Extending multichannel support in Guided Conversations  

Extending multichannel support in Guided Conversations  

Hello everyone!

 

In this post, we will discuss the importance of creating GC flows for different channels. 

 

Guided Conversations are structured dialogues designed to assist users in achieving specific goals or tasks on a conversational interface. These conversations are guided by predetermined flows that lead users through a series of steps, questions, or options to help them accomplish their objectives. 

 

With many businesses now offering customer support through multiple channels, it's clear that self-service options should also be available across channels. Multichannel support offers customers the opportunity to interact with the support teams and get their questions or problems resolved through the channel they use more often.  

 

Offering multichannel support through GC flows, allows customers to chat with bots across channels such as Web, WhatsApp, on both web and mobile interfaces.  

 

 

Imagine inquiring about an order through a mobile app or swiftly resolving an issue via WhatsApp. Sounds convenient, right? 

 

This is precisely where channel-specific GC flows come into play, empowering businesses to streamline customer interactions across multiple platforms.

 

What is a channel-specific flow?

 

Customers interact with businesses through different channels based on convenience, availability, and sometimes their business structure. For example, start-ups or solo entrepreneurs may be more likely to prefer conversational platforms like WhatsApp.  

 

To cater to different business types, flows can be built exclusively for a specific platform. By implementing channel-specific flows, businesses can provide consistent and optimized experiences that enable users to interact with them regardless of the channel they choose. 

 

 

How does it work?

 

With channel-specific flows, users can navigate through processes effortlessly using a chat-based guided approach. Whether it's placing an order, making inquiries, or seeking support, these exclusive flows are designed to enhance user experience and streamline interactions.

 

Here's how we can cater to each business type with specific considerations:

 

Small scale organizations

Channel-specific chatbot flows can be ideal for small businesses that primarily interact with customers over messaging platforms like WhatsApp. These businesses often have limited resources and bandwidth, so having a bot handle routine inquiries or tasks can help streamline communication and free up time for value-adding work. 

 

Let's say a customer prefers to use WhatsApp to ask about a product or check on an order. They send a message to the company's WhatsApp business account. The channel-specific flow appears, providing a guided conversation tailored for WhatsApp. The customer can receive instant responses to common questions, access product information, and request further assistance within the familiar WhatsApp interface.

 

Midsize businesses

Midsized businesses often prioritize mobility and flexibility. Mobile accessibility is crucial for midsize businesses because employees may need to respond to inquiries or manage tasks while on the go, meeting clients, or attending events. Providing a mobile-specific (iOS or Andriod) GC flow for accessing support resources would cater to their needs effectively.

 

Enterprise businesses

For an enterprise e-commerce company, providing a self-service platform is crucial to efficiently handle customer inquiries and support requests. Upon visiting the website, customers can be greeted by a chat widget that guides them through a personalized assistance journey.

With channel-specific flows, customers can easily navigate through options, view product details, and even initiate a purchase directly within the chat window. Channel-specific flows ensure a smooth and consistent experience for the customer, regardless of the platform they use. Whether it's through the website or WhatsApp, Guided Conversations can assist them in achieving their goals efficiently.

 

In addition to creating flows for multiple channels, we have these enhancements as well:

 

Editing flows' display names during widget creation

 

When creating a flow, users can select the relevant channels and provide a suitable flow name. However, during the association of a flow with a GC widget, users may encounter constraints imposed by certain channels, like WhatsApp's character limit for display names. In such cases, users can edit the display name of the flow. This flexibility ensures optimal visibility and clarity across different channels, which empowers users to create meaningful and concise display names that effectively communicate the content of the flow within the constraints of each channel's character limit.

 

 

For further insights on utilizing channel-specific flows and editing the display name of flows while creating a GC widget, kindly refer to the help article: Building the Guided Conversations Flow.

 

This feature is now available for all users across data centers. We encourage you to give it a try and share your thoughts and experiences with channel-specific flows in the comments below.

 

Thank you, and have a great day!

