For testing purposes only, you can set up a Google Sheet linked to your AI Employee. Here's how:
Step 1: Prepare the Google Sheet
Open this Google Sheet template.
Click File and Make a copy.
Change the document's name (if needed) and click Make a copy.
You should now be able to edit your copy of the Google Sheet.
Step 2: Configure Apps Script
Click Extensions and Apps Script.
Click Deploy and select New deployment.
Click the gear icon and Web app.
In the configuration settings:
Description: Add a brief description (e.g., business name or app purpose).
Execute as: Choose your account.
Who has access: Select Anyone.
Click Deploy.
Click Authorize access and sign into the account you selected in step 4.
After deployment, click Copy to copy the generated Web app URL to your clipboard.
Click Done to close the pop-up window.
Step 3: Add the Webhook to the Newo.ai Platform
Let’s connect the Google Sheet to the Newo.ai Platform using the webhook previously created:
Navigate to the Integrations page on the Builder.
Under the API Integration section, click the three dots next to the “webhook” connector and select Webhooks.
Click + Add Webhook.
Set any "Idn" (for example, “call_table_url”).
Paste the copied URL from the Google Sheet App Script into the “URL” field.
Add the following in the “Commands” field:
get_contact_details
update_inbound_record
update_outbound_record
Click Create.
Step 4: Add the API Key to the Google Sheet
The final step involves transferring the API key to the Google Sheet by doing the following:
Navigate to the Integrations page on the Builder.
Under the “API Integration” section, click the three dots next to the “webhook” connector and select Edit Settings.
Copy the “Newo.ai API Key” and paste it into the Google Sheet in cell B3 of the “Meta” tab.
Testing
To test the outbound caller functionality, see Run outbound caller tests from a Google Sheet.