Build smarter Guided Conversations with Fork Blocks

Build smarter Guided Conversations with Fork Blocks

When your customers arrive on your support channel, they're not there to explore. They are usually confused and stuck while trying to fix something important. We understand how stressful that moment can feel and we want your bot to make things easier, not harder.

A well designed Guided Conversation takes away this confusion. At the heart of those flows lies one powerful tool: the Fork Block. When you pair it with a few smart techniques, it can turn a basic bot into a friendly assistant your users trust.



What Fork Blocks actually do   

Think of Fork Blocks as your bot’s decision maker. They split the flow into different paths based on conditions.
The bot behaves exactly the way you expect:
  1. If the customer says X, respond with Y
  2. If that does not match, check the next thing
  3. If nothing fits, take them to a helpful fallback
Nothing is guessed; each action is based on your logical configuration.


Example

A customer contacts your support bot on WhatsApp.
The bot asks: “What do you need help with today?”
Options:
  1. Order related help
  2. Account help
  3. Something else
Your Fork Block simply checks what the user tapped or texted and takes them to the correct flow. A Fork Blocks split your flow into different paths based on conditions.

Customer chooses
Bot should do
Order related help
Bot asks for the order number and shows order status.
Account help
Bot verifies mobile number and shows account options.
Something else
Bot shows a short menu to guide the user.

This feels smooth because the bot reacts instantly based on the user’s choice.
  

Why this matters for your customers     

Fork Blocks help you:
  1. Personalise every step
  2. Reduce back and forth
  3. Send users to the right answer faster
  4. Prevent unnecessary agent escalations
This directly improves resolution rates across channels, WhatsApp, Messenger, Instagram and more.
 

Advanced techniques

Below are the techniques that can take your Fork Block logic from basic to professional level. The transitions between them are natural, since each one uses Fork Blocks in a different but complementary way.

Fork with IM Variables

When a customer messages your WhatsApp bot, Guided Conversations can use one of their credentials, such as their phone number (IM Variable), to fetch details from your backend system via a webhook. This equips the bot with key information about the customer, like whether they are on a Gold or Free edition, without needing to ask.
Your Fork Block then uses this information to personalise the conversation instantly.

Gold customers: "Hi, welcome back. You are on Gold support. Here are your recent tickets."
Free customers: “Hi. Please share your order number so I can help you.”
If customer type isn’t available: “Just to help you better, are you a Gold customer or a Free customer?”

This keeps the conversation smooth and personalised without asking the customer to repeat basic details.
 

Fork Block with Operation Block      

Some decisions depend on numbers. For example, a customer might tell you their quantity and price, and you need to decide what assistance level they should get. Instead of asking customers to calculate things or writing long explanations, let the Operation Block do the math.

Example  

  1. A customer shares quantity and price.
  2. Operation Block calculates total value.
  3. Fork Block decides how to assist the customer based on that value.
 
Total Value
What your bot offers
Above 20,000
Priority callback
5,000 to 20,000
Connect to a human agent
Below 5,000
Automated

Here, the Fork Block evaluates the result of the Operation Block and chooses the best path. This keeps the flow clean and avoids long explanations.


Fork Block with Webhook Block

Sometimes your bot needs to make decisions that depend on information stored outside the Guided Conversation flow. For example, checking a warranty, subscription, customer tier, or order status.
Combining a Fork Block with a webhook is a powerful tool in this situation.

How it works

  1. The user enters a detail (for example: order ID)
  2. A webhook sends this to your backend system for a status check
  3. Your system returns a simple response such as:
    1. SHIPPED
    2. OUT_FOR_DELIVERY
    3. YET_TO_SHIP
  4. The Fork Block reads this result and decides the next step.
 
Example  
User asks “What’s my order status?” and enters an order number.
  1. Webhook checks your system.
  2. Response = OUT_FOR_DELIVERY
  3. Fork Block routes to “Your order is on the way. Here’s your tracking link.”
  4. If response = YET_TO_SHIP,  the Fork Block routes to “Your order is being prepared. We’ll notify you once it ships.”
This keeps the flow neat and helps customers move faster.

