Quick Answer

Integrations lets any MyOperator bot save data, read sheets, book calendar slots, or send emails inside a live WhatsApp conversation—configured through plain-language chat, no code or developer required.

Feature Overview

• Connects the bot to external tools such as Google Sheets, Google Calendar, Gmail and others managed by MyOperator.
• Actions run mid-conversation, not after, giving users a seamless experience.
• AI handles API calls, webhooks and variable mapping; the bot owner only logs in and describes the requirement.
• Designed for small businesses that previously could not afford custom integrations.
• Lives in the Integrations tab next to Knowledge Base, Instructions and Functions; Functions remain available for manual API setups.

Step-by-Step Setup Process

1. Select a toolkit (e.g. Google Sheets) and log in through the standard OAuth or API-key flow—no tokens handled manually.
2. Open the Setup Agent and describe the action in plain language, for example: “When a lead gives me their name and phone number, add a row to my Google Sheet.” The AI will ask follow-up questions, map variables and present a summary.
3. Test with real values. Enter live data; the Testing Agent executes the call and shows the result. The Publish button stays disabled until a test succeeds.
4. Click Publish Integration after a successful test. The action is now live in every relevant conversation.

Mandatory System Instructions

The bot must be told exactly when to run each integration. Add lines like the following to the bot’s main system instructions:

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

If the bot has several integrations, list each one with its trigger condition. Without these lines the bot will not call the integration.

Testing Best Practices

• Test is compulsory—Publish activates only after a pass.
• Run multiple tests with differing inputs to catch edge cases such as missing fields, unexpected formats or calendar conflicts.
• If a test fails, the Testing Agent states the error. Adjust in the Setup Agent and re-test.
• Any edit after publishing resets the test status; re-test before re-publish.

Sample Use Cases

• Appointment Booking (Google Calendar · Gmail)
  • Check Availability: returns free 30-minute slots for the next 5 working days.
  • Book Appointment: creates the calendar event, adds the user as attendee and generates a Google Meet link.
  • Send User Confirmation: emails the user with slot details and Meet link.
  • Notify Admin: emails the admin with the user’s details and booked slot.
• Lead Capture (Google Sheets)
  Save Lead: appends a new row with name, phone, email as the conversation ends.
• Lead Qualification (Google Sheets)
  • Read Qualification Criteria: checks answers against a criteria sheet.
  • Save Qualified Lead: adds the lead to the Qualified Leads sheet if rules pass.
• Knowledge Base Search (Google Sheets)
  Search Knowledge Base: reads the sheet and returns an answer that matches the query.
• Complaint, Demo & Inquiry Routing (Google Sheets)
  • Save Demo Request: logs name, company, email and preferred time to Demo Requests.
  • Save Complaint: logs complaint with Status = Open and timestamp to Complaints.
  • Save General Inquiry: logs name, phone and message to General Inquiries.

Eligibility & Access

• Available to any bot owner with Bot Builder access.
• No coding skills needed; everything is done in chat.
• A bot can hold unlimited integrations; each handles one tool action.

Toolkit Availability & Authentication

• Current launch toolkits include Google Sheets, Google Calendar and Gmail.
• Additional tools are listed in the “Composio Toolkit List”; request missing tools via the account manager.
• Multiple accounts per toolkit can be authenticated, but only one account is active at a time across all integrations that use that toolkit.

Managing Integrations

• Edit: loads full chat history; type changes and re-test to re-publish.
• Reset Chat: reverts to last saved state during an edit.
• Delete: removes the integration but leaves the connected account intact.

If the integration stops working live, confirm it is published and referenced in system instructions, then re-test and re-publish. Contact support with the integration name and user-seen error if the issue persists.

Troubleshooting Guide

• Toolkit list not loading: refresh and retry; escalate if it persists after multiple refreshes.
• Authentication failing: re-attempt OAuth with the correct account; escalate if valid creds keep failing.
• AI not understanding the requirement: rephrase with specifics such as column names and triggers; escalate after several reasonable attempts.
• Test failing: read the error, adjust config, retry; escalate if it fails with correct values and setup.
• Integration not triggering: ensure it is published and explicitly mentioned in system instructions; escalate if still inactive after re-publish.
• Publish button greyed out: re-test after any change; escalate if button stays disabled after a fresh successful test.

Current Limitations & Roadmap

• One action per integration; chain multiple integrations for multi-step flows.
• Automatic account cleanup on last-integration deletion is not yet available.
• Multi-toolkit flows and broader toolkit options are on the roadmap.

Keywords

integrations, bot builder, google sheets, google calendar, gmail, setup agent, testing agent, system instructions, oauth, publish, appointment booking, lead capture, knowledge base search, troubleshooting, myoperator