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

        • 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
        • Zoho CRM mobile app feature update: user image upload, home page widgets, and field tooltips

          Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
        • Revenue Management: #8 Revenue Recognition in Educational & Training Institutions

          Educational Institutions and training centres typically collect course fees at the time of enrolment, sometimes for a one-day workshop and sometimes for a year-long certification course. You might also charge separately for course materials or evaluation.
        • 404 error at checkout

          Our customers are getting a 404 error at checkout. Anyone else with the same problem?
        • Client Script refuses to set an initial value in Subform field

          I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
        • 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
        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
        • Clone a Module??

          I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
        • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

          Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
        • how to use validation rules in subform

          Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
        • 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.
        • 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
        • Maximum file limit in zoho people LMS

          Dear Team, I am having approximately 4.9 GB of material, including PPTs and videos for uploading in zoho people LMS course. May I know what is the maximum limit limit for the course files Thanking you, With regards, Logeswar V Executive _ Operations
        • Shared inbox unable to see replies

          Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying
        • Displaying related quotes in sales order and back

          Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
        • automations: Can I execute a step on a specific date?

          I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
        • 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
        • Dynamically prefill ticket fields

          Hello, I am using Zoho Desk to collect tickets of our clients about orders they placed on our website. I would like to be able to prefill two tickets fields dynamically, in this case a readonly field for the order id, and a hidden field for the seller
        • Optimize your Knowledge Base for better visibility by allowing search engine crawling and indexing

          All you need to know about no-follow and no-index in KB. What are article crawlability and indexability? Crawlability and indexability are vital for making an article visible and accessible to search engines. When a search engine crawls an article, it
        • Has anyone created a public ASAP Guide that I can check out?

          I am thinking of adding an ASAP guide to my web application, but I have noticed that the ASAP widget itself can be really slow to load sometimes. Has anyone created a public ASAP Guide that I can check to see how performant it is? I don't want to spend
        • 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
        • What’s New in Zoho Analytics – September 2025

          Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
        • Zoho MCP has no tools for Creator or 3rd Party Apps?

          I don't see a Zoho MCP community forum so putting this here. Two big problems I see: 1) Although Zoho advertises "over 950 3rd party apps" as available through their MCP, when I go to "Add Tools" there are ZERO 3rd party apps available to choose from.
        • Systematic SPF alignment issues with Zoho subdomains

          Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
        • how to see if a specific contact opened an email in zoho campaign?

          how to see if a specific contact opened an email in zoho campaign?
        • Created Date/Invalid Fields

          Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
        • Zoho Forms - Zoho Drive connection - Shared Drives not supported

          Hello i am stuck with Google Drive Connection There is no supported shared drives Connection is not support shared drives boolean Query Parameters - supportsAllDrives=true&supportsTeamDrives=true to activate fetch files from the shared drives. Ahat need
        • Apply Advance option not shown in report

          We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
        • Can't create package until Bill created?

          I can't understand why we cannot create a package until a Bill is created? We are having to created draft Bills to create a package when the item is received, but we may not have received a Bill from the supplier. Also, Bill # is required, but we normally
        • Whats the Time out Limit for API Calls from Deluge?

          Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default
        • 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.
        • Community Digest Agosto 2025 - Todas las novedades en Español Zoho Community

          ¡Hola, Zoho Community! Agosto llega a su fin y septiembre nos trae aire fresco a la comunidad: más inteligencia con IA, actualizaciones que elevan la productividad y la recta final hacia Zoholics España 2025. Aquí tienes lo más destacado del mes para
        • How can I optimize a Zoho Site page for SEO when embedding external menu or restaurant links?

          Hi everyone, I’m experimenting with building small content hubs on Zoho Sites and want to make sure I’m doing it in an SEO-friendly way. For example, I tried creating a page that highlights restaurant menu items and linked out to a resource like this:
        • Diff signature for compose new email and replies

          Hi,   How do i have different signature for replies and new emails. its inconvenient to have one large signature for replies. Usually on Outlook we have the option to keep separate signatures for new emails and for replies.
        • Zoho Website Site Speed Up & Setting

          We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >
        • Clickjacking: Zoho Vault's Response

          Issue Password manager browser extensions are found vulnerable to clickjacking security vulnerabilities that could lead attackers to steal account credentials, TFA codes, card details, under certain conditions. Reported by Marek Toth, Independent Security
        • No option for pick up in Zoho Books / Inventory but yes on commerce

          Is it planned to release soon on books/inventory?
        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?
        • Next Page