Data Privacy with Platform Consents

Data Privacy with Platform Consents



Data Privacy of customers is our utmost concern and with Platform Consents —our newest update, we are taking data privacy to the next level. Cliq Platform enables users to interact and customise the interface and workflow right within Cliq.

With components like Commands, Bots, Message Actions, Buttons ,Schedulers and now Forms , the Cliq Platform enables you or your team to automate everyday work activities by connecting Cliq with different applications.

We're introducing Platform Consents to let users know—their data is safe with us and any Cliq component will be able to access their data only upon the user's explicit permission.

How do platform consents work?

All Cliq components trigger a deluge script on execution. This deluge function can access
  • Cliq objects which hold the user identity and the chat context
  • Deluge tasks which can pull data or trigger an action in other Zoho services - through Connections
  • External APIs to fetch / push data to a third-party services and Zoho services - through Connections
First time execution of any internal component will throw a dialog pop-up to the user asking them to grant permission for the command (or) bot (or) message action (or) function to access/ authenticate the variables, APIs and deluge tasks used in the respective component's code. The component will be executed to give a response only if the user agrees to grant access.

Permission validity

All granted permissions are valid for 60 days and will be revoked automatically once this period is over. Users can also manually revoke permissions at any given point of time.

Consents for Cliq Extensions

During extension installation, the Organization Admin will be asked to grant permission for the extension to access their Organization information.

Let's look at a few examples, on how platform consents work. 

/nearby command 

The /nearby command helps to pull information about nearby places (bank, restaurant, hospital etc) using Google Maps API. On executing this command for the first time, a consent prompt is displayed to the user with the following details:

  • The Cliq deluge objects used to access your profile information.
  • Deluge tasks associated with any Zoho service to access data from the respective services. This should either be with your authentication or the Admin's authentication.
  • APIs of any third party services. This should either be with your authentication or the Admin's authentication.


@Poll Bot

The @PollBot from the Poll Extension on the other hand, displays the consent prompt when a user sends a message for the first time.



We believe data privacy of our customers is taken care of with this implementation in the Cliq Platform. If you've developed a Cliq component or about to use one, you will be seeing a consent pop up asking your permission to provide access.

Try creating any component in Cliq to experience how consents work. We would love to hear what you think!

Best,
Manasa
Zoho Cliq





      • Sticky Posts

      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance
      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
      • Customer payment alerts in Zoho Cliq

        For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,
      • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

        Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
      • App Spotlight : PagerDuty for Zoho Cliq

        App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions. In today's fast-paced world, seizing every moment is essential for operational

        • Recent Topics

        • Task Order

          Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered
        • Crossbeam

          Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work
        • Global Search placement in the new UI

          Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has
        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
        • Access forms within a form

          I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select the
        • WorkDrive issues with Windows Explorer Not Responding

          We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
        • Multiple Cover Letters

          We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,
        • Issues with Actions By Zoho Flow

          Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.
        • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

          Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned
        • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

          Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available
        • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

          The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
        • Introducing Record Category in CRM: Group options to see record status at a glance.

          Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview
        • CRM 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
        • Sender Email Configuration Error.

          Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
        • Better use of contacts

          Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't
        • How can we add products using a Wizard?

          We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?
        • Orphan email alias blocking user creation – backend cleanup required

          Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does
        • Direct Access and Better Search for Zoho Quartz Recordings

          Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays
        • Ensure Consistent Service Delivery with Comprehensive Job Sheets

          We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
        • Something wrong with client script??

          Someone have the same feeling? Client script behavior become very strange..
        • Polish signer experience to compete with docusign

          I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
        • how to change the page signers see after signing a document in zoho sign

          Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
        • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

          Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette
        • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

          Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
        • Closing off tasks automatically based on project status

          Is there a way to close off all open tasks when a project is set as Cancelled?
        • Customize Calendar view in Teamspaces Settings

          Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of
        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
        • Can we fetch Deal owner and Deal owner email with COQL?

          While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql
        • Zoho Social - Cliq Integration / Bot

          Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social
        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
        • Comment to DM Automation

          Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
        • Send / Send & Close keyboard shortcuts

          Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
        • Metadata API Access to Functions

          I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but
        • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

          We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
        • Webinar - Getting Started with Zoho LandingPage

          Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you
        • Zoho mail to contacts and leads, but not to accounts?

          We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
        • Zoho CRM Layouts

          I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into
        • Next Page