WFH Tip : 23 How to validate the information provided by visitors during conversations with Zobots?
Greetings from Zoho SalesIQ! Ever wondered if you were dealing with only the right details/information during a live chat session? Validation is a crucial process for any business that has hundreds and thousands of customers coming in by the hour. It is essential to validate every detail that is provided by a visitor during a conversation to evaluate the genuineness of the request and to initiate the proper follow-up. A human operator can mostly identify invalid information but chatbots can seldom
Prevent the user from being able to type a message in the chatBot. (locked the chat but leave it visible for the flow)
Hi There, I just want to be able to lock the chat for the user. He can still continue to use the chat but just by clicking on the suggestions given to him I just don't want him to be able to write. Do you have an option for this and I looked bad?
How to Show Chat Window Only Particular Page
I would like to ask what we can do to show the chat window on a particular page of our site. And on the other pages do not show the chat window. Do we need some complicated code? Or 5-6 order to complete?
Zobot dynamic text
Hello, I'm building a zobot. To make it as personalised as possible I would like to use the dynamic text. Using %visitor.name% or email is working good, but i've a problem with the %smart.timenow% text. What kind of visitor info is required to use the smart time command? greatings, Jonatan Vrijenhoek
How to display visitor's CRM info instead of Desk's
Hello, When checking missed chats, on the right side, you get some information about the visitor, and also Desk and CRM infos. By default, Desk Info takes precedence over the CRM info. Is there a way to display CRM infos first instead of Desk ? Thanks ?
WFH Tip 20: How can you tweak the Zobot codes according to your requirements?
Greetings from Zoho SalesIQ! As all of you know, Zoho SalesIQ has a wide range of code snippets and Sample Scripts that you can use as references when you start building a Zobot. These code structures have numerous possibilities in store for you. All you have to do is copy-paste the sample code from the respective section and make changes according to your requirements. Say, you own an online clothing store and are trying to set up a Zobot to assist your website visitors. You want the Zobot to start
WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot
Greetings from Zoho SalesIQ! Sometimes, it becomes necessary to keep visitor details recorded to make conversations more personal. For this, Zoho SalesIQ's Zobots can be configured to update details from certain fields during a visitor-chatbot conversation using the field_name attribute. This attribute can be used to update the visitor name, email, phone number, etc. in SalesIQ. Other details like ID, city, etc. can also be updated using the field_name. All information other than visitor name, email
Multiple chats going direct to missed
Hello Zoho Community. In the lasy 3 or 4 months I've been trying to solve something that it seems to be impossible. A lot of chats that my end-users opens are going directly to missed or popping into as notifications and suddenly disappearing even if my operators are online. I sincerely do not know what else I could do to solve it. I've tried SalesIQ app and its very glitched, tried enabling all popups / notifications on my browser and yet this keeps occuring. Did someone else faced something like
Disable 'Type your message and hit Enter' section
Hi Is it possible to disable message section from the initial chat page? If so, how can we set up?
Expand possibilities and engage effectively using JS APIs
SalesIQ comes with many powerful tools out of the box to help you boost business performance. You can further customize and increase the effectiveness of SalesIQ by using JS APIs. JS APIs are flexible and can be customized based on your requirements. How to use JS API? Just copy, customize the attributes to fit your brand and paste the JS API code below your SalesIQ widget code on your website. Yes, that's all you have to do to implement JS API on your website. Few JS APIs that can boost your business
WFH Tip 21: How to edit sample codes with connections and use them for your business?
Greetings from Zoho SalesIQ! SalesIQ has a great collection of Sample Zobot Codes that you can use for your own business by making a few minor tweaks. Some of these Sample Codes come with code that is built to establish connections with services other than SalesIQ. This tip will tell you how you can quickly make changes to that code and establish connections with services of your choice. Let us consider an example. The Webinar Zobot can help website visitors quickly register for webinars that you
End of support for TLS/SSL version 1.1 and older
As mentioned earlier in this post, we have completely deprecated support for the TLS version 1.1 and older. So if you use browsers, APIs, and plugins that run on the old TLS versions, please update immediately as the older one is no longer supported. Click this link to check if your browser supports the latest TLS version. Regards, Naveen
I am Getting All visitors Location United Arab Emirate on Zoho sales WHY
Hi, I am getting all visitors location United Arab Emirate this is wrong people come from Dubai Sharjah Ajman as well
How to disable "Pre-Chat" functionality
Hi Sales IQ Community I am trying to disable the pre-chat functionality within Sales IQ. As you can see in the screenshot below, I am in the chat window settings and further under the category of fields. I have successfully disabled the name, email id, phone but the message box with the title "type your message and hit enter" is visible. I need to remove this input box and want the chat box to redirect to chat functionality directly. Seems like within the settings there is no direct functionality
Zoho Sales IQ - We are disconnect
Why after a while, it appears that the click chat is disconnected? I wish I was always connected, because people think I'm not online.
