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

        • Printing mailing labels

          The ability to print mailing labels would seem to be an important, basic, function of a good CRM. I find it very surprising that this has still not been addressed adequately by Zoho. When trying to use the existing "mailing label" included: 1. the data
        • Pageless mode needed to modernise Writer

          When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
        • Zoho Projects - Visual improvement to parent and sub-task relationship

          Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks
        • API method to get activity feed in Recruit

          Hi community, I'm trying to figure out - is there any API method tto get information about datetime when Recruit/Candidates record tag where added?
        • Printing Mailing labels

          Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.
        • Default to Current Date

          I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?
        • Different Company Name for billing & shipping address

          We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
        • Make Packages from multiple sales order of a single customer

          Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
        • Show Custom Button in Portal Listview Canvas

          I have created a custom button that shows in a list view of deals (internally I can see it). I have permissions to allow this button on the portal. But it is not displaying in the canvas list? Before I do too much leg work, is this function allowed?
        • Zoho Sites "pages" management page

          I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
        • AI feature in Zoho Desk suggesting answers based on past ticket threads

          Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.
        • Advanced Customization of the Help Center using JavaScript

          Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming
        • Introducing Zoho POS for the Kingdom of Saudi Arabia

          Hey everyone, We are excited to kick-start December with a completely personalized edition of POS for retail businesses in Saudi Arabia to help run your operations with ease. It offers four different subscription plans—Free, Standard, Professional, and
        • Unveiling Zoho Sites 2.0 - A new dimension in website building

          Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
        • Script Editor not an option

          I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
        • Not able to link email text.

          Kindly check Zoho Sites. I am unable to turn a text into a email link. The save button does not work. Kindly try yourself to see it not responding to save.
        • 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?
        • Zoho Analytics Regex Support

          When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
        • landed cost-need help with different currency under the same bill

          I’m having trouble recording landed costs in Zoho Inventory/Books. My purchase order is in CNY, but the landed cost (freight) I pay is in USD. Zoho forces everything under the same bill to use one currency, so I can’t enter the landed cost in its actual
        • Pricing Strategies: #1 Nuances in Pricing

          When Clara first opened her digital printing shop, pricing was simple. She sold handmade greeting cards, planners, business cards, and other physical items at fixed label prices, individually and in bulk. One SKU, one price, one bill, and that's all it
        • [Free Webinar] Learning Table Series – Education Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
        • Move attachments from one module to another with Deluge

          I have created a button that works just like the convert button for my custom modules. I would like this custom function to move any attachments in this record to the new module. I can't seem to find any documentation on how this can be accomplished.
        • Help in function code

          Hi, could someone look at the code below and tell me what 's wrong with it? After a deal creation or edition the code should find the related Account, than all open Deals for that Account and copy the field Total_Open_Deals from the Account record to
        • Automation Series: Auto-update Phase Status

          Hello Folks! You can auto-update your phase's status based on status of underlying tasks using custom functions. In this series, we will showcase how to create and run custom functions, using Deluge, with ease. Follow the steps below and automate your
        • 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
        • Zoho Projects - Project Details on the Project Menu

          Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
        • Zoho Projects - Add Feed to Project Tabs

          Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
        • Flow - Fetch info from drop down in another module

          I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
        • Show unsubscribed contacts ?

          Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
        • 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
        • Converted Leads Not Showing in Lead Reports

          Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,
        • Text widgets in dashboards

          Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.
        • [Webinar] Zoho Writer for content creators and publishing houses

          Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
        • Adding Reports to Portals

          Is there a way to add Reports to portals so only the user can see report templates relevant to them?
        • How to assign one Manual to multiple Spaces?

          Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?
        • Introducing VeriFactu Support in Zoho Books

          Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
        • How can I assign courses to Spaces?

          How can I make courses show up here in this space?:
        • When will Zoho Learn be able to support SCORM files on the mobile app?

          When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
        • Announcing new features in Trident for Windows (v.1.35.6.0)

          Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can
        • Marketing Tip #9: Track your traffic sources

          Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
        • Next Page