Zoho SalesIQ Full Zobot Tutorial
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- เผยแพร่เมื่อ 28 ก.ค. 2024
- In this tutorial, we do a complete walkthrough of how to set up and configure the Zobot inside Zoho SalesIQ.
0:00 Intro
0:40 What is a Zobot?
1:25 Adding a Zobot
1:55 Codeless Bot Builder
3:00 Audience Criteria
5:00 Configuration
7:30 Building the Zobot workflow
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#SalesIQ #Zobot #ZohoSalesIQHelp - วิทยาศาสตร์และเทคโนโลยี
Good overview, thank you.
Wow, these bots are very feature rich. I can imagine using it now that I know I have so much flexibility on how the bot handles requests. Great job in your tutorial, Tyler
thanks very much really helped me
great video! Is there a way to capture visitor answers into fields when converting to a lead?
Hi Suzanne,
We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our answer - th-cam.com/video/zuewVXmRSfw/w-d-xo.html
Thank you Tyler for this excellent video!
Please one question, with the answers provided by users, does SalesIQ store or provide some kind of analytics?
In example, from a menu of options analyze which was the most selected option or even if there is an option in which users abandon the chat? ,etc.
And if so, where this can be analyzed?, in order to improve and make better decisions.
Hi Laura,
We answered your question in this week's episode of the CRM Zen Show. Click here to jump to our response - th-cam.com/video/Ue-FEkxV_Ys/w-d-xo.html
@@Zenatta Thank you very much as always for your time and attention!
All of you do an excellent job, are a great team! Blessings.
Amazing video! Some questions below if you could answer:
* When configuring the flow to capture visitor details mid way through the conversion - is it possible to collect this via a form rather than through a conversation approach?
* Is there anyway to configure the bot like ChatGPT? Or is there plans for that in the future?
Thanks so much in advance!
Hi Patrick,
* When configuring the [Sales IQ Zobot] to capture visitor details mid way through the conversion - is it possible to collect this via a form rather than through a conversation approach?
Yes, you can require a form to be submitted before letting the user start to chat. Or ask them midway through the conversation.
* Is there anyway to configure the bot like ChatGPT? Or is there plans for that in the future?
You can link SalesIQ with any third-party service. Therefore potentially, you could use ChatGPT. There are no plans on the public SalesIQ roadmap, you can keep track of all the newest features here: www.zoho.com/salesiq/whats-new.html.
hope this helps!
Super helpful video! At one point, it looked like you copied and pasted a whole string of cards onto another response thread/string (not sure what the proper terminology is). I reached out to Zoho about this and they claim that it cannot be done, and that only the entire chatbot can be cloned.
Hi Synergy Scientifics, We discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
🎬 - th-cam.com/video/4HBjyEgS3Zk/w-d-xo.html#t=6m03s
Hello Tyler, can you please tell me how can i organize the responses received from visitors through the Zobot into the Desk Tickets in specific field?
Hi Fenil,
Brett & Tyler answered your question on this week’s episode of the CRM Zen Show.
🎬 - th-cam.com/video/b6uhra5WBjI/w-d-xo.html#t=31m43s
I have articles in English and Spanish, but the bot only reply the english articles, I would like for example, if a user types a question in Spanish, then the bot can find it in the articles and reply it.
Hi Stalin Angamarca, We discussed your question regarding searching articles in a particular language on our most recent Issue of AZAAZ! Click here to jump straight to our response.
🎬 - th-cam.com/video/SxdBM6OyjjU/w-d-xo.html#t=7m21s
Thanks for the tutorial. But it appears that you cannot create multiple zobots that respond differently to whatever pages the user navigates to. For example, if I have a zobot flow set up on my home page and another bot set up on my pricing page. If my visitor visits the homepage first, the bot will work. but if they then navigate to the pricing page after the homepage bot has already inititated, then the pricing page bot wont do anything. Do you guys have a solution to this?
Hi Ian W, When creating a Zobot, you can use the Criteria Router feature to split the conversation flow into various flows based on custom rules that you define-which can include what URL the visitor may be on.
Here is a helpful article from Zoho surrounding this: help.zoho.com/portal/en/community/topic/what-will-happen-if-we-deploy-two-zobots-chatbots-on-the-website-14-7-2022#:~:text=solution%202%20-%20different%20flow%20based%20on%20the%20pages%2Furls
I was hoping to get information about the skin of the chatbot. Is that inherits the SalesIQ's skin?
Hey PIRO,
We answered your question in regards to the SalesIQ skin in this week's episode of the CRM Zen Show. Click here to jump to the answer - th-cam.com/video/SQxGkLs6aq8/w-d-xo.html
Hello, may i know what criteria router is used for and how to use it?
Hi Edwin, We answered your question on this week's AZAAZ! Click here to jump to our answer.
🎬 - th-cam.com/video/Vr0z_T08NuM/w-d-xo.html#t=34m50s
Hey Team - I had a question re Zobot initial engagement audience criteria? I want to create a audience criteria for zobot to only pop up visitors that don't exist within our crm yet, could you advise what the best criteria would be for this?
Hi Patrick, Under audience criteria, you can select Zoho CRM fields. So pick a field that you know is going to be filled for any CRM Lead/Contact and set the rule to exclude those. For example, set the Audience criteria to be “Zoho CRM contact Email does not contain ‘@’”. Since any valid email would contain the @ symbol, only those not in your system would follow the criteria.
@@Zenatta So smart! thanks guys :)
Tyler, the problem i'm facing is at the end if visitor wants to connect to operator but if operator DECLINES the request then the Zobot does not display the message which we mention in Operator Busy block
Hi Fenil,
Tyler answered your question this week in the episode of the CRM Zen Show, click here to jump to the answer! th-cam.com/video/Y0jBi5jlebg/w-d-xo.html
Is it possible to get zobot to respond to a keyword comment in an IG post, story or reel?
Hi Julia Lally, Wish we had a better answer but the Zobot does not read post/reel comments. It only receives DMs sent to the instagram account.
Now is not showing multiple conections with each option