Importing and Exporting Chatbots (Beta)

Importing and Exporting Chatbots (Beta)

SalesIQ offers a robust import and export functionality that allows quick and hassle-free chatbot migration between accounts or portals. With this functionality, you can export a bot from one SalesIQ portal and import it into another, enabling effortless replication and smooth deployment across multiple environments.


NotesNote: The import/export is available only for the Codeless bot builder.

Exporting a Chatbot  

  • Only published bots can be exported.
  • The export will include all configurations, languages, plugs, images, and attachments.
  • The cards which include email templates, articles, tags, and operator forwarding, must be configured manually, as they are account/portal-specific.
  • Bots are exported in .zip file format.

How to Export a Bot?  

  1. Ensure the bot is completed and published.
  2. From your SalesIQ dashboard, go to Settings > Bots. 
  3. Select the bot which has to be exported and click on Export button.
  4. The bot file will be downloaded in .zip format, which can be imported into another SalesIQ portal.


Importing a Chatbot  

  • Only bots exported from a SalesIQ portal/account (.zip format) can be imported.
  • The Import will include all associated plugs and languages.
  • If a plug with the same name already exists in your portal, it will not be imported. You will need to create it manually and add it to the bot.
  • If a plug has connections, you must manually create the connection.
  • Email templates, articles, tags, and operator forwarding must be configured manually, as they are portal-specific.
  • Imported bots will be in draft state by default.

How to Import a Bot?  

  1. From your SalesIQ dashboard, go to Settings > Bots > Add > Via Import. 



  1. Enter a name for the imported bot.
  2. Click Upload, select the downloaded .zip file, and click Next.



  1. Choose whether to add a new bot or update/overwrite an existing bot.
  2. Provide the bot’s name, description, brand, departments and channels.



  1. Click Import to start the process.
  2. Once the Import is complete, review the status of all cards.
  3. Click Edit at the bottom to modify the bot if necessary.



  1. In the Codeless bot builder platform, all the warnings and errors that require attention will be listed for review.
  2. Clicking on a warning or error will direct you to the relevant card, allowing you to view and fix the issue.
  3. Once the bot’s flow is verified, click Publish to deploy it across your channels.


Sample Chatbot  

Note: This sample bot is used in our "Turn Conversations Into Conversions: Chatbot Automation with SalesIQ" webinar.
To test the import functionality in Zoho SalesIQ, you can use the sample chatbot provided below. This bot is preconfigured with common use cases and integrations to help you understand how to build effective conversational flows.

Download Sample Chatbot


Info
Pre-requisites

1. Chatbot's Integration: 
It is integrated with the following Zoho apps
  1. Zoho CRM
  2. Zoho Desk
  3. Zoho Campaigns
  4. Zoho Bookings
Ensure these integrations are set up in your SalesIQ portal for the bot to function as intended.

2. Plugs and Connection Setup:
The bot uses a plugs to fetch ticket details from Zoho Desk. To activate this functionality, follow these steps to authenticate the connection:
  1. Navigate to Settings → Plugs.
  2. Locate the plug named getTicketList.
  3. Click on Connections (bottom-left corner).
  4. Look for the connection named "desk".
  5. Click on it and then select "Connect".
  6. Authenticate the connection with your Zoho Desk account.
Once authenticated, the bot will be able to fetch ticket details successfully. To know more about this plug, click here.