Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently available on demand. If you already have access, you can now connect your Zia Agents with SalesIQ bots using the Codeless bot builder through a plug-based integration.

Why integrate Zia Agents with SalesIQ?

Connecting Zia Agents with SalesIQ gives your chatbots a significant upgrade, blending Zia’s contextual intelligence with SalesIQ’s real-time engagement tools.

1. AI-powered customer interactions: Let Zia understand open-ended questions and respond conversationally to your website visitors.
   
2. Consistent experience across channels: Engage customers through a single assistant that operates across Zoho apps on all your website, Mobile app, Facebook, Instagram, WhatsApp, Telegram, and LINE.
3. Smarter automation: Use Zia to handle dynamic tasks, for example, understanding a customer’s request to “book a demo tomorrow at 3 PM” and processing it smoothly.
4. Enhanced productivity: Reduce manual effort for your support and sales teams by automating repetitive, intent-driven interactions.
   

How does the Codeless bot builder & Plug work?

The Codeless bot builder in SalesIQ lets you visually create chatbot flows using prebuilt cards. However, when you need an action that isn’t available in the default card gallery, such as connecting to an external service, you can use a plug.

A plug is a connector that defines a custom action or integration with Deluge and webhooks. Once configured, it appears inside the Codeless Bot Builder just like any other card.

In this case, the plug acts as a bridge between your SalesIQ bot and your Zia Agent. It sends the visitor’s input to Zia, retrieves the AI-generated response, and passes it back into the chatbot flow, allowing your SalesIQ bot to have natural, intelligent conversations powered entirely by Zia.

Setting up Zia Agents in SalesIQ chatbot

Step 1 – Create a Zia Agent

1. Go to https://ziaagents.zoho.com/
2. Create your Zia Agent or choose an existing one you’d like to integrate with SalesIQ.
3. Copy the following details from your Zia Agent headers:
1. Zia Org ID - X-ZIAAGENTS-ORG
2. Zia Agent ID - X-ZIAAGENTS-AGENT-ID
   

Step 2 – Import the sample bot

Download Sample Chatbot

1. In your SalesIQ portal, navigate to Settings > Bots > Zobot > Add > Import.
   
2. Upload the downloaded .zip file to import the sample bot integrated with Zia Agents.

Tip: To learn more about importing bots in SalesIQ, click here.

Step 3 – Configure the plug

1. After importing, go to Settings > Developers > Plugs.
   
2. Locate the plug named “ZiaAgents” and click Edit Code.
3. Replace the placeholder values in lines 2 and 3 with your Zia Org ID and Zia Agent ID.
4. Click Publish to save the plug.
   

1. Open your imported bot’s flow, locate the Zia Agents plug (used twice in the flow), click each instance, and click Save.

Step 4 – Test & Deploy

1. Preview the bot to ensure that responses are successfully fetched from your Zia Agent.
2. Once verified, click Publish to deploy the chatbot on your website or connected channels.

Try it out! If you already have access to Zia Agents, now’s the perfect time to explore how they can power more natural and intelligent customer conversations through your SalesIQ bots, all through the familiar Codeless Bot Builder interface.

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