Authenticating Dialogflow Agent with SalesIQ

This page walks you through the steps to authenticate your Dialogflow account and integrate it with Zoho SalesIQ’s Zobot. This integration enables you to power your chatbot with Google Dialogflow ES or CX, offering intelligent automation and conversational capabilities to engage your website visitors.

• Step 1: Set Up Bot Profile & Configuration
• Step 2: Connect to Dialogflow
• Step 3: Choose Dialogflow Edition (ES or CX)
  • Authenticating Dialogflow ES
  • Authenticating Dialogflow CX
• Step 4: Configure Bot Responses

Step 1: Set Up Bot Profile & Configuration

• Navigate to Settings > Bots > Zobot > Add.
• Provide a name for your bot and select Dialogflow as the bot platform.

• Fill in the bot's description, assign it to a brand, select departments, and configure any other relevant settings. Click Next.
• Set the bot's proactive audience, response time, and other behavior rules. Click Next again.

Step 2: Connect to Dialogflow

• A Dialogflow integration window will appear. Click Connect with Dialogflow.

• On the Google Sign-in page, choose an existing account or sign in with a different Google account.
• Review the access permissions and click Allow. Once authenticated, your Google account will be connected to SalesIQ.

Step 3: Choose Dialogflow Edition (ES or CX)

Zoho SalesIQ supports both Dialogflow ES (Essentials) and Dialogflow CX (Customer Experience). Choose the appropriate edition based on your bot’s design.

Authenticating Dialogflow ES

• If you're new to Dialogflow ES, select the Region and click the Create Bot Agent, which will direct you to the Dialogflow sign-up page to create an account.Learn how to create a Dialogflow ES agent.
• If your Google account already has agents, a Bot Agent Name dropdown will appear.
• Select the Dialogflow agent you want to connect to SalesIQ.

• Configure the bot responses and click Create. The Dialogflow agent will be connected to SalesIQ successfully. 

Authenticating Dialogflow CX

Your Google console client credentials are used to authenticate and connect the Dialogflow CX agent with SalesIQ.

• Click Add and enter your project's client credentials from the Google Cloud Console associated with the CX agent. .

• To get these, go to Google Cloud Console > Select your project > Menu > API & Services > Credentials.

• Create or use an existing client.
• Under Authorized redirect URIs, add the redirect URI based on your SalesIQ domain.

• Copy the Client ID and Client Secret.

Note: Ensure the client credentials are published. To check, navigate to the Audience section in Google Cloud Console. Under In products, it should display Back to testing, indicating the app is published. If you see Publish App, the credentials are not yet published.

• Back in SalesIQ, paste the client credentials and configure:
  • Region
  • Bot Agent Name
  • Environment
  • Bot responses

• Click Create, then click Authenticate.

• Sign in using your Google account and click Allow on the permissions page. Your Dialogflow CX agent will now be connected to SalesIQ.

Step 4: Configure Bot Responses

After authentication, you’ll be prompted to configure fallback and conditional responses:

• Trigger Response: Define the bot's message when initiating a conversation. If your Dialogflow agent supports multiple languages, a language selector will appear. The message can be text or input/display cards, you should follow the JSON format given below to add the trigger response. Input and display cards help guide.
• Action Failure Response: Shown when the bot fails to execute a defined action.
• Outside Business Hours: Message displayed to visitors who engage the bot after hours.
• Operators Not Available: Shown when the bot tries to forward the chat, but all operators are busy.
• Operator Does Not Exist: Used when the assigned operator is inactive or removed from the portal.
• Maximum Character Limit Reached: Triggered when a visitor’s message exceeds 256 characters.

By completing these steps, your Dialogflow agent will be completely authenticated and connected with Zoho SalesIQ, enabling a seamless and intelligent chatbot experience for your website visitors.