The CRM Zen Show Episode 238 – Honey, Where’s The Cliqer For The TV?

Zoho News

• Zoho Cliq 4.0
  • One of our favorite apps gets a huge update! Lots of cool useful updates like their very own phone system, an app for Android TV, new customizations, and more!
    • Zoho Cliq 4.0: Developer Platform
      • A dive into the 4.0 updates for Cliq developers.
    • Zoho Cliq Android TV App
      • Cliq meetings on the big screen! With a new app on Android TV, we have a feeling Apple TV will be following behind.
• What’s New In Zoho Books In February 2023
  • Auto-categorize transactions and formula custom fields are our two favorite Books updates this month.
• Zoho Workplace In January 2023
  • A full look back at all the great updates to the Workplace applications.
• Zoho Docs EOL Extended… Again
  • This is your final sign if you haven’t moved over to Workdrive from Docs, it’s time.
• Send Invoice For Appointments In Zoho Bookings
  • Use this guide to create a workflow in Zoho Flow to automate your appointment invoices.
• Introducing AI Modeler
  • Cut down on coding inside Zoho Creator by using AI Modeler.
• Zoho Celebrates 10x Growth In The Middle East
  • Always great to see Zoho growing all around the world!
• Elon Ditches Salesforce, Sridhar Vembu Pitches Zoho
  • Don’t put a sales pitch past a billionaire, Elon, we are here if you need a consultant!
• Zoho Desk Community Module Enhancements
  • Improvements to the community module include independent categories, many-to-many mapping, and associate multiple departments.
• Zoho Assist’s New Integration With Intercom
  • Initiate remote sessions and help customers right within your Intercom app with the new Zoho Assist integration.
• Bigin Android App Updates
  • More pipelines and some new Samsung-specific settings are available now!

Implementation of the Week

• ChatGPT Integration for Zoho Cliq via a Custom Bot
  • The implementation this week is a build that we actually made for ourselves inside our company Cliq account
  • We based our implementation off of the code we shared from Zoho on last week’s show/newsletter
  • First, we added a channel called ChatGPT where this Bot would live
  • Then, we created the bot and connected it to our company ChatGPT account (you will need a paid account for this)
  • Lastly, our users can easily subscribe to the bot and ask ChatGPT questions directly through our Cliq environment

Code Share of the Week

• ​​Deluge AI Tool: Find Named Entities 
  • Deluge offers some AI tasks in its list of integrated tasks. One we want to mention is zoho.ai.findNamesEntities(). This function takes a text snippet and can search that text for certain elements.
  • This could be helpful in parsing lead information from a comment box or categorizing incoming help desk tickets to match the appropriate department/team.

This Week’s Read

• What Is A Mobile CRM? + 9 Best Solutions For 2023
  • We aren’t surprised to see Zoho CRM sitting right below Hubspot at #1. But where is Bigin?

New On Zenatta

• Zenatta Blogs
  • Help Desk Software Features: Zoho Desk vs The Competition
    • While a lot of help desk software provides similar features, here’s a breakdown of Zendesk, Freshdesk, and Zoho Desk’s top features and what they each do best.

Tips and Tricks

• Getting Started With Deluge – Write Data
  • If you thought the last few Deluge intros were funny, you won’t want to miss what Greg has in store for you in this last segment of Getting Started With Deluge.