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

    Nederlandse Hulpbronnen


      • Recent Topics

      • Prefix & Suffix on Single Line, Number, etc.

        Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,

      • Customer User Fields for use in Rules

        Hi, I would like to be able to add custom fields to the users, such as Department or Role, which can then be used in Rules, Reports, etc. as a condition. A use case is limiting Global lists or Choices based on the users Custom Field, so one form can be

      • Locked out of MFA due to changing phones

        I have been locked out of my Zoho Books account since i changed my mobile phone over. I can get the OTP through the ZOHO Books software but i cant confirm using my phone app as nothing appears to authorise. I need to know how to register/set up my new

      • 👍 Zoho CRM's Notes now gets Reactions and a new look

        Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, express

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

      • Zoho books and venmo

        Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current

      • Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

        The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,

      • Payroll needs to automatically remit taxes, not just give me the calculations

        Wagepoint, PayEvo, Waveapps, etc... All your competitors deposit employee payroll, but they ALSO remit taxes automatically. Get with the program, your Payroll app is extremely sparse.

      • Creating new Teams meeting from CRM doesn't enable Team functions in the meeting

        Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, the

      • Approval Process configuration is now more flexible and fully customizable

        The Approval Process is back with an improved user experience designed to make it easier to build structured, flexible, and intuitive approval workflows. Here’s a look at some of the key enhancements: Name Your Rules & Stages You can now give each approval

      • Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

      • Introducing Approval SLA for Approval Processes

        Approvals can sometimes be delayed when approvers do not respond within the expected timeframe, which can slow down your recruitment processes. With the new Approval SLA in Zoho Recruit, you can set deadlines for approval requests and define automated

      • Introducing Microsoft Word Integration in Zoho Contracts

        We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft

      • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

        Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,

      • Scheduled and Automated Report Delivery from Zoho Projects

        Zoho Projects has useful reports including task reports, timesheet summaries, and workload charts. However, there is currently no way to schedule these reports to be automatically delivered to stakeholders on a recurring basis. This means: Project managers

      • Collaborate Visually with Whiteboard in Zoho Projects

        Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity

      • Fields in MS-Word Template

        With the new MS-Word integration, how does one create fields in an imported MS-Word document which can then automatically be populated with an Intake Form?

      • Zoho Bookings Flow Step not Triggering on Appointment booked

        I noticed yesterday that my appointment booked flows were not triggering when we had booked appointments in Zoho Bookings. I checked the trigger and noticed the trigger values updated to be defined to a workspace and service event rather than our whole

      • UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

        Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it

      • Zoho Tables is now available in Zoho One!

        Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

      • Zoho Publish is now available in Zoho One!

        Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,

      • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

        Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho

      • Upcoming update to field values in Zoho Books - Zoho Analytics integration

        Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions already

      • Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

        We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

      • Kaizen #259 - Working with Zoho CRM APIs using zoho-crm skill

        In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,

      • How can I populate dropdown data with information from another source or app?

        I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

      • Zoho Community Digest - September 2026 | Part 1

        Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with Automation

      • Tip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'

        Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear way

      • Delete CRM Portal

        How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just delete

      • Zoho Books | Product updates | July 2026

        Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit Notes

      • Calendar invites from Contacts not being assigned to Account in CRM

        Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings show

      • Kaizen #258 - Getting Started with zoho-crm SKILL.md

        Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skill

      • Zoho Tables is now live in Australia & New Zealand!

        Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

      • Dashboard/Component filter by probability

        Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

      • Stock (on-hand) Items not updated after using Composite items

        Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,

      • Is there a way to show contact emails in the Account?

        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

      • Important changes for users with Zoho accounts in the UAE and other Data Centers

        What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associated

      • Conditional Layouts On Multi Select Field

        How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates have

      • Zoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics

        WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standard

      • merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

        HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

      • Next Page