Spreadsheet
The team maintains the data in Google Sheets.
Google Sheets Integration
Use Google Sheets as a live base for AI on WhatsApp.
The integration allows connecting a spreadsheet to Whatsplaid so that the agent consults updated data before responding to customers, leads, and services on WhatsApp.
Data source
Assistant on WhatsApp
Connected flow
Automatic synchronization
01
Selected SpreadsheetThe team chooses the spreadsheet in the Knowledge Base.
source02
Data synchronizedThe system updates the database used by the agent.
sync03
Contextual responseThe AI responds based on the updated spreadsheet.
IASynchronization
Whatsplaid constantly updates the database.
Query
The agent uses the available information.
Response
The customer receives guidance on WhatsApp.
Step by step
How to activate integration with Google Sheets.
In ADMIN, Google Sheets enters the Knowledge Base of the assistant. After connecting the Google account, the selected spreadsheet is automatically synchronized.
STEP 01
Connect your Google account
In the Whatsplaid dashboard, connect your Google account to enable spreadsheet selection in the Knowledge Base module.
STEP 02
Choose the spreadsheet
Select the spreadsheet the agent should use. ADMIN automatically prepares the first available tab for synchronization.
STEP 03
Organize the data
Use clear columns for information such as products, policies, deadlines, prices, responses, units, rules, availability, or internal lists.
STEP 04
Synchronize the database
After selection, synchronization starts automatically and the spreadsheet is sent for processing in the Knowledge Base.
STEP 05
Test real questions
Verify that the agent responds correctly using the data from the spreadsheet before releasing the flow to customers.
What connects
The spreadsheet can act as a database for the agent.
Google Sheets is useful when the company wants to keep operational data in a simple, editable place by the team and synchronized with Whatsplaid for more up-to-date responses.
Structured data
Products, services, prices, deadlines, units, regions, rules, and lists can be organized into columns.
Update by the team
The operation itself can edit the spreadsheet without relying on deploy, recurring manual import, or custom system.
Always renewed base
The system constantly syncs the spreadsheet so that the bot responds based on the updated content.
Contextual responses
The agent uses the spreadsheet as a reference to reduce generic responses and guide the customer with real data.
When to use
Google Sheets is a quick bridge between operation and AI.
It doesn't need to replace a complete system but can serve as a practical database for information that changes frequently and needs to reach customer service.
Products, services, and listsUse the spreadsheet to organize information that the agent can consult during the conversation.
Updated rules and conditionsCentralize deadlines, instructions, restrictions, served regions, and default responses.
Update without resending the fileOnce connected, Google Sheets avoids the cycle of exporting, saving, and resending spreadsheets manually.
Less technical dependencyThe data-responsible area can keep the knowledge source in a familiar tool.
Common questions about Google Sheets and Whatsplaid.
Does Google Sheets turn into a database?
It can behave as a database for the agent, mainly for simple tables and operational information. The difference is that the team continues editing everything in Google Sheets, while Whatsplaid syncs the content for the AI to consult.
Is the synchronization real-time?
The system constantly syncs the spreadsheet. In practice, this keeps the bot's base close to the updated spreadsheet content, without requiring manual file resending after each change.
Does the agent always respond with the updated spreadsheet?
The goal is for the agent to respond based on the most recent synchronized version. Therefore, after significant changes, it's worth validating responses in the panel before relying on them in production.
What kind of information can I put in the spreadsheet?
Catalogs, prices, availability, policies, FAQs, units, hours, served regions, business rules, and internal data that help the agent respond better.
Do I need to choose a specific tab?
The current flow automatically prepares the first available tab of the spreadsheet for synchronization. Therefore, the main tab should be clean, organized, and ready for consultation.
When is it better to use API instead of Google Sheets?
Use API when you need to query transactions, orders, stock, or complex rules in real-time in the original system. Use Google Sheets when the operation requires a simple, editable, and synchronized database.
Knowledge Base
Activate integration
Connect a spreadsheet to the Whatsplaid agent.
Transform Google Sheets tables into an up-to-date source for customer service, sales, support, and responses on WhatsApp.