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
How Google Sheets Training Works
You connect a Google Sheet to the knowledge base
The system reads and processes the sheet data
The AI agent learns from the structured content
The agent uses this data to answer user questions
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:
Step 1: Open the Sync Modal
Go to Agent Knowledge Base → Google Sheets
Click + Add Google Sheets
The Sync with Google Sheet file window will open
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.
Step 3: Enter the Google Sheet URL
In the Enter Google Sheet URL field:
Open your Google Sheet
Copy the full sheet URL from the browser
Paste it into the field
💡 The sheet must be accessible to the connected Google account.
Step 4: Add a Sheet Description
In Sheet Description, briefly explain what the data is used for.
Examples
FAQ data for customer supportProduct catalog and pricingShipping and return policies
This helps you identify the sheet later, especially when managing multiple sources.
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.
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.
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).
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
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.
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.
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
📄 View Details
View sheet metadata and description
Useful for reviewing connected sources
🗑️ Delete Sheet
Permanently removes the Google Sheet from training
The agent will no longer use this data
⚠️ This action cannot be undone.
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)
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
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