What is Codeless bot builder? - Zoho SalesIQ

What is Codeless bot builder?

The codeless bot builder is one of Zoho SalesIQ's building platforms to create conversational chatbots for your website. 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 blocks (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. 

Benefits of the codeless bot:

  • The platform is simple and easy to build business-centric chatbots.
  •  All blocks present in the codeless bot are customizable. You can name each block, add a response text for visitors, and insert pictures to enrich responses. 
  •  There are Pre-built integrated blocks  for integrating the bot with third-party applications. 
  •  To perform customized actions and integrate with other third-party applications, we've plugs. Plugs  are functions used to create customized actions according to your business needs. 

Check out our latest webinar on the codeless bot-building platform here .

How to set up the codeless bot?

To set up your codeless bot,

  • Navigate to Settings > Bot > Zobot.
  • Inside the Zobot dashboard, click Add .
  • Give your bot a name and choose the platform - Codeless bot . Click Next .

  • Then, add a description. Following that, choose a brand. Then, click Next .

  • Choose the bot audience. You can either choose the default rule or set up a custom rule.

  • Then, choose when the bot must initiate a chat with a website visitor. You can pick one of the following options based on your requirements.
    •   When visitors land on the site -  This option will enable the bot to initiate conversation after the specified time limit.
    • When visitors click the chat widget-  When this option is selected, the bot will initiate the conversation when the visitors click on the chat widget.
    • When visitors perform the custom action -  You can enable the bot to initiate conversation when the visitor performs a custom action like clicking a button.
    • Do not trigger -  The bot will not initiate any conversation with the visitors.

  • Then, set the bot response interval.

  • Following this, set up chat inactivity rules. If the user doesn't respond to the bot conversation, you can configure the bot to send reminders and end the chat if inactive for a long time.
    • Under Send a reminder , choose the time limit for the inactivity reminder and enter the reminder message you want to send to the visitor. You can also add multiple reminders by clicking on the Add another message.
    • Under the  End the conversation section, you can define the time limit to end the chat. If the user remains inactive more than the specified limit, the ongoing conversation will be closed. You can also add a message to inform the visitor that the chat was ended due to inactivity.

  • If you want to let, your visitors connect to human agents, enable the Allow Handoff option. Finally, click Create .

  • Once the bot is created, you will be redirected to the codeless bot builder page, where you can design flow-based conversations using blocks that appear on clicking cardholder (+).

Welcome card

  • The first card that you will see is called the welcome card . This will be invoked when a proactive chat or visitor engagement happens.

  1. Next, use Block Gallery to the build the rest flow of your bot.
Related Links

It is essential to know all the controls and blocks available to build a codeless bot effectively. 

    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

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              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 SalesIQ Resources

                                                        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

                                                                                          • Codeless Bot Controls

                                                                                            Drag and Drop You can add new cards to the flow by choosing them from the block gallery or dragging and dropping them above the cardholder. Link attach and detach: You can reuse an existing flow that you had created previously by simply dragging and ...
                                                                                          • Create Zobot for your website

                                                                                            Set up a zobot on website To create a Zobot in SalesIQ: In the Zoho SalesIQ dashboard, navigate to Settings > Bot, click Zobot. Inside the bot builder, give your bot a Name. Then, choose a platform to structure, configure, and train your assistant. ...
                                                                                          • Codeless bot terms & shortcuts

                                                                                            Card : They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality.  Cardholder : Click or drag and drop the block to the cardholder to add as a card in the bot's flow. Block : Drag and drop ...
                                                                                          • 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 ...
                                                                                          • AI Blocks

                                                                                            AI blocks are used to perform artifical intelligence related tasks. Currently, answer bot engine and the ChatGPT (OpenAI) are available. Channel compatibility and limitations All action blocks are supported in Facebook, Instagram and WhatsApp. ...
                                                                                          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