Mobilisten now supports Cordova & Ionic Framework!
Apache Cordova and the Ionic framework are open source platforms used to build cross-platform apps using HTML, CSS, and Javascript. These frameworks allow you to target multiple platforms using a single codebase. Mobilisten is a robust in-app support tool that allows you to assist and provide support to your mobile app users. You can now seamlessly integrate Mobilisten with your existing Cordova or Ionic application to level-up your in-app support. Mobilisten features that can enhance your support:
Sales IQ Chat Widget Sticker Appearance Not Updating
Hello Community, We've made some simple and recent changes to the Sales IQ chat widget appearance and colour on our website. Whilst the colours have updated fine, the sticker design/shape refuses to change despite the change being committed and successfully updated. This worked / updated much more quickly before. Any idea what might be prevent this and how I get the sticker design to change (other than updating in the app, which is not working for us) ?
WFH Tip 19: Did you know that there are two different ways of defining replies in the Zobot?
What are replies? When the Zobot can handle the visitor on its own, the reply action can be used to provide replies to the visitors' queries. replies accept only a collection(i.e. a list) as the value. The collection can, in turn, have one or more strings or maps. There are two options available when this action is used. It can be used when there are one or more text replies to be displayed. In case of multiple maps when display cards such as articles, images, and links are used. This post will talk
Zobot Dialogflow integration: Does the "File Uploaded Successfully" message work for the built in integration?
At the bottom of this documentation page: https://www.zoho.com/salesiq/help/developer-section/bot-dialogflow-basics.html It says the following: File Upload While uploading a file to the Dialogflow bot, a text message that says File Uploaded Successfully will be sent to Dialogflow. No text will be displayed in the chat window and the text will not be sent based on the language. The user needs to handle the file upload intent based on the text response." I checked the History inside my Dialogflow console,
Looking to add features to chat bot like information collection, email composition and sending, etc
What the title says here, we're looking for a way to add features to our chat bot like gathering information based on what selections a website visitor chooses from pre-selected responses. I'd also like this chat bot to send this info over to a monitored inbox, as well as provide links for learning purposes.
How can I create a Zohobot that leads to a specific operator or team?
Hello Zoho Community. I'm coming here to ask for help in the following situation. I'd like to create a Zohobot that based on a few questions, it routes the chat to a specific operator or a specific team. My idea is to create a dialog flow like the following: The chat starts on the first message sent by the visitor, after its sent, the chat bot returns the following answer: "How may we help you today?", giving two possible answers: "Help with Ideris Store in Store" and "Help with Ideris HUB", depending
Sales IQ Cookie Notification - per website, not entire Portal
Hi, I would like to know if there is an option available in Sales-IQ to include a different cookie notification on different websites. We are using multiple products/brand websites, and therefore each brand contains a different privacy policy (and different URL webpage link per policy) - but the setting to enable the banner notification for cookie notification can only have one privacy policy URL and seems to be applied through the portal settings only. Is there an option to change the privacy policy
How to attach a picture into a ticket that was created by bot
Hi, We have tried to attach a picture into the ticket that we created with the bot, but we haven't been able to do it. We know that the attachment is stored in the attachments list and to be able to call the picture we have to use attachment.get(0) to get the first picture from the client. We would like to know the correct syntax and also how to implemented it on the zoho.desk.create function. Thank you! I will waiting for your reply.
How to add the hyperlink in the IBM watson response node
I am using the Watson Chat Assistant and integrated it through API to the Sales IQ. I want to include a hyperlink in the response node as created in the Watson Chat Assistant. I have included a code (see screenshot) for the hyperlink in the JSON editor as provided in the response node. The code works fine when i run the chat assistant through Watson "Try it" feature, see the screenshot However, when i test in the SalesIQ chat box, it throws out as plain text. Please see the screenshot. Please help
WFH Tip: 18 What are Questions in the Zobot and how are they defined?
The SalesIQ Scripts platform in the Zobot has a response type called "questions" that is an array of objects in which each question is an object. You can include any number of questions in each array. It accepts only a collection as the value. The collection, in turn, must have at least one map which should include a name for the question that will be unique for a context, the text which will be the question that will be sent to the visitor and optional "input" or "suggestions". These questions
Zobot configuring and development help
My company GoShare has been using sales IQ for over a year. We would like to add zobots. Our engineering team has their hands full at the moment and we would like to hire someone to help us configure a zobot. You can learn more about us at www.goshare.co . If you're intersted please send over a resume and inlclude at least one example of a zobot that you have built.
ZOHO Sales IQ Integration with Website
Dear Team, I'm new to Sales IQ. we like to understand how it can be configured from our end. Scenario: we have our website where we want to track, how many people are visiting our website and do they have queries on our products. If yes then for which categories. Currently, we don't have dedicated person to assign someone for the chats. However it would be better if these website tracking does work for us. Kindly guide to us, how can we do it.
