OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

Hi Everyone!
We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. 

Notes
Note:
  • SalesIQ offers native integration with OpenAI, supporting several ChatGPT models, including Assistant, under the ChatGPT card.
  • In this post, we’ll explore how to integrate ChatGPT Assistant with SalesIQ’s Zobot (Codeless Bot Builder) using Plugs
     for advanced customizations.

OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement. These Assistants work based on your data, instruction, files, functions and more, making it more susceptible to your needs. With Assistant, your SalesIQ bot can be more powereful than ever,  providing contextual assistance to your audience with data specifically exclusive for your business. 

Alert
Please ensure to have a ChatGPT Assistant in your OpenAI Platform to use this Plug.

Here's what the SalesIQ chatbot-Assistant brings to the table:
  • Targeted Responses: Your bot will be entirely specific to your business, ensuring a tailored experience for your audience, rather than relying on global data.
  • Omnichannel Availability: Bot works across all channels, including your mobile app, Website, Facebook, Instagram, WhatsApp, Telegram, and LINE.
  • Human-like conversations:  Engage your audience with natural, engaging interactions that feel human.
  • Always-on availability:  Provide 24/7 customer support with your bot, ready to engage with users anytime.


In this post, we will learn how to create a plug and connect your trained ChatGPT Assistant with your bot. 
Info
Are you new to SalesIQ? Click here to know about SalesIQ's chatbots and plugs. 

Plug Overview

The ChatGPT Assistant functions based on threads. Initially, you create a thread, add a message to it, and run the message to receive the Assistant's response. So, to integrate ChatGPT Assistant with the Codeless bot builder, we need two plugs.
  • Plug 1 - To create a thread (thread ID) using OpenAI API keys.
  • Plug 2 - To add a message to the thread using the thread ID, create a run and get the ChatGPT assistance's response. 


Info
Help guide to know more about how ChatGPT assistant works

How to build this Plug?

Step 1 - [Plug 1] Creating a thread for the visitor/user 
  • On your SalesIQ dashboard, navigate to Settings > Developers > Plugs > click on Add.
  • Provide your plug a name, and description, and select the Platform as SalesIQ Scripts. Here, we call this plug as ChatGPTAssistantsCreateThread. 
  • The first step in building the plug is defining the parameters. This plug aims to create a thread and get the thread ID as output. So, only the output parameter (threadID) is needed here. 


Copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #2, replace your api_key (Navigate to the OpenAI developer section and click on API keys to create a new one)
  1. //ChatGPT api key
  2. api_key = "paste-your-api_key";
  3. //Header parameters
  4. headers = Map();
  5. headers.put("Authorization","Bearer " + api_key);
  6. headers.put("Content-Type","application/json");
  7. headers.put("OpenAI-Beta","assistants=v2");
  8. //This param is needed to use the V2 assistant apis
  9. // The following webhook will create a thread and return the thread id
  10. response = invokeurl
  11. [
  12. url :"https://api.openai.com/v1/threads"
  13. type :POST
  14. headers:headers
  15. ];
  16. response_json = response.toMap();
  17. thread_id = response_json.get("id");
  18. response.put("threadID",thread_id);
  19. return response;
  • Then, click Save, preview the plug and Publish it. 
Info
Reference:  OpenAI's Create a thread API

Step 2 - [Plug 2] Add a message to thread and get response 
  • From the previous plug, we will get the thread ID as output. 
  • Create a new plug, here we call this plug as ChatGPTAssistantsCreateRuns.
  • Pass the thread ID and the user/visitor input as input parameters. 
  • Once the plug is executed, we will get the ChatGPT Assistance's response, which is the output parameter. 
Input Parameters
  • Name: threadID | Type: String
  • Name: userInput | Type: String
Output Parameters
  • Name: assistantReply | Type: String


Copy the code below and paste it into your plug builder. Then, make the following changes. 
  • In line #2, replace your api_key (Navigate to the OpenAI developer section and click on API keys to create a new one.)
  • In line #3, replace your chatGPT_assistant_id (Navigate to the OpenAI developer scetion > Assistants > choose your Assistant and copy the Assistance ID.


