Extending multichannel support in Guided Conversations  

Extending multichannel support in Guided Conversations  

Hello everyone!

 

In this post, we will discuss the importance of creating GC flows for different channels. 

 

Guided Conversations are structured dialogues designed to assist users in achieving specific goals or tasks on a conversational interface. These conversations are guided by predetermined flows that lead users through a series of steps, questions, or options to help them accomplish their objectives. 

 

With many businesses now offering customer support through multiple channels, it's clear that self-service options should also be available across channels. Multichannel support offers customers the opportunity to interact with the support teams and get their questions or problems resolved through the channel they use more often.  

 

Offering multichannel support through GC flows, allows customers to chat with bots across channels such as Web, WhatsApp, on both web and mobile interfaces.  

 

 

Imagine inquiring about an order through a mobile app or swiftly resolving an issue via WhatsApp. Sounds convenient, right? 

 

This is precisely where channel-specific GC flows come into play, empowering businesses to streamline customer interactions across multiple platforms.

 

What is a channel-specific flow?

 

Customers interact with businesses through different channels based on convenience, availability, and sometimes their business structure. For example, start-ups or solo entrepreneurs may be more likely to prefer conversational platforms like WhatsApp.  

 

To cater to different business types, flows can be built exclusively for a specific platform. By implementing channel-specific flows, businesses can provide consistent and optimized experiences that enable users to interact with them regardless of the channel they choose. 

 

 

How does it work?

 

With channel-specific flows, users can navigate through processes effortlessly using a chat-based guided approach. Whether it's placing an order, making inquiries, or seeking support, these exclusive flows are designed to enhance user experience and streamline interactions.

 

Here's how we can cater to each business type with specific considerations:

 

Small scale organizations

Channel-specific chatbot flows can be ideal for small businesses that primarily interact with customers over messaging platforms like WhatsApp. These businesses often have limited resources and bandwidth, so having a bot handle routine inquiries or tasks can help streamline communication and free up time for value-adding work. 

 

Let's say a customer prefers to use WhatsApp to ask about a product or check on an order. They send a message to the company's WhatsApp business account. The channel-specific flow appears, providing a guided conversation tailored for WhatsApp. The customer can receive instant responses to common questions, access product information, and request further assistance within the familiar WhatsApp interface.

 

Midsize businesses

Midsized businesses often prioritize mobility and flexibility. Mobile accessibility is crucial for midsize businesses because employees may need to respond to inquiries or manage tasks while on the go, meeting clients, or attending events. Providing a mobile-specific (iOS or Andriod) GC flow for accessing support resources would cater to their needs effectively.

 

Enterprise businesses

For an enterprise e-commerce company, providing a self-service platform is crucial to efficiently handle customer inquiries and support requests. Upon visiting the website, customers can be greeted by a chat widget that guides them through a personalized assistance journey.

With channel-specific flows, customers can easily navigate through options, view product details, and even initiate a purchase directly within the chat window. Channel-specific flows ensure a smooth and consistent experience for the customer, regardless of the platform they use. Whether it's through the website or WhatsApp, Guided Conversations can assist them in achieving their goals efficiently.

 

In addition to creating flows for multiple channels, we have these enhancements as well:

 

Editing flows' display names during widget creation

 

When creating a flow, users can select the relevant channels and provide a suitable flow name. However, during the association of a flow with a GC widget, users may encounter constraints imposed by certain channels, like WhatsApp's character limit for display names. In such cases, users can edit the display name of the flow. This flexibility ensures optimal visibility and clarity across different channels, which empowers users to create meaningful and concise display names that effectively communicate the content of the flow within the constraints of each channel's character limit.

 

 

For further insights on utilizing channel-specific flows and editing the display name of flows while creating a GC widget, kindly refer to the help article: Building the Guided Conversations Flow.

 

This feature is now available for all users across data centers. We encourage you to give it a try and share your thoughts and experiences with channel-specific flows in the comments below.

 

Thank you, and have a great day!

