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.



    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • 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


                                                          Manage your brands on social media



                                                                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

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Syncing with Google calendar, Tasks and Events

                                                                                                            Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                                                                                          • CRM Deluge how can link attach file with workdrive file.

                                                                                                            Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you
                                                                                                          • Feature announcement: AI-powered document generator in Zoho Sign

                                                                                                            Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in
                                                                                                          • Permanently deleted files

                                                                                                            Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.
                                                                                                          • Shared Mailbox in iOS app

                                                                                                            Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody
                                                                                                          • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

                                                                                                            Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried
                                                                                                          • Revenue Management: #6 Revenue Recognition in Professional Services Industry

                                                                                                            If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project
                                                                                                          • Zoho fsm scheduled maintenance dispatch

                                                                                                            Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
                                                                                                          • zoho.inventory.getRecords returns no records

                                                                                                            I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection
                                                                                                          • Feature announcement - Simplifying document creation with Zoho Sign

                                                                                                            Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This
                                                                                                          • Integrating File Attachments in Zoho Flow Email Notifications

                                                                                                            Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger
                                                                                                          • Zoho project purchases

                                                                                                            Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.
                                                                                                          • Create Tasklist with Tasklist Template using API v3

                                                                                                            In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                                                                                          • How can I restore all the deleted Time entries of a Task in Zoho Projects

                                                                                                            How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore
                                                                                                          • Is there a way to make an account inactive in ZoHo Desk

                                                                                                            We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.
                                                                                                          • How to set the value of the Phone field importing contacts in Zoho Desk

                                                                                                            Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.
                                                                                                          • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

                                                                                                            I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
                                                                                                          • How to center a field inside a section?

                                                                                                            I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but
                                                                                                          • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

                                                                                                            Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom
                                                                                                          • Showing the map along with mileage expense

                                                                                                            When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated
                                                                                                          • Enable Validation Rule for Multi-Select Picklist Field

                                                                                                            Zoho, Please allow validation rules for multi-select fields.
                                                                                                          • File Upload field not showing in workflow

                                                                                                            Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
                                                                                                          • CRM Custom function updating a module record shows the Super Admin user as the record modifier

                                                                                                            Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
                                                                                                          • Best practice importing items and matching assemblies

                                                                                                            Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine
                                                                                                          • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

                                                                                                            Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data
                                                                                                          • get file api is returning Junk data

                                                                                                            I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
                                                                                                          • Need help with message box

                                                                                                            End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.
                                                                                                          • [Webinar] The Transformative Power of Gen BI

                                                                                                            Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of
                                                                                                          • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

                                                                                                            Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
                                                                                                          • How to access the saved Query using API?

                                                                                                            I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.
                                                                                                          • création d'une base de données

                                                                                                            base de donnee d'un lycée
                                                                                                          • User Session variables to recall after form submit & redirect to menu

                                                                                                            Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu page
                                                                                                          • Zoho Writer Merge Template with data from Zoho Analytics Views

                                                                                                            Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.
                                                                                                          • Having to enter bill before stock shows as available.

                                                                                                            Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?
                                                                                                          • Agent Availability Report

                                                                                                            From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number
                                                                                                          • AI-driven construction analytics using Zoho Projects Plus

                                                                                                            Construction projects thrive on timelines; if a project is completed on or before the expected time, it makes headlines, but if it gets delayed, the company’s credibility will be at risk. Such projects require precise planning and constant monitoring,
                                                                                                          • Canadian payroll

                                                                                                            Hello ZOHO, is any updates on when payroll for Canada will be available?
                                                                                                          • Unified customer view: Bringing product intelligence into your CRM data

                                                                                                            For businesses today, applications and digital interfaces are the main touch points in the customer journey. While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.
                                                                                                          • Zoho Creator SaaS app with multiple client AND multiple users

                                                                                                            I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up the
                                                                                                          • Project Change Orders and Additions

                                                                                                            We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
                                                                                                          • Next Page