In this tutorial, we’ll show you how to connect a Google Sheet filled with ecommerce order information to your AI chatbot, so customers can easily check their order status by simply sending a message.
We’ll start by linking your Google account, adding your spreadsheet to the platform, and setting up an AI training campaign based on the sheet’s data. Then, we’ll configure your chatbot to respond using this campaign in real time.
⚠️ Important: If you choose to train your AI using Google Sheets, you won’t be able to combine it with other training methods such as URL, Files, or FAQs. Make sure Google Sheets is the right source for your project before continuing.
We will start with a Google Sheet filled with order information from an ecommerce store. We want customers to be able to consult their order status.
Navigate to the Settings and Integrations section and click on Sign in with Google. Select an account and click on Continue. Make sure to accept all the permissions. At the end, you will see your account has been connected.
Now, you need to add the sheet to the platform. Scroll down and click on the Add Existing Sheet button.
You will be asked for the sheet’s ID. You can extract it from its URL. For example, if the URL is this:
https://docs.google.com/spreadsheets/d/1TuI_pDykZfFbB9FmSmd_7xqgrMbedds6blFKkKwY_IE/edit?gid=0#gid=0
The ID would be:
1TuI_pDykZfFbB9FmSmd_7xqgrMbedds6blFKkKwY_IE
Paste the ID on the corresponding field and save. You should see a success message. Then, the sheet will appear on the list of documents below.
Now, go to the AI Training Campaign section. Click on New to create a campaign.
Enter a campaign name. Modify the prompt message if needed (for this example, we will leave it as it is). Save it.
As you can see, there’s no training data. Click on the warning sign to add it.
Now, go to the Google Sheets section. Click on New.
Click on Select a Sheet. Search for the newly connected account and select the sheet. Save it.
Then, go to the Bot Manager. Select an account and click on AI Assistant. Enable it. Look for the AI campaign you created before. Make sure to toggle on the AI Assistant for all queries option. You can enable or disable the typing indicator and configure the rest of the settings as shown on this tutorial. Make sure to save.
Finally, go to the Action Buttons section. Click on the No-Match Template.
Replace the Text Component with an AI Response. Then, select your AI Training Campaign. Save the flow.
Now, let’s test! Open WhatsApp and send a message to your chatbot. Provide a name and ask about the Order ID. The AI should answer. You can also share an Order ID and ask for the order details. The AI shall list them as well.
Let’s also check if it’s working in real time. Add some data to the sheet.
Now, go back to the chatbot. Provide the new Order ID and ask about the details. You must see that the AI answers perfectly once again.
This is how you can use the Google Sheet to train your AI chatbot for your business to perform in a real-time scenario!