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Authenticating Zia Skills Platform account to connect with Zobot

To Setup:

  1. In Zoho SalesIQ, navigate to Settings > Bot, click Zobot.
  2. Inside the bot builder, give your bot a Name.
  3. Then, choose the platform to structure, configure, and train your assistant. You have two categories to choose from: Zoho Platforms (Flow, Scripts, Zia Skills or Webhook) or other NLP platforms (Watson Assistant, Dialogflow or Azure Bot Service). Choose Zia Skills and click Next.
  4. Then, choose the brand on which you would like to deploy the bot. Click Next.​
  5. Your bot will be fully set up and ready to configure.

  1. The Zia Skills window appears, click Connect with Zia Skills Platform.

  1. The integration screen will appear dynamically:
    • If you're new to Zia, then you should enter the Skillname
    • If your email address is already associated with the Zia Skills Platform, then the Skill name drop-down will appear, you can choose one from that. 
  1. You can provide a description of the created skill. 

  1. Then, provide a Trigger Response in the text box.​ You can use only the JSON format to set up the trigger response, SalesIQ does not support the text format. The message can be just plain text or input/display cards. You should follow the JSON format given below to add the trigger response.
    Note: The trigger handler will be executed only if you have set a trigger rule in the 'Choose bot audience' section while configuring the bot and the website visitor matches the set criteria. You can either use the default criteria or customise it based on your website needs. Learn More

  1. You can also define Action failure responses. If you have defined an action for your bot and in case the bot will not not be able to complete the given action, then the message configured here will be displayed to the visitors.
    • After standard business hours - The message/action configured in this section will be displayed to the visitor if they try to connect with an operator outside the standard business hours.
    • Operators not available - The message/action configured in this section will be displayed when the bot tries to forward a visitor chat to the operator and all the operators are busy assisting other visitors and no one is available to take up the chat.
    • Operator does not exist - The message/action configured in this section will be displayed when the bot tries to forward the chat and finds the mentioned operator is inactive or not a part of the portal anymore.

Text Message: You can use this format to trigger a text message.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy. "
    },
    {
      "text": "How may I help you today?"
    }
  ]
}

Text and Input Cards: You can use this format to trigger a message using text and an input card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy.  "
    },
    {
      "text": "How may I help you today?"
    }
  ],
  "input": {
    "type": "select",
    "options": [
      "I would like to buy a property",
      "Thanks. Just browsing!"
    ]
  }
}

Text and Display Cards: You can use this format to trigger a message using text and a display card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy. "
    },
    {
      "text": "How may I help you today?",
      "image": "http://zylker.com/help/common.png",
      "type": "links",
      "links": [
        {
          "url": "https://zylker.com/home",
          "text": "Zylker-home",
          "icon": "http://zylker.com/help/home.png"
        },
        {
          "url": "https://zylker.com/special-discounts",
          "text": "Zylker-discounts",
          "icon": "http://zylker.com/help/discounts.png"
        }
      ]
    }
  ]
}

Text, Input and Display Cards: You can use this format to trigger a message using text, an input card and a display card.

{
  "replies": [
    {
      "text": "Hello there, I'm Zappy."
    },
    {
      "text": "How may I help you today?",
      "image": "http://zylker.com/help/common.png",
      "type": "articles",
      "title": "Articles about property",
      "articles": [
        "121212121",
        "123434343",
        "123334678"
      ]
    }
  ],
  "input": {
    "type": "select",
    "options": [
      "I would like to buy a property",
      "Thanks. Just browsing!"
    ]
  }
}

Text and Suggestions: You can use this format to trigger a message using text and suggestions.

{
  "replies": [
    {
      "text": "Hey there! How may I help you today?"
    },
    {
      "text": "Here is the reference image",
      "image": "http://zylker.com/help/common.png"
    }
  ],
  "suggestions": [
    "I want to buy a property.",
    "Thanks. Just browsing"
  ]
}

  1. Click Create

  1. You can edit the Trigger message and also choose alternate Skill names from the drop-down.
  2. You can the Access Zia Skills Console window from the bot dashboard
    Note: You should access the Zia Skills created for Zobot only via SalesIQ - Zobot dashboard.