Integration of DialogFlow with ZOHO CRM using Woztell
While in previous articles we have explained the requirements for connecting DialogFlow to Woztell, this time we will show you how to configure our DialogFlow bot to be able to store fields in Zoho's CRM.
- The first thing you must do is integrate Woztell (If you have not already done so you can see how in this article)
- Next, define the intents of your bot and make it as simple or complex as you like.
- Identify the data you need to store and where it is located in the intents
- Identify the registries where you want to store the data.
- In the parameters of the intent that contains the data to be stored, you will create the parameter ZOHOCRM, and the name of the registry where the data will be stored must be defined in the field "Value".
- En los parámetros del intent que contiene los datos a almacenar crearás el parámetros ZOHOCRM y en el campo "Valor" tiene que estar definido el nombres del registros donde se almacenan estos datos.
Important: Keep in mind that only one registry can be stored per intent in the bot
Another important instance to highlight is when we want our chatbot to give way to a human agent. There is a practical and simple solution for this: create an additional parameter in the intent with the following characteristics:
Parameter name: AGENT
Value: True