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
    • Recent Topics

    • Sharing my portal URL with clients outside the project

      Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
    • StatusIQ

      Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
    • Report sorting not working

      I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following
    • affichage pièces jointes impossible

      Bonjour, aujourd'hui je n'arrive pas à afficher ni à télécharger les pièces jointes dans ZOHO CRM. J'utilise Chrome, j'ai vidé les caches et les cookies. Mais cela ne change rien. Merci de votre aide
    • This site can’t be reached mail.zoho.com took too long to respond

      In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.
    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
    • Zoho Flow + QuickBooks Estimates – Line items not created from CRM subform

      Hi everyone, I’m trying to create QuickBooks Estimates from Zoho CRM Quotes using Zoho Flow. I’m aware that Zoho Flow’s native “Create Estimate” action does not support multiple line items, so I followed the community guidance for Invoices using a custom
    • SAP S/4 HANA Integration via ZOHO Flow

      Hi How do I change the SAP Client ID while creating a new connection ? MY client ID is 421. I believe the client id should be an input field for length 3 numbers rather then a drop down to select from a fixed set of values. Thanks
    • VLOOKUP FUNCTION PROBLEM

         Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?
    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
    • Zoho Flow Completely Broken?

      Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling
    • Print / Export full Dashboard page

      Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.
    • emails duplicated in my outlook client

      Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as
    • How to check task starting time in zoho mobile app?

      I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a
    • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

      I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need
    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
    • 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
    • Add Domain

      Hello Zoho Support, My Zoho Sites project accidentally auto-added domains with http:// prefix and duplicated domain entries. Current domains list shows: http://www.kinhtethethao.com.vn (Primary – cannot be removed) http://www.kinhtethethao.com.vn (verification
    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
    • Export Tickets from the Help Center

      Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration
    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
    • Super 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. Moderation Update (8th Aug 2025): We are working
    • Is it possible to remove filtering options?

      My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any
    • Function #18: Associate invoice templates automatically based on customer language

      For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in
    • Changing field types

      Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks
    • Quote PDF – Header image stopped rendering suddenly

      Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still
    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
    • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

      Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
    • Removing "Products" as mandatory field from Sales Order creation page

      Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to
    • Function #48: Manage fixed installment payments using Zoho Books

      Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
    • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

      As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
    • Spotlight series #6: The Show app for Android TV has a new look!

      Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why
    • WorkDrive for Excel Add on

      Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel
    • Zoho Books integration sync from Zoho CRM does not work

      Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
    • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

      The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
    • Referencing a cell from another sheet

      My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by
    • auto close automated alert tickets which are similar

      Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves
    • Paging through API results. a major gap in your documentation.

      There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
    • Next Page