Guide FloatChat

Floatchat- User Guid

Google Sheets

1. Introduction #

The Floatchat integration hub allows users to integrate with external applications, enhancing the functionality of their chatbots. One such integration is with Google Sheets, which enables the storage of data collected during the bot flow. Google Sheets integration can be used for various use cases, such as saving booking information, lead data, meeting schedules, and support ticket information.

1.1 Access #

Google Sheets integration is available for users on the Business Plan and higher. To add your Google Sheets account, navigate to the Integrations tab and select Google Sheets.

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2. Connect your Google Account #

To authorize the Sheets node and grant access to your Google Sheets, follow these steps:

Step 1: Go to Integrations > Google Sheets > Add Account.

Step 2: Enter your Google Account ID and authorize the access.

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3. Using Google Sheets #

 

3.1 Capabilities #

With Floatchat, bot builders can retrieve information from a Google Sheet, modify existing data, or add new data.

3.1.1 Search Value #

This feature allows bot builders to search for a cell with a specific value in the Google Sheet and retrieve other data points associated with that record. These values can be set as attributes for use in the bot flow.

Here’s how to configure the search value functionality:

1.Add a new node and select Google Sheets under Integrations in the Builder tab.

2. Choose a connected account or authorize a new Google Sheets account.

3. Select “Search Row” in the “Select an Action” field.

4. Choose the desired Spreadsheet and Worksheet.

5. Select a header from the selected sheet (column title).

6. Search for the value in the selected header, which will return the row where the value is found.

7. Retrieve any desired value from the row and assign it to an attribute.

8. These attributes can be accessed in subsequent flows.

Note: If the searched value matches multiple rows, only the first one will be considered.

3.1.2 Add Information #

This feature allows users to add information to a specific row in a Google Worksheet.

Follow these steps to add information to a Google Sheet:

1. Add a new node and select Google Sheets under Integrations in the Builder tab.

2. Select the connected account or add a new account, then choose the “Add Row” option from the dropdown menu.

3. Select the desired Spreadsheet and Worksheet.

4. Make sure the column headers are predefined in the worksheet.

5. Add the attributes containing the information to be passed from the bot flow.

3.1.3 Update Information #

This feature enables users to search for a value in a Google Sheet and update the corresponding row with new information.

To update information in a Google Sheet, follow these steps:

1. Add a new node and select Google Sheets under Integrations.

2. Choose an existing account or authorize a new account.

3. Select “Update Row” as the action.

4. Choose the Spreadsheet and Worksheet.

5. Select a header (column title) to search for the value.

6. Search for the desired value in the selected header to identify the row.

7. Choose the header under which you want to update the value.

8. Provide the new value to be updated, either as an attribute or a static value.

Note: If the searched value matches multiple rows, the new information will be updated in all matching rows.

If you need further assistance or have any questions, please reach out to support@floatchat.com.

 

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