Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours


Hello Everyone, 
This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and professional customer experience.

Self-service platforms are now a cornerstone of effective customer service, improving productivity for both customers and support agents. With the evolving nature of customer support, self-
service has become indispensable. It saves time and provides quick access to solutions, empowering customers to address their concerns efficiently.

Zoho Desk's Guided Conversations serves as a robust self-service tool, offering Tier-1 solutions to customers through an intuitive interface. For more complex or escalated queries, the bot seamlessly connects customers to a live agent, ensuring both self-service and human assistance for effective issue resolution.
However, businesses often have non-working hours, such as weekends or holidays, when agents are unavailable. In such cases, configuring your Guided Conversations based on your business hours is essential. During non-working hours, the bot can:
  1. Notify customers that your business is currently closed, along with your operating hours.
  2. Provide an option for customers to submit a ticket, ensuring their query is addressed promptly during working hours.Configure your Guided Conversations today and streamline your customer support process!

How to incorporate this custom function within your GC flow?
1. Go to Setup (S) >> Self-Service >> Guided Conversation. 
2. Choose the Department and click on Create Flow
(If you would like to add this to your existing flow, click on the ellipsis icon under Published Flows and click on the Edit button.)
3. Select the channels, give a Name and Description, and click Next. 
4. Click on the + icon, add the Webhook block, under Action Blocks
5. Enter the Block name as Business Hours, Choose Get under Method
NotesNote: In the Business Hours URL, replace .com with .in/.eu/.ca/.sa based on your DC

How to fetch the Business Hour Id? 
6.1 To fetch the Business Id, Go to Setup (S) >> Organization >> Business Hours.  
6.2 Click on the Business Hours configured within your Zoho Desk Account. Go to the URL of the specific Business Hours, and you can fetch the business Id from the URL.


7. After entering the URL, do not make changes to the Query Params and Headers. 
8. Under Connections, click on Add
To Create a connection
      8.1 Click Create Connection.
      8.2 Select Zoho OAuth under Default Connection.
      8.3 Give a connection name (let's say configureBusiness Hours).
      8.4 Disable the toggle for User Credentials of Login User.
      8.5 Under Scope, choose the below scope values:
               Desk.settings.READ
      8.6 Click Create and Connect.
      8.7 Click Connect and click Accept.
Connection is created successfully.



 9. After creating the connection, click on Refresh and then click on the drop down arrow and select the connection (configureBusiness Hours) created.
10. Click on the gear icon in the Formatter option and paste the below code in the Deluge window: 
  1. dayMAp = {"SUNDAY","MONDAY","TUESDAY","WEDNESDAY","THURSDAY","FRIDAY","SATURDAY"};
  2. businessTimes = response.get("businessTimes");
  3. timez = response.get("timeZone").get("id");
  4. response = Collection();
  5. createdTime = zoho.currenttime.toString("yyyy-MM-dd HH:mm:ss",timez).toDateTime();
  6. createdDay = createdTime.getDay();
  7. //get this from above created time
  8. createdHour = createdTime.getHour();
  9. //get this from above created time
  10. createdMinute = createdTime.getMinutes();
  11. //get this from above created time
  12. createdWeekDay = createdTime.getDayOfWeek();
  13. //get this from above created time
  14. createdWeekDay = dayMAp.get(createdWeekDay - 1);
  15. for each  businessTime in businessTimes
  16. {
  17. if(businessTime.get("day") == createdWeekDay)
  18. {
  19. businessTimeStartHour = businessTime.get("startTime").getPrefix(":").toLong();
  20. businessTimeEndHour = businessTime.get("endTime").getPrefix(":").toLong();
  21. businessTimeStartMinute = businessTime.get("startTime").getSuffix(":").toLong();
  22. businessTimeEndMinute = businessTime.get("endTime").getSuffix(":").toLong();
  23. if((createdHour > businessTimeStartHour || createdHour == businessTimeStartHour && createdMinute >= businessTimeStartMinute) && (createdHour < businessTimeEndHour || createdHour == businessTimeEndHour && createdMinute <= businessTimeEndMinute))
  24. {
  25. response.insert({"status":"true"});
  26. }
  27. else
  28. {
  29. response.insert({"status":"false"});
  30. }
  31. }
  32. }
  33. return response.get(0).get("status");

11. Click Save after pasting the code. 
12. Click on the gear icon in the Response icon
12.1 Click on the gear icon on the Status Code
12.2 Give Status Code as 200, Flow Variables as status, Response Value as /
12.3 Let the Type be single element and the Data Type be String. Click Save. Click Save for the Response List with the updated status. 
13. Disable the toggle for the Multi Path
14. Choose a Request timeout if required. This sets a response waiting time from the server. 
15. Set the Error message if required to display in case waiting time exceeds the response time. 
16. Click Save

This is the configuration for setting the business hours through a custom function. 

