Bot context and visitor fields
- You can temporarily store the information collected from the visitor in a bot context until the visitor/bot ends the conversation and use it across flows to make decisions and perform actions based on it.
- You can also permanently store them as visitor fields and have them available for use in integrated services like Zoho desk, Zoho CRM, Campaigns, etc.
- Type % in the message text box/email content to avail all the bot context/visitors fields available in the bot.
For example:
- Let's take an E-commerce service where you need to send an order confirmation email once your visitors place an order via Zobot. Store the values required in a bot context on each block as shown in the below reference and use them on the send email card to send order confirmation emails to the visitors.
- Here, the name from Name card, email from Email card, choice of product by Multiple options card, Date from the Calendar card, and location from the location card is collected and saved in the respective bot context to use in the Send email card.
Output:
- This is the output (Order confirmation mail sent to the visitors) of the above configuration.
Related Articles
What is the Codeless bot?
The codeless bot builder is one of Zoho SalesIQ's building platforms to create conversational chatbots for your website. This no-code platform creates rule-based chatbots without writing a single line of code and manages conversations like a ...
Setup Resource Based Support Assistant - Answer Bot
What is Answer Bot? The Answer Bot is a smart support assistant that converse with a website visitor based on the resources available on your portal. Whenever a brand is created inside SalesIQ, an Answer bot for the corresponding brand will be ...
Visitor History
Visitor History helps you learn about all the visitors visiting the website. It is practically not possible to keep a tab on all the visitors in the Visitor Online dashboard. Even if some visitors need some help they may not reach out to you via ...
Visitor Tracking
Visitor tracking acts like a power packed module, enabling you to identify and track down visitors, view and record the trail of every other visitor visiting your website(s) and more importantly it allows you to view personal details like name, ...
Visitor Routing
What is Visitor Routing? The process of separating and routing the visitors to specific agents with the help of specific filters and rules is called Visitor Routing. For example, if a majority of your customers are from the United States and you ...