Zobot Changelog

2023

Sep

Introducing Carousel Cards for Elevated Product Presentation

Use carousel cards and provide an engaging and visually appealing way to showcase multiple pieces of content or products in a single, interactive format, making it more enriching for users.

There are two types of carousel, a Display carousel (Response cards) to present products and an Input carousel (Input cards) to get inputs from the visitors. 

Supporting email templates in the Send email card

Email templates can be configured with the send email card in the codeless bot builder. When an email template is associated with the card, the contents of the template will be synced with this card. Any changes to the email template will be automatically updated on this card. 

Learn more

Aug

Integrate Answer bot with OpenAI for enhanced support

Integrate your Answer bot with OpenAI to increase its efficiency. This will make the bot respond to visitors' questions by fetching precise answers from articles instead of sending the entire article.

Learn more

Answer bot to support Zoho Desk resources as well

Resources are the "Brain of the Answer bot". The bot will use resources to answer visitor's questions. If you have integrated your Zoho Desk with SalesIQ, your Answer bot can use your Desk's resources to answer the visitor's questions. 

Learn more

Jun

Chat transfer configuration in Forward to operator

An option to select the operator using either the email address (registered in SalesIQ) or the operator ID (ID of the operator from SalesIQ) through the context variable from the plug output. For example, using plugs, you can make a bot to transfer chats to the Zoho CRM lead owner (if they are associated as an operator in SalesIQ). Learn more

Mar

End card delay

A new option introduced to delay the end message to a specific time in the End chat.

Feb

Zobot support in IM channels

Now, Zobot is available on Facebook, Instagram, and WhatsApp channels. All the platforms (Codeless bot builder, SalesIQ Script, Zia Skills, Dialogflow, Azure, and Watson Assistance) supports channel compatibility. This way, you can build one bot using the platform of your choice and have it across all the channels.

New Integration Card - Get Payment

Receive instant payments with the Zoho Checkout integration when using the Codeless bot builder. Check our help guide to learn more. 

Jan

New Integration block - Book Appointment

Now your visitors can book an appointment/booking with their preferred date and time in Zoho bookings while conversing with the chatbot. Check our help guide to learn more. 

2022

Nov

Get files/attachments via bot

Get files/attachments from the visitors during the bot conversation by the "Files" input card. All bot-building platforms support this input card. 

A new Plug datatype called "Files" is introduced to support files in plugs. Available for both SalesIQ scripts and the webhook platform. 

In the Codeless bot builder, the obtained files can be added as attachments in the Send Email Card. 

Sep

Add tags in Bot conversation

Add tags during the bot conversation using the "Associate Tags" block. Only existing Conversation tags can be selected. 

Configuring Bot working hours

The bot's working hours can be configured based on both the business hours and operator availability. 

Jun

Answer bot - Merging Answer bot and Zobot

Features

You can now merge/join the answer bot engine to Zobot using the Answer bot function. For the codeless bot builder, it is available as an Answer bot card, and for the rest platforms, it is available as an auto_pilot action

Learn more

Dynamic suggestion in Multiple Option/Option Card

Features

Using Multiple options or Options cards, you can now provide suggestions dynamically based on the visitors' requirements. 

Learn more

Options List - Plug Datatype

Updates

Introducing a new datatype in Plug "Option List." It has an ID for each text (value). So a list of text (value) can be shown to the visitor using this, and whenever they select one, the respective ID can be mapped to do further actions.

Learn more

Setback/Restart the Zobot conversation

Updates

You can now allow your visitor to go back to the previous step or restart the whole conversation of the chat. 
Note: This configuration is available only on the Codeless bot builder platform

Learn more

2021

Oct

Undo/Redo in Codeless Bot

New

You can now undo or redo actions on the Codeless bot platform until the bot is restored. 

 

Learn more

Version History

New

You can view the history of all the dates and times at which the bot was published on your website.

 

Learn more

Forward Info Message

Updates

You can now add an info message indicating the status of the chat that the bot will display once the chat has been forwarded to the operator.

