Add Claude in Zoho Cliq

​

Let’s add a real AI assistant powered by Claude to your workspace this week, that your team can chat with, ask questions, and act on conversations to run AI actions on.

This guide walks you through exactly how to do it, step by step, with all the code you'll need.

Just copy, paste, replace the placeholders and you'll be good to go.

By the end of this guide, you’ll have:

1. A Claude bot inside Zoho Cliq to have real back-and-forth conversations.
   
2. The ability to @mention Claude in any channel and reply to a message and ask Claude to act on it.
   
3. A message action to act on messages in Cliq by Claude. Additionally, pre-built actions to review code, generate mind maps, draft a reply for the selected message, or explain it like you’re new.

Before you start:
1. A Zoho Cliq account with Developer access.
2. An Anthropic API key
3. Basic comfort with Deluge (optional — all code is provided 😉)

A. How to get an Anthropic API key?

1. To get an Anthropic API key, sign up at the Anthropic Console (console.anthropic.com).

2. Navigate to the API Keys tab, and click Create Key. 

3. You must add credits via the Billing section to activate the key. Copy the key immediately, as it cannot be viewed again.

Note: In this guide, the API key is pasted directly into the code for simplicity. But never, ever share your API key to others and double-check before sharing screenshots or code.

B. Create a Connection 

Claude needs permission to: Read chat messages and Fetch attachments (like PDFs) when prompted, for that let's create a connection for it.  ⓘ Learn more about connections

1. Go to the Connections module (in Bots & Tools) → Create Connection
2. Add a Connection name, for eg. "readmessageandfile"
3. Select:
ZohoCliq.Attachments.READ
ZohoCliq.Messages.READ
4. Create
Click Create, then authorize the connection. Copy the connection name, you'll paste it into the handlers in the next steps.

How to start

Go to Zoho Cliq → Settings → Bots & Tools 

Claude Bot:

• Go to Bots → Create Bot.

• Name it Claude and give it any description of choice.

• First, let's create a Message handler to handle the conversations first.

• Click edit code and copy paste the below code in it (follow along the comments to understand what each part does)
  

One API endpoint. That's all.

Both the bot and the message action use the same single Anthropic endpoint: POST /v1/messages. The only thing that changes between them is the system prompt and what you put in the messages array. Once you understand that, the rest is just assembly.
Explore API docs →

Message Handler:

What does this do: Fetches last 10 (customizable - but keep message limit small ( around 10–15 to avoid token overuse)) chat messages for additional context and enables natural chat conversations 

1. info environment;
2. botUniqueName = "BOT-UNIQUE-NAME";
3. // Replace with your bot unique name
4. cliqBaseUrl = environment.get("base_url");
5. fetchRecentMessages = invokeurl
6. [
7. url :cliqBaseUrl + "/api/v2/chats/" + chat.get("id") + "/messages?limit=10"
8. type :GET
9. connection:"CONNECTION-NAME"
10. //Read below how to create a connection, and paste here:
11. ];
12. info fetchRecentMessages;
13. contentList = list();
14. contentList.add({"role":"user","content":"Act as a conversational assistant. Reply to the message below in a friendly, informative, and well-organized way.\n\nGuidelines:\n- Respond only to the message provided.\n- Do not use memory or external context.\n- Be warm but professional.\n- Be clear and structured (use short paragraphs or bullet points if helpful).\n- Provide helpful details or clarification where useful.\n- If something is unclear, ask a polite follow-up question.\n- If action is needed, suggest a simple next step.\n- Do not include meta commentary.\n- Output only the reply.\n\n\nSTRICTLY USE * FOR BOLD, AND NEVER ** FOR BOLD MARKDOWN."});
15. allMessages = fetchRecentMessages.get("data");
16. for each  data in allMessages
17. {
18. type = data.get("type");
19. if(type == "card" || type == "text")
20. {
21. getMessage = data.get("content").get("text").replaceAll("\n"," ");
22. senderID = data.get("sender").get("id");
23. if(senderID.startsWith("b-"))
24. {
25. contentList.add({"role":"assistant","content":getMessage});
26. }
27. else
28. {
29. contentList.add({"role":"user","content":getMessage});
30. }
31. }
32. }
33. info contentList;
34. // Set up API headers
35. apiHeaders = Map();
36. apiHeaders.put("anthropic-version","2023-06-01");
37. apiHeaders.put("Content-type","application/json");
38. apiHeaders.put("X-Api-Key","INSERT-API-KEY-HERE");
39. // Don't forget your API key!
40. model = "claude-sonnet-4-5-20250929";
41. requestPayload = {"max_tokens":1024,"messages":contentList,"model":model};
42. // Make API call to Claude
43. claudeApiResponse = invokeurl
44. [
45. url :"https://api.anthropic.com/v1/messages"
46. type :POST
47. parameters:requestPayload + ""
48. headers:apiHeaders
49. detailed:true
50. ];
51. info claudeApiResponse;
52. if(claudeApiResponse.get("responseCode") == 200)
53. {
54. responseBody = claudeApiResponse.get("responseText");
55. parsedResponse = responseBody.toMap();
56. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
57. if(claudeMessage.length() > 4000)
58. {
59. claudeMessage = claudeMessage.subString(0,4000) + "...";
60. }
61. info "Claude's Response: " + claudeMessage;
62. }
63. else
64. {
65. responseBody = claudeApiResponse.get("responseText");
66. parsedResponse = responseBody.toMap();
67. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
68. info "API Error: " + claudeApiResponse;
69. }
70. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
71. info responseContent;
72. info zoho.cliq.postToBot(botUniqueName,responseContent);
73. return Map();

