Codeless bot Implementation Guide
Block Gallery
Blocks gallery is a collection of enriched UI elements & actions offered by Codeless bot build platform in SalesIQ. These blocks can be used to build your bot according to your requirements. There are 6 categories of blocks: Response blocks: ...
Integration Blocks
Integration blocks allow integration-related operations like mail subscription, ticket creation, lead creation, etc. These blocks will work based on the configurations set under the product integration. Associate Lead This block can be used to send ...
Data Block
Data blocks are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement. Name The name data cards can be used to get the Name of the visitor during the bot conversation. The ...
End Block
End blocks are used to end or conclude the chat. Block The block card allows you to block the visitor. To add a block card to your bot's flow, click on the card holder (+) icon to view the blocks gallery and select block under the action blocks ...
Action Block
Action blocks are used to perform actions based on the visitor's needs and information collected so far in the flow. Criteria Router The criteria router splits the conversation flow into various flows based on custom rules defined with the visitor's ...
Input Blocks
Input blocks can be used to collect information from the visitor such as date & time, location, feedback, and more according to the requirement. Button Button block allows you to give multiple options for the visitors to choose from, and you can ...
Response Blocks
Response blocks are used to send responses to the visitor such as text, images, videos, and links. Quick Reply This block can be used to send informative messages/files to the visitor. To add the quick reply block to the flow, click on the card ...
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 ...
Dynamic text
You can use pre-defined dynamic text & information collected from the visitor in your consequent cards for a more personalized message. List of dynamic text that you can use: Dynamic Text Format What it represents Use in welcome card Use in ...
Codeless Bot Controls
Drag and Drop You can add new cards to the flow by choosing them from the block gallery or dragging and dropping them above the cardholder. Link attach and detach: You can reuse an existing flow that you had created previously by simply dragging and ...
Codeless bot terms & shortcuts
Card : They define the functions performed by the bots. Add, remove and rearrange cards to change the bot's functionality. Cardholder : Click or drag and drop the block to the cardholder to add as a card in the bot's flow. Block : Drag and drop ...
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 ...