 

Regards,

Varsha P | Zoho Desk - User Education



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

            In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
          • Using Agent Email Address as From Address

            Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
          • Edit and Delete options in Comments

            A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
          • Webinar 2: Supercharged customer support for growing business

            Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
          • Customize Colors of your Customer Self Service Portal

            You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Emails are going to notification folder and not in inbox

                                    emails are going to notification folder and not into inbox
                                  • Error AS101 when adding new email alias

                                    Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                  • Report on opportunities showing only the last note added.

                                    Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.
                                  • Please add Zelle as an online payment option

                                    Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • Getting Project Template List using the REST API

                                    I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
                                  • How to display the CONTACT ID in the Contact page

                                    Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you
                                  • How to change margins in templates

                                    Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template.  The default margins make the text go all the way to the edges of the page.  Please advise.
                                  • Create Canvas list view templates from images powered by Zia

                                    Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasks
                                  • Painfully Slow Zoho mail

                                    Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and
                                  • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

                                    Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3
                                  • "User already exist in your org"

                                    Hello, I've just read a discussion about this issue, which didn't solve my problem. I'm trying to add the following emails: sales@kiss-my-boutique.co.uk returns@kiss-my-boutique.co.uk orders@kiss-my-boutique.co.uk I'm getting an error message each time I try and add them. None of them are primary or secondary emails and none of them have been created as users before. I know this as when I try and login and do 'forgot my password' all I get is an error message saying 'user invalid'. Please advise.
                                  • Operation Not Permitted

                                    Hi, I have problem in adding user after verifying the domain but it seems like error appeared which is "operation not permitted". For your information, I had delete other domain before did it.
                                  • Email forwarding setup fails

                                    I'm trying to set up email forwarding from my Zoho email to my gmail address. I followed the directions to set up email forwarding here: https://www.zoho.com/mail/help/email-forwarding.html. I did only steps 1-6. After doing this, rather than setting
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Shopify store email issues- Not getting emails

                                    Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on
                                  • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

                                    How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
                                  • Invoice Discount Account

                                    Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains
                                  • Need Inactive accounts to be visible in Reports in Zoho Books

                                    I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
                                  • API Support for Creating Invoices with Batch-Tracked Items

                                    Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.
                                  • javax.mail.authenticationfailedexception 535 authentication failed

                                    Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha
                                  • Phantom Opening Balance

                                    While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.
                                  • Importing customer comments and multiple shipto addresses

                                    I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but
                                  • Detailed Account Reports - Add Running Balance

                                    When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
                                  • How to Billed from two different GST Numbers

                                    How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?
                                  • Payment system for donations management

                                    I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?
                                  • Zoho IP blocked by SpamHaus

                                    ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
                                  • IMAP Communication Problems - IMAP Down Again

                                    We are experiencing the same problems over the last week or so that were supposedly 'solved' according to this thread. Zoho Imap Down Again This is affecting attempts to use IMAP on multiple ISPs and users so is definitely narrowed down to Zoho problems.
                                  • Can't login to Zoho mail

                                    I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
                                  • Hotmail is STILL blocking the zoho mail IP

                                    Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,
                                  • Keyboard shortcut M key

                                    I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the
                                  • Manage customer access across multi-brand help centers

                                    Hello everyone! Managing customer's access across multiple brands has been streamlined with the ability to invite, reinvite, approve, reject, and deactivate contacts individually for each help center brand . This enhancement gives administrators precise
                                  • White Label certificate

                                    Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                  • Unusual activity detected from this IP. Please try again after some time

                                    When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help
                                  • How to add a new domain in my account?

                                    Probably zoho has the worst UI in the market. Cannot add a new domain to manage a new email address.
                                  • Ability for admin to access or make changes in zoho form without asking for ownership

                                    Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
                                  • Why does Zoho’s diff viewer highlight parts of unchanged lines?

                                    Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:
                                  • Report sorting not working

                                    I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following
                                  • New Enhancements in Wizards

                                    Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards
                                  • Microsoft Teams now available as an online meeting provider

                                    Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
                                  • Next Page