⚙️ Replace These Placeholders

BOT-UNIQUE-NAME (ⓘ How to find it?)
CONNECTION-NAME
INSERT-API-KEY-HERE

---

Mention Handler:

What does this do: This is to allow Claude to be @mentioned in any chat.

1. userMessageText = "";
2. fileAction = false;
3. repliedMessage = false;
4. if(message_details.get("message").containKey("replied_message"))
5. {
6. repliedMessage = true;
7. replyMessageID = message_details.get("message").get("replied_message").get("id");
8. messageType = message_details.get("message").get("replied_message").get("type");
9. if(messageType == "text" || messageType == "card")
10. {
11. userMessageText = message_details.get("message").get("replied_message").get("text");
12. }
13. else
14. {
15. fileType = message_details.get("message").get("replied_message").get("file").get("type");
16. if(fileType != "application/pdf")
17. {
18. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
19. }
20. else
21. {
22. fileAction = true;
23. }
24. }
25. }
26. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (300-500 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace ** to *";
27. userPrompt = "";
28. if(message.trim().length() > 0)
29. {
30. userPrompt = "Action: " + message + "\n\n\n" + userMessageText + "\n\n\n" + promptInstruction;
31. }
32. else
33. {
34. userPrompt = "Action: " + userMessageText + "\n\n\n" + promptInstruction;
35. }
36. // Set up API headers
37. apiHeaders = Map();
38. apiHeaders.put("anthropic-version","2023-06-01");
39. apiHeaders.put("Content-type","application/json");
40. apiHeaders.put("ENTER-APIKEY-HERE");
41. // Don't forget your API key!
42. // Check if message is text-only or contains a file
43. if(!fileAction)
44. {
45. // Handle text-only message
46. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
47. }
48. else
49. {
50. // Handle message with file attachment
51. uploadedFile = invokeurl
52. [
53. url :message_details.get("message").get("replied_message").get("file").get("url")
54. type :GET
55. connection:"ENTER-CONNECTION-NAME"
56. ];
57. info uploadedFile;
58. // uploadedFile = message.get("content").get("file").get("name");
59. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
60. if(message_details.get("message").get("replied_message").containKey("comment"))
61. {
62. comment = message_details.get("message").get("replied_message").get("comment");
63. userPrompt = userPrompt + "\n" + comment;
64. }
65. else
66. {
67. userPrompt = userPrompt;
68. }
69. mediaType = "application/pdf";
70. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
71. }
72. info requestPayload;
73. // Make API call to Claude
74. claudeApiResponse = invokeurl
75. [
76. url :"https://api.anthropic.com/v1/messages"
77. type :POST
78. parameters:requestPayload + ""
79. headers:apiHeaders
80. detailed:true
81. ];
82. info claudeApiResponse;
83. // Extract the actual text response
84. if(claudeApiResponse.get("responseCode") == 200)
85. {
86. responseBody = claudeApiResponse.get("responseText");
87. parsedResponse = responseBody.toMap();
88. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
89. if(claudeMessage.length() > 4000)
90. {
91. claudeMessage = claudeMessage.subString(0,4000) + "...";
92. }
93. info "Claude's Response: " + claudeMessage;
94. }
95. else
96. {
97. responseBody = claudeApiResponse.get("responseText");
98. parsedResponse = responseBody.toMap();
99. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
100. info "API Error: " + claudeApiResponse;
101. }
102. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"}};
103. info responseContent;
104. if(repliedMessage)
105. {
106. responseContent.put("reply_to",replyMessageID);
107. }
108. info zoho.cliq.postToChat(chat.get("id"),responseContent);
109. return Map();
     

---

Message Action
What does it do: Allow Claude to act on any message or file.

