Integration with ChatGPT powered OpenAI

Integration with ChatGPT powered OpenAI

Available in the US datacenter and in our paid plans

This integration allows Zoho Sign users to leverage the generative AI capabilities of OpenAI. By connecting Zoho Sign with OpenAI, users can fetch data from documents stored in Zoho Sign and generate contextually appropriate responses using the OpenAI platform.

The integration helps in improving efficiency and reduce manual effort in document-related processes. Its features are continuously enhanced to help users streamline their workflows and deliver a better signing experience within Zoho Sign.

How it works

  1. This works by allowing users to bring their own self-generated API keys from their existing OpenAI accounts for use within the Zoho ecosystem.
  2. Zoho does not charge users for using this integration within our ecosystem. However, you may need to bear the costs incurred in the usage of ChatGPT and other OpenAI platform functions by virtue bringing your own API key, payable directly to OpenAI.
Info
This integration in Zoho Sign uses the ChatGPT extension based on the GPT-3.5-Turbo model by OpenAI.

Pre-requisites

  1. A paid Zoho Sign subscription
  2. An OpenAI account and a valid user-generated OpenAI API Key 

Here's a quick overview of the AI capabilities:


Feature

Description

Identify obligation

Quickly identifies the obligation in the document

Suggest missing clauses

Suggests common clauses that may be missing from the document

Identify potential risks

Identifies the potential legal and financial risks in the document

Extract metadata

Extracts document metadata, such as the parties involved, effective dates, terms, jurisdiction, and other details for quick reference.

Milestone summary

Summarizes deadlines and milestones for better tracking and follow-up.

Summarize in plain English

Provides a plain-language summary of the document


Integrating Zoho Sign with the OpenAI platform

This can only be performed by administrators. If you are an administrator, follow the steps below to set up and configure this integration:
  1. In the left navigation pane, hover over Settings and click Integrations under General from the dropdown.
  2. Click AI assistants from the left navigation pane, find OpenAI platform and click Configure.
  3. Click Enable.
  4. Add your OpenAI organization name, organization ID, and API key in the fields shown. These values must correspond with your account settings on the OpenAI platform. Click here to check your OpenAI account settings.
    If you haven't created an OpenAI account yet, you can create one here and click here to generate your OpenAI API key.
  5. Once the information has been entered, click Save.

Notes
By clicking Save, you acknowledge that you are permitting Zoho Sign to share the contents of the documents belonging to users in your organization with OpenAI in plain text, and that Zoho disclaims any liability resulting from the processing of this data by OpenAI through your self-generated API key.

Recipient experience

After the recipient receives a document for signing or approval, they must:
  1. Click the AI assistant icon in the top-right corner of the page.
  2. Select one of the AI features.
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Once done, they can go through the document's content and proceed with signing.