Overview
The Google Spreadsheet integration lets your agent collect structured data from users, such as orders, contact information and other form data. This data is stored directly in a Google Spreadsheet, making it easy to view, edit and export the information gathered by your AI assistant.
Connection process
- Go to the Integrations tab in your dashboard
- Select the agent you want to connect
- Find Spreadsheet Orders and click Connect
- Either select an existing connection other agents use, or create a new one via Connect → Open File Picker
- Choose the Google Spreadsheet to use for data collection
- Click Connect to finish
Spreadsheet requirements
To work properly the spreadsheet should have column headers in the first row defining the fields to collect. Column names must be in Latin characters only (English alphabet, no Cyrillic, Arabic or other scripts). Each header becomes a required parameter for the data-collection tool.
The system automatically adds: Client ID (identifies the user), Order ID (unique identifier per entry), and Page ID (channel identifier, e.g. IGID for Instagram, account name for OLX, useful to know which channel the order came from).
Available tools
After connecting, your agent gains the create_order tool. All column headers become required parameters, the agent guides users through providing the needed information, and once collected the data is automatically stored in the connected spreadsheet.
Example use case
When a user asks to place an order, the agent will: request all required information per your spreadsheet columns, create a new row with the provided data, generate a unique Order ID, and confirm the successful order to the user.
Configuration tips
- Create clear column headers reflecting the exact information you need
- Keep the number of required fields reasonable so as not to overwhelm users
- Add guidance in your agent's configuration on when to use the spreadsheet tool