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Zoho SalesIQ 2.0 Answer Bot tutorial

In this article, I will explain how you can add a Zoho SalesIQ AnswerBot to your website.

A few things before you read the article:

  • this is best suited for people who are already Zoho One customers
  • at the moment, the Answer Bot is still new and isn’t quite on par with Dialogflow ES
  • since the Answer Bot is simpler and more user friendly than Dialogflow, this article will be especially useful for non-programmers

At the same time, if you want to add an AI based website chatbot and you are looking for a privacy friendly alternative to Dialogflow, the Zoho SalesIQ Answer Bot can be a good choice.

Note: the bot at the bottom left of the page is actually a demo of this Zoho FAQ Answer Bot. And it can answer questions about the AnswerBot technology. And similar to Dialogflow ES, it also provides some small talk responses out of the box.

Create a new department

Since the resources in the Answer Bot are associated with a department, it is best to create a new department for your Answer Bot. You can also associate the Answer Bot with an existing department as long as you will not have any clashes with the existing knowledge base (say on Zoho Desk).

First, click on the Settings gear icon.

Now select Departments.

In the Departments view, click on Add department.

Go ahead and fill out the relevant information. You also need to assign an operator. I have already completed this step (AnswerBot you see at the top of the list view).

Create a new brand

Now go ahead and create a new brand for your Answer Bot.

As you can see, Zoho considers Brands and Websites to be equivalent. In practice, what this means is that you get unique chat embed codes for each unique brand. This is very important to understand, considering that combining a code less Zobot and an AnswerBot can lead to unpredictable behavior.

Now add a new Brand.

After you click Create, in the next step, associate the brand with an existing department. For this step, choose only the department you created in the previous step. This is necessary so that you can use only the resources for that particular department in the future steps.

I have already created a brand (website) called Answer Bot, and it is associated with the Answer Bot department. I will be using this brand for the rest of the tutorial.

Add resources

Once you have set up the brand and the department, the remaining stuff is straight forward even if a little time consuming.

Go to the Resources view in SalesIQ

As you can see, you will be able to add different kinds of resources in the Resources view.

Add an FAQ

For now, let us add some frequently asked questions (FAQs). I have already added some FAQs for this bot as you can see.

Let us add one more FAQ to the existing list.

For reference, this is the article from where I took the information.

Now add a response. In this case, I just copied over a small blurb from the original article, and then added a link to it.

Important: remember to assign the department before you publish

Now publish the FAQ.

You can see the question listed at the top of the FAQ list view.

Test your bot

Add a few more FAQs. Now you can test your bot.

Go to Settings > Answer Bot and select the Answer bot you just created from the list view.

In this case, I have created an Answer Bot about Answer Bots.

So it can answer questions about.. Answer Bots. đŸ™‚


I have also embedded the chat widget into this article. And you can find out how to do that from… my Answer Bot! đŸ˜‰

Hint: You need to go to Settings > Brands > Select your bot > And click on the Installation option.

I have created a course on Zoho SalesIQ chatbots.

The first chapter talks about the Answer Bot (there are seven kinds of SalesIQ Chatbots), and I have uploaded it to YouTube.

1 Settings
2 Avoid combining an Answer Bot and a Zobot
3 Create a department
4 Create a brand
5 How to add the chat widget to your website
6 Personalization
7 Flow controls
8 Configurations
9 One answer bot per brand
10 Bot Profile
11 Resource selections
12 Response configuration
13 Behavior configuration
14 Small talk
15 Modify small talk
16 FAQs
17 Articles
18 Business terms part 1
19 Business terms part 2
20 Unanswered Questions (UAQ) Part 1
21 UAQ Part 2
22 FAQ Usage Statistics

Free: Dialogflow ES Crash course for non-programmers

I recently changed the name of my website from Mining Business Data to BotFlo. To help spread the word, and to hopefully get people to bookmark my website, I am making a set of my training courses free for a few weeks. 

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"The magic key I needed as a non-programmer"

The custom payload generator was the magic key I needed (as a non-programmer) to build a good demo with rich responses in DialogFlow Messenger. I've only used it for 30 minutes and am thrilled. I've spent hours trying to figure out some of the intricacies of DialogFlow on my own. Over and over, I kept coming back to Aravind's tutorials available on-line. I trust the other functionalities I learn to use in the app will save me additional time and heartburn.

- Kathleen R
Cofounder, gathrHealth

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