Frequently Asked Questions

  • 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?

    To set up a Zobot:

    1. Go to Settings > Zobot > click Add a Bot.

    2. In the create a bot section, first, provide a name and description for your Zobot (an appropriate name suggested.)

    3. Then, choose the website where you would like to use the bot from the drop-down.

    4. Once, you choose the website, the departments section will appear displaying the departments available on the following website. You can choose the departments you would like to map your bot, by default all the department will be selected.

    5. In Choose visitor type, you can set criteria to initiate the bot to trigger a custom message to the visitor.

    6. 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 choose your bot to assist after the standard business hours.

    7. You can enable the Allow Handoff option if you wish to provide an option to connect the visitors to human operators during the conversation.

    8. Then, choose a platform to build your bot from SalesIQ Script, Dialogflow or Zia (upcoming.)

    9. Script your bot according to your business needs. 

    10. Finally, Publish the Bot. 

  • 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.

  • How to build a SalesIQ bot/ application?

    To set up a Zobot:

    1. Go to Settings > Zobot > click Add a Bot.

    2. In the create a bot section, first, provide a name and description for your Zobot (an appropriate name suggested.)

    3. Then, choose the website where you would like to use the bot from the drop-down.

    4. Once, you choose the website, the departments section will appear displaying the departments available on the following website. You can choose the departments you would like to map your bot, by default all the department will be selected.

    5. In Choose visitor type, you can set criteria to initiate the bot to trigger a custom message to the visitor.

    6. 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 choose your bot to assist after the standard business hours.

    7. You can enable the Allow Handoff option if you wish to provide an option to connect the visitors to human operators during the conversation.

    8. Then, choose a platform to build your bot from SalesIQ Script, Dialogflow or Zia (upcoming.)

    9. Script your bot according to your business needs. 

    10. Finally, Publish the Bot. 

    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 5 different platforms on which you can build your Zobots - SalesIQ Scripts, Zia Skills, Dialogflow, Watson 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 'Click on the 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 Visitor Type section.

  • Can I change bot avatar/image?

    Yes, you can set avatars based on the personality of your Zobots.

  • 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.