Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!

Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!

Hi Everyone! 

In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter greeted you by your name and remembered what you usually order? Not just you, that would be the case for everyone. And that includes your customers too. 

Similarly, when the visitor lands on your website and your chatbot is greeting them. They might not want to enter their names to the bot every time they visit. So to avoid redundancy you can use the following plug for the Zobot to remember the visitor name and scale-up your customer service experience. Plugs in the Codeless bot are used to create custom functions to achieve customizable actions for your no- code bot. Now let's learn how to create a plug to remember your website visitor name and email address and add it in the chatbot flow built with Codeless bot. 

Note: Remember that the visitor information will be stored only after they agree to the privacy policy

What can this Plug do?
  • When a visitor/customer visits your website, they will give their such as name and email. These details will be saved in SalesIQ (Visitor information).  
  • This plug can prevent asking the name when it is already available in visitor info/context variable. 
Note: Learn more about the context variable here

How to create this Plug?
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your Plug a name, description, select the Platform as SalesIQ Scripts and click on Create Plug.  
  • Click on Parameters, provide the following
  • Input Parameter: name | Data Type: String
  • Output Parameter: message | Data Type: String
 
Copy, paste the below code and make the required changes.
  1. name = "";
  2. name = session.get("name").get("value");
  3. if(name.containsIgnoreCase("Visitor"))
  4. {
  5. }
  6. else
  7. {
  8.  returning_message = "Yes " + name + ", can you please let me know your issue?";
  9. }
  10. response = Map();
  11. response.put("message",returning_message);
  12. return response;
  • Then, click Save, preview the Plug and Publish it.
How to add this Plug in Codeless bot builder?
  • Navigate to Settings > Bot > Add, provide the necessary information, select Codeless Bot as a bot platform, or open an existing bot.
  • Select the Plugs under Action Block and choose the required Plug (Only published plugs will be listed here)
  • Select "Name" in the visitor variable as the Plug input and provide a context variable for the output. 
  • After, click Save
Note: The visitor names name will be stored in a context variable. It can be used in other cards to provide more personalization. To avail it, type % and choose "visitor.name". 


Working of the Plug in Codeless bot:
 
The Plug has 2 cases, success and failure. 
  • Success case - When the Name is available in the visitor variable (Name = visitor name), the bot will consider the visitor as returning visitor and will not ask the name again. 
  • Failure case - When the name is unavailable (Name = null), the bot will ask the visitor the name. 
 


Related links:
To know more about the features of Zobot, kindly visit our Resources Section. 

      • Recent Topics

      • Tip#46: Capture accurate log hours

        Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet
      • Moving to app-specific authentication for Google integrations

        Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an
      • Double opt-in notifications and customizable confirmation messages for your webforms

        Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
      • Lost the ability to sort by ticket owner

        Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
      • Using a CRM Client Script Button to create a Books Invoice

        Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
      • How Can i put a form in Zobot

        Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !
      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
      • Playback and Management Enhancements for Zoho Quartz Recordings

        Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
      • Zoho Analytics - Feature Request For Time Based Data Source Fetch

        Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the
      • Which user's capacity is used for Shared Mailbox storage?

        We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?
      • Inserting the current date / time

        I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 
      • Migrate data from old to new account

        Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?
      • Campaign editor overrides href value

        I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,
      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm
      • Bug Report and Suggestions for Improvement in Zoho Applications

        Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
      • Canvas Flex Box containers should not require a width/height.

        Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
      • Zoho Desk Android app update: Filter enhancement, Save Filters

        Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
      • Very long loading times | bad performance [ZOHO DC: EU]

        Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
      • Zia Profile Summary now supports six languages and responds faster

        After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
      • Introducing Zoho Show Android 3.0

        Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
      • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

        Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
      • Peppol integration zoho invoicefu

        Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Allow Recording Only a Selected Portion of the Screen

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
      • Restricting Calendar View to Working Hours

        Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
      • Add Camera Background Blur During Recording

        Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
      • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

        Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
      • Whatsapp Integration questions

        Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
      • Allow Font Size 11 in Editors...

        That is basic functionality...
      • link mail.zoho.com/UnblockMe to unblock

        Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
      • Unblocked me

        Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com
      • Integrating External Portal Tickets Into Zoho Desk

        A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
      • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
      • CUSTOM FUNCTION GIVE ERROR #EVAL!

        CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
      • Samsung Keyboard Issues with Notebook

        Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
      • Zoho Books | Product updates | October 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
      • Zoho Developer Community Hackathon 2025 is LIVE!

        Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
      • Zoho Books | Product updates | September 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
      • Zoho Workdrive for Office, "vsto runtime not found"

        Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
      • Next Page