ⓘ For files, we've extended this to only PDF file formats for now to keep implementation predictable and to avoid unsupported file formats

What we're adding:
1. When executed on any message, a form opens to prompt:

A. 🔍 Review code

Claude acts like a senior engineer who finds bugs, lists risks, suggest improvements, provides corrected code.

B. ✨ Explain like I'm new
Claude teaches you what it is, why it matters, how it works, an analogy or common mistakes for any concept.

C. 🧠 Make Mindmap
Converts content into a structured ASCII flow chart for explaining system designs, feature breakdowns or general product thinking.

D. 📌 Draft a reply

Give professional, concise business replies to address, asks clarifications, suggests next steps in a human tone. 

How to create:

1. Create a Message Action, name it Ask Claude and give any description of your choice.

2. Message properties:  Text messages, Attachments, Links

3. Enter code as instructed below:

(Copy the function name and replace it in Line. 14)

1. info message;
2. returnForm = false;
3. if(message.get("type") == "file")
4. {
5. fileType = message.get("content").get("file").get("type");
6. if(fileType != "application/pdf")
7. {
8. return {"type":"banner","text":"Only PDF files are supported for this action","status":"failure"};
9. }
10. }
11. inputs = list();
12. inputs.add({"label":"Choose an action","name":"action","mandatory":true,"type":"radio","options":{{"value":"reviewcode","label":"🔍 Review Code"},{"value":"explainthis","label":"🧠 Make Mindmap"},{"value":"ExplainlikeImnew","label":"✨ Explain like I’m new"},{"value":"Draftreplyforthis","label":"📌 Draft reply for this"}}});
13. inputs.add({"label":"More instructions","name":"additionalInstructions","placeholder":"You can provide additional instructions if needed.","min_length":"0","max_length":"500","mandatory":false,"type":"textarea"});
14. return {"type":"form","title":"Ask Claude","hint":"What would you like Claude to do? Choose an action or write your own.","name":"INSERT-FUNCTION-NAME","button_label":"Submit","inputs":inputs,"action":{"type":"invoke.function","name":"INSERT-FUNCTION-NAME"}};

Next, let's create a function and then link it up to the built-Message action to open the form:

---

Form Function:

1.Go to Functions → Name your function (Eg. askclaude) and add description
2. Select Form function
3. Create

Once created, in the Form Submit Handler, paste this code:

