Cliq Bots - Let your bot welcome it's subscribers via the welcome handler

Cliq Bots - Let your bot welcome it's subscribers via the welcome handler

In this post, we're going to shed light on how important it is for a bot to greet subscribers with a welcome message. We'll also be looking at how to configure a simple yet effective welcome handler! 

A welcome message is the first and the most important action / interaction performed by your bot. But why is it so important? 
  • A message that explains the user what the bot does will provide them with a concrete understanding of how the bot can help them. 
  • Including a call to action, such an instant button in the message will show the user how easy it is to interact with the bot.
Working of the bot welcome handler 

The bot welcome handler will be triggered to send a message when a user subscribes to a bot. Another interesting fact is that, the handler can also send a message to a user if they unsubscribe and subscribe to the bot again! There are a list of attributes passed when a welcome handler is triggered. Take a look at them in our welcome handler help page. 

Sample Scenario

Let us try to build a conference bot with a welcome message explaining the user on what the bot does and a call to action. Assuming the conference has a hackathon event where participants are encouraged to build applications. The welcome handler should serve the following purposes : 

  • The welcome message will explain all the necessary details- about the verticals available, how to get started with their application, so on and so forth. 
  • A call to action for the user to select their choice of vertical under which they can submit the application. 
  • Each entry from the user will be added to the creator form to maintain a record.
Sample Welcome Handler Code

  1. response = Map();
  2. response = {"text":" Hey *" + user.get("first_name") + "* !​ \n Welcome to ZylCal Developers Conference -2017 and thank you for subscribing! I'm here to help you with the following : \n ​​  Session Timings \n ​  Session Overview \n ​​  Feedback \n ​​  ZylCal Hackathon \n Click on any of the buttons know more about the respective topics! [+Sessions](invoke.function|conference|li.jung@zylker.com|session-1)  [+Hackathon](invoke.function|conference|li.jung@zylker.com|hack-2)"};
  3. return response;

Sample Functions Execution Code

  1. response = Map();
  2. message = Map();
  3. button_name = target.get("name");
  4. key = arguments.get("key");
  5. // details = zoho.creator.getRecords("<app_creator_name>","<application_name>","<form_name>","<condition>",1,1,"<insert_connection_name> ", <user_access>);

  6. details = zoho.creator.getRecords("lijungdeveloper","test","Sessions_Report","ID1 == 100",1,1," <insert_connection_name> ",true);
  7. if(key.matches("session-1"))
  8. {
  9. overview = details.toMap().get("Session_Overview");
  10. feedback = details.toMap().get("Feedback");
  11. response = {"text":" Please refer the session information (Details, Timings) from here! \n Session Overview: " + overview + " \n Feedback: " + feedback,"bot":{"name":"ZylCal Conf Bot","image":" <insert_bot_image_url> "}};
  12. }
  13. else if(key.matches("hack-2"))
  14. {
  15. response = {"text":"The hackathon event involves developing applications under any of these categories. Select any category to register with your name and email ID. \n [+Productivity](invoke.function|conference|li.jung@zylker.com|101)  [+IT-Admin](invoke.function|conference|li.jung@zylker.com|102) [+Entertainment](invoke.function|conference|li.jung@zylker.com|103)","bot":{"name":"ZylCal Conf Bot","image":" <insert_bot_image_url> "}};
  16. }
  17. else if(key.matches("101"))
  18. {
  19. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  20. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  21. response = {"text":"Awesome! Your name has been registered under the *" + target.get("name") + "* category! All the best. :grinning:","bot":{"name":"ZylCal Conf Bot","image":" <insert_bot_image_url> "}};
  22. }
  23. else if(key.matches("102"))
  24. {
  25. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  26. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  27. response = {"text":"Awesome! Your name has been registered under the *" + target.get("name") + "* category! All the best. :grinning:","bot":{"name":"ZylCal Conf Bot","image":" <insert_bot_image_url> "}};
  28. }
  29. else if(key.matches("103"))
  30. {
  31. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  32. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  33. response = {"text":"Awesome! Your name has been registered under the *" + target.get("name") + "* category! All the best. :grinning:","bot":{"name":"ZylCal Conf Bot","image":" <insert_bot_image_url> "}};
  34. }
  35. else
  36. {
  37. response = {"text":"I can only help you with these right now! To know any other information please contact support@zylcal.com"};
  38. }
  39. post = zoho.cliq.postToChat(chat.get("id"),response);
  40. return message;


The slide show below will give a better understanding of the sample execution!




The welcome handler sets an opening tone to the bot and also establishes a connection between the user and the bot. Try using this sample code snippet and let us know what you think! Comments and suggestions are welcome. 


Few useful links:




Best,
Manasa
Cliq
    • Sticky Posts

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
    • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

      Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
    • App Spotlight : PagerDuty for Zoho Cliq

      App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational
    • Automate your status with Cliq Schedulers

      Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick
      • Recent Topics

      • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

        Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
      • Direct Integration Between Zoho Cliq Meetings and Google Calendar

        Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
      • Zoho sheet

        Unable to share zoho sheet with anyone on internet with editer option only view option is show
      • Mail and OS

        Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
      • Personal account created under org account

        Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
      • Add another account

        How to add another mail account to my zoho mail.
      • Recover deleted user

        Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
      • No connection to the server

        Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
      • Emails missing from desktop but visible on phone

        Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
      • Website Hosting

        Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
      • Can not search zoho mail after update V.1.7.0

        i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
      • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

        Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
      • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

        Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
      • Remove "Invalid entries found. Rectify and submit again" modal

        Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
      • No Functional Autosave or Manual Save Button

        Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
      • Cadence reports as front-end reports

        Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
      • Show elapsed time on the thank-you page?

        Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
      • Email Integration - Zoho CRM - OAuth and IMAP

        Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
      • I need to do crud with snippet html

        I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
      • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

        I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • Incorrect “correct” password on email client apple mail

        I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
      • Is it possible to lock editing subform rows?

        Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the
      • "Spreadsheet Mode" for Fast Bulk Edits

        One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and
      • What is the maximum file size of a video upload in Zoho chat?

        Can I upload a 20 mb video file and share it with my colleagues? 
      • Update a field in ALL all calls under a contact

        HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,
      • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

        I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's
      • Fat Download of Ulaa Browser

        I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with
      • Cancelled Transfer order problem

        Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also
      • Billing Management: #8 Usage Billing in Logistics & Delivery Services

        The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate
      • Tags for New Tickets

        Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with
      • Zoho Desk: No Incoming email

        Is Zoho Desk services down? No incoming email reflect to desk tickets.
      • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

        Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support
      • Unusual activity detected, account blocked

        I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation
      • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

        Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done
      • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

        Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:
      • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

        Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account
      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
      • Figma in Zoho Creator

        Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?
      • Restore lost Invoice!

        Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
      • Next Page