  1. //ChatGPT api key
  2. api_key = "paste-your-api_key";
  3. chatGPT_assistant_id = "asst_4DuWZxC0RNagq0b8pnml4ZPf";
  4. //Header parameters
  5. headers = Map();
  6. headers.put("Authorization","Bearer " + api_key);
  7. headers.put("Content-Type","application/json");
  8. headers.put("OpenAI-Beta","assistants=v2");
  9. //Get the thread ID from the plug input parameters
  10. thread_id = session.get("threadID").get("value");
  11. user_input = session.get("userInput").get("value");
  12. info thread_id;
  13. info user_input;
  14. // Messages API call
  15. requestBody = Map();
  16. requestBody.put("role","user");
  17. requestBody.put("content",user_input);
  18. jsonRequestBody = requestBody.toString();
  19. // The following webhook posts a message to the conversation thread
  20. response = invokeurl
  21. [
  22. url :"https://api.openai.com/v1/threads/" + thread_id + "/messages"
  23. type :POST
  24. parameters:jsonRequestBody
  25. headers:headers
  26. ];
  27. info response;
  28. // Runs API call
  29. requestBody = Map();
  30. requestBody.put("assistant_id",chatGPT_assistant_id);
  31. jsonRequestBody = requestBody.toString();
  32. // The following runs the thread which inturn generates a response once the thread is completed
  33. response = invokeurl
  34. [
  35. url :"https://api.openai.com/v1/threads/" + thread_id + "/runs"
  36. type :POST
  37. parameters:jsonRequestBody
  38. headers:headers
  39. ];
  40. response_json = response.toMap();
  41. run_id = response_json.get("id");
  42. run_status = "queued";
  43. retry_count = {1,2,3,4,5};
  44. for each  retry in retry_count
  45. {
  46. if(run_status != "completed")
  47. {
  48. // The above executed run takes few seconds to complete. Hence a considerable time has to be left before the run is completed and the messages are fetched from the thread can be fetched. Here we wait for 3 seconds assuming the run gets complete within 3 seconds
  49. getUrl("https://httpstat.us/200?sleep=3000");
  50. response = invokeurl
  51. [
  52. url :"https://api.openai.com/v1/threads/" + thread_id + "/runs/" + run_id
  53. type :GET
  54. headers:headers
  55. ];
  56. response_json = response.toMap();
  57. run_status = response_json.get("status");
  58. }
  59. }
  60. // The following webhook fetches the messages from the thread
  61. getmsg_url = "https://api.openai.com/v1/threads/" + thread_id + "/messages";
  62. response = invokeurl
  63. [
  64. url :getmsg_url
  65. type :GET
  66. headers:headers
  67. ];
  68. info response;
  69. response_json = response.toMap();
  70. // Getting the last message from the thread messages list which is the assistant response for the user input.
  71. assistant_response = response_json.get("data").get("0").get("content").get("0").get("text").get("value");
  72. info assistant_response;
  73. response = Map();
  74. response.put("assistantReply",assistant_response);
  75. return response;
  • Then, click Save, preview the plug and Publish it. 

Step 3 - Adding plugs to the Codeless bot builder
  • Navigate to Settings > Bot > Add, provide the necessary information, and select Codeless Bot as the bot platform. You can also open an existing bot.
  • Next, click on Plugs under Action cards, select the first plug (ChatGPTAssistantsCreateThread), and provide a name to save the output (thread_id).

  • Use the visitor fields card, click save in bot context, and provide a name to store the visit
  • Then, select Plug 2 (ChatGPTAssistantsCreateRuns) and pass the value for the parameters
    • thread_id (Input) - The output of the previous Plug
    • user_input (Input) - The visitor's question/input from visitor fields card. 
    • assistant_reply (Output) - The final response from the ChatGPT assistance. 

  • Finally, use any response/input card to display the response to the visitor by typing the % to get the context variable (%assistant_reply%) in the message text box. Here, the button card is used along with the follow-up actions. 
Alert
Note: 
  • The ChatGPT Assistant APIs are still in beta, so it's better to have a fallback flow in the bot until they are stable. 
  • Manage the plug failure instances within the plug failure leg by directing your users to operators using the "Forward to Operator" card or use the "Busy response" card to get the user's question, put them on the missed chats. Additionally, you can also "Send Email" card to notify yourself about the user's inquiry. 

  • The buttons, "I've another question", is used to get next question from the visitor. Use a Go To card and route it to visitor fields card to ask next question. 

I hope this was helpful. Please feel free to comment if you have any questions. I'll be happy to help you. 

Best regards
Sasidar Thandapani

    • Recent Topics

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing

    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's

    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring

    • Ability to Reset Visitor Fields During an Active Chat Flow

      Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person

    • External ID in Zoho CRM

      Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need

    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

    • 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

    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the

    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.

    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

    • Track Zoho Campaign and Workflow sales impact

      I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase

    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?

    • What is a line break code for zoho?

      Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something

    • Automatic Project Owner change

      Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team

    • Button to add product to cart

      Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?

    • Problem with Submit Button Design

      I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix

    • Zoho CRM- Authorize your Microsoft Teams account issue

      Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

    • Bank charges are applied. Please select a bank account.

      Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

    • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

      Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

    • Présentation de SecureForms dans Zoho Vault

      Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

    • Sales order & purchase order item links for item details

      This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

    • Need the ability to have read only fields on a form.

      There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

    • Reverse payment on accidentally closed invoice.

      An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

    • New integration: Track booking page appointments in Google Analytics 4

      Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What

    • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

      Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

    • How to add image to items list in Invoice or Estimate?

      Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

    • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

      Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well

    • How can I filter a field integration?

      Hi,  I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.

    • ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

      Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.

    • Can Zoho Flows repeat Actions more than once?

      I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

    • Next Page