Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP

Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP

The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platform to collect visitor contact information is easy. But, validating the information and pushing the correct contact details to your CRM for future reference is tedious. In this post, let us learn how to validate the visitor contact information using OTP via plugs. 
  
Plugs help you perform customized actions on the codeless bot platforms. To validate, when a visitor visits your website, you can get their email, generate a unique OTP and allow them to proceed further only if the OTP verification is successful.

Overview of the Plugs:

We need to generate 2 Plugs : 
Plug 1 - For generating unique OTP 
Plug 2 - For verifying the OTP 

How to create a plug:

Plug1 - Generating OTP
  • In your SalesIQ Dashboard, navigate to Settings > Developers > Plugs and Click Add.
  • Provide your plug a name, description. Select the Platform as SalesIQ Scripts, and click on Create Plug. 
  • Now, create the Plug 1- generating OTP. Click on the parameters on top and declare the following. 
            1. Input Parameter - Name : email | Type : Email
            2. Output Parameter - Name : OTP | Type : Number
  • Copy paste the below code:
  1. response = Map();
  2. email = "";
  3. if(session.containsKey("email"))
  4. {
  5.         email = session.get("email").get("text");
  6. OTP = randomNumber(1000,9999);
  7. }
  8. response = Map();
  9. response.put("OTP",OTP);
  10. return response;
  • Then, click Save, preview the plug and Publish it.
Plug 2 - Verifying OTP
  • Create the Plug 2 - verifying the OTP. Click on the parameters on top and declare the following. 
            1. Input Parameter 1 - Name : emailotp | Type : Number
            2. Input Parameter 2 - Name : visitorotp | Type : Number
            3. Output Parameter : - Name : otpstatus | Type : String
  • Copy paste the below code.
  1. response = Map();
  2. emailotp = "";
  3. visitorotp = "";
  4. emailotp1 = session.get("emailotp").get("value");
  5. visitorotp1 = session.get("visitorotp").get("value");
  6. if(emailotp1 == visitorotp1)
  7. {
  8. otp_status = "OTP verification is Successful";
  9. }
  10. response = Map();
  11. response.put("otpstatus",otp_status);
  12. return response;
  • Then, click Save, preview the plug and Publish it. Now, we have added Plug. 
Note : Only published Plugs will be listed in Codeless Bot Builder. 

Flow to verify OTP on the Codeless Bot platform: 
  1. Initially get the email from the visitor,
  2. Generate a unique OTP using Plug 1,
  3. Send the generated OTP by send mail block, 
  4. Then get the OTP from the visitor by visitor fields block,
  5. Verify the both OTP (visitor given OTP and plug generated OTP) using Plug 2,
  6. If the OTP verification is successful proceed to the flow, if not, ask the OTP again. 

How to incorporate Plugs in Codeless bot?
  • Navigate to Settings > Bot >Add, enter the necessary information and select Codeless Bot as bot platform or open an existing bot.
  • Select the Plugs block under Action Block and select the Plug 1 (Generate OTP)
  • Provide bot context for email as plug input and get the OTP as plug output and store in bot context (emailotp). 
  • Click Save. 

  • Now, with Send email block, send an email to the visitor with OTP got from the Plug 1 using bot context (emailotp). 
  • Next, using the visitor fields block, get the OTP from the visitor and save it using the bot context (visitorotp) to verify. 
  • Then, select Plug 2, to verify the OTP created from Plug 1 (emailotp) and OTP entered by the visitor (visitorotp.)
  • Provide both emailotp and visitorotp as Plug input and get the verification successful text from as Plug output and store it in bot context to use it further. Click Save.


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

    • Sticky Posts

    • Optimizing Chatbot Versatility by Combining Answer bot and Zobot

      Hi everyone! Great to see you. We are delighted to introduce the Answer bot card/autopilot function for the Codeless and SalesIQ Script bot platforms. This provides your bot with Q&A capabilities similar to the Answer bot. So, you can bring your Answer

    • What will happen if we deploy two Zobots/Chatbots on the website?

      Hi everyone,  The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, then

    • Recent Topics

    • Tags on notes aren't syncing correctly on Android

      I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • US to EU Data Migration done / Workflows and Custom Functions stopped working

      Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

    • Campaign API Error 2001

      I'm getting a 2001 Error stating "Error in subscription. Please try after some time." I've waited but it continues to persist. I"ve copied and pasted the exact request on the API website yet that doesn't work either.

    • How to list Expenses that have not been matched to a Bank Transaction

      In ZoHo books I use expenses to record invoices I receive. I know I should probably uses Bills for this but Bills was not available in the Free edition I initially used. When I upgraded I contunued to use Expenses. I'm trying to find a way of listing

    • Contemplating moving my site from WordPress to Zoho Sites

      Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

    • How are you handing birthdays?

      I'm deciding on the best way to handle contact birthdays in my set-up. None of the options seem ideal, so I am interested in how others approach this. The aim is to have a usable ui to track birthday without knowing or requiring the year. I'm currently

    • Fiverr is better than Zoho Partners

      For anyone out there looking for help with Zoho Creator's confusing Deluge, I highly recommend hiring NON ZOHO PARTNERS on Fiverr. I've had much better experiences with those who are NOT certified by Zoho. Almost every single "certified" zoho partner

    • Another nightmare experience with a "Zoho Partner": Cloud Z Technologies

      I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I

    • The Zoho Meeting Video Quality Crisis

      I'm evaluating Zoho One for my business in Switzerland, and I must address a critical concern that threatens our potential adoption of the platform—the persistently poor performance of Zoho Meeting's video conferencing capabilities. In today's digital-first

    • Marketing Automation pour maximiser le ROI : évaluer les performances et optimiser les campagnes

      Le Marketing Automation a transformé la manière dont les entreprises mènent leurs actions marketing, offrant une solution efficace pour simplifier les processus, améliorer la productivité et, surtout, maximiser le ROI. Dans un environnement commercial

    • Spotlight series #25 - Create presentation outlines using Zoho Show's Chrome extension

      Hello all, the feature in this month's spotlight is Zoho Show's Chrome extension. The first step to creating a good presentation is outlining your ideas—a crucial process that sets the foundation for everything that follows. But this often involves extensive

    • Email Notification to WordPress Blog Subscribers

      You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated

    • Noto Sans numericals appearance changed?

      Before the update on Christmas the numbers looked a little skinnier and in my opinion it looked really nice. Why did it change?

    • Option to Re-order from past orders

      Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

    • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

      The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Using Creator API access tokens in deluge script

      I am working on generating download urls for files that are uploaded via a creator form. I want to include these urls in record templates so they can be easily accessed. The goal is to make downloading multiple attachments in a record as quick and easy

    • Workload Reports

      Under Reports > Workload Reports, would it be possible to get Kanban view sorted by Task Owner? Seems like it'd be an easier/ quicker view of how many tasks are assigned to each user and what status they're at. Also gives you more information about the

    • attributed automatically database section

      Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

    • Add an action to set agent as a member of a team in zoho desk

      Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

    • Remove County field from Customer Address input screen (or allow input to be deleted)

      We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

    • Custom Module I made shows the records I uploaded are there but they are not showing up.

      Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help would

    • Display your zoho contact name when they call your mobile number

      As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

    • 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

    • Questions about To Do

      1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

    • Need Help with Journey in Zoho Marketing Automation

      Hello everyone, I’m new to Zoho Marketing Automation and am trying to build a journey that triggers based on the contract end date of customers. My goal is to send them an email with an ebook one day before their contract ends. To achieve this, I used

    • Locking Certain Feilds

      Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"

    • Announcing Trident desktop app for Zoho Mail & Zoho Workplace users

      Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As part

    • Kudos to the Zoho Flow Team!

      Hi Zoho Flow Team, Way to go on the new design—it looks fantastic! We especially love the festive touch with the Christmas decorations. It's a delightful and thoughtful addition that brings a bit of holiday cheer to the experience. Keep up the amazing

    • Website not found when trying to unlock Zoho vault with fingerprint(authenticator) in windows 11

      Whenever I try to unlock the Zoho vault with fingerprint(authenticator) it shows the Website not found on the server. To replicate the issue follow the below steps: Download the zoho vault extension and login. And now open the zoho vault extension ->

    • Kaizen #170: FAQs on Notification APIs

      Hello all!! Welcome back to another post in the Kaizen series! In this post, we will address the most frequently asked questions about Zoho CRM's Notification APIs from the Zoho CRM Developer Community Forum. Notification API This API allows you to subscribe

    • Extracting data from cells in zoho sheets for zoho books

      I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

    • Multiple templates (Settings > Email templates)

      Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, Tristan

    • Functions - How to pass Dynamic Parameters / Arguments?

      I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

    • How to find the number that appears most often in a list (the Mode of a list)

      I have a list that contains a list of 5 string values. I want to find which value is repeated most often and place that value into a single line text field Example List1 = Learning,Learning,Shaping,Leading,Learning In List1 the value “Learning” appears

    • Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

      it is really annoying.

    • Is Bigin Really Free - Confused by notifications?

      I started to look at Bigin as I was under the impression it was free, but as I started using it I kept getting messages that my trial period was X number of days and to upgrade. When I see something like this I assume I am not on a free version of anything

    • Next Page