Overview
Overview
Google Drive integration is a powerful feature that enables you to directly import documents from your Google Drive into AI Chat For Business. This capability is crucial for ensuring your bots have access to the most relevant and up-to-date information. By connecting Google Drive, you can streamline the process of document management and ensure that your bots are always equipped with the latest data.
Google Drive integration is a powerful feature that enables you to directly import documents from your Google Drive into AI Chat For Business. This capability is crucial for ensuring your bots have access to the most relevant and up-to-date information. By connecting Google Drive, you can streamline the process of document management and ensure that your bots are always equipped with the latest data.
Prerequisites
Prerequisites
Before you begin, make sure you have the following:
Before you begin, make sure you have the following:
- An active Google account with access to Google Drive.
- A subscription to the Growth or Professional plan.
- Ensure your browser permissions allow pop-ups for authentication.
Step-by-Step Guide
Step-by-Step Guide
- Read-only access to your files: This allows the system to view file metadata, read contents for import, and browse folder structures.
1. Go to Bots > [Your Bot] > Knowledge.
2. Select Import from Google Drive.
3. Browse through your folders and choose the files you wish to import.
4. Click Import to add the selected files to your bot's knowledge base.
> Note: The integration will only import files you explicitly select. Your files will remain unmodified and secure.
- Log in to your AI Chat For Business account.
- Navigate to Settings > Integrations > Google Drive.
- Click on Connect Google Drive.
- You will be redirected to the Google login page. Sign in with your Google account.
- Review the permissions requested:
- Read-only access to your files: This allows the system to view file metadata, read contents for import, and browse folder structures.
- Click Allow to grant the necessary permissions.
- Once connected, you can start importing files:
1. Go to Bots > [Your Bot] > Knowledge.
2. Select Import from Google Drive.
3. Browse through your folders and choose the files you wish to import.
4. Click Import to add the selected files to your bot's knowledge base.
> Note: The integration will only import files you explicitly select. Your files will remain unmodified and secure.
Best Practices
Best Practices
- Organize Files: Before importing, organize your Google Drive with clearly named files and folders for easy access and selection.
- Regular Updates: Periodically update your files in Google Drive to ensure your bots have the most current information.
- File Format: Use supported file types like Google Docs (.gdoc), PDF (.pdf), Text (.txt), Markdown (.md), and Microsoft Word (.docx) for seamless imports.