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:
- info message;
- response = Map();
- // Need to add openAI token
- token = "Bearer sk-GlHHcXXXXXXXXXXXXXXXXXXXXXXXXX";
- header = Map();
- header.put("Authorization",token);
- header.put("Content-Type","application/json");
- contentList = list();
- contentList.add({"role":"user","content":message});
- params = {"model":"gpt-4","messages":contentList,"temperature":0.9,"max_tokens":2048,"top_p":1,"frequency_penalty":0,"presence_penalty":0,"stop":{"Human:","AI:"}};
- // Making post request
- fetchCompletions = invokeurl
- [
- url :"https://api.openai.com/v1/chat/completions"
- type :POST
- parameters:params + ""
- headers:header
- detailed:true
- ];
- info fetchCompletions;
- if(fetchCompletions.get("responseCode") == 200)
- {
- // Populating the response to human readable format
- answer = fetchCompletions.get("responseText").get("choices").toMap().get("message").get("content");
- info "answer" + answer;
- response.put("text",answer);
- }
- else if(fetchCompletions.get("responseCode") == 401)
- {
- response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
- }
- else if(fetchCompletions.get("responseCode") == 429)
- {
- response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
- }
- else if(fetchCompletions.get("responseCode") == 503)
- {
- response = {"text":"Service Temporarily Unavailable"};
- }
- else
- {
- response = {"text":"I dont have any knowledge in this. Please ask me something else"};
- }
- return response;
- 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.
- response = Map();
- if(operation == "message_sent")
- {
- info data;
- if(data.get("message").get("type") == "text")
- {
- response = Map();
- // Need to add openAI token
- token = "Bearer sk-GlHHXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX";
- header = Map();
- header.put("Authorization",token);
- header.put("Content-Type","application/json");
- contentList = list();
- contentList.add({"role":"user","content":data.get("message").get("text")});
- params = {"model":"gpt-4","messages":contentList,"temperature":0.9,"max_tokens":2048,"top_p":1,"frequency_penalty":0,"presence_penalty":0,"stop":{"Human:","AI:"}};
- // Making post request
- fetchCompletions = invokeurl
- [
- url :"https://api.openai.com/v1/chat/completions"
- type :POST
- parameters:params + ""
- headers:header
- detailed:true
- ];
- info fetchCompletions;
- if(fetchCompletions.get("responseCode") == 200)
- {
- // Populating the response to human readable format
- answer = fetchCompletions.get("responseText").get("choices").toMap().get("message").get("content");
- response.put("text",answer);
- }
- else if(fetchCompletions.get("responseCode") == 401)
- {
- response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
- }
- else if(fetchCompletions.get("responseCode") == 429)
- {
- response = {"text":fetchCompletions.get("responseText").get("error").get("message")};
- }
- else if(fetchCompletions.get("responseCode") == 503)
- {
- response = {"text":"Service Temporarily Unavailable"};
- }
- else
- {
- response = {"text":"I dont have any knowledge in this. Please ask me something else"};
- }
- return response;
- }
- }
- 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.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Poorvik Palanikumar
blungo.com
Kevin Flynn
Ricky Chan
Seth Campbell
Sticky Posts
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 notWhat'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's4 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 whichNew 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 to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMDesk - CRM Integration: SPAM Contacts (Auto Delete)
SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.View Audit Trail field
The Audit Trail feature is great, but its data is only available to admin users. It would be really great to have a system field "Audit trail" that we can add to the detailed view of a record. This would allow supervisors, directors and etc. to quickly track what changes have been done by whom for each record. It is a current feature from a client of mine and while it's probably possible to hard code it, since this data is already available in Zoho, I would be surprised to hear how hard it wouldCreator roadmap for the rest of 2022
Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancementsHow do I modify the the incoming/current call popup? I can modify other call pages but not that one.
I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the mainAnnouncing new features in Trident for Windows (v.1.27.4.0)
Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you canAdd Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Time Entry : Auto fill fields Hours minutes seconds
Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advanceMULTI-SELECT LOOKUP - MAIL TEMPLATE
Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVUCreate Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=
Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form isTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. Buton submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm
on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crmZoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM
I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_formData Integration Platform
Hi, Is anyone aware about a data integration platform like Dell Boomi that can work with Zoho Support? Any help will be higghly appreciated. Thanks KunalZoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0
How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially acrossAbility to add notes to an appointment and add notes/attach docs to a consultation
As an idea for the future, it would be helpful to be able to add notes to an existing appointment--there is a place to add notes for the customer, but I don't see one for the appointment. It would also be helpful to be able to add notes or attach documentsHow to query Deal "Stage" "Is Open" in Analytics SQL?
How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filterIm trying to white list domain dynamically in zoho desk extension
Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":Backorder For Composite Items
Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenZoho Payroll: Product Updates for India - May 2025
This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC CarryEnhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments
Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not removeSync failed: Invalid Date value
Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at theOffice 365 is marking us as "bulk"
All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,Zoho Assist
Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this newExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andModify workflow from "ON CREATE & EDIT" to "ON CREATE" only
Salut, Is there a way to easilly change my choice of trigger of workflow from on create & edit to on create only, or do I have to re-do the whole worklow from scratch ? SylvainAccess custom modules via API?
Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.Welcome to the Zoho Service Plus community
Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unifiedExtensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. LastRestrict Zoho Cliq Webinars and Announcements to Admins Only
Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not alwaysTrack ZohoForm Conversion using Postmessage event
Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to theRelated Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".Share Notebook with group created in Zoho One
I have created a group in Zoho One for a section in my company. Is it possible to share a notebook with that Zoho One Group? Currently, it seems only possible to share to emails. Unfortunately for large teams, this will mean we are constantly having toCreate Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.not able to access Zoho from home WIFI
for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connectionNext Page