1. info form;
2. info message;
3. // Set up API headers
4. apiHeaders = Map();
5. apiHeaders.put("anthropic-version","2023-06-01");
6. apiHeaders.put("Content-type","application/json");
7. apiHeaders.put("ENTER-APIKEY-HERE");
8. // Don't forget your API key!
9. actionType = form.get("values").get("action").get("value");
10. promptInstruction = "\"### Instructions ⓘ \nProvide a human-digestible, highly organized response (250-300 characters). Break down your output into bite-sized paragraphs and use bolding to guide the reader's eye. *Strictly avoid tables.* Use plenty of white space and only ### headings for a clean look. \n\n ### Formatting Protocol • \n - Bold: *text* \n - Italic: _text_ \n - Strike: ~text~ \n - Underline: __underline__ \n - Headers: ### Title \n - Quote: \"quote\" \n - Blockquote: > text \n - Bullets: Use • or → for lists \n - Emojis: Use ✨, 🚀, or 💡 to highlight key takeaways \n - Separator: --- \n\n ### and replace all ** to *";
11. if(actionType == "reviewcode")
12. {
13. userPrompt = "🔍 You are a senior engineer. \nReview this code: \n• List bugs or logical errors \n• Note assumptions and risks \n• Suggest improvements \n• Provide corrected code \n• Explain why your version is better\n\n\n" + promptInstruction;
14. }
15. else if(actionType == "explainthis")
16. {
17. userPrompt = "🧠 You are a systems thinker. \n•Convert the input into a visual flow chart using plain text. \n•Strict Output Rules \n•Output ONLY inside a triple backtick code block \n•Do NOT use Mermaid \n•Do NOT write paragraphs \n•Do NOT explain anything \n•Do NOT use bullet lists outside structure \n•Use ASCII connectors to form a real flow chart \n•Use arrows (→, ↓, ↳, ├──, └──) to show relationships \n•Maintain clear hierarchy and spacing \n•One single root at the top \n•Logical directional flow (top → down) \n•Structure Requirements \n•Root node at top \n•First-level branches below \n•Subpoints indented \n•Cross-links if relevant \n•Clean spacing \n•No duplicated nodes \n•Required Format Example \n•MAIN IDEA \n•Branch 1 -> Subpoint -> Subpoint \n•Branch 2 -> Subpoint ->Subpoint \n•Branch 3 -> Subpoint -> Subpoint\n\n\n" + promptInstruction;
18. }
19. else if(actionType == "ExplainlikeImnew")
20. {
21. userPrompt = "✨ You are a teacher for beginners. \nExplain: \n• What it is \n• Why it matters \n• How it works (steps) \n• A simple analogy \n• One common beginner mistake\n\n\n" + promptInstruction;
22. }
23. else if(actionType == "Draftreplyforthis")
24. {
25. userPrompt = "📌 You are a professional responder. \nReply to this message: \n• Directly address main point \n• Ask for clarification if needed \n• Suggest next steps \n• Keep it concise and clear \n• Make sure message in a buisness casual tone, consise, human written.\n\n\n" + promptInstruction;
26. }
27. if(form.get("values").get("additionalInstructions").length() > 0)
28. {
29. userPrompt = userPrompt + "\n" + form.get("values").get("additionalInstructions");
30. }
31. // Check if message is text-only or contains a file
32. if(message.get("type") == "text" || message.get("type") == "card")
33. {
34. // Handle text-only message
35. userMessageText = message.get("text");
36. requestPayload = {"max_tokens":1024,"messages":{{"content":userPrompt + "\n\n" + userMessageText,"role":"user"}},"model":"claude-sonnet-4-5-20250929"};
37. }
38. else
39. {
40. // Handle message with file attachment
41. uploadedFile = invokeurl
42. [
43. url :"https://cliq.zoho" + environment.get("tld") + "/api/v2/files/" + message.get("content").get("file").get("id")
44. type :GET
45. connection:"ENTER-CONNECTION-NAME"
46. ];
47. info uploadedFile;
48. base64EncodedFile = zoho.encryption.base64Encode(uploadedFile);
49. if(message.get("content").containKey("comment"))
50. {
51. comment = message.get("content").get("comment");
52. userPrompt = userPrompt + "\n" + comment;
53. }
54. else
55. {
56. userPrompt = userPrompt;
57. }
58. mediaType = message.get("content").get("file").get("type");
59. mediaType = "application/pdf";
60. requestPayload = {"max_tokens":1024,"messages":{{"role":"user","content":{{"type":"document","source":{"type":"base64","media_type":mediaType,"data":base64EncodedFile}},{"type":"text","text":userPrompt}}}},"model":"claude-sonnet-4-5-20250929"};
61. }
62. info requestPayload;
63. // Make API call to Claude
64. claudeApiResponse = invokeurl
65. [
66. url :"https://api.anthropic.com/v1/messages"
67. type :POST
68. parameters:requestPayload + ""
69. headers:apiHeaders
70. detailed:true
71. ];
72. // info claudeApiResponse;
73. // Extract the actual text response
74. if(claudeApiResponse.get("responseCode") == 200)
75. {
76. responseBody = claudeApiResponse.get("responseText");
77. parsedResponse = responseBody.toMap();
78. claudeMessage = parsedResponse.get("content").get(0).get("text").replaceAll("\n\n","\n").remove("---").remove("#");
79. if(claudeMessage.length() > 4000)
80. {
81. claudeMessage = claudeMessage.subString(0,4000) + "...";
82. }
83. info "Claude's Response: " + claudeMessage;
84. }
85. else
86. {
87. responseBody = claudeApiResponse.get("responseText");
88. parsedResponse = responseBody.toMap();
89. claudeMessage = "*" + parsedResponse.get("error").get("type") + "* \n" + parsedResponse.get("error").get("message");
90. info "API Error: " + claudeApiResponse;
91. }
92. responseContent = {"text":claudeMessage,"card":{"title":"Claude says...","icon":"https://uxwing.com/wp-content/themes/uxwing/download/brands-and-social-media/claude-ai-icon.png"},"reply_to":message.get("id")};
93. info responseContent;
94. info zoho.cliq.postToChat(chat.get("id"),responseContent);
95. return Map();

When triggered: Opens a form → User selects an action → Adds additional instructions → Submits → Claude processes the selected message

And that's it. You're Claude integration is ready to be used. 

