What is Codeless bot builder? - Zoho SalesIQ

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 flowchart. In this platform, the bot is built by just dragging and dropping cards (elements in codeless bot) such as name, email, calendar, location, forward, etc., to collect pieces of information needed from the visitor, make smart conversations, send personalized messages/email, and perform actions based on the business requirements. 

This platform supports upto 30 different languages and can be deployed across various channels, website, mobile app, Facebook, Instagram, WhatsApp, Telegram and LINE.


Benefits of the codeless bot builder 

  • The platform offers pre-built templates to get started. 
  • Drag & drop UI to build business-centric chatbots. 
  •  All cards available in the codeless bot are customizable.
  • You can name each cards, add a response text for visitors, and insert pictures to enrich responses. 
  •  There are pre-built integrated cards for integrating the bot with third-party applications. 
  •  The platform supports Plugs to perform actions that is not available in the codeless bot builder. 
    • Plugs  are functions used to create customized actions according to your business needs. 
InfoCheck out our latest webinar on the codeless bot-building platform here.
Card gallery in the Codeless bot is a collection of enriched UI elements & actions offered by Codeless bot builder platform in SalesIQ. These cards can be used to build your bot according to your requirements. There are 7 categories of cards:

Response cards

Response cards are used to send responses to the visitor such as text, images, videos, links and in carousel format. 



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. 



Action cards

Action cards are used to perform actions based on the visitor's needs and information collected so far in the flow.



End cards

End cards are used to end or conclude the chat. 



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.



Integration cards

Integration cards allow integration-related operations like lead creation in CRM, create bookings, mail subscription, ticket creation, recieve payments, etc. These cards will work based on the configurations set under the product integration.



Bot Controls

Drag & drop

You can add new cards to the flow by choosing them from the card gallery or dragging and dropping them above the cardholder. 


You can reuse an existing flow that you had created previously by simply dragging and dropping the card holder into that flow's card. If you want to modify the flow or add more options, you can break the flow by using detach link (✄) that will appear when hovering over the flow's link.


Auto arrange

If you have a cluttered board, you can use the Auto arrange feature to rearrange and organize your flow. 


 
Notes Note : The positions of the cards will not be saved when you move them. The cards will be auto arranged when you open the codeless builder page each time.

Zoom

As the flow grows, sometimes you will not be able to get a clear picture on your device’s available screen size. You can use the zoom option to get a full flow or magnify a particular flow in cases like these.


Undo/Redo

This control can be used to perform undo or redo any actions until the bot is restored/saved. 

Alert
Once the bot is published, Undo/Redo will not work for the changes made before publishing.

Version history

  • You can view the version history inside the Codeless bot builder - that is the list of all the dates and times at which the bot was published on your website.
  • By clicking on a date inside the history section, you can roll back to the version that you want to.



Notes
Note : Undo is not supported in rollback

Test & publish

When you create your flow, you can check it in real-time using the bot preview option and then publish it upon completion.
Preview:
  • Click on the eye icon on the bottom right corner of the bot building board
  • As you preview, the bot's current flow will be highlighted. 

Publish

Once the bot flow is complete, you can click on the Publish button on the top right corner to deploy the bot on your respective website (Brand). 


Notes
Note: You can publish the bots only if there are no more open links

Bot terminologies



  1. Card: They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. 
  2. Cardholder: Click or drag and drop the card to the cardholder to add as a card in the bot's flow.
  3. Card: Drag and drop cards from the card gallery to the board to add them as cards.
  4. Connected link: They are the defined connections. Once executed, the flow will move on to the next card.   
  5. Open link: They are undefined connections. You can add cards to the open links to continue the flow.
  6. Link tag: Links tag is used to denote the rules or other conditions of the bot's flow.
  7. Preview: This option lets you preview the working of the bot as you make changes.
  8. Zoom In/Out: This option lets you zoom in and out of the flow. 
  9. Undo:  This option allows you to undo the action/changes made in the bot's flow. 
  10. Reset:  This option lets you reset the zoom. 
  11. Auto arrange:  This option is used to re-arrange and organize the flow to make it more readable. 
  12. Fit to screen:  This option enables you to see the bot's whole flow. 
  13. Redo:  This option allows you to redo the action/changes made in the bot's flow. 
  14. Publish: This enables your bot to be deployed on your website. 
  15. Version history:  This option allows you to roll back the previously published versions of the bot. 

Codeless bot shortcuts

S.No. Actions Keys
1. Undo Control + Z
2. Redo Control + Y
3.  Zoom In + (Plus key)
4. Zoom Out - (Minus key)
5. Reset 0 (Zero key)
6.  Delete Del (Delete Key)

Flow based reports 

Flow-based reports in the Codeless Bot Builder provide a deep, card-level breakdown of how visitors interact with your bot. It gives you actionable insights to refine your bot design and improve engagement, all without guesswork.

Insights you can gain
  1. Understand visitor behavior: See how visitors/users move through the bot flow and which buttons/choices they interact with.
  2. Identify high-performing paths: Pinpoint the buttons, paths, or responses that generate the most engagement.
  3. Track drop-offs: Discover where visitors exit the bot or leave chats idle, helping you reduce bounce rates.
  4. Make informed improvements: Use real engagement data to fine-tune your bot and optimize the conversation flow.
Click the Reports icon next to the language dropdown in the bot builder to view flow-based reports.

Report metrics

Reports are categorized into four key insights:
  1.  Executions 
    1. Tracks how many times each card in the bot has been executed.
    2. The number of time a response card was viewed, or number of times an action, input, or integration card ran.
  2.  Out 
    1. Shows how often a specific path or leg in your bot flow was followed mostly action and integration cards. 
    2. Includes rules from Criteria Router card, outcomes from Plug/Integration cards (Success or Failure), and fallback paths from Forward to Operator card and more. 
    3. Helps identify most and least used legs, so you can optimize or replace underperforming ones.
  3.   Exits
    1. Indicates where visitors/users dropped off.
    2. Covers both manual exits (visitor ends the chat) and automatic exits (chat timeout due to inactivity).
    3. Useful for calculating bounce rates and identifying points of friction.
  4.  Operator Handoff 
    1. Tracks how often chats were handed off to human agents.
    2. Includes transfers initiated via Forward to Operator card and through the “Connect with a human?” label.


With flow-based reports, you can visually understand your bot’s strengths and weak spots, helping you iterate smarter and deliver a better experience for every visitor.
Alert
Note: Flow-based stats will not be available  if the bot is in the draft mode.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Setting up a Zobot (chatbot) on your website

                                                                                                                              <br> 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 ...
                                                                                                                            • Setup Resource Based Support Assistant - Answer Bot

                                                                                                                              What is Answer Bot? The Answer Bot is an NLP-based chatbot exclusively designed to answer questions using the SalesIQ resources. This chatbot provides 360-degree support assistance to your visitors and users. When a visitor/user asks a question in ...
                                                                                                                            • 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. ...
                                                                                                                            • What are the supported languages in Zoho SalesIQ?

                                                                                                                              SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks) Answer bot Codeless bot builder Currently, these languages are not supported in Business terms. Language Code Arabic ar Armenian hy Croatian hr ...
                                                                                                                            • Profiles in SalesIQ: Define Feature-Level Access and Permissions for Operators

                                                                                                                              What are Profiles in SalesIQ? Profiles in SalesIQ allow you to create unique, custom user roles, control access levels, and manage operator responsibilities efficiently. By assigning specific permissions to operators, you can ensure they have access ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

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



                                                                                                                                eBooks

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



                                                                                                                                Webinars

                                                                                                                                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