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

      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
      • Can we have Bills of Material Module ?

        Can we have Bills of Material Module ?
      • Main Ticket Page Customization

        We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.
      • Communicating with emojis

        On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
      • Agent Collision Missing from Mobile App

        Please add Agent Collision capabilities to the mobile app.
      • Zia Sentiment and Functionality on Mobile

        Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhone
      • View Account Attachments on iOS

        Please allow us to view account attachments on the mobile iOS app!
      • How do I run a PnL by Sales Person?

        I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.
      • View Contracts and Support Plans on Mobile

        We would like to be able to see contracts and support plans from the mobile app on iOS!
      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
      • App like Miro

        Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
      • Loan repayment Entry

        While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: In
      • Quotes module send email reverted back into 2022??

        Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th
      • Workflow Condition - how do check that a date / time value is in the past?

        Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.
      • Pre filling SignForm field values by URL field alias's in Zoho Sign

        Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
      • How to Split Payout in Zoho Books (Without Using Journal?)

        Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-type
      • Payment Schedule

        Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment
      • Which pricing system do you think would work best for us?

        Imagine we’re selling strictly wholesale. We’d rather not publish unit prices; instead, we quote customers case-by-case. To spur larger orders, we’re considering a transparent discount ladder—say: $0 – $999: 0 % $1,000 – $1,999: 5 % $2,000 – $4,999: 10
      • Can't Remove Payment Gateway

        I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
      • Sync specific Zoho Inventory Warehouses to Zoho Commerce

        As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE
      • Weekly Tips : Automatically clean clutter with Junk cleanup interval

        If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic
      • Any solution for getting portal users list in deluge or in widget

        Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal
      • The Grid is here!

        Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form
      • Steuerberater der Zoho benutzt in Deutschland

        I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst
      • GraphQL in new Send Webhooks feature

        Hello, is it possible to use GraphQL apis in the new Send Webhooks feature?
      • # 2 Why do we need a billing system when accounting covers billing?

        In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems
      • How to insert an Excel/Zoho Sheet table in a chat?

        Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy
      • Mass Update Application Status

        How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see
      • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

        Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help
      • Mail Search Not Working

        Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
      • Cannot Send Email to a Gmail Account

        Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their
      • Unblock ME

        info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage
      • Cannot Print Landscape with Zoho Sheet

        I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in
      • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
      • Stock count by bin location

        Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
      • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

        We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,
      • portal.assignUserInProfile - Não esta adicionando

        Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");
      • CRM emails vs Campaigns

        Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign
      • Setting up property management in Zoho Books

        Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
      • Reverse proxy

        We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.
      • Next Page