Updates?
The last update as seen was on March. (and an update that's biased towards Apple users only. Hmm, i guess non apple users were left behind with just about nothing new) Anyways, I think this has been the only APP which i'm using (i'm using 60+ apps from dozens of different companies) that has not delivered a single feature release/update in the last 4 months Can someone from @Zoho Sales IQ team reply? (please refrain from your usual style of copy pasting a robotic answer template)
How can I setup Open chatwindow When Visitor access my wesite
Hi , How can I setup open chat window When Visitor access my wesite? I setup trigger but useless .Never trigger.
SalesIQ iOS app gets a massive makeover - Experience the full potential of SalesIQ in the palm of your hands.
Our new renovated app is a refined and powerful tool with a design of a modern-day application. Utilize the full potential of SalesIQ right on the mobile app to track, communicate, and sell on the go. Advancements and updates with the user interface: This app is completely re-designed to feel fluid and aesthetically pleasing, simultaneously making it simple and straightforward to use. Enhanced Navigation: Navigation is simplified to a greater extent by making all the essential elements with just
WFH Tip : 17 Integrate your Zobots with third-party services using Connections in SalesIQ
Zobots in SalesIQ are radically changing end-user experiences and developer frameworks and thus business models, how we monetize, and how we advertise.They have taken over a myriad of industries ranging from aviation to hospitality. All these industries need integrations with multiple products and services to keep their customer base intact and to stay updated about customer activity on the website. To facilitate this, Zobots in SalesIQ have a feature called Connections. For example, you can take
A Spreadsheet is enough to create and update your QnA bot. Check how!
There is an update on this bot, and it is not available for new implementations. If you have implemented it already, it will work as expected. Yes, now you can create and update your QnA bot with the help of a spreadsheet. We've built a Zobot that can answer FAQs with the help of Google Spreadsheet instead of scripts. Also, we have integrated the Zobot with Dialogflow to respond to other common questions that are not updated in the spreadsheet. For your benefit we're sharing the logic and
Quick and Easy live chat in your WordPress sites
Like many of you, we are among the millions of WordPress fans, which is why we are excited to announce our live chat plugin for WordPress. We know you love WordPress because it is easy to setup, easy to configure to fit your specific needs and extremely powerful. Which is exactly why LiveDesk is a perfect fit for WordPress sites--easy, customizable live chat for your easy, customizable publishing platform. With the release of our WordPress plugin, you can add live chat capabilities to any WordPress
Sales IQ
Good day I am a Zoho one subscriber and I am just trying out Sales IQ. During "Offline" hours, if someone sends a message (chat), I do not get any notifications by email or otherwise. However, the contact information for the person goes to Zoho CRM, I was unaware that this happened until I checked the missed chats in Sales IQ. Is there a way to get emails for missed chats? How do I prevent the information going to Zoho CRM?
WFH Tip: 16 Make your conversations more interactive with response cards in the Zobot!
Greetings from Zoho SalesIQ! This post will throw spotlight on what cards in the Zobot are and how they can make conversations more appealing and efficient. The Zobot not only allows you to use text during conversations but also widgets like calendars, articles, URLs, etc to ease customer experience and reduce operator workload. For this, we have features called Input cards and Display cards. These cards are elements that the bot can use as a part of the message that it sends out to visitors. Let's
From Email Address When Replaying to Missed Chats
One of the most common things we do is follow up on every missed chat. Missed chats are like money in the bank, people just waiting for your response and to start a relationship with our companies. However, SalesIQ only lets you respond from 1 email address from your entire account?! We have happily paid for 4 subscriptions, but our users cannot reply from their own email address? How are we supposed to build customer relationships? The fix to this issue is so simple, just load in the logged in
Sales IQ Chat only showing up on Cart Checkout
I have gone through the set up process integrating with WooCommerce/Wordpress and the Chat shows up and works but only when the customer is checking out not anywhere else on the site. How do we get the chat to show up throughout the site?
Changes in SalesIQ iOS app notification behavior
Hello customers, With iOS 13, Apple has updated its policy on the usage of VoIP push notification. Now the notifications in iPhone running on iOS 13 or above will not get cleared automatically after being viewed from other clients (Web, Android, desktop app). The stagnant notifications will clear out only after the iOS application is open. We have complied to Apple's new policy and made some changes to our iOS app notifications as follows: In our previous implementations, notifications will get cleared
WFH Tip : 15 What are Zobot responses and how can they be used?
The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping hand, even when all your operators are busy and can't respond. This post will talk about the different types of responses that can be used in the Zobot. Before we jump in and start learning about the different types of responses, let us build
Personalize and enhance your in-app support experience with the newly updated Mobilisten
Hello everyone, We're happy to announce the new version of Mobilisten Android v2 and iOS v3, a completely re-written version focusing heavily on reliability, stability, and performance. We have now enabled the use of Mobilisten's data to create your
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