 
   

How the three come together to create a smooth, intelligent WhatsApp bot   

In real-world WhatsApp flows, these three techniques often work together.
  1. IM variables help trigger the backend and retrieve user details
  2. Webhook verifies backend information
  3. Operation Block calculates values
For example, you can identify the user via their mobile number, calculate the cart value using an Operation Block, and verify their membership tier through a webhook all in one flow.
 

Best Practices  

  1. Map your branches before building: Sketch your decision paths on paper first
    1. This prevents confusion when your flow grows; it will be easy to see where each condition leads
  2. Use specific conditions first and general ones later
  3. Always include an Else path

Final Thought  

Fork Blocks work on every channel supported by Guided Conversations, not just WhatsApp.
When you combine them with Webhooks, Operation Blocks and Session Variables, you create flows that feel structured, reliable and human-aware, without complexity for the user.

Regards,
Prabin | Zoho Desk


      • Topic Participants

      • Raj R

      • Sticky Posts

      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
      • WhatsApp pricing changes: Pay per message starting July 1, 2025

        Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
      • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

        Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
      • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

        Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
      • Zoho Desk Cheat Sheet For The Year-End

        Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

        • Recent Topics

        • Zoho unreliable

          Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim
        • the custom domain forwards by default to the old career site / how to switch it off??

          dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria
        • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use
        • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

          We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses
        • Pre-fill webforms in Recruit

          I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
        • Taxes Payable Adjustment

          I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:
        • ASAP Widget Not showing "My Tickets"ed

          Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?
        • How to view CRM Sales Orders in Desk

          What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension
        • Kaizen #219: Actions API - Webhooks APIs - Part 1

          Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API
        • Pricing Strategies: #3 Services never Stop with just Plans

          "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,
        • Cropping Photos for Zoho Sites

          Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?
        • Possible for first Signer of Sign Form to specify the next signer in the sequence

          We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.
        • BUG: Can't copy-paste data outside Sheet

          Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create
        • Zoho CRM Community Digest - November 2025 | Part 1

          Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on
        • Upload own Background Image and set Camera to 16:9

          Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
        • Truesync for Linux

          Is Truesync available on linux ?
        • Hidding/excluding specific picklist options from filter

          Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module
        • Subforms to Capture Multi-Row Data in Job Sheets

          Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities
        • Add "Fetch Composite Item" Action for Inventory

          I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.
        • Adress Labels for sending of the oder und barcode

          We want to print with my address labels to stick on the order of the ware can. there are these options?
        • printing individual labels - Dymo LabelWriter

          I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM
        • Zoho Creator for Agriculture

          Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is
        • Custom Print Layout

          I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.
        • Print View

          Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads
        • Get Holiday ready with Zoho Mail's Offline mode

          With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from
        • Solution to Import OST File into Office 365.

          MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
        • Zoho CRM Kiosk issues

          Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the
        • Email Template Edits Not Saving

          I can make an edit, click save, and see the blue bar annimation at the top, but the edits don't actually save. Important, because my email templates are now broken and clients are receiving bad emails. Tried on Chrome, Firefox and IE.
        • Can I have different users see different pick list values for Potential Stage?

          We have some users focusing on new business and others focusing on existing business, and they follow different sales processes/cycles, so we would like them to see different pick list values for Stage (eventually leading up to Closed Won/Lost in both cases).   And just to keep it interesting - some of these users will of course do a combination, so would need to see one pick list for their New business potentials and a different pick list for their Existing business ones.   Salesforce does this
        • Tracking Snippet not working in Zoho Marketing Automation!

          First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.
        • Is there any way to send an Excel received by email to Dataprep?

          Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved
        • Read webpage - MSXML2.ServerXMLHTTP

          I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
        • Zoho Creator Form Search

          I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have
        • How to setup DKIM / SPF in Zoho Mail

          Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the
        • Mass update cant trigger a workflow?

          Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.
        • search and Smart Bar both missing in Mail

          One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
        • Let us add Lookup fields in the Blueprint Transitions

          We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected
        • Zoho Projects API Scope for Issue Attachments

          I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried
        • How to fetch custom fields for time entries in Zoho Project API v3

          In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using
        • Zoho Survey Enhancements

          We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would
        • Next Page