JOEL LIPMAN Systems / Automation / AI
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Zoho SalesIQ / 05 Nov 2024

Zoho SalesIQ Bot with OpenAI ChatGPT 4

862 reads Joel Lipman
Zoho SalesIQ Bot with OpenAI ChatGPT 4

What

An article to document setting up a SalesIQ bot that includes an integration with OpenAI's ChatGPT. Please understand if this is behind a userwall as we tend to charge between 2k to 5k to implement this solution in client's systems.

Why

Because AI... This is a follow-on from my previous article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo.

How

It's maybe worthwhile noting here the different handlers of the bot here: Trigger Handler: execute when the condition set in the visitor criteria section is fulfullied by the visitor on the website. Message Handler: invoked when the the bot receives a message from the website visitor Context Handler: invoked when all t...

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Joel Lipman
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Professional development

Technical training

Certifications and courses that form part of my background in systems, databases and automation.

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Zoho

  • Zoho Deluge Certified Developer
  • Zoho Creator Certified Developer - Associate Level Certification
  • Zoho CRM Developer
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Quanta Training

  • Oracle SQL (Advanced) and PL/SQL
  • Windows 2003 Server Administration
  • Windows 2000/2003 Server Networking
  • SQL Server Essentials
  • SQL Server 2005 Administration
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Deverill Ltd

  • Microsoft Tools for Business Intelligence
  • Implementing & Maintaining MS SQL Server 2008 Integration Services

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Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

27 Years in IT
1021 CRM clients
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