Product Spreadsheet

Overview

The Product Spreadsheet integration allows you to connect a Google Spreadsheet directly as a knowledge base for your MyChatBot agent. This integration is ideal for businesses that maintain their product inventory in Google Sheets and want their 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 capabilities for dynamic inventory
• Semantic search functionality
• Support for unlimited custom product attributes

Setup Process

Step 1: Create a Knowledge Base

1. Navigate to the Knowledge Base section in your MyChatBot dashboard
2. Click Create New to add a new knowledge base
3. Enter a name for your knowledge base (e.g., "Product Inventory")
4. Select Product Spreadsheet as the integration type
5. Click Connect

Step 2: Google Account Authorization

1. Grant consent when prompted for Google Drive access
2. Select the Google account that has access to your product spreadsheet
3. Click Continue to proceed with the authorization

Step 3: Configure the Integration

1. Use the Pick File button to select your Google Spreadsheet
2. Choose the appropriate language for stemming (closest to your product descriptions)
3. Enable Auto-update if you want the system to automatically sync changes from your spreadsheet
4. Configure search settings based on your inventory size
5. Click Connect to complete the setup

Spreadsheet Requirements

Mandatory Fields

Your spreadsheet must include these required columns:

• id: A unique identifier for each product (mandatory)
• product: The product name or title (mandatory)

Optional Fields

You can add unlimited additional columns to provide more product details:

• price: Product pricing information
• size: Available sizes
• color: Color options
• composition: Material composition
• category: Product categories
• description: Detailed product descriptions
• availability: Stock status
• Any other relevant product attributes

Important Guidelines

• Column headers must be in the first row
• ID values must be unique for each product
• Include all information you want the agent to know - if it's not in the spreadsheet, the agent cannot access it
• Use clear, descriptive column names for better agent understanding

Processing and Results

After connecting your spreadsheet, the system will:

1. Pre-process the data from your spreadsheet
2. Index all products and categories
3. Create semantic embeddings for efficient search
4. Display summary showing total products and categories processed

Example: "119 products, 1 categories"

Best Practices

Data Organization

• Keep your spreadsheet well-organized with clear column headers
• Ensure all product information is complete and accurate
• Use consistent formatting across all entries

Information Completeness

• Include all attributes customers might ask about (size, color, price, etc.)
• The more detailed your spreadsheet, the better your agent can assist customers
• Consider common customer questions when deciding what columns to include

Language Configuration

• Select the language option that best matches your product descriptions
• This improves search accuracy and product matching

Use Cases

This integration is perfect for:

• Online retailers with Google Sheets inventory
• Small to medium businesses managing products in spreadsheets
• Companies wanting real-time product information access
• Businesses with frequently updated inventory

Video Demonstration

Watch this complete walkthrough of the Product Spreadsheet integration setup:

Management Options

After successful integration, you can:

• Refresh Data: Update the knowledge base when spreadsheet changes
• Configure Auto-update: Enable automatic synchronization
• Monitor Performance: Track search and response accuracy
• Revoke Access: Remove the integration if needed