Configure ChatGPT in Zoho Cliq | Now with GPT-4!

Configure ChatGPT in Zoho Cliq | Now with GPT-4!

Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy.  

If you have been on the internet for the past few months, you have probably heard of ChatGPT. It has been making waves across the world as the next big technological revolution in artificial intelligence. ChatGPT is an advanced language model developed by OpenAI. It uses deep learning techniques and is trained on a massive amount of data to generate human-like responses to text inputs. With its ability to understand context, recognize patterns and relationships, and generate natural language, ChatGPT is capable of providing informative and engaging answers to a wide range of questions on diverse topics.

According to a recent PWC report, 67% of business executives think integrating AI into their business will greatly improve performance and efficiency. You can also integrate ChatGPT into Cliq by following these easy steps:
  • Create a bot with channel participation permission (make sure to check the options for the bot to "send messages" and "listen to messages" in the sub actions)
  • Go to Profile → Bots & tools → Bots → Create Bot → Enter the name, description and enable channel participation → Save.
A helpful rule of thumb is that one token generally corresponds to ~4 characters of text for common English text. This translates to roughly ¾ of a word (so 100 tokens ~= 75 words).

Message Handler:

If you want to ask questions to the bot in a one-on-one chat directly, you will have to modify the message handler. To do that, follow these steps:
  • Navigate to the message handler and click on Edit Code. Now copy the below code and paste it:
  1. info message;
  2. response = Map();
  3. // Need to add openAI token
  4. token = "Bearer sk-GlHHcXXXXXXXXXXXXXXXXXXXXXXXXX";
  5. header = Map();
  6. header.put("Authorization",token);
  7. header.put("Content-Type","application/json");
  8. contentList = list();
  9. contentList.add({"role":"user","content":message});
  10. params = {"model":"gpt-4","messages":contentList,"temperature":0.9,"max_tokens":2048,"top_p":1,"frequency_penalty":0,"presence_penalty":0,"stop":{"Human:","AI:"}};
  11. // Making post request 
  12. fetchCompletions = invokeurl
  13. [
  14. url :"https://api.openai.com/v1/chat/completions"
  15. type :POST
  16. parameters:params + ""
  17. headers:header
  18. detailed:true
  19. ];
  20. info fetchCompletions;
  21. if(fetchCompletions.get("responseCode") == 200)
  22. {
  23. // Populating the response to human readable format
  24. answer = fetchCompletions.get("responseText").get("choices").toMap().get("message").get("content");
  25. info "answer" + answer;
  26. response.put("text",answer);
  27. }
  28. else if(fetchCompletions.get("responseCode") == 401)
  29. {
  30. response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
  31. }
  32. else if(fetchCompletions.get("responseCode") == 429)
  33. {
  34. response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
  35. }
  36. else if(fetchCompletions.get("responseCode") == 503)
  37. {
  38. response = {"text":"Service Temporarily Unavailable"};
  39. }
  40. else
  41. {
  42. response = {"text":"I dont have any knowledge in this. Please ask me something else"};
  43. }
  44. return response;
  • Then navigate to this link
     and generate a token in openAI and then replace the token in line 4 (It should look something like this : "Bearer sk-K4ilep5NLxxxxxxxxxxxxxxxxxxxxxxxxxxx").
    Note: Project-based API keys from OpenAI will not work for this integration. You need to use a secret API key associated with your personal or organizational OpenAI account. 
  • Save the message handler. Now the bot is ready to answer your questions.

Participation Handler:

If you want to add the bot to a channel so it can answer questions from any participants, you will have to modify the participation handler. To do that, follow these steps:
  • Add the bot to the required channel.
  • Navigate to the bot participation handler and click on Edit Code. Now copy the below code and paste it.
  1. response = Map();
  2. if(operation == "message_sent")
  3. {
  4. info data;
  5. if(data.get("message").get("type") == "text")
  6. {
  7. response = Map();
  8. // Need to add openAI token
  9. token = "Bearer sk-GlHHXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
  10. header = Map();
  11. header.put("Authorization",token);
  12. header.put("Content-Type","application/json");
  13. contentList = list();
  14. contentList.add({"role":"user","content":data.get("message").get("text")});
  15. params = {"model":"gpt-4","messages":contentList,"temperature":0.9,"max_tokens":2048,"top_p":1,"frequency_penalty":0,"presence_penalty":0,"stop":{"Human:","AI:"}};
  16. // Making post request 
  17. fetchCompletions = invokeurl
  18. [
  19. url :"https://api.openai.com/v1/chat/completions"
  20. type :POST
  21. parameters:params + ""
  22. headers:header
  23. detailed:true
  24. ];
  25. info fetchCompletions;
  26. if(fetchCompletions.get("responseCode") == 200)
  27. {
  28. // Populating the response to human readable format
  29. answer = fetchCompletions.get("responseText").get("choices").toMap().get("message").get("content");
  30. response.put("text",answer);
  31. }
  32. else if(fetchCompletions.get("responseCode") == 401)
  33. {
  34. response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
  35. }
  36. else if(fetchCompletions.get("responseCode") == 429)
  37. {
  38. response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
  39. }
  40. else if(fetchCompletions.get("responseCode") == 503)
  41. {
  42. response = {"text":"Service Temporarily Unavailable"};
  43. }
  44. else
  45. {
  46. response = {"text":"I dont have any knowledge in this. Please ask me something else"};
  47. }
  48. return response;
  49. }
  50. }
  51. return Map();
  • Make sure to replace the token in line 10 with your Open AI token. 
  • Save the bot participation handler. That's it. You can now ask questions directly to the ChatGPT Bot in the configured channel without leaving Cliq.
Note: It should be noted that, if you want to use the bot at the organization/team level, it's better to use connections so each user can use their own openAI account instead of all the queries going through a single openAI account token. This approach can be beneficial as it can prevent one user's actions from negatively impacting the entire team's access to the API.



    • Sticky Posts

    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

    • New in Zoho Chat: Threaded conversation at its finest best

      Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 

    • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

      Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not

    • What's new in Zoho Cliq - June 2020 updates

      Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's

    • 4 Things You Should Do Once You Get Started with Cliq

      Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

    • Recent Topics

    • Payments made notification

      This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

    • Ability to add VAT to Retainer Invoices

      Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

    • ZOHO DESK link with Power BI

      HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

    • URLs being masked despite disabling tracking

      Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

    • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

      Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember

    • Set to Review for all

      We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

    • Dashboard Autorefesh

      Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

    • Alerts for mentions in comments

      We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

    • Deferred/ Unearned revenue

      Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

    • Report Hover Setting

      Would be great if we will able to show information to the user while hovering a record in a report.

    • Bigin Android app update: Zoho Books integration

      Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • Audit Log enhancements: Increased retention period, better user visibility, and more

      Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • System flaws and lack of response from Zoho

      I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

    • Customer Grouping

      Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

    • Two currencies

      More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

    • Zoho Books | Product updates | September 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • Edit item custom fields

      Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option

    • Payment on a past due balance

      Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used

    • How to export all line-item descriptions for a specific item in Zoho Books?

      I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

    • List of hidden features

      Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there

    • How to change a BAS that has been filed

      I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have

    • Standard Payment Term is not pulled from account to quotation

      Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the

    • How to Export PDF with a custom Template

      I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Next Page