⚡Quick Answer

Use the Integrations tab inside Bot Builder to authenticate a toolkit account, describe what you want in the AI Setup Agent, test with real data, publish, and add a clear system instruction so the bot triggers the integration during live WhatsApp conversations.

1. When to Use

Whenever you want your bot to perform real-world actions mid-conversation—saving leads, booking calendar slots, sending emails, reading a knowledge base, routing inquiries—without writing code or calling external APIs yourself.

2. Prerequisites

• Access to Bot Builder in MyOperator (the Integrations tab appears alongside Knowledge Base, Instructions, and Functions).
• An active Google (or other supported toolkit) account, you can log into when prompted.
• Clarity on the exact trigger condition you will include in the bot’s system instructions.

3. How It Works

The process is completely conversational and handled by AI:

• After you pick a toolkit, you authenticate through the normal login or OAuth flow—no API keys required.
  

• The Setup Agent chat opens; you type your requirement in plain language, e.g.

  When a lead gives me their name and phone number, add a row to my Google Sheet.

• The AI asks follow-up questions, maps fields, and shows a configuration summary.
• You launch the Testing Agent, enter real sample data, and the system executes the tool call live so you can see success or the exact error.
  

• Once the test succeeds, you click Publish Integration.
  

• Finally, add an explicit line in the bot’s main system instructions, such as:

  When the user provides their name and phone number, use the Lead Capture Sheet integration to save their details.

  Without this, the bot will never trigger the integration.
  

4. Use Cases

• Appointment Booking (Google Calendar · Gmail) – Check availability, book the slot, email confirmations to the user and admin, and generate a Meet link.
• Lead Capture (Google Sheets) – Append a new row with user details at conversation end.
• Lead Qualification (Google Sheets) – Compare answers to the criteria sheet; save only qualified leads.
• Knowledge Base Search (Google Sheets) – Read pricing, product or policy answers straight from a sheet.
• Complaint, Demo & Inquiry Routing (Google Sheets) – Log each type of request to its own sheet tab automatically.

5. Steps

1. Open your bot and click the Integrations tab.
2. Select a toolkit (e.g. Google Sheets). A new tab opens; log in to the account you want the bot to use.
3. After successful auth, click “Open Setup Agent.”
4. Describe your requirement in plain language; answer any follow-up questions.
5. Review the AI’s summary and click “Test.”
6. Enter real sample values; examine the live result in the Testing Agent chat. Fix issues if any.
7. When the test is green, click “Publish Integration.”
8. Edit the bot’s system instructions and add an explicit trigger line that names this integration.
9. Test the whole bot multiple times with varied inputs (missing fields, unusual date formats, calendar clashes) before going live.

6. Expected Result

After publishing and correct instruction, the bot automatically executes the integration in every conversation that meets the trigger condition, showing users immediate results (e.g. confirmed slot, saved lead, emailed receipt) inside WhatsApp.

7. Edge Cases

Missing fields, unexpected data formats, or calendar conflicts can cause failures. Testing with multiple value sets before publishing is strongly advised to catch these.

8. Flip-side

Current limitations: each integration handles only one tool action; multi-step or multi-tool flows require multiple separate integrations and matching instruction lines. Users cannot add custom toolkits or APIs themselves. Only one authenticated account can be active per toolkit at a time; switching accounts affects all integrations that use that toolkit.

9. Troubleshooting

• Toolkit list not loading: Refresh page; escalate if still blank.
• Authentication failing: Retry OAuth with the correct account; escalate if valid creds still fail.
• AI not understanding requirement: Rephrase with specifics, e.g.

  Add a row to Sheet1 with name in column A and email in column B when the user submits their details.

  Escalate if mapping keeps failing.
• Test failing: Read the error in chat, return to Setup Agent, adjust config; escalate if failure persists with correct data.
• Integration not triggering live: Confirm it is published and explicitly referenced in system instructions; re-test and re-publish if needed; escalate if still inactive.
• Publish button greyed out: You changed the config after the last successful test—run the test again; escalate if the button stays disabled after a fresh success.

Keywords

integrations, google sheets, google calendar, gmail, whatsapp bot, myoperator, setup agent, testing agent, appointment booking, lead capture, lead qualification, knowledge base, complaint routing, oauth, publish integration, troubleshooting