Chatbots best practics, Tips & Tricks | Zoho SalesIQ | Zoho Developer

Explore these handy tips and tricks for making your chatbot better and keeping it up-to-date.

Nudge your targets: Prompt the bot to be proactive to your target audience by setting rules within the "Choose bot audience" bot configuration.
Menu Navigation: Start the chat with a menu (buttons/suggestions) showing the audience/users what they can get or do from your bot.
Back to Main Menu: Providing an option to return to the main menu before ending the chat is essential for the visitors/users to explore the bot more.
Keep it Simple: Maintain the bot's messages/strings short and crisp for better engagement and readability.
User-Friendly Interface: Use different cards, such as images, videos, carousels, calendars, locations, etc., to get data more enriched and fun.
CRM integration: Get the visitor information and use the "Add lead" card to create a lead in CRM.
Personalized bot behavior: Use the "Criteria router" card to split the bot's flow based on the bot audience. If the Lead score is more than 1000, give them VIP treatment by connecting them to an agent.
In-built NLP: Use the "Answer bot" card to handle Q&A.
Operator Availability Handling: When the operator is unavailable, transfer the chats with the "Forward to Operator" card. If the operator is unavailable, use the "Add ticket" card to create support tickets on your desk.
Chat Organization: Use the "Add Tags" card and filter the chats using tags.
Failure Notification: Get notified during failure cases of the action/integration cards using the "Send email" card, and mail yourself the necessary details using context variables.
Integration is Key: Integrate your chatbot with any business tools (CRM, helpdesk, e-commerce platform) using Plugs for enhanced support.
Offer Multiple Channels: Connect your chatbot across different platforms (website, Facebook, Instagram, WhatsApp, and Telegram messaging channels) for user convenience.
Finish the bot flow: The bot cannot be deployed if the flow is open. All the flows should be concluded with an end card.
Idle Chat Management: Automatically close open chats if the bot does not receive a reply after a specified period using "Idle chat handling" in the bot configuration.
Feedback and Iteration: In the Feedback section, view the visitor/user's feedback and refine the bot's responses, optimize its performance, and enhance user satisfaction over time.
Monitor and Maintain: In the Reports section, monitor the chatbot's performance to ensure it remains effective and up-to-date.

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