SDR AI Platform — Enterprise Intelligence

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Using Mock Data

Enter your Zoho API credentials below to switch to live data. All agents will automatically use Zoho data.

Zoho OAuth2 SetupGet Credentials ↗

Client ID *

From Zoho API Console → Server-based Application

Client Secret *

Keep this secret — never share it

Authorization Code (Grant Code) *

Temporary code generated from Zoho API Console → Generate Code (valid for 2 min)

Redirect URI *

Must match exactly the redirect URI entered in your Zoho API Console

Organization ID (Desk)

Required for Zoho Desk API. Found in Desk Settings → General

API Region

Use Mock Data

When checked, uses generated sample data even if credentials are set (useful for development)

Quick Setup Guide

Step 1 — Create API Client

Go to api-console.zoho.com and create a Server-based Application. Set redirect URI to http://localhost:3000/settings

Step 2 — Get Authorization Code

Paste your Client ID above, select API Region, then click the link below to grant permissions:

🔗 Authorize App & Get Code ↗

Step 3 — Exchange & Save

Copy the code from the redirected browser URL bar (e.g. code=1000...), paste it into the Authorization Code field, and click Exchange & Save Token.

Required Scopes Enabled:

ZohoCRM.modules.ALL,ZohoCRM.settings.READ,Desk.tickets.ALL,Desk.contacts.READ,Desk.settings.READ,ZohoBooks.invoices.READ,ZohoBooks.customerpayments.READ

API Settings