Sheet Search Integration

Allows AI to search directly within connected sheets files, to answer questions using up-to-date tabular data such as product catalogs, and any other structured data you maintain in spreadsheets.

Step 1: Add Your Sheet

1. Navigate to AI Settings and go to the "Train your AI agent" tab

2. Locate the "Add sources to your knowledge base" section

3. Paste a Google Sheets link into the input field or upload a sheet file

4. Click the "Add Link" button to add the sheet to your knowledge base

Step 2: Handle the Sheet Detected Modal

After the sheet is successfully added, a "Sheet detected" modal will appear with the message: "AI can now search your sheet when answering questions. Do you want to configure which columns to prioritize for more accurate results?"

You have two options:

• Configure sheet settings: Click this button to immediately fine-tune which columns are indexed and prioritized for search results. This is recommended for optimal AI performance.

• Skip for now: Click this button to start using the sheet with default settings. You can always configure it later from the Actions menu.

Step 3: Configure from the Actions Menu

If you skipped the initial modal or want to adjust your sheet settings later, you can access the configuration at any time:

1. Open AI Settings and navigate to the AI agent's knowledge base section

2. Find the sheet entry in your sources list

3. Click the "Actions" dropdown menu for that specific sheet

4. Select "Configure sheet settings" to reopen the configuration view

5. Make any necessary adjustments and save your changes

Step 4: Enable and Configure Sheet Settings

In the "Ingested sheet information" configuration page, you'll find the following options:

Enable Sheet Search Integration

Toggle the "Enable sheet search integration" switch to activate this feature. When enabled, the AI agent will be able to query this sheet when answering user questions.

Edit Sheet Details

1. Sheet name: Review and edit the display name for your sheet if needed

2. Description: Add a clear, descriptive note about what data this sheet contains

Configure Column Indexing

Select which columns should be ingested and prioritized in the knowledge base.

Columns marked with priority will be weighted more when the AI searches for relevant information.

Save Your Configuration

Once you've configured all settings, click "Save changes" to apply the configuration. Your sheet is now ready to be searched by the AI agent!

Best Practices for Sheet Search Integration

• Keep data clean: Ensure your spreadsheet has clear headers and consistent formatting for optimal search results

• Regular updates: Keep your sheet data current so the AI always has access to the latest information

• Meaningful descriptions: When adding sheet descriptions, be specific about what data the sheet contains (e.g., "Product catalog with 500+ items, pricing, and availability status")

• Prioritize key columns: Select the columns most relevant to user queries and mark them as priority

• Test queries: After configuring a sheet, test the AI with sample queries to ensure it's retrieving the expected data

Summary

Sheet Search Integration is a powerful feature that bridges the gap between static AI training and dynamic, real-time data. By connecting your spreadsheets to your AI agent, you enable it to provide accurate, up-to-date answers to user queries based on your actual business data. Follow the four-step process above to get started, and remember to regularly review and optimize your sheet configurations for the best results.