Scale up customer support and prospect engagement manifold with the Q&A Zobot!

Scale up customer support and prospect engagement manifold with the Q&A Zobot!


Every industry needs someone to answer their Q&A. Artificial Intelligence is tremendously altering business trends and Zobots, powered by AI are beginning to take over the business world and are becoming a very reliable customer service channel. Zobots have come a long way and sometimes customers cannot tell if they are communicating with a human or a computer. That's how seamless chats with Zobots have become.  If you're looking to keep your visitors engaged 24/7, the Q&A Zobot is your answer. These bots are capable of exceptional customer assistance, dynamic customer interaction, monitoring visitor data and gaining actionable insights. This post will tell you all about how the Q&A Zobot works.
 

Bot Requirements: 

  • Trigger a message to visitors who match specific criteria.
  • List out the services available inside the organization.

  • Schedule appointments/meetings, if necessary and store it on the Zoho Calendar.

  • Let visitors chat with representatives in the organization.

  • Create leads inside Zoho CRM

  • Create tickets and check ticket statuses inside Zoho Desk for existing customers


Zobot Capabilities: 

It can collect visitor details and connect the visitors on your website to the different departments available inside your organization based on the type of problem they're facing. 

  • Live Chat Transfer: Your prospects can ask the bot to transfer their chats to one of the support representatives of your organization at any time. The Zobot provides an option to do so inside the chat window itself.
  • Schedules meetings: The Zobot can get your visitors' company details and preferred time slots and fix meetings for them with operators of your organization using the Calendar widget.

  • Keep prospects updated: The Zobot captures the prospects' information like name and email address, and based on the requirements, it updates prospects as and when there are updates on the products/services that you offer. The info can be daily property alerts or market statistics on products.

  • Keeps track of leads: The Zobot captures the prospects' information like name and email address, and creates leads inside Zoho CRM.

  • Creates tickets in Desk: If the customer is an existing one, the Zobot creates tickets for customers who are facing issues with any product/service and keeps them informed about the ticket status as well.

  • Sends update emails:  If the visitor is new to the website and is eager to know more about the products and services that you offer, it gets the visitor's email, adds them to the mailing list and sends him emails when there are updates or releases.


How does this Zobot work? 

  • When a visitor lands on the website and matches the trigger criteria, the bot will trigger a welcome message along with the main menu.
  • Once the bot receives a message from the website visitor, the message handler starts executing where visitors are reactively engaged. All questions from the visitor are handled in the Message Handler.  
  • The combination of messages received from the website visitor will be analysed and stored in the code in the context handler, and the bot will respond to the visitors based on the question they receive from the available answers. The Context handler is also where all the necessary connections are created and invoked. The following are the connections inside the Q&A bot:  

Connection 1 - Zoho Calendar

To keep track of visitor appointments

  2. // Event Creation
  3. paramMap = {'StartDate':_date,"EndDate":_date,"sum":'Call with ' + name};
  4. zoho.calendar.createEvent("zillium.pboyle",paramMap); 

Connection 2 - Zoho CRM

To create new leads

  2. // Create new lead
  3. leadinfo = {"Last_Name":name,"Email":email};
  4. zoho.crm.createRecord("Leads",leadinfo,Map(),"zoho_crm");

Connection 3 - Zoho Desk 

To create new tickets for issues and check the status of existing issues 

  2. // Create new ticket
  3. ticketinfo = zoho.support.create("Requests","zillium","Zylker",{"Contact Name":name,"Email":email,"Subject":complaint,"Priority":priority});
  4. ticketid = ticketinfo.get("id");
  5. response.put("action","end");
  6. response.put("replies",{"Your request has been logged and you will hear from us shortly. The request id is " + ticketid + ". Please quote this id in any future followup."});

  8. // Check ticket status 
  9. requestId = answers.get("ticketId").get("text"); 
  10. records = zoho.support.getRecords("Requests","zillium","Zylker"); 
  11. finalOutput = ""; 
  12. info records; 

Bot Flow:


                                                     
 

How to create this bot? 

  • Navigate to Settings > Zobot > Create bot. Add a name, description, choose the website and preferred departments.
  • Set trigger criteria and enable business hours and operator handoff based on your requirements.
  • Now, copy the code and paste it inside each handler- Trigger, Message, and Context.
  • Save the script in all the handlers and then publish the bot and it will be ready to assist visitors on your website.
Here's a quick and brief video on how this Zobot works. Jump right into our Resources Section and learn more about the Zobot.



Happy Zoboting!

Regards,
Michelle.














    • Recent Topics

    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

    • الخصم على مستوى فاتورة المبيعات

      السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

    • VAT and Taxes option not available

      Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

    • Default Tagging on API-generated Transactions

      If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

    • Direct Feed (Bank)

      Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

    • Sales Order, Invoice and Payment numbers

      Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • Customer Satisfaction (CSAT) Report

      From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

    • Timeline Tracking Support for records updates via module import and bulk write api

      Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

    • Shifts in Zoho People vs Zoho Shifts?

      Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

    • Disable fields in During action in Blueprint?

      Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

    • Develop and publish a Zoho Recruit extension on the marketplace

      Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

    • Best Email Backup Wizard in 2026

      While searching for an email backup solution, my main hesitation was reliability. As a user, I had already seen many tools that looked promising but failed when handling large mailboxes, skipped folders, or caused authentication issues during the backup

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • Allow Managers to Create Shifts for Their Departments in Zoho People

      Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

    • Zoho Learn and Zoho CRM integration

      I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

    • Maintain steady traffic to your domain: How Domain Aliasing helps

      Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • How do I migrate OLM file to Gmail?

      Migrating emails from Outlook for Mac to Gmail can be challenging because Gmail does not support OLM files directly. This limitation often causes confusion and delays, especially when users need quick access to important emails and mailbox data on a web-based

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Workflow rule only allows 10 workflow per module

      Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • CRM Percent custom fields: When will it show the % symbol and behave like %?

      1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

    • Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

      Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Editing the Ticket Properties column

      This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

    • "Total Hours" on Employee Attendance Report

      I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

    • Fixed assets in Zoho One?

      Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

    • Integration with...

      Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

    • Repeat Column merge in ZOHO writer columns doesn't allow to set max columns per row

      I'm using ZOHO writer to merge data from a ZOHO CRM subform and I want it to make a table. We're using Insert Table for Column Repeat, because this is what we need. (Name of column (Teamname) and underneath that a list of names of teammembers). It works

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • Create case via email

      Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

    • Need a Universal Search Option in Zohobooks

      Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

    • Locked Notebook

      Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

    • Unable to produce monthly P&L reports for previous years

      My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

    • Hide fields only for creation

      Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

    • Issues with Zoho Sheet in Mac

      I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

    • Weekly Sales Summary

      Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

    • Next Page