Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Introducing the Codeless Bot platform in SalesIQ - the fastest way to build chatbots!

Bot building with minimal or no coding is the need of the hour. So, we at Zoho SalesIQ, are here, introducing our Codeless Bot platform. With this platform, you can create chatbots in minutes without a line of code. The platform uses blocks to collect pieces of information from the visitor, sends personalized messages, and performs actions based on their needs.

Highlights of the Codeless bot:

  • Rule-based chatbots:  It is a code-free, rule-based chatbot builder in SalesIQ that can help you create a conversational bot just by designing a flowchart. The platform works on the basis of predefined inputs and keywords. All instructions for the bot are pre-coded by developers so that the bot can act and respond accordingly. The bot questions the visitor, provides response suggestions and when the visitor responds, it analyses the intents in the response and replies contextually. 
  • Easy management : You can build and make changes to the bot flow anytime without any complexity. 
How it can ease the bot building experience?:

  • No-code experience: This platform will only require you to build a flow chart based on your requirements for the bot and requires absolutely no code. Once the flow is done, SalesIQ will build the bot for you.
  • Drag and drop interface: The builder has a simple drag and drop interface wherein you have to drag elements from the right side of the builder and drop them in the cardholder.
  • Quick and efficient : Once the flow chart is complete with no open links, you can publish the bot then and there and it will be fully ready to assist website visitors.

CODELESS BOT TERMS:

Let's look at some important terms that are used inside the codeless bot platform.

  1. Card: They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. 
  2. Cardholder: Click or drag and drop the block to the cardholder to add as a card in the bot's flow.
  3. Block: Drag and drop blocks from the block gallery to the board to add them as cards.
  4. Connected link: They are the defined connections. Once executed, the flow will move on to the next card.   
  5. Open link: They are undefined connections. You can add cards to the open links to continue the flow.
  6. Link tag: Links tag is used to denote the rules or other conditions of the link.
  7. Preview: This option lets you preview the working of the bot as you make changes.


HOW TO SET UP THE CODELESS BOT?
  • Navigate to Settings > Bot > Zobot.
  • Inside the Zobot dashboard, click Add.
  • Give your bot a name and choose the platform - Codeless bot builder. Click Next.
  • Then, add a description, choose a brand and click Next.
  • Choose the bot audience. 
  • Then, choose when the bot must initiate a chat with a website visitor.
  • Set the bot response interval.
  • Following this, set up chat inactivity rules.
  • If you want to let, your visitors connect to human agents, enable the Allow Handoff option. Finally, click Create.
  • Once the bot is created, you will be redirected to the codeless bot builder page, where you can design flow-based conversations using blocks that appear on clicking cardholder (+).

Benefits of using a chatbot: 

  • Save more with chatbots: There is always a huge upfront cost involved with respect to hiring operators for a business. You can cut down on these costs and deploy chatbots on your website to assist visitors.   
  • Swift bot building: The no-code chatbot platforms make your bot building quicker and more efficient. With most of the development done for you, these platforms only require your development team to focus on features that enhance the effectiveness of the bots and not on first-level features.
  • Automation of repetitive tasks: Zobots eliminate the need for operators to do the same work again and again over time. They help automate tasks which are to be frequently done and at the right time.This can help you save time and increase productivity, while also avoiding errors.
  • Stronger security: Another most important aspect of chatbot deployment is security. You need to have strongly coded bots to make sure your business is not vulnerable to any kind of attacks. With the Codeless bot, you can be least worried about the security of your business and the website.
To learn how to build a codeless bot for your business, click here.



    Nederlandse Hulpbronnen


      • Recent Topics

      • Apply Advance option not shown in report

        We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
      • Auto Capitalize First Letter of Words

        Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
      • Follow-up emails via Workflow Automation not staying in the same thread

        Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
      • Client Script refuses to set an initial value in Subform field

        I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
      • Emails Are Not Being Delivered to My Inbox

        Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
      • Help Center IFrame Issue

        I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
      • Comment Templates

        Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
      • [ZohoDesk] Improve Status View with a new editeble kanban view

        A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
      • 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
      • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

        A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
      • Shared values: From classroom lessons to teaching moments in customer service

        While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
      • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

        How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
      • Zoho Desk blank page

        1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
      • I hate the new user UI with the bar on the left

        How can I reverse this?
      • Question regarding import of previous deals...

        Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
      • Client Script also planned for Zoho Desk?

        Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
      • One person/cell phone to manage multiple accounts

        Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
      • Tracking KPIs, Goals etc in People

        How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
      • Zoho Desk: Ticket Owner Agents vs Teams

        Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
      • Can not Use Attachment Button on Android Widget

        this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
      • Announcing new features in Trident for Mac (1.24.0)

        Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
      • Vendor Master Enhancements for Faster Purchase Entry

        I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
      • Mass Mail Statistics - Number of unsent emails

        How do I find out which emails were not sent?
      • Est-il possible d'annuler l'envoi d'un mail automatique ?

        Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
      • embed a form in an email

        Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
      • Zoho Bookings - Reserve with Google

        Does Zoho Bookings plan to to integrate with Reserve with Google?
      • How to add Zoho demo site page designs to my Zoho Sites website

        Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
      • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
      • Text snippet

        There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
      • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

        Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
      • Add Analytics function for Title case (capitalising each word in a string)

        At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
      • How to conditionally embed an own internal widget with parameters in an html snippet?

        Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
      • Where can I find rejected inbound mails and their reason for rejection

        Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is
      • Sync more than one Workdrive

        Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards
      • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

        I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
      • Base Currency Adjustment Reversal

        Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'
      • Please implement UAE Central Bank FX rates

        Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways
      • Search Records returning different values than actually present

        Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"
      • Next Page