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

    • Read webpage - MSXML2.ServerXMLHTTP

      I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

    • Zoho Creator Form Search

      I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have

    • How to setup DKIM / SPF in Zoho Mail

      Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the

    • Mass update cant trigger a workflow?

      Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.

    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • Zoho Projects API Scope for Issue Attachments

      I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried

    • How to fetch custom fields for time entries in Zoho Project API v3

      In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

    • Zoho Survey Enhancements

      We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would

    • Images Don't Display on Blog

      Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post.  I've not done anything different with this post than others regarding images, please advice. Thanks! Edit:  I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live.  This, even though my other blog posts are correctly

    • Checkbox Field Mapping Zoho Forms to Zoho Sign

      I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though

    • Books P&L by Customer

      Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina

    • Sent mail sort by date disappeared

      Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?

    • I cannot check out to Zoho People.

      When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs

    • Pricing Strategies: #2 Plan your Service Offerings using Plans

      Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception right

    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to

    • Problem with signature on zoho survey

      Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures

    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • QuickBooks Extension for Zoho CRM - Advanced Features -2025

      Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

      Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks

    • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

      ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros

    • Anyway to move mail from one account to another yet?

      Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

      Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers

    • Links are incorrect when sent out

      I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • Introducing recipient authentication via Stripe Identity in Zoho Sign

      Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email

    • Keep Converted Leads

      How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

    • Customizing Global Search Settings for All Users

      Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Tip of the Week #77– Stay informed of the activities happening in your organization

      Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging

    • Zoho Logs - Not seeing logs since 30 Nov

      Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

    • Workdrive MS Office integration

      Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already

    • How to change Zoho Vault password

      I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

      Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Show Zoom Link in Recipient's Calendar

      We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

    • Next Page