Overview
The Product Spreadsheet integration lets you connect a Google Spreadsheet directly as a knowledge base for your agent. It is ideal for businesses that maintain their product inventory in Google Sheets and want the AI agent to access real-time product information.
Key features
- Direct Google Spreadsheet integration
- Automatic product indexing and categorization
- Multi-language support with stemming options
- Auto-update for dynamic inventory
- Semantic search functionality
- Unlimited custom product attributes
Setup process
Step 1, Create a knowledge base. Knowledge Base → Create New, name it (e.g. "Product Inventory"), select Product Spreadsheet, click Connect.
Step 2, Google authorization. Grant consent for Google Drive access, select the account with your spreadsheet, click Continue.
Step 3, Configure. Use Pick File to select your sheet, choose the stemming language, enable Auto-update to sync changes, configure search settings by inventory size, click Connect.
Spreadsheet requirements
Mandatory fields: id (unique identifier per product) and product (name/title).
Optional fields: add unlimited columns, price, size, color, composition, category, description, availability and any other attributes.
Guidelines: column headers must be in the first row; ID values must be unique; include all info you want the agent to know; use clear descriptive column names.
Processing and best practices
After connecting, the system pre-processes data, indexes products and categories, creates semantic embeddings and shows a summary (e.g. "119 products, 1 categories").
Best practices: keep the sheet well-organized with clear headers and consistent formatting; include all attributes customers might ask about (size, color, price); the more detailed the sheet, the better the agent assists; select the language matching your descriptions for better search accuracy.
Management options
After integration you can Refresh Data when the spreadsheet changes, Configure Auto-update for automatic sync, Monitor Performance of search and responses, and Revoke Access to remove the integration.