Zoho Sales IQ
You can integrate the Agent service into Zoho Sales IQ, enabling users of Zoho Sales IQ to communicate with the Agent through Zoho Sales IQ.
Preparation
Before integration, you need to configure some parameters in Zoho, which will be used during the integration process with GPTBots.
Create Client ID
Log in to Zoho API Console
Note: If your account is not a US-based account, you need to change the domain. For details, please refer to:
| Data Center | Developer Console |
|---|---|
| US (United States) | https://api-console.zoho.com/add |
| EU(Europe) | https://api-console.zoho.eu/add |
| IN(India) | http://api-console.zoho.in/add |
| AU(Australia) | http://api-console.zoho.com.au/add |
| CN(China) | http://api-console.zoho.com.cn/add |
| JP(Japan) | http://api-console.zoho.jp/add |
- If you already have an available Application, go to the respective Application, click on Client Secret, and copy the corresponding Client ID and Client Secret. These will be used in the GPTBots integration configuration.
- If you do not have an available Application, click on ADD CLIENT in the top right corner and create an appropriate Client based on the application type.
- If you create a new Application, fill in the current service domain name in the Homepage URL, and in Authorized Redirect URIs, fill in the current service domain name + /api/console/bot/zoho/salesiq/redirect. Click CREATE. After successful creation, the system will generate a Client ID and Client Secret. Copy the corresponding Client ID and Client Secret, which will be used in the GPTBots integration configuration.
Note: A Client ID can be authorized successfully up to 20 times simultaneously. If it exceeds 20 times, the Zoho authorization of the first authorized bot will become invalid.
Integration Configuration
Log in to GPTBots.
Enter the organization, select the respective Agent, save the version, and click Publish. After successful publishing, click Integrations.
- Select Zoho Sales IQ as the integration method.
Fill in the respective parameters:
- Client ID and Client Secret: Required, obtained during the preparation phase;
- Screen Name: Required, derived from the page of the logged-in account. You need to take the first path string after the domain name. For example, in the address https://salesiq.zoho.com/gptbos/mychats/000000000000003, the Screen Name is gptbots;
- Email: Required, the email bound to the Zoho account profile;
- Server Region: Select the region of the Zoho account;
- Public Key: Optional, if you enable Secure your webhook in the subsequent webhook configuration, first click Integration and then return to fill it in. If not enabled, it is not required.
- After clicking Integration, an authorization status popup will appear. Click Accept.
- After successful authorization, GPTBots will generate a Webhook URL address. At this point, you need to go to the Setting page.
- Click Webhooks, select Data modifications, and click Add.
Fill in the webhook content:
- Brand: Select the brand to receive the Webhook;
- URL to be invoked: Fill in the Webhook URL obtained from the GPTBots integration configuration;
- Events: Select conversation.created, conversation.visitor.replied. After filling in, click Create webhook.
Secure your webhook: Optional step. You can choose whether to verify the security of the webhook (whether it comes from the official source and not a forged request). After enabling, click to generate a public key, copy the public key marked as In Use, and fill it in on the GPTBots integration configuration page.
Communicating with the Bot in Zoho Sales IQ
After successful integration configuration, you can communicate with the bot in the Zoho service.
