Capture User Info & Integrate with Google Sheets: AI Chatbot Setup
Capture user info and integrate with Google Sheets: Learn how to set up an AI chatbot to collect customer data (first name, last name, email) and automatically sync it with Google Sheets. Optimize for SEO, readability, and engagement.
February 20, 2025
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Unlock the power of functions to capture user information and seamlessly integrate it with Google Sheets. Discover how to create a personalized guide that delivers value to your audience, whether they're accessing it through web chat or other channels. This blog post will equip you with the knowledge to build AI chatbots that streamline your lead generation and customer engagement efforts.
Capturing User Information and Integrating with Google Sheets
Sending User Data to Google Sheets
Providing Different Experiences for Web Chat and Non-Web Chat Users
Creating and Configuring the Function
Integrating the Function into the Master Prompt
Testing the Functionality
Capturing User Information and Integrating with Google Sheets
Capturing User Information and Integrating with Google Sheets
To capture user information and integrate it with Google Sheets, we'll follow these steps:
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Set up the Google Sheets Integration: Go to the Integrations section, select Google Sheets, and connect your Google Sheet. Add the specific spreadsheet you want to use.
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Create a Flow: In the Flows section, create a new flow. Start with a Google Sheets action to send the captured data to the connected spreadsheet.
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Map the Custom Fields: In the Google Sheets action, map the custom fields (first name, last name, email) to the corresponding columns in your spreadsheet.
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Add Conditional Logic: Add a condition to the flow to differentiate between web chat and non-web chat users. For web chat users, embed a lead magnet. For non-web chat users, provide a link to the lead magnet.
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Create the Function: In the Integrations section, add a new function. Define the data points you want to capture (first name, last name, email) and associate the function with the flow you created.
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Integrate the Function into the Master Prompt: In the Master Prompt, add a call to the function you created. Prompt the user to provide their first name, last name, and email address before sending them to the function.
By following these steps, you can effectively capture user information and seamlessly integrate it with Google Sheets, providing a streamlined lead generation process within your AI chatbot.
Sending User Data to Google Sheets
Sending User Data to Google Sheets
To capture user information and send it to Google Sheets, we'll follow these steps:
- Connect your Google Sheets account to the platform by going to Integrations > Google Sheets, clicking "Connect," and following the prompts.
- Add the specific Google Sheet you want to use by clicking "Manage," then "Add" and pasting the sheet's link.
- Create a new flow, starting with a Google Sheets action. Select the Google Sheet you added, the first sheet, and map the custom fields (first name, last name, email) to the corresponding columns.
- Add a condition to the flow, checking the current channel. If it's a web chat, embed a lead magnet. For other channels, provide a link to the lead magnet.
- Publish the flow.
- Create a new function, naming it "Instagram Automation Guide." Add the data points (first name, last name, email) and select the flow you just created.
- Update the master prompt to ask the user if they'd like the Instagram automation guide, and if so, collect their first name, last name, and email address before sending them to the function.
Test the flow to ensure it works as expected, with the user data being captured and sent to the Google Sheet.
Providing Different Experiences for Web Chat and Non-Web Chat Users
Providing Different Experiences for Web Chat and Non-Web Chat Users
To provide different experiences for web chat and non-web chat users, we'll use a condition in the flow. After the user's information is captured and sent to Google Sheets, the flow will check the current channel and take different actions based on the result.
If the user is on a web chat, we'll embed a lead magnet for them to access. For non-web chat users, we'll provide a link to the lead magnet instead.
First, we'll add a condition to the flow after the Google Sheets action. The condition will check the current channel, and based on the result, the flow will take different actions.
If the current channel is web chat, we'll embed the lead magnet using the embedded code. For non-web chat users, we'll add a text box with a button that opens the lead magnet link.
Finally, we'll publish the flow and create a function that captures the user's first name, last name, and email address, and triggers the flow we just created.
Creating and Configuring the Function
Creating and Configuring the Function
To create and configure the function, follow these steps:
- Go to the Integrations section and open the Open AI integration.
- Click on the "Functions" tab and then click "Add" to create a new function.
- Name the function "Instagram Automation Guide" and provide a description of what the function does.
- Add the data points you want to capture, which in this case are "first_name", "last_name", and "user_email".
- Select the flow you created earlier that will handle the data capture and delivery of the lead magnet.
- Go back to the Integrations section and the Open AI Master Prompt.
- Add the function you just created to the prompt, and update the prompt to ask the user if they would like the Instagram automation guide, and if so, request their first name, last name, and email address before sending them to the function.
- Test the function to ensure it is working as expected, capturing the user information and delivering the lead magnet correctly.
Integrating the Function into the Master Prompt
Integrating the Function into the Master Prompt
Now that we have set up the function to capture the user's first name, last name, and email address, we need to integrate it into the Master Prompt. This will allow the AI to seamlessly transition from asking the user if they would like the Instagram automation setup guide to collecting the necessary information and then sending them to the appropriate flow.
First, we will add the function call to the Master Prompt:
Ask them if they would like to receive our Instagram automation setup guide and if so, ask them first for their first name, last name, and email address before sending them to the function Instagram automation guide.
This will prompt the user to provide the requested information, which will then be captured by the function and sent to the corresponding flow.
Next, we will need to test the integration to ensure it is working as expected. The AI should smoothly transition from the initial prompt to collecting the user's information and then sending them to the appropriate flow based on the channel they are using (web chat or non-web chat).
By integrating the function into the Master Prompt, we have created a streamlined process for collecting user information and providing them with the desired content, all while maintaining a natural conversational flow.
Testing the Functionality
Testing the Functionality
To test the functionality of the setup, the AI first asks the user if they would like to receive the Instagram automation setup guide. If the user agrees, the AI then prompts them to provide their first name, last name, and email address.
Once the user has provided this information, the AI sends the data to the connected Google Sheet. Depending on the user's current channel (web chat or non-web chat), the AI then either displays an embedded version of the lead magnet or provides a link for the user to access the guide.
The key aspects of this functionality are:
- Capturing user information (first name, last name, email) through the AI's prompts.
- Sending the captured data to a connected Google Sheet.
- Providing the lead magnet content to the user based on their current channel.
By testing this flow, the user can ensure that the AI is properly collecting the necessary information, storing it in the Google Sheet, and delivering the appropriate content to the user.
FAQ
FAQ