17. After the Webhook, click on the + icon and add the Fork block under the Action block



18. Give the Block Name  as Check, Enter Path list : name it as Check. 
Under Criteria 1, click on the drop-down arrow, and enter choose Status under Block variables, from the drop-down menu.  Choose operation: contains and give the value : True

19. Do not add an else path. 
20. Click Save

In the Fork block, under Check, you can add the Transfer to agent block from the Zoho Desk Blocks. Under Else, you can add a text icon/ info card stating you are out of business hours. 

Notes
Note: This custom function does not include the Holiday Lists configured within Zoho Desk. 
You can seamlessly integrate this Guided Conversation flow into your self-service platform to ensure you never miss a customer, even during non-working hours. Keep your customer support running smoothly!

See you next week!
Regards,
Lydia | Zoho Desk


      • Sticky Posts

      • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

        After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon.  At this event, we will explore the topics which
      • Register for Zoho Desk Beta Community

        With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
      • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

        Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our  forums; wherein a panel of experts will take on questions  specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any questions posted here.   Let's begin the year learning some best practices from our experts. In this month's ATE we are opening the floor to questions on how to use Zoho Desk the best way.  If you have a business use case but not sure if Workflow is
      • Share your Zoho Desk story with us!

        Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
      • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here. In this month's Ask the Experts, we will take questions on everything related to Telephony and the Call Module in Zoho Desk. We will discuss the following aspects:  Integration with different Telephony vendors Routing calls to agents Converting

        • Recent Topics

        • Deluge upload to upload file field

          Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,
        • Alternatives to using multi-select lookup field for a 1-many module relationship?

          I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit
        • O que é o Code Studio no Zoho Analytics?

          Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python
        • Sobre qual tema você gostaria de falar em 2025?

          Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
        • Sobre qual tema você gostaria de falar em 2025?

          Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
        • Automatic Updates for Zoho Desk Extensions

          Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process
        • How to view all departments on one dashboard or ticket view?

          Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...
        • Is Drawing feature supported in zoho Sheets?

          Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 
        • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

          I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
        • IP Addresses for Whitelist

          Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA
        • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

          It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
        • Template Email Reset Password

          Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com
        • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

          Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.
        • Link Purchase Order to Deal

          Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
        • Possible to customise list of file attachment options?

          Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.
        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
        • Adding custom_field to the items when creating item groups

          I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
        • URL for downloading uploaded file - THE SOLUTION

          Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID
        • All Tasks Queued for Last 3+ Hours

          How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.
        • Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

          Why can't I connect to the software suddenly? Network error, internal error, unable to contact you
        • Auto Generated Invoice number YEAR

          Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
        • The Social Wall: December 2024

          Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!
        • Not displaying a newly created window within an application

          On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible
        • Last payroll of the year gives me an error

          Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.
        • Global Outage - Please Update Current Status

          It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.
        • Is the filename of an attachment restricted to only certain languages?

          Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled
        • Odd Authorization warnings

          I'm a superadmin for Zoho One and double-checed that I was an Admin role in Teams. Every once in awhile, I'll get a strange notification that I can't do something (usually deleting something although I am under the 250 thread limit). Is there somewhere
        • Zoho und die Art, Dinge zu tun

          Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt
        • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

          Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December
        • View of all Leads (+converted)

          Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks
        • Zoho Projects is down

          Is anyone else having problems getting to Zoho Projects?   We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?
        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.
        • Zoho Payroll [India Edition] - ICICI Bank Integration

          It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct Deposit
        • Issue with EU MArketplace

          Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the
        • Add an action to set agent as a member of a team in zoho desk

          Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram
        • Cant add owner to field update in workflow

          Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?
        • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

          The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants
        • CRM portal users can now log in using their mobile phone numbers

          Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
        • Zoho CRM: Las últimas novedades de 2024. ¡No te las pierdas!

          ¡Hola, Español Zoho Community! Aunque sabemos que en estas fechas muchos de vosotros estáis ya disfrutando de un merecidísimo descanso, no queríamos acabar el año sin haceros un resumen de las actualizaciones más interesantes de los últimos tres meses,
        • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

          Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see
        • Next Page