---

What's Next:

What you built today is just the foundation.

Shape it around how your team actually works. Extend it to turn discussions into action items, review PRs before they’re merged, generate standup updates, extract tasks automatically, or create knowledge snippets from resolved threads.

Start with one real pain point. Solve it well. Then layer more intelligence on top.

The structure is already there. The possibilities are yours.

🔗 Explore Zoho Cliq: Developer Platform
🔗 Explore Anthropic API Docs

Questions? Comments below. 

Looking forward how you'll build and go make it your own. 🚀

• Topic Participants

• Riya Raghunath

  

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• Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes

  hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in

• Write-Off multiple invoices and tax calculation

  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Print shipping label on Zebra Label printer from ZOHO Creator deluge

  Hi All, Allow me to guide you through the process of printing a shipping label from ZOHO Creator to a Zebra label printer (ZD421D). Step 1: To start, configure the SendFileToPrinter API, which enables the transmission of a file to a Zebra Link-OS printer.

• Zoho Books Placeholder: Inventory Counts

  I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have

• Can't delete shared mailbox emails from mobile app

  I have the mobile app on iOS and cannot seem to find a way to delete an email from a shared mailbox. Is there something I'm missing here? Michael

• Simple Custom Function to Update Candidate status

  Hi folks, We are currently using Zoho Recruit and have sources from where candidates are applying. Currently all candidates are being set to 'Associated' when they apply via 3rd party sources but that is not useful for us under our business process. I

• Zoho FSM Work Order Creation Failure

  Hello FSM team and Latha, This automation is built in Zoho Creator and is triggered when a “New Repair Order” is created or updated through form submission. Once the form is submitted, the script automatically retrieves the related customer and company

• A method for renaming tab titles in Creator to display more relevant information

  Hi Zoho Devs, Updates: Rules Export File attached; you can now import this into Tab Modifier instead of manually entering the rules yourself) 2022-06-08: Updated rules so that crm.zoho.com tabs are not affected; uploaded new .json import file 2022-06-09:

• Options on the New Auto Logged In User Profile for the Name Field

  Hi, I love the new function, but when used it automatically formats the record and therefore the export with comma separated values, so id you enable First Name & Last Name it puts "First Name, Last Name" rather than just "First Name Last Name". Could

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• CRITICAL DOWNTIME IN ZOHO PRACTICE!! NO RESPONSE FROM SUPPORT TEAMS

  Dear Team, We are randomly unable to login to Zoho Practice since this morning. All our team members are reporting this issue. Work has come to a grinding halt and we are not getting any support or answers. This is a highly serious matter of concern for

• Tip 49#: Obtaining global reports in Zoho Sprints

  Zoho Sprints comes with data analysis capabilities like reports and dashboards that enable the project teams to introspect quantifiable information. These reports and dashboards are project specific. Recently, a user contacted us regarding a requirement

• Clone entire dashboards

  If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

• Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

  APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

• Allow native Webhooks to authenticate via Connections

  Allow native Webhooks to authenticate via Connections (Basic Auth) instead of plaintext custom headers Summary Please allow native Webhooks (Workflow Rules > Instant Actions > Webhooks) to authenticate against the destination endpoint using the existing

• Zoho desk extension update custom field

  Hi all, I'm trying to update a custom field in my zohodesk extension. But the documentation is fairly unclear. The custom field is named "testveld". The api name is cf_testveld I'm trying to update it like this: ZOHODESK.set('ticketForm.cf_testveld',

• Introducing Custom Columns in Forecasts in Zoho CRM

  Release Plan: Enabling in Phased Manner, Enabled for JP DC Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved

• Zoho Expense Auto Tracking Sync Fails "Request Timed out"

  I am testing this feature to move away from MileIQ who significantly raised their prices. It seems to be tracking but it is not syncing unless I manually perform a resync under "Drives pending Sync". I am not sure what would be causing this, as some drives

• Zoho projects dependancies is a joke

  About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper

• How to show product cards in your chatbot

  Hey everyone, If you are using Guided Conversations to help customers find products, you have probably run into this problem: the bot gives customers a list of options, but they still have no idea which one to pick. There will be no images, no specs,

• Zoho Team Inbox - roadmap

  Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptions

• Zoho Projects Coming to CRM Teamspaces

  Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules

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