 

Regards,

Varsha P | Zoho Desk - User Education


    • Sticky Posts

    • Using Agent Email Address as From Address

      Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
    • Edit and Delete options in Comments

      A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
    • Webinar 2: Supercharged customer support for growing business

      Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
    • Customize Colors of your Customer Self Service Portal

      You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
      • Recent Topics

      • Issue with Save & Share Link – Works for Others but Not Creator

        I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
      • Save the pdf report from a registration form in a Folder

        Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
      • zoho forms integration to zoho work drive

        Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
      • Zoho Forms to Zoho CRM Integration failed - can I restart it?

        The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
      • insert an equation, but in document, it shows an image not available.

        I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
      • Zoho Desk Android app update - Swipe action customization

        Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
      • Import KB template OR Export template for zoho desk?

        Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
      • XML format to import knowledgebase into Zoho Desk

        Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
      • Zoho Desk integration with Power BI

        Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
      • Arranging Ticket Templates

        Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
      • What they mean with "Portal"?

        I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't
      • Inactive User Auto Response

        We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
      • favorites no longer listed

        Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
      • Notecards Disappeared

        Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
      • Table Errors

        Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)
      • Online Calculator with Zoho Forms?

        I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing
      • Zoho Tables instead of Zoho Creator Spreadsheet reports <3

        That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.
      • Zoho Sheet - Desktop App or Offline

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
      • Notebook Stack

        Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same
      • Writing on sketch cards is bugged when zoomed in

        When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
      • Swipe between notes on iPhone

        It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.
      • Sales IQ chat is not working in signed android apk

        I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
      • COQL order by COUNT not working

        Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
      • I want to duplicate a report and name it something else

        Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please
      • Zoho CRM: Sales Rep Professional Certification Program on Coursera

        We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
      • OS X Notebook quits immediately upon launch

        NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log
      • Can External users upload files or images to WorkDrive?

        I want to know if it is possible for someone externally through a link and PW be able to upload files and images onto WorkDrive?
      • Multi-line fields character limits

        Is there a way to set the character limit higher on multi-line fields so that we are not losing information pasted into the field? When the text is entered or pasted, there is no error to say that the text is too large. After saving and going back to view most of the text is gone.   Also, when viewing the resume, the text is not wrapped in the multi line fields and can t be read without scrolling across the page.
      • Taz bot not working — What should I do to resolve this issue?

        I am experiencing issues with the Taz bot in Zoho Cliq—not receiving responses or it does not seem to work as expected. Could you please explain why the Taz bot might not be functioning and what steps I should take to resolve this issue? Thank you!
      • OneNote Migration

        I am trying to migrate two notebooks from OneNote. For five days now I have had no notification that migration has completed and the migration page show 50% complete - one notebook completed one not finished. It just stays like this. I am unable to cancel
      • Set various time slot reminders for task and event

        Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min and
      • Zoho Calendar not functioning---cannot edit, add attendees, etc.

        Hello, My calendar is acting strange. I'm using Chrome as my browser and pop ups are not blocked (the calendar worked fine yesterday). When creating an event, I'm not able to "edit" the event and add attendees, etc. The link is non-responsive. I cannot
      • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

        Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
      • Spilt Axis for stacked column and line graph

        Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
      • Pin a note on top

        Dear Zoho Notebook Team, Please highly consider adding ability to pin a note on top and arrange pinned notes. I have a lot of notes that I want to pin important ones on top and this feature is missing badly. Thank you.
      • Windows 11 app ver 2.2.8

        I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to
      • Deluge Script: Onboarding → Access Form

        Hello everyone, Edit: Sorry, I think I put this topic in the wrong section. I’ve recently run into an issue that’s been giving me a bit of a headache for the past few weeks. Context: This is my first time using Deluge to create a script, but it’s not
      • Windows Device Authentication

        We have recently started using ManageEngine, and my boss saw a device management feature in the Zoho One directory. We thought it would either help give us more intergration into Zoho one through bringing ManageEngine services through Zoho one. Or, it
      • How can I change spell check language?

        I cannot find the way to change spell check language. My "display language" is English, and I want to have the same one for Spell Check, but it is Russian!!! How can I change it? In one of your explanations you mentioned that I have to choose it from
      • Mail is so slow - doesn't even work!

        Mail has been getting slower and slower - and today it's not even pulling up emails in either Inbox or Unread. This is beyond frustrating since email is a big part of business. Sent a request through the useless help portal - no response. Called the useless
      • Next Page