Make Every Conversation Count: Personalize Your Chatbot for Human-Like Engagement

Make Every Conversation Count: Personalize Your Chatbot for Human-Like Engagement

Imagine walking into your favourite coffee shop, and before you even place your order, the waiter asks, "Would you like your usual?" That small gesture makes you feel recognized and valued, strengthening your connection with the place. Now, what if your chatbot could create that same personalized experience for your visitors?


With the Criteria Router card, you can dynamically tailor your chatbot’s behaviour based on visitor attributes, without writing a single line of code. Adjust the bot’s flow based on factors like visitor type, CRM details, lead score, or real-time responses to create smarter, more relevant interactions that make every conversation meaningful.

Say "Welcome back" to returning visitors

 

Instead of using a common greeting, your bot can identify returning visitors and greet them accordingly:

  • For new visitors: "Good morning! Welcome to Zylker 👋"

  • For returning visitors: "Good morning! Welcome back, <visitor name> 👋"

By personalizing interactions, you create a near human experience, increasing engagement and customer satisfaction.

 



How can your business benefit from this?  

  • Enhance Customer Experience: Personalization makes interactions feel natural and engaging.
  • Prioritize VIP Customers & Leads: Ensure high-value visitors get the best support.
  • Optimize ChatGPT Assistant Usage: Control access to premium AI responses, reducing unnecessary API calls.

 

Use cases for the Criteria Router  


1. Prioritizing High-Value Leads  


Use Lead Score, CRM Tags, or Visitor Stage to route/transfer potentials directly to experienced sales reps, increasing conversion rates.


 

2. VIP Customer Support  


Identify VIP customers via CRM data or tags and route/transfer their requests to senior support reps for immediate resolution.


 

3. Recognizing & Greeting Returning Visitors  


Detect returning visitors using Visitor type and customize greetings accordingly.

 


IdeaPro Tip: Use "Good %smart.timenow%" context variable to personalize greetings further based on the time of day (Morning, Afternoon, Evening, and Night).  =

4. Contextual Support Based on Page Visits  


Customize chatbot behaviour based on the visitor's current page. For example, visitors on the support or about page can receive an enhanced support experience, including AI-powered assistance or ticket creation.

 

5. Campaign-Based Chatbot Flows  


If visitors land on your website via a specific marketing campaign, tailor chatbot responses to align with that campaign, ensuring a seamless experience.

 

 

 6. Flow Customization Based on Visitor Input  


When using the Input Card to capture visitor responses, you can split the bot flow based on their answer. For example, if you collect feedback via a Ratings Card, store the visitor's response in a bot context variable. Then, use the Criteria Router to customize the bot's response based on the rating received. High ratings can trigger a request for a testimonial, while low ratings can prompt an immediate support escalation, ensuring a proactive customer experience.'



 

ChatGPT Assistant Pro Tip: 

 

We know that the ChatGPT Assistant is a paid service that charges per API call. To manage its usage effectively, you can use the Criteria Router.

 

Instead of enabling it for all visitors, analyze the most common inquiries you get for your business, whether sales or support-related. If most are support queries, provide the assistant's expertise only for existing customers for enhanced support. For sales-related queries, get the visitor's requirement and create a support ticket in the desk or schedule an appointment instead, ensuring optimized usage and cost management.




Testing the Criteria Router 

To test the Criteria Router, click on Test Your Bot, then select Edit Visitor Info below the bot's display picture and fill in the details based on the card you're testing. For example, if you want to test whether the bot flow changes when a visitor lands on the Contact Us page, search for Landing Page and enter your Contact Us page URL. Then, restart the bot flow to see if the bot responds accordingly.


You can use this method to test different use cases and visitor personas, ensuring your bot behaves as expected in various scenarios. 


FAQs  

 

1. Can I add multiple rules to the Criteria Router?

​
Yes, you can combine multiple rules using AND & OR conditions to fine-tune chatbot behaviour.

 

2. Can I track which flow is used most often?

​
Yes! Use Flow Stats to track and analyze chatbot interactions.

 

3. Can I create different bot flows based on visitor location?

​
Absolutely! Use the Country/Region filter to customize responses for different geographic locations.

 

4. Can I differentiate between WhatsApp and website visitors?

​
Yes! Use the Channel filter to create distinct chatbot experiences for website, WhatsApp, and other platforms.

    • Recent Topics

    • How can I delete duplicate transactions?

      I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,

    • Multiple email addresses

      Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,

    • ViewID and Zoho Desk API

      I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view

    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

    • Print Tickets

      We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.

    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack

    • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination

    • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow

    • Sync Task Status from Zoho Projects to Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not

    • Default/Private Departments in Zoho Desk

      1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?

    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over

    • Color of Text Box Changes

      Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

    • Zoho Mail Android app update - View emails shared via Permalink on the app.

      Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

    • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

      Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.

    • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how

    • Personalized demo

      can I know more about the personalized demo we are construction company and

    • Can I collect email addresses in a form??

      Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?

    • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

      Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM

    • Alerts for mentions in comments

      We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

    • OAuth integration issues

      I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • validation rules doesn't work in Blueprint when it is validated using function?

      I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

    • Revenue Deferrals

      Does ZOHO books and subscriptions handle Revenue Deferrals?   

    • Can I make a website open inside Zoho whenever I log in?

      Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever

    • Kaizen #214 - Workflow APIs - Part 2

      Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.

    • Zoho CRM Community Digest - September 2025 | Part 1

      Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their

    • Upload my theme.

      Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

    • Product Updates in Zoho Workplace applications | September 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

    • Vehicle Tracking

      we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

    • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

      Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

    • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

      am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

    • Next Page