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>);

  7. details = zoho.creator.getRecords("lijungdeveloper","test","Sessions_Report","ID1 == 100",1,1," <insert_connection_name> ",true);
  8. if(key.matches("session-1"))
  9. {
  10. overview = details.toMap().get("Session_Overview");
  11. feedback = details.toMap().get("Feedback");
  12. 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> "}};
  13. }
  14. else if(key.matches("hack-2"))
  15. {
  16. 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> "}};
  17. }
  18. else if(key.matches("101"))
  19. {
  20. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  21. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  22. 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> "}};
  23. }
  24. else if(key.matches("102"))
  25. {
  26. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  27. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  28. 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> "}};
  29. }
  30. else if(key.matches("103"))
  31. {
  32. dataMap = {"Resp":target.get("name"),"zuid":user.get("email")};
  33. record = zoho.creator.createRecord("lijungdeveloper","test","Hackathon",dataMap,"zohocreator2",true);
  34. 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> "}};
  35. }
  36. else
  37. {
  38. response = {"text":"I can only help you with these right now! To know any other information please contact support@zylcal.com"};
  39. }
  40. post = zoho.cliq.postToChat(chat.get("id"),response);
  41. 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

      • access to quartz for my customers

        Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

      • Issue with Inline Images in Email Reply via Zoho Desk API

        Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

      • How to search a value stored in a subform?

        Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

      • Field Dependency Not Working on Detail Page in Zoho Desk

        Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

      • How do the keyword critera work?

        Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

      • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

        I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

      • Improving Collaboration Features in Zoho Portal

        Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

      • Automated Shopify Emails Not Being Delivered

        I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

      • Send a campaign to one recipient.

        Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

      • Try FSM again for our business

        We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

      • Get Cliq Meetings in my O365 calendar

        Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

      • Issue with Zoho Help Portal – Tickets Missing or Not Answered

        Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the

      • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

        Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can

      • Zoho Forms - Form Rules based on attachment fields

        Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules

      • Can't open draft email for editing

        Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.

      • Open filtered deals from campaign

        Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,

      • Change scheduling emails time

        When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

      • Zoho CRM: how can I control which contacts to sync with Outlook?

        I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

      • How to overcome limitations in meetings

        As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

      • Add a 'Log a Call' link to three dot icon in Canvas

        Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

      • Syncing Zoho Forms with Bigin - Embedding issue?

        Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

      • Can not add fields to a Section

        I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

      • Record Logged in User while using CRM lookup field

        Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

      • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

        I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

      • Collaps Notes

        There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

      • Zoho Down

        I have a drop in my Zoho One services.

      • Runing RPA Agents on Headless Windows 11 Machines

        Has anyone tried this? Anything to be aware of regarding screen resolution?

      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

      • Why am I getting event Pop-up Notification for events that have been cancelled?

        Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

      • Create a draft in reply to an email via Emails API

        Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

      • India Tech Support

        Is there no phone tech support number for India? And no chat facility either?

      • Billing Management: #1 Billing a Universal Business Routine

        Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

      • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

        No idea what this is. Can't see what it is explained anywhere.

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

      • need a packing list feature

        In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

      • Workdrive 5.0 / API Documentation Workflows

        Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

      • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

      • How many ZOHO-Sites does the ZOHO-One Suite allow for?

        The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

      • Webhook from Zobot to Zoho Flow fails

        I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

      • Next Page