Google Sheets
Google Sheets
Read and write data to spreadsheets directly from chat conversations.
What It Does
BotDesk connects to Google Sheets to capture lead data, log feedback, and look up information. Turn every conversation into a row in your spreadsheet.
Key Capabilities
- Capture Leads: Ask for email/phone, save to a "Leads" sheet
- Lookup Data: "What's my order status?" → Check "Orders" sheet
- Log Feedback: Automatically append user feedback to a tracker
- Real-Time Sync: Data written instantly, no delays
- Two-Way: Read from and write to sheets
Common Use Cases
| Use Case | How It Works |
|---|---|
| Lead Generation | Customer shares email → Row added to Leads sheet |
| Order Tracking | Customer asks about order → AI looks up status from sheet |
| Feedback Collection | Customer rates experience → Logged to Feedback sheet |
| Survey Results | Multi-question survey answers → One row per user |
Setup Steps
Step 1: Connect Google
- Go to Actions → Google Sheets in BotDesk
- Click "Sign in with Google"
- Grant access to Google Sheets
Step 2: Select Spreadsheet
- Choose the spreadsheet to use
- Select the specific sheet (tab) within it
Step 3: Map Columns
Define which chat data maps to which columns:
- Name → Column A
- Email → Column B
- Phone → Column C
- Feedback → Column D
Step 4: Enable Action
Toggle ON in Agent Settings
Example Flow
AI: "I'd love to keep you updated. What's your email?"
Customer: "john@example.com"
AI: "Thanks! You're all set."
Behind the scenes, a new row is added to your Google Sheet with the email.
Notes
- Sheets must be in your Google Drive (not shared folders)
- BotDesk only accesses sheets you explicitly select
- Works with Google Workspace and personal accounts