• Does SalesIQ offer any chatbots?

    Yes, SalesIQ has got Zobot. A custom bot-building platform with which one can build powerful bots that are programmable, customizable, and contextual.

     

  • Can I preview my custom bot before updating on my website?

    Yes, Zobot has a preview window right next to the scripting screen. So, you can always check how your bot will assist/function even before you publish on your website.

  • How do I setup a Zobot?

    1. In Zoho SalesIQ, navigate to Settings > Bot, click Zobot.
    2. Inside the bot builder, give your bot a Name.
    3. Then, choose a platform to structure, configure, and train your assistant. You have two categories to choose from: Zoho Platforms (Flow, Scripts, Zia Skills or Webhook) or other NLP platforms (Watson Assistant, Dialogflow or Azure Bot Service). Click Next.
    4. Then, choose the brand on which you would like to deploy the bot on. Click Next.​
    5. Your bot will be fully set up and ready to configure.
    6. Choose the Bot Audience, the visitors with whom you want the bot to interact.
    7. Then, choose When to Trigger your website Visitor, ​you can initiate the trigger: When the visitor lands on your site, Navigates through the website pages, When the visitor performs a custom action or Initiates a chat
    8. Then, set the Delayed Response Time.
    9. Chat Inactivity Rules: Followed by this, you can set up chat inactivity rules - rules to notify the visitor that he has been idle on the website for a considerable amount of time during the chat. Based on the inactivity time set in this section, the Zobot can send out messages to the visitor and end the corresponding conversation. You can choose a language and set the time after which a message will be sent to the visitor saying that the chat will end soon because he/she has been idle. Then, you can set the time after which the chat has to end and configure the message that will be displayed when the Zobot does so.
    10. Allow Handoff: You need to enable this option if you want to let your visitors connect to a human operator in the middle of their conversation with the Zobot. This will also let the Zobot transfer chats to a human operator in case it doesn't know the answer to a query.
    11. Add a description for your bot.
    12. You can Set Working Hours for your bots. Thus, your bot can take over when your operators are not available or busy. You can even configure your bot to assist visitors after standard business hours. You have the following options: During standard business hours, During non-business hours, When operators are offline during business hours.
    13. Finally, click Save.

     

  • I'm not a developer. Is there something that can help me get started?

    Yes, we also have some most asked, ready-made bot templates across different verticals in our gallery that can help you get started. Please click here for bot Sample Scripts. Or you can also use the Codeless bot platform where all you have to do is design a flowchart and let SalesIQ do all the bot building for you.

  • How to build a SalesIQ bot/ application?

    1. In Zoho SalesIQ, navigate to Settings > Bot, click Zobot.
    2. Inside the bot builder, give your bot a Name.
    3. Then, choose a platform to structure, configure, and train your assistant. You have two categories to choose from: Zoho Platforms (Flow, Scripts, Zia Skills or Webhook) or other NLP platforms (Watson Assistant, Dialogflow or Azure Bot Service). Click Next.
    4. Then, choose the brand on which you would like to deploy the bot on. Click Next.​
    5. Your bot will be fully set up and ready to configure.
    6. Choose the Bot Audience, the visitors with whom you want the bot to interact.
    7. Then, choose When to Trigger your website Visitor, ​you can initiate the trigger: When the visitor lands on your site, Navigates through the website pages, When the visitor performs a custom action or Initiates a chat
    8. Then, set the Delayed Response Time.
    9. Chat Inactivity Rules: Followed by this, you can set up chat inactivity rules - rules to notify the visitor that he has been idle on the website for a considerable amount of time during the chat. Based on the inactivity time set in this section, the Zobot can send out messages to the visitor and end the corresponding conversation. You can choose a language and set the time after which a message will be sent to the visitor saying that the chat will end soon because he/she has been idle. Then, you can set the time after which the chat has to end and configure the message that will be displayed when the Zobot does so.
    10. Allow Handoff: You need to enable this option if you want to let your visitors connect to a human operator in the middle of their conversation with the Zobot. This will also let the Zobot transfer chats to a human operator in case it doesn't know the answer to a query.
    11. Add a description for your bot.
    12. You can Set Working Hours for your bots. Thus, your bot can take over when your operators are not available or busy. You can even configure your bot to assist visitors after standard business hours. You have the following options: During standard business hours, During non-business hours, When operators are offline during business hours.
    13. Finally, click Save.

    Check out this webinar, it would help you understand how to code the bot and the basics of the Zobot.

  • What is the Zobot?

    The Zobot is a bot development platform available inside SalesIQ. With this SalesIQ users can build compelling bots to automate the customer interactions. We can program the bot to respond, act, and qualify customers. Zobots maintain a conversation with a user in natural language, understand the intent of the user, and send a response based on business rules and data of the organisation. And they can be run on both websites and mobile applications.

  • How can I build the Zobot in Zoho SalesIQ?

    Currently, Zoho SalesIQ offers 7 different options for you to build your Zobots on - SalesIQ Scripts, Codeless bot platform, Zia Skills, Dialogflow, Watson, Microsoft Azure, and Webhooks.

  • Can I send images to my visitors using the Zobot?

    In the Zobot, we have display cards that you can use to display different types of output to your visitors. One such display card is Image. Using this card, you can attach and send images to your website visitors.

  • Can I integrate my Zobot with other platforms?

    Yes, there are integrations available in the Zobot. You can create various bots agents using Dialogflow and Watson to assist your visitors and integrate them with the Zobot. To know more, click here.

  • Does the Zobot support rich text format?

    Yes, the Zobot supports the rich-text format. Zoho SalesIQ has input cards and display cards to collect input from and display output to visitors respectively. You can find more information about the list of cards offered here.

  • Can I add multiple dates and respective time slots in the date and time slot input card?

    Yes, you can have any number of dates and time slots. Learn more.

  • Can I share my location with visitors using the Zobot?

    Yes, you can share your location with website visitors using the Zobot. For this, you have features called input cards. You can use the Location widget to share your location.

  • I own multiple websites. Is it possible for me to deploy the Zobot on just one?

    Yes, you can choose the website you want to deploy your Zobot on while configuring the Zobot.

  • Can I enable the Zobot when visitors click on the chat widget?

    Yes, you can enable the Zobot when visitors click on the widget. For this, you have to set the Trigger Visitors criteria to 'When visitors click the chat widget'.

  • Can I configure the Zobot to trigger messages only to specific visitors?

    Yes, you can do so. For this, you need to set criteria in the Choose Bot Audience section.

     

  • I have my own bot engine. How can I connect it to the Zobot?

    If you have a fully built bot engine already, you can integrate it with Zoho SalesIQ's Zobot using Webhooks.

  • Can I offer suggestions?

    Yes, you can offer response suggestions to your website visitors. Learn More.

  • I wish to connect to a third-party service. Is it possible?

    Yes, you can connect your Zobot with third-party services. You need to create Connections to do so.

  • Can I see visitors connected to the Zobot on my dashboard?

    Yes, all visitors who are connected to the Zobot can be seen on the SalesIQ dashboard.

  • Can I use the Zobot for lead generation?

    Yes, you can use the Zobot for lead generation. Here are some Sample Scripts that might help.