. Number must include + and country code.
  • To add the Share Link(s) card to the flow, click on the cardholder icon (+) and choose  Share Link(s)  under the Response Cards section.

  • Now, specify a name for the card and add the message   in the message input field. Under Link property, give a name for the link and specify whether the link should be directed on the same or new page.
  • Then, provide the link that you want to send to the visitor and more than one link can be added in this section. You can also add an image to enrich your response. 

  • You can also provide a dynamic link/URL from a Plug with a Link list datatype. 

  • After clicking Save, you can view the card on the bot builder page.

Channel compatibility and limitations

  
  1. This widget is supported on Facebook, Instagram, WhatsApp, Telegram, and LINE.
  2. The bot displays the links/URLs along with the text as a clickable button.

Example -  Displaying the product along with a link to buy.  



Sample output


Carousel cards provide an engaging and visually appealing way to showcase multiple pieces of content or products in a single, interactive format, making it more enriching for users. In eCommerce, you can effectively market various products, while in real estate, you can promote your key offers and discounts. In the hospitality sector, you can conveniently list your services and appointments, and in education, you create a comprehensive catalogue of available training options, and so much more.

With this display carousel, you can present a maximum of 10 cards with unique information, including names, images, and clickable URLs as CTA (calls-to-action) in a scrollable carousel (horizontal) format for visitors.
  1. To add the Display carousel card to the flow, click the card holder icon (+) and choose Display Carousel under the Response Cards section.
  2. Give your card a name and a message to be displayed. 
  1. Next, select the card type,
    1. Static - The carousel card's content, such as the image, description, and redirection URL, are pre-defined here by you.
    2. Load from context varialbe  - The card's contents are loaded during the runtime based on the visitor's preferences. These contents can be fetched by the context variable from the Plug  using Product List datatype. 
    3. Load from CRM - The card's contents are fetched from your CRM data (records). This is useful for showcasing items like products, deals, or services directly to visitors. The Zoho SalesIQ-Zoho CRM integration is mandatory to use this option. 
Info
Learn more about bot context variables.  

Static cards

  1. For Static cards type, provide the card contents such as the image, title and description. 
  2. Next, click Add Link to add the URL as CTA to the card. 

  1. Then, give the hyperlink text, redirection URL, link icon, specify whether you prefer the URL to open in a new tab and click Add .

  1. To add more links to the card, click Add Link , and to add more cards to the carousel, click Add Card
  2. Finally, click Save to add the this card to the flow.

Load from context variable

  1. For Load from context variable card type, add a plug, get the card contents in a context variable and choose the variable here. 

  1. Finally, click Save to add the this card to the flow. 

Load from CRM

Info
Note to customers: This is a part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form.

Use this option to fetch data (records) from your CRM and display it in the carousel card. This is useful for showcasing items like products, deals, or services directly to visitors.

AlertPrerequisite: SalesIQ–CRM integration must be enabled.

  1. Module selection - All available CRM modules will be listed in the dropdown. Select the module from which the card should fetch data.

  1. Field mapping (Card content) - Each carousel card/items requires the image, title, description, and ID. Map these card fields with the corresponding module fields from the CRM. The carousel will use the mapped field/record's values as the content for each card.

Info
Card image handling - By default, the system uses the record’s display picture (DP) from the selected module's record. If no image is available:
  1. Click the gear icon
  2. Choose a default image (built-in or upload your own)
  1. Link - Click Add link to include a link in the card. Maximum of 3 links is supported for a card. 
    1. Link text - Enter static text or map a appropriate field from the selected module.
    2. Link URL - Add a static link or map a field from the module. Note: Only fields with the URL datatype will be listed.
    3. Link icon - You can map an image field from the module or upload a custom icon.

  1. Rules (Filtering records) - Use rules to filter which records should appear in the carousel. Example: If your CRM contains multiple categories (e.g., shoes, clothing), you can apply a rule to display only shoes. To achieve this,
    1. Click Add Rule
    2. Select a field from the module (Product Category)
    3. Define the condition to filter records (Product Category - "Contains" - Shoes)
  1. You can control the order of the carousel items by sorting them based on any field from the selected module. Sorting works for both text and numeric fields.. Choose:
    1. Ascending (↑) - (A → Z / lowest to highest)
    2. Descending (↓) - (Z → A / highest to lowest)
  1. Product count - Set the number of cards to display in the carousel. Example: If set to 5, the system will display the top 5 records based on the applied rules and sorting.

Channel compatibility and limitations

 

Currently, this card is not supported in, Mobile SDK, Instagram, WhatsApp, Telegram and LINE.        

Facebook Messenger:
  1. The card is supported  on Facebook. 
  2. When using this card, the images would be in a scrolling format along with clickable link buttons. A maximum of 3 buttons and 80 characters each is allowed. 
Example - In eCommerce, marketing various deals and offers to the visitors. 



Sample Output





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