Use Google Sheets as a live AI knowledge base

Connect a Google Sheet to your AI agent so it can look up live data like pricing, FAQs, and inventory during conversations.

Google Sheets can serve as a live knowledge base for your AI agent. Maintain a spreadsheet with your data, connect it via integrations, and your agent queries it in real-time during calls and chats. Any change you make to the sheet is immediately available to the agent.

Connect Google Sheets

1. Open Integrations

   Go to Settings > Integrations in your sub-account.

2. Connect Google Sheets

   Find Google Sheets in the integrations list and click Connect. Authenticate with your Google account and grant access.

Prepare your spreadsheet

Create a Google Sheet with clearly labelled columns. For example:

Question	Answer
What are your business hours?	Monday – Friday, 9 AM to 6 PM EST.
How much is the basic plan?	$49/month with a 14-day free trial.
Do you offer refunds?	Full refund within 30 days.

Keep data clean and concise — shorter answers work best for real-time conversations.

Link the sheet to your AI agent

1. Open your agent

   Go to AI Agents and select the agent you want to connect.

2. Go to Tools & Abilities

   Open the Tools & Abilities tab in the agent builder.

3. Select the Google Sheet

   Find the Google Sheets tool and select the spreadsheet you want the agent to use. Choose the specific sheet tab if your workbook has multiple tabs.

4. Update your prompt

   In the Global Prompt, tell the agent when to look up the sheet:

   When a caller asks about pricing, refund policies, or business hours,
   use the Google Sheets tool to find the answer. Always use the tool
   rather than guessing.

5. Save and test

   Save the agent and test with a question that matches your spreadsheet data.