Google Spreadsheet Integration

Overview

The Google Spreadsheet integration allows your MyChatBot agent to 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

1. Navigate to the Integrations tab in your MyChatBot dashboard
2. Select the agent you want to connect to Google Spreadsheet
3. Find the Spreadsheet Orders option and click Connect
4. You can either:
   • Select an existing connection that other agents are already using
   • Create a new connection by clicking Connect and then Open File Picker
5. Choose the Google Spreadsheet you want to use for data collection
6. Click Connect to complete the setup

Spreadsheet Requirements

To work properly with the MyChatBot integration, your spreadsheet should:

• Have column headers in the first row defining the data fields you want to collect
• Column names must be in Latin characters only (English alphabet, no Cyrillic, Arabic, or other scripts)
• Each column header will become a required parameter for the data collection tool
• The system will automatically add two additional columns:
  • Client ID: Identifies the user/customer
  • Order ID: Provides a unique identifier for each entry
  • Page ID: Page identificator (for instagram it will be IGID, for OLX it will be a OLX account name etc.) - useful to understand from which channel customer came and made an order.

Available Tools

After connecting a spreadsheet, your agent will have access to the following tool:

create_order

This tool enables your agent to collect structured data and store it in your spreadsheet:

• All column headers from your spreadsheet become required parameters
• The agent will guide users through providing all necessary information
• Once collected, data is automatically stored in the connected spreadsheet

Example Use Case

When a user asks to place an order, the agent will:

1. Request all required information according to your spreadsheet columns
2. Create a new row in your spreadsheet with the provided data
3. Generate a unique Order ID
4. Confirm the successful order creation to the user

Configuration Tips

• Create a clear set of column headers that reflect the exact information you need
• Keep the number of required fields reasonable to avoid overwhelming users
• Consider adding instructions in your agent's configuration to guide it on when to use the spreadsheet tool

Video Demonstration

Watch this complete walkthrough of the Google Spreadsheet integration setup and usage: