Defining an Action

Defining an Action


Adding a New Action

To add a new Action to a Skill, follow the steps as given below.
  1. In the Skill's details page, under the ACTIONS tab, click the + ADD ACTION option.

  2. The Create New Action page appears. Give a meaningful name for the action.
  3. Based on the intention of the action, choose if your action should 'Answer a Question' or 'Perform an Operation'.
  4. If the intention of your action is to answer a question, choose whether the action should 'Give a Direct Answer' or 'Construct Answer by Fetching Data'

Giving a direct answer

If you choose the action type as giving a direct answer, follow the steps given below.
  1. Give an appropriate sample sentence on how this question can be asked, and click NEXT.

  2. Enter the content that should be replied as an answer to this above question. Select the particular content to which you wish to apply the formatting style and click on the appropriate formatting icon on the Markdown editor toolbar.
    Availability of Markdown
    1. Markdown formatting supported Minimum client SDK version - 2.2.0.
    2. Markdown editor support is presently not available for bots in other Zoho services.. 

  3. Click the Preview option in the Markdown editor toolbar to have a live preview of the content with applied formatting style.
  4. Click NEXT.
  5. Add a few more sample sentences to invoke this action.
  6. Click SAVE.

Constructing answer by fetching data / Performing an operation

If you choose the action type as constructing answer by fetching data or performing an operation, follow the steps given below.



  1. Define Sample Sentences and Parameters as required.
  2. Click DONE and you will be redirected to the Configuring Functions page.
  3. If required for your action, define Context handler function.
  4. After that, in Configuring Functions page, click on EDIT EXECUTION FUNCTION and define the Execution Function.
  5. You can test your code using the sample chat window in the right panel of the Execution Logic page. 
  6. After defining the function and testing the action, click DONE.

Viewing an action

The created actions would now displayed under ACTIONS section. These actions can be segregated using the ACTIONS section's filter. It segregates the actions as,
  1. Active — Actions that are created and available to use when deployed to production.
  2. Inactive — Actions that are created and later deactivated. These actions are unavailable for chat.
  3. Production — Actions that are created and deployed to production. These actions are available for chat.




      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 FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              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

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo 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


                                                                • 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

                                                                                                                          • Action Followups

                                                                                                                            Action Followups defines what the bot should recommend the user after executing an action, in order to engage the user further in conversation. The bot can display a list of suggestions or ask if it can invoke another action, that might be ...
                                                                                                                          • Zoho SalesIQ: Building a Zobot with Zia Skills

                                                                                                                            Zia Skills can be used as a bot building platform for a Zobot in Zoho SalesIQ. A bot-building platform is a layer where you define the abilities and business logic of your chatbots. A bot-building platform has the following roles. Handling Natural ...
                                                                                                                          • What are Actions?

                                                                                                                            An Action is a single ability or a task that the bot performs when you give an instruction as a part of your conversation. For example, you can ask the bot to fetch your appointments for the day or ask it to schedule a meeting to your calendar. Note ...
                                                                                                                          • Zoho SalesIQ: A sample Zobot powered by Zia Skills

                                                                                                                            Zobot is Zoho SalesIQ's virtual chat agent that is designed to interact with website visitors conversationally. Zobot automates the process of interacting with website visitors and helps to maintain the presence of a helping hand, even when all the ...
                                                                                                                            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