What is Zobot?

Customer service experiences play a key role in maintaining customer loyalty and brand reputation. With chatbots expected to become a primary support channel for many organizations by 2027, learning to build and deploy them is becoming essential.

Zobot is Zoho SalesIQ’s chatbot-building platform that lets businesses create AI-powered or rule-based chatbots for websites, apps, and messaging channels. With both no-code and scripted options, it helps automate conversations, answer queries, qualify leads, and deliver personalized, real-time customer interactions.

About the series

In Zobot 101, we jump on the AI bandwagon and build multiple chatbots using Zoho SalesIQ's Zobot, the low-code bot-building platform.

Agenda

Session 1
Session 2
Session 3
Session 4
Session 5
Session 6

Introduction to Chatbots in Zoho SalesIQ

  • What is SalesIQ?

  • Why do businesses need chatbots?

  • Types of chatbots available in SalesIQ

  • Short Demo of Answer bot and Zobot

  • Platforms to build Zobot

  • How to setup a Zobot on the website?

  • Introducing Codeless bot and SalesIQ scripts platforms

  • Other platforms

  • Answer bot brain - Resources

  • How to setup an Answer bot on the website

  • Steps to build Zobot

Build Zobot from scratch without any code

  • Introduction to Chatbots in SalesIQ

  • The Codeless bot-building platform: Real-time demo

  • Basic Controls

  • Block Gallery

  • Lead creation, Ticket generation demo & OpenAI - ChaGPT integration demo

  • Plugs introduction

Guest Speaker's Zobot Story

  • Radha, Founder & CEO of Spikra - Zoho's Premium Partner, is one of the early members of the Zoho Developer Community. She and her team have created more than 20 chatbots, and she will share her bot building journey. You will also learn the do's and don'ts, best practices, some useful hacks, and get answers to all your questions to help start your bot building journey.

Create unique actions with Plugs for Codeless bot builder

  • Introduction to Plugs

  • How to verify email by OTP

  • Third-party Connections

  • Read/write data in Google Sheets

Scripts and other platforms to build chatbots

  • Introduction to SalesIQ Scripts

  • Flow of handlers

  • Input/Display cards to enrich bot response

  • Webhooks

  • Dialogflow

  • Watson Assistant

  • Microsoft Azure

Enhance Zobot with AI-Powered Intelligence

  • Al and the new era of customer engagement

  • Overview of Zoho SalesIQ

  • Bringing Al into SalesIQ chatbots

  • Routing with intent & sentiment

  • Answer Bot for FAQs

  • ChatGPT Assistant for deeper conversations

  • Sneak peek: Zia Agents

  • Al support for operators

Recordings

Zobot 101 Video 
Zobot 101 Video 
Zobot 101 Video 
Zobot 101 Video 
Zobot 101 Video 
Zobot 101 Video 
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Speakers

Jesus Sosa
Sasidar Thandapani

Technical Writer, Zoho SalesIQ

Jorge Alonso
Radha Rengachari

Founder & CEO, Spikra

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