Google Sheet Setup

Step 1: Prepare the Google Sheet

If you’ve created an agent using the Agent Creator, you will need access to the base Client Session Logs Google Sheet.

1. Click File in the top tab of the Google Sheet and click Make a copy.

2. 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

1. Click Extensions in the top tab of the Google Sheet and click Apps Script.

2. Click Deploy in the top-right corner and select New deployment.

3. Click the gear icon next to “Select type” and click Web app.

4. 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.

5. Click Deploy.

6. Click Authorize access and sign into the account you selected in step 4.

7. After deployment, click Copy to copy the generated Web app URL to your clipboard.

8. 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 Platform using the webhook previously created:

1. Navigate to the Integrations page.
2. Under the “API Integration” section, click the three dots next to the “webhook” connector and select Webhooks.

3. Click + Add Webhook.

4. Set any "Idn" (for example, “call_table_url”).
5. Paste the copied URL from the Google Sheet App Script into the “URL” field.
6. Add the following in the “Commands” field:
   • get_contact_details
   • update_inbound_record
   • update_outbound_record

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:

1. Navigate to the Integrations page.
2. Under the “API Integration” section, click the three dots next to the “webhook” connector and select Edit Settings.

3. Copy the “Newo.ai API Key” and paste it into the Google Sheet in cell B5 of the “Meta” tab.