Zobot – the Codeless Chatbot Builder

zoho sales iq zobot featrued image
Are you looking for ways to boost the quality of your customer engagement? Help your team out with Zobot, a chatbot builder platform available in the Zoho SalesIQ app. It lets you build a reliable and fully functional chatbot without any coding! Build your own interaction flow, type out chatbot’s responses and build a resource library it can draw upon to answer your customer’s burning questions. Automate customer interactions and let a smart chatbot answer all the repeating questions. This way your team members will have more time to focus on solving more complex issues and won’t get worn down by repeating the same stuff each and every day.

What can Zobot do?

There are many ways in which Zobot can make your customer engagement easier and more efficient.

Zobots can chat with your website’s visitors and answer many common queries. Once it does all it can on its own, Zobot can connect visitors directly with your human agents. It can block spammers and set the chat widget status to ‘busy’ automatically when all agents are on calls or off work.

It’s a great way to offload your workers and still stay in touch with potential customers 24/7. A chatbot never needs a break and it can chat with multiple users at the same time! Zobots can be easily customized for any industry. There are even plenty of industry-specific templates you can use to start creating your perfect chatbot.

There are multiple ways to build a chatbot. In the following sections, we cover the codeless bot builder method.

1. Drag-and-drop builder

The intuitive drag-and-drop builder makes chatbot building accessible to everyone!

Build a flow of interactions your chatbot can follow depending on different triggers. Actions a chatbot can take are called blocks in the platform builder. So, by picking and connecting different blocks, you can create various interaction flows. 

This is why it’s pretty easy to customize your chatbot for your business and industry.

There are plenty of pre-made blocks that you just need to drag from the platform’s gallery and drop them into a holder to create an interaction flow. You can modify, break or reuse existing flows to let your chatbot have more complex interactions.

Read on to learn more about various types of available blocks.

2. Response blocks

As the name says, response blocks are used to respond to a visitor with text, image, link or video.

Quick Reply blocks can be used, for example, to say thank you or to quickly suggest appropriate products to customers.

Use Articles to share your privacy, refund or return policy.

Video blocks are great for showing off products or displaying simple walkthroughs. You can even choose to set it on autoplay.

zoho sales iq zobot block video

Links can help you nudge visitors to buy a product by sending them to the product’s page. Or, you might give more value by suggesting a useful blog post to read.

3. Input blocks

Input blocks help you collect important information from your visitors, like location or feedback. You can also use these blocks to help customers specify what they need so your chatbot can adjust the flow of interaction.

Buttons are a great option if you want to give a user multiple options to choose from so you can tailor the conversation in the right way. For example, you can let them pick between “I want to buy”, “I need assistance” and “Just browsing”. Let each response be a trigger for a different interaction flow.

zoho sales iq zobot block button

Option blocks let you collect more detailed information to enrich the conversation. Unlike Button blocks, Option blocks don’t let you create different flows based on the chosen options. Use them to let the users pick a monthly, quarterly or yearly plan, for example.

zoho sales iq zobot block option

Multiple Options is a checklist style block that lets users pick 1 or more choices on a single card. It makes it easier for the customer to pick types of products or services they’re interested in talking about.

zoho sales iq zobot block multiple option

Calendar block lets visitors schedule time and date for a delivery, flight or booking.

Sliders let users state a number in a certain range. Use it to get information about their budget or product satisfaction.

zoho sales iq zobot block slider

Rating blocks will help you get instant feedback from customers about the quality of service they got or your product offer.

Location blocks can be used to get a visitor’s location by using the GPS on their device. It’s great when you need to schedule a delivery!

zoho sales iq zobot block location

Slots come in Time and Date-Time forms and you can use them to offer your visitors free slots of time to schedule an appointment or make reservations.

zoho sales iq zobot block slots

4. Action blocks

Action blocks are used to steer a customer in the right direction based on important information that was gathered up until that point.

