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

      • Adding Chargebee as a Data Connector

        Is it possible to get Chargebee added as a Zoho Analytics data connector?
      • Webform & spam

        Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
      • Dropbox to Workdrive

        Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work
      • Deals by Stages Funnel not showing in correct order

        Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
      • Adding a developer for editing the client application with a single user license

        Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
      • Confirmation prompt before a custom button action is triggered

        Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
      • Cost of good field

        Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
      • How to create auto populate field based on custom module in Zoho CRM?

        Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
      • Rich Text For Notes in Zoho CRM

        Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Office 365 and CRM mail integration: permission required

        Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
      • Deluge - Can't get phone number SalesIQ

        Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
      • how to differentiate if whatsapp comes from certain landing page?

        I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
      • Zoho Desk - Community

        As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
      • access to quartz for my customers

        Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
      • Issue with Inline Images in Email Reply via Zoho Desk API

        Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
      • How to search a value stored in a subform?

        Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
      • Field Dependency Not Working on Detail Page in Zoho Desk

        Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
      • How do the keyword critera work?

        Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
      • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

        I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
      • Improving Collaboration Features in Zoho Portal

        Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
      • Automated Shopify Emails Not Being Delivered

        I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
      • I can't log in to my account on Thunderbird

        I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
      • Send a campaign to one recipient.

        Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
      • Try FSM again for our business

        We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
      • Use Zoho Books to bill for work done in Zoho Desk??

        I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
      • Get Cliq Meetings in my O365 calendar

        Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
      • Issue with Zoho Help Portal – Tickets Missing or Not Answered

        Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
      • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

        Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
      • Zoho Forms - Form Rules based on attachment fields

        Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
      • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

        Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
      • Can't open draft email for editing

        Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
      • Open filtered deals from campaign

        Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
      • Change scheduling emails time

        When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
      • Zoho CRM: how can I control which contacts to sync with Outlook?

        I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
      • How to overcome limitations in meetings

        As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
      • Next Page