Learn more

Sep

New Block Category - End Blocks

New

A new block category called End blocks has been added to the Codeless bot builder. This has three blocks - Block, Operator busy and End

Aug

New Response block - Links

New

The Codeless bot builder now has a block that can be used to share links with the visitor in the widget format with a short title and icon.

 

Learn more

New Action block - Go To

New

The Codeless bot builder has a card that can be used to jump from one flow to another. You can either re-use/restart a flow from there. 

Learn more

Jul

Zobot multiple trigger events support

Updates

You can now choose multiple options with respect to when the bot can initiate a chat with the visitor while setting up your Zobot.

New Response block - Video

New

The codeless bot builder now has a block that can be used to send a video URL to the visitor.

 

Learn more

New Input block - Slots

New

The Codeless bot builder now has a block that can be used to schedule slots for appointments and other bookings. 

Learn more

Duplicate bot

Updates

You can now duplicate a Codeless bot that you have previously created.

salesiq

Jun

Validate type - text

Improvements

You can now validate the input fields that contain text as the value

Learn more

New attribute - image_property

Improvements

A new attribute image_property has been added in the image display card of the Zobot.
 

Learn more

New attributes - date and time_zone_id

Two new attributes date and time_zone_id have been created for the Timeslots input card in the Zobot.
 

Learn more

New attributes - time_zone_id

Improvements

A new attribute time_zone_id has been created for the Date -Time slots input card in the Zobot.
 

Learn more

New Integration Blocks - CRM

New

Three new integration blocks - Associate Lead, Associate Contact, and Associate Deal have been added to the Codeless bot block gallery

Learn more

New Blocks in the Codeless Bot

New

Two new categories of blocks - Response blocks and Input cards have been added to the Codeless bot builder.

Learn more

May

Validate type - decimal

Improvements

You can now validate input fields in the Zobot that have a decimal value.

Learn more

New Integration Block - Associate Ticket

New

This card will allow the bot to assign a ticket to a Desk user based on the integration configuration.

Learn more

Multi-region support in Dialogflow

Updates

Dialogflow now has a region-based agent deployment option for Data localization support. So, when you use the Dialogflow platform to build your Zobot on SalesIQ, you can pick agents based on their region.

Apr

Codeless Bot

New Feature

It is a code-free, rule-based chatbot builder in SalesIQ that can create a conversational bot without any coding skills & control conversation flows like a flowchart. It helps you generate more qualified leads, capture data, and personalize visitor flow in real-time with no complexity.

Learn more

2020

Nov

New Input Card - Password

New

A new card that can be used to collect passwords from the website visitor has been introduced on the Zobot platform.

Learn more

Multiple working hours support

Improvements

You will now be able to choose multiple bot working hours when you configure your Zobot.

zobot-changelog

Zobot Template - Zoho Bookings

Updates

A new template has been added to the Zobot Template section - Zoho Bookings. You can now easily integrate the Zobot with Zoho Bookings and make use of the functionality.

zobot-changelog

Aug

country_code key added for Phone

Improvements

country_code key has been added for the Phone input card used in the Zobot.

Learn more

Jun

Display Suggestions

Improvements

It can be used to display response suggestions to visitors. These cards work in the same way as suggestions but the difference is that, in display suggestions, even after an option is selected, the display card will not be hidden.

Learn more

Oct

Chat Inactivity Rules

New

You can set up chat inactivity rules in the Zobot - 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. 

Learn more

Options in Single Select and Multiple Select

New

You can now enter a maximum of 20 options in the array for Single Select and Multiple Select, and the character limit for each option is 30. 

Jul

New Display Cards in the Zobot

New

We have introduced some new Display Cards that can be used to display images to the visitor:

  • Single Product - It can be used to display multiple images for a single product. Learn more.
  • Multiple Products - It can be used to display single images for different products. Learn more.

Carousels for client actions

New

We have introduced a new feature in text and product cards (carousels) that can be used to give actions to clients.

