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 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 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 is simple and easy to build business-centric chatbots.
  •  All cards present 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. 
  •  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. 
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 build platform in SalesIQ. These cards can be used to build your bot according to your requirements. There are 7 categories of cards:

Response card

Response card are used to send responses to the visitor such as text, images, videos, and links. 



Input card

Input card can be used to collect information from the visitor such as date & time, location, feedback, and more according to the requirement. 



Action card

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



End card

End cards are used to end or conclude the chat. 



Visitor Info card

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.



Flow reports [Beta]

The all-new Flow-Based Reports in the Codeless Bot Builder give you a detailed look into your bot's performance. Every card in your bot's flow is tracked, providing valuable insights into the visitor's journey. With these reports, you can:
  1. Understand User Interactions: Track how visitors navigate through your bot by analyzing the clicks on each button or option.
  2. Identify What Works: Pinpoint the buttons or choices that resonate most with your audience.
  3. Improve Decision-Making: Use engagement stats to optimize your bot's design and make smarter, data-driven adjustments.
Flow-based reports make knowing what works for your audience easier, helping you refine your bot and boost its effectiveness with actionable insights. To access flow based stats, click the reports icon next to the language dropdown. The stats are presented in three key categories:
  1. Views: The number of times/count a specific card has been viewed (e.g., Response cards).
  2. Executions: The number of times a card has been triggered or executed (e.g., Input, Action, AI, Visitor Info, Integration cards).
  3. Flow: The number of times a visitor has followed this flow (e.g., Criteria Router, Forward to Operator, Plugs, Success & Failure paths of Integration cards).


Alert
Note:
  1. If the bot is in draft mode, statistics will not be displayed.
  2. Once the bot is updated and republished, all stats will reset and begin counting from zero.

Bot Controls

Drag and 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

Preview and 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 link.
  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.ActionsKeys
1.UndoControl + Z
2.RedoControl + Y
3. Zoom In+ (Plus key)
4.Zoom Out- (Minus key)
5.Reset0 (Zero key)
6. DeleteDel (Delete Key)


      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 Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms Banking 
                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              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


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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

                                                                                                                        • Create Zobot for your website

                                                                                                                          In the Zoho SalesIQ dashboard, navigate to Settings > Bot, and click Zobot. Inside the bot builder, give your bot a Name. Then, Choose a platform to structure, configure, and create your bot. These are the available platforms: SalesIQ Platforms ...
                                                                                                                        • 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 ...
                                                                                                                        • Importing and Exporting Chatbots (Beta)

                                                                                                                          SalesIQ offers a robust import and export functionality that allows quick and hassle-free chatbot migration between accounts or portals. With this functionality, you can export a bot from one SalesIQ portal and import it into another, enabling ...
                                                                                                                          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