Criteria Router lets you split the interaction flow in multiple directions based on a seat of predefined rules. So, if a user states they’re “Just browsing”, you might not want to push the sale on them yet, but you can offer them useful resources.

zoho sales iq zobot block criteria router

Forward blocks connect customers directly with your operators, depending on their availability.

zoho sales iq zobot block forward

Go To blocks are great to switch among different flows! This will help your chatbot recognize when its responses aren’t compatible with what a user needs and redirect them appropriately.

zoho sales iq zobot block go to

Plugs give you the option to create a customized action or integrate with a third-party app.

Send Email lets the bot send emails during a conversation. For example, it can send order or booking confirmations.

zoho sales iq zobot block mail

5. Data blocks

Data blocks are used to collect and store crucial customer information like names, email, phones etc, and most are automatically updated in the Zoho SalesIQ.

Use Name, Email, Phone and Company Name blocks respectively to collect your users’ names, email addresses, phone numbers and company names for bookings or registrations. You can make them mandatory or not.

Name block

Email block

Phone block

zoho sales iq zobot block phone

Company Name block

zoho sales iq zobot block company name

Visitor Fields can be used to collect any other type of data that might be useful to you, like links, numbers, strings of text and passwords.

6. Integration blocks

Integration blocks can only be used with other Zoho apps to conduct operations like email subscription or customer service ticket creation.

Associate Lead lets you send messages and collect your visitors’ information to convert them into quality leads for your CRM. 

zoho sales iq zobot block Associate Lead

Similarly, Associate Contact block lets you convert site visitors into contacts within your Zoho CRM. 

Associate Deal is a block that’s used to create deals for specific visitors. All 3 blocks are available only with a Zoho CRM integration.

zoho sales iq zobot block Associate Deal

Associate Ticket block can be used only with Zoho Desk integration. It lets you create customer support tickets directly from the chatbot.

zoho sales iq zobot block Associate Ticket

Add to Mailing List will make it easier to get more subscribers for your email campaigns because it lets visitors sign up! Integration with Zoho Campaigns is mandatory in order to utilize this block.

7. End blocks

End blocks are all about finishing a conversation in the best possible way.

Block lets you block visitors, which is really handy for preventing spammers and other malicious users.

Operator Busy lets users leave a message if all the operators are busy or off work. This way, the user can get contacted later on.

End block is a simple way to end a chat. Leave a nice thank you note and say goodbye to end the conversation in a friendly way.

Do I need a chatbot builder?

If all the Zobot options and features weren’t enough to convince you, here are a few signs you could use the help of a codeless chatbot builder. Your site has a lot of visitors, but very little conversion or a high bounce rate. Your operators are overworked. You get a lot of requests outside of business hours and a lot of it is repetitive. 

By automating interactions with your site visitors, at least partially, you can save a lot of time, money and provide better work conditions for your sales or customer service agents.


Recent Posts

Zoho Subscriptions: Go-to App for Subscription-Based Businesses

If you’re running a subscription-based business, then you probably know how much endless work it would be to have to send all the invoices and payment reminders manually. It’s a true waste of time. Zoho Subscriptions is a subscription billing and management platform designed specifically to solve such issues. It does so mostly through automation

Read More »

Get more from Zoho One by using Smart Services

All-in-one platforms are the perfect solution for companies that want to scale. If you’re tired of having to adjust your processes to the limitations of a software, solutions like Zoho One can support and adapt to your growth, no matter how big. Zoho One boasts of being the go-to operating system for businesses. Besides giving

Read More »

Zoho Inventory – Optimize Your Inventory Management

Is your product-based business struggling with inventory and order management? Unoptimized processes can inflate your costs and eat away not only at your profits, but also at your customer satisfaction. So, if you’re frequently overstocking on items, struggling with deliveries, having trouble locating specific products or their details and you’re still doing a lot of

Read More »
Scroll to Top