Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!

Plug Sample #4: Improve your customer interacting experience by letting Zobot remember your website visitor name!

Hi Everyone! 

In our Plug sample series, we have another simple yet efficient plug for your Codeless bot builder. Before that, I have a question. Let's say you go to the same coffee shop everyday for your morning coffee. Wouldn't you be happy if the waiter greeted you by your name and remembered what you usually order? Not just you, that would be the case for everyone. And that includes your customers too. 

Similarly, when the visitor lands on your website and your chatbot is greeting them. They might not want to enter their names to the bot every time they visit. So to avoid redundancy you can use the following plug for the Zobot to remember the visitor name and scale-up your customer service experience. Plugs in the Codeless bot are used to create custom functions to achieve customizable actions for your no- code bot. Now let's learn how to create a plug to remember your website visitor name and email address and add it in the chatbot flow built with Codeless bot. 

Note: Remember that the visitor information will be stored only after they agree to the privacy policy. 

What can this Plug do?
  • When a visitor/customer visits your website, they will give their such as name and email. These details will be saved in SalesIQ (Visitor information).  
  • This plug can prevent asking the name when it is already available in visitor info/context variable. 
Note: Learn more about the context variable here. 

How to create this Plug?
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs > Click on Add .
  • Provide your Plug a name, description, select the Platform as SalesIQ Scripts and click on Create Plug.  
  • Click on Parameters, provide the following
  • Input Parameter: name | Data Type: String
  • Output Parameter: message | Data Type: String
 
Copy, paste the below code and make the required changes.
  1. name = "";
  2. name = session.get("name").get("value");
  3. if(name.containsIgnoreCase("Visitor"))
  4. {
  5. }
  6. else
  7. {
  8.  returning_message = "Yes " + name + ", can you please let me know your issue?";
  9. }
  10. response = Map();
  11. response.put("message",returning_message);
  12. return response;
  • Then, click Save, preview the Plug and Publish it.
How to add this Plug in Codeless bot builder?
  • Navigate to Settings > Bot > Add, provide the necessary information, select Codeless Bot as a bot platform, or open an existing bot.
  • Select the Plugs under Action Block and choose the required Plug (Only published plugs will be listed here)
  • Select "Name" in the visitor variable as the Plug input and provide a context variable for the output. 
  • After, click Save. 
Note: The visitor names name will be stored in a context variable. It can be used in other cards to provide more personalization. To avail it, type % and choose "visitor.name". 
​

Working of the Plug in Codeless bot:
 
The Plug has 2 cases, success and failure. 
  • Success case - When the Name is available in the visitor variable (Name = visitor name), the bot will consider the visitor as returning visitor and will not ask the name again. 
  • Failure case - When the name is unavailable (Name = null), the bot will ask the visitor the name. 
 


Related links:
To know more about the features of Zobot, kindly visit our Resources Section. 

    • Recent Topics

    • URL for job opening

      I would like to ask you to add this feature to the product: create an unique url for each job opening on Zoho Recruit, so that I can add a link to it when I post the opportunity in a mailing list or on a forum.

    • Document images

      We used to be able to rotate the images but this has now been removed ???

    • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

      Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update

    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

    • KB Templates

      * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.

    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

    • Zoho Projects Android app update - List view enhancement

      Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,

    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

    • On the US Data Centre rather than the UK but dont know how to migrate it

      We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round

    • Zoho Sheet Custom function column showing Error #EVAL!

      Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,

    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically

    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects

    • Resource utlisation

      Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.

    • Ask the experts - A live Q & A discussion on Zoho Recruit

      We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

    • Bug - OTP (email) and No Duplicates

      Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

    • Personal Facebook page posting instead of Business Page

      I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?

    • Fixed asset management

      I want to know if there is any individual module for fixed assets management

    • Recording depreciation of fixed assets as a percentage of residual value

      In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount

    • Function #28: Automatically calculate Customer Loyalty points

      Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to

    • Function #6: Calculate Commissions for paid invoices

      Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an

    • How to Add Product SKU in Invoice?

      How to Add Product SKU in Invoice?

    • Tracking movement between departments

      I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets

    • Zoho CRM Calendar View

      Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

    • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

      What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

    • WhatsApp and Zoho Creator Integration

      How we have integrate WhatsApp App with Zoho Creator without using external application ?

    • Improve Creator Calendar Report

      Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just

    • Important updates to Zoho CRM's email deliverability

      Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains

    • Custom modules not showing in developer console

      I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?

    • Chart with Filtered Data vs Unfiltered Data

      I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the

    • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

      Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • Integration between Zoho CRM and Zoho WorkDrive

      I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

    • Tip #17: How to mandate partial payment for your appointments

      When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

    • Why option for 'include form submission in the body of the email' check box is missing

      Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in

    • Mozilla Vault extension will not Unlock even once.

      I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did

    • Unable to Download CRM Contact Data: WorkDrive Integration Issues

      ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

    • Sort mail by name and subject

      I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

    • Zoho Creator monthly roundup - September 2024

      Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all

    • Next Page