Learn More

2019

Sep

Videos in Zobot

New

Using the Video display card, you can send video files to your website visitors. You can either send URLs of YouTube videos or videos that have been uploaded to a server

Learn More

visitorsession API

Updates

The visitorsession API can be used to store values temporarily during a chat conversation with the website visitor.

Learn More

Input widgets - Name, Email, Phone and URL

New

The Zobot now has input widgets to collect the visitors' names, email addresses, telephone numbers and website URLs.

Learn More

Passing visitor info and attachments in Zia Skills

The visitor object is a map containing the profile information of the website visitor. This will be available inside the messageData map across all scripts inside Zia Skills.

  • visitor - you can retrieve the visitor info mentioned here
  • attachments - if the visitor attaches a file during a bot conversation, it will be available inside this object. Otherwise, an empty array will be passed.
Learn More

Aug

Attachments in Zobot

New

The Zobot can now send attachments like PDFs and other types of files to visitors during a conversation.

Learn More

'pending' action in Zobot

New

If a bot needs some time to reply to the visitor's message, the pending action can be used
.

Learn More

last_visit_time in Visitor Object

Updates

A new property 'last_visit_time' has been added to the Visitor Object map.

Jul

Shortcut for Zobot actions and replies

Updates

Shortcuts for all Zobot actions and reply types have been added in the LHS pane of the DRE Editor

lhsactions

Forward chats to departments

New

The Zobot can now forward chats to specific departments inside your organization.

Learn More

Jun

Failure Handler Param Update

Updates

Replies have been added in failed_response of the failure handler. failed_response is the previous response object due to which the action had failed.
 

Read more

Params loaded for autocompletion

Updates

Params have been added for each handler in the DRE editor for autocompletion.
 

'End' option for ongoing bot chat

Updates

Agents can now end an ongoing bot chat. An 'End' option has been added near the 'Take over' button.
 

Bot description not mandatory

Updates

It is not mandatory to provide a bot description while you are creating/updating the Zobot.
 

Default value for 'Choose Visitor Type'

The default audience will be set to 'All Visitors' by default while creating the Zobot
 

'select_label' param for location, calendar and range calendar widgets

Updates

You can use the 'select_label' param to set customized text for widget values/slot submission actions.

Note: Maximum character limit for values passed inside the select_label key is 20

Delay in "end" action

Updates

You can schedule a delay for the end of a chat. The delay will be unscheduled if the visitor types a message/ sends a message/ agents join the chat/  chat is handed off to the agent. The minimum delay that can be set is 30 seconds and the maximum is 10800 seconds(3 hours).

Learn More

'field_name' update

Updates

You can now update details like ID, city, etc. using the field_name. 

Ex. siq_id, siq_city

 
Learn More

Visitor Info update

Updates

Passing visitor info is now possible on both the Dialogflowand Watson platforms.

May

Failure Handler

New

The Failure Handler can be used to provide the status to the visitor when the bot is not able to perform an action. So, at that point, the bot sends out a message with respect to the action failure instead of ending the conversation or leaving the visitor uninformed.

Read more

Apr

Zobot Configuration : Watson

New

Watson assistant powered by IBM, is an offering for building conversational interfaces into any website or application and helps you build a powerful bot assistant for your website. You can customize the Watson Assistant according to your website business needs, and deploy it across multiple channels to bring help to your customers where and when they need it. 

Read more

Mar

Zobot Configuration : ' And spend more than' in Trigger Visitor

New

A new option 'And spend more than' has been added under 'Land on your site' inside Trigger visitor configuration. You can set the time here to either seconds or minutes. This will trigger a message to the website visitor after he lands on your website and spends the set amount of time.

Zobot Configuration : New option in 'Set Working Hours'

New

A new option labeled “When operators are offline during business hours” has been introduced inside the 'Set Working Hours' section. This option will keep the bot running only when your operators are offline during business hours.

Zobot Connector : Webhooks

New

You can integrate Zoho SalesIQ's Zobot with your internal services via Webhooks. Thus, making your bot up and running on your website to serve your customers and lend a hand to your support executives. SalesIQ sends events to the webhook when a variety of interactions happen with the bot.

