Index:

1. Demonstrative video
2. Introduction 
3. How does it work? 
4. Installation and configuration
5. Usage Examples
6. Support 

Blip-Google Sheets Integration, service automation, data management, spreadsheets in customer service

Demonstrative video

Watch the demonstrative video of the Google Sheets extension and also check out our other extensions:

Introduction

In Integrate your service to Google Sheets and gain efficiency.

A Google Sheets extension connects your service directly to a spreadsheet, eliminating the need to switch between platforms and centralizing data management in Blip, for more efficient service.

This extension is paid and was developed by the company White Wall.

 

How does it work? 

The extension Google Sheets presents the following functionalities:

• Capture of values ​​from specific ranges in the spreadsheet by Builder;
• Search for specific values ​​and return the corresponding line;
• Adding new values ​​and rows to the spreadsheet.
  
  

Installation and configuration 

Installing on Blip

Log in to the Blip platform and access the Blip Store. Then, look for the “Google Sheets” extension. Install the extension on the desired customer service bot.

Signing in to Google

Access the Blip Store. Then click on the three dots in the top right corner. Search for the “Google Sheets” extension.

 

Then, activate the email that will be used to configure the spreadsheets. Click on “Sign in with Google”.

Log in to the account.

After logging in, you will return to the Blip dashboard and see the configuration with the email used for activation.

Installing the extension on Google Chrome

You also need to install the extension on Google Chrome. To do this, click on the location indicated on the website, and you will be redirected to the Chrome Web Store page. On the page, click "Use in Chrome" to proceed with the installation.

Go to Blip Desk and check if the extension was installed correctly.

 

Usage Examples

For many people, working with spreadsheets can be a challenging task, as it requires not only entering data, but also efficiently and correctly managing this information on a daily basis.

In the context of customer service, this challenge becomes even more complex, especially for those who deal with a large volume of tickets and customer information. 

Thinking about improving agent service, we developed the Google Sheets extension for Blip. Our solution was created to optimize the service process and facilitate data management for everyone. 

Look at this situation: a company was facing a high volume of tickets and needed to improve access to information. Information about your customers was scattered in different places, causing slowness and difficulties in finding them.

To resolve this, the company decided to create a spreadsheet in Google Sheets with information such as “Full Name”, “Email”, “Phone”, among other important data. Upon discovering the extension, they integrated Blip with Google Sheets, creating an automated flow to manage this information.

With the platforms synchronized, agents began to quickly access a customer's complete history directly on Blip. 

This allowed us to personalize interactions and resolve problems much more efficiently. For example, when receiving a new ticket, the agent consults the spreadsheet, checks whether the customer has already faced similar problems and applies already tested solutions. 

The result? More agility in service and a better experience for the customer.

To integrate the Google Sheets for Blip extension with your bot, see the following tutorial!

Integrating Google Sheets into the Blip Builder flow

To configure the extension, access the Builder and click on "+" → "New Block" (on the left side).

 

It will be displayed in the right corner of the "New block" screen. Then click on "Text".

Enter the desired variable.

Then click on “User input”. 

Activate “Save answer to variable”. 

Enter the name of the desired variable.

After creating the blocks with the variables, access the “New Integration” section on the left side to integrate with your Google Sheets spreadsheet.

In the left corner of the screen, the new integration panel will appear after adding the new block.

Click on “Integration”. A list of integrations will appear. Select “Google Sheets”.

In this step, you can configure the actions for your block.

Choose the desired action. In this example, we use “Add new line”. To set up this action, you'll need the ranges and column names from your Google Sheets spreadsheet.

Then, integrate the blocks.

After defining the “Add new row” action with your spreadsheet information (range and columns) and the integration between blocks, your configuration is complete. 

The data generated by the blocks will automatically be sent to the Google Sheets spreadsheet at the specified interval whenever the action is triggered.

That’s it, your extension can now be used!

Support

If you have any questions or encounter any issues with the extension, please contact us by email support@whitewall.dev.

 

For more information, access the discussion on the subject at our community or the videos on our canal. 😃