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Zoho SalesIQ Codeless Bots: Storing Data with Context & Vistor Fields

Save in bot context:
Using certain elements in the Codeless bot platform, you can store the information that was collected inside the bot context temporarily till the visitor/bot ends the conversation. This information can be further used across flows to make different decisions.”

Save in visitor fields:
Bot context is a data definition that is used to collect multiple inputs to perform a single action.
Information collected by the bot can also be permanently stored as custom visitor fields and used in integrated services like Zoho desk, Zoho CRM, Salesforce, etc.”

Yet another great little guide for the new codeless bots for Zoho Sales IQ. See the full article here.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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