Read more

No chat notifications for bot transfer and forward

Updates

Chat notifications have been removed for both bot transfer and bot forward options and join chat option has been added instead.

DRE field validation changes

Updates

Statements can be included inside the bot scripts to validate parameters like name, email, etc. This way, the Zobot moves to the next step in the flow only when the specified parameter has been validated.

'Takeover' option for operators

New

Previously, only visitors were able to switch from talking to a bot to talking to an operator using the 'Want to connect to a human?' option. Now, operators can also acquire chats that are handled by the Zobot, at any point in the conversation using the 'Takeover' option.

Feb

"Bots" renamed "Zobot"

Updates

The "Bots" tab inside the Settings section of Zoho SalesIQ has been renamed to "Zobot".

Zobot Configuration : Trigger Visitor

New

A new configuration named 'Trigger Visitor' has been added to the Zobot. This section will determine when the bot should interact with visitors matching the criteria set.

Custom action inside Trigger Visitor

New

The 'Performs custom action' option has been added inside the 'Trigger Visitor' section to determine when the bot should trigger a message to visitors that match the criteria set. This option will display a list of custom actions that can be performed by the visitor. 

Widgets for Dialogflow and Zia Skills

New

You can now add widgets in the JSON format inside the trigger responses for Zobots created using Dialogflow and Zia Skills

Jan

Introducing Zia Skills in Zobot

New

A new platform called 'Zia Skills' has been added for you to create Zobots on. Zia is a conversational bot building assistant that uses natural language understanding to process and perform your defined skills and action, to respond to the visitor queries. 

Read more

Trigger Visitor option

Updates

The Invoke trigger option under Intelligent triggers has been removed and added inside the Zobot configuration. This option would let you configure trigger rules based on various criterions to filter out a set of visitors for the Zobot to trigger messages. 

Common Publish option

New

You don't have to publish each of the three handlers separately anymore. You can publish them all at once, once you think all the scripts are ready to deploy.

Zobot configuration : Allow Handoff

New

Enabling the 'Allow Handoff' option would provide your visitors with an option to converse with a human operator of your firm at any point of an ongoing chat session.

Visitor info update

Updates

You can now update the visitor info through field_name(siq_name, siq_email, siq_phone).

Attachments

New

Visitors can now attach files of all formats and send them right from their chat window.

No handoff when operators are busy

Updates

The handoff option will not be displayed to website visitors if all the operators in your organization are busy at the moment.

No "title" key for Articles

Updates

You no longer have to specify the title for articles that you want to display to your visitors inside the chat window.

No 'Connect to human' timer

Updates

The timer for connecting visitors to human operators has been removed and replaced with 'Forward'.

No bot image in visitor transcript

Updates

The Zobot image will no longer be displayed on the visitor side chat transcripts.

Zobot on the free plan

New

The Zobot tab has now been enabled for all users on the free plan as well. Video representations have also been added.

Zobot Configuration : Set bot typing status

New

This configuration lets you choose how long should the bot typing status be displayed to the visitors. You can set this to either seconds or minutes.
 

Markdown support in bot messages

New

Markdown support has been enabled for all the messages you define inside the Zobot. With this configuration, you can use bold, italics, underlined and so many other types of text inside bot messages.

2018

Oct

Introducing Zobot - Dialogflow Integration

New

Dialogflow - an end-to-end development suite, powered by machine learning is used to build conversational interfaces for websites, mobile applications, and messaging platforms. It can be used to build chatbots, voice assistants, etc., especially relevant that are capable of having natural and rich interactions with the users.

Read More

Zobot Templates

New

There are a bunch of default templates that are available to outline your bot. You just have to make some minor changes to these templates so that they can suit your business needs perfectly.

Read more

Sep

Introducing Zobot with DRE

New

Chatbots have created quite a buzz in the marketplace. And so, we have launched our own bot building platform - Zobot, on which you can actually build and deploy chatbots using SalesIQ scripts.


 

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