Google Sheets

Use this section to feed knowledge into your AI Agent by training it on specific URLs of Google sheets. Organize, retrain, and manage data sources with full visibility and control.

The Google Sheets integration allows you to train your AI agent using structured data stored in a Google Sheet. This is ideal for managing large sets of questions and answers, product data, or regularly updated information.

You can access this feature from:

Agent Knowledge Base → Google Sheets

Why Use Google Sheets for Training?

Google Sheets is best suited for organized, frequently updated content.

Use it when you want to:

• Manage large Q&A datasets

• Update answers without re-uploading files

• Collaborate with team members

• Maintain structured product or service information

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How Google Sheets Training Works

1. You connect a Google Sheet to the knowledge base

2. The system reads and processes the sheet data

3. The AI agent learns from the structured content

4. The agent uses this data to answer user questions

5. You can retrain the agent whenever the sheet is updated

How to Add a Google Sheet

Follow these steps to connect and sync a Google Sheet:

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Step 1: Open the Sync Modal

1. Go to Agent Knowledge Base → Google Sheets

2. Click + Add Google Sheets

3. The Sync with Google Sheet file window will open

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Step 2: Choose a Connected Google Account

In the Choose Connected Accounts dropdown:

• Select an already connected Google account

• Or click Connect New Account to sign in with a new Google account

⚠️ Make sure the selected Google account has access to the Google Sheet you want to use.

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Step 3: Enter the Google Sheet URL

In the Enter Google Sheet URL field:

1. Open your Google Sheet

2. Copy the full sheet URL from the browser

3. Paste it into the field

💡 The sheet must be accessible to the connected Google account.

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Step 4: Add a Sheet Description

In Sheet Description, briefly explain what the data is used for.

Examples

• FAQ data for customer support

• Product catalog and pricing

• Shipping and return policies

This helps you identify the sheet later, especially when managing multiple sources.

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Step 5: Save and Start Training

• Click Save to sync the Google Sheet

• The system will start processing the data automatically

• Training status will appear in the Google Sheets list

You can also click Discard to cancel the process.

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Managing Google Sheets Training

Once a Google Sheet is added, you can manage, re-train, control visibility, and delete it directly from the Google Sheets tab in the Agent Knowledge Base.

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Table Columns Explained

Description

Shows the description you added while syncing the Google Sheet. This helps identify the purpose of the data (e.g., FAQs, products, policies).

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Training Status

Indicates the current state of the training process:

• COMPLETED – Sheet data has been successfully trained

• IN PROGRESS – Training is currently running

• FAILED – Training failed and needs re-sync

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Last Trained

Displays the date and time when the Google Sheet was last processed.

💡 If you update your Google Sheet, you must re-sync to reflect the latest data.

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Visibility

Controls whether the agent can use this Google Sheet for answering questions.

• ON (Green toggle) – Data is active and usable

• OFF – Data is ignored by the agent (not deleted)

Use this to temporarily disable specific data sources.

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Available Actions

Each Google Sheet row includes the following actions:

🔄 Re-sync Sheet

• Retrains the agent using the latest Google Sheet content

• Use this after making changes in your Google Sheet

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📄 View Details

• View sheet metadata and description

• Useful for reviewing connected sources

https://docs.google.com/videos/d/1clSTR2m6Qowyr5F61s3KW7dhMsVs0cXiTE1KGfGubG4/edit?scene=id.p#scene=id.pdocs.google.com

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🗑️ Delete Sheet

• Permanently removes the Google Sheet from training

• The agent will no longer use this data

⚠️ This action cannot be undone.

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Search & Bulk Actions

• Use the Search bar to quickly find sheets by name or description

• Select multiple sheets using checkboxes for bulk actions (when enabled)

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Test Your Training

After training is completed:

• Use the Agent Preview panel on the right

• Ask questions related to your Google Sheet data

• Verify that responses reflect the trained content