Quick Answer

Integrations lets you connect your WhatsApp bot to Google Sheets, Google Calendar, Gmail and other approved tools so the bot can save data, read data, book slots or send emails in real-time, all without writing code.

Feature Overview

• Works inside live WhatsApp conversations—no separate triggers.
• Removes the need for APIs, webhooks or variable mapping; everything is configured by plain-language chat with an AI Setup Agent.
• The Integrations tab sits beside Knowledge Base, Instructions and Functions in Bot Builder.
• Available to any bot owner with Bot Builder access; no technical knowledge needed.
• Each integration performs one tool action; create multiple integrations for multi-step flows.

Setup Workflow

1. Log in to the tool: Choose a toolkit (e.g. Google Sheets) and complete the normal OAuth or API-key login in a new tab. No tokens or keys handled manually.
2. Describe the requirement: In the Setup Agent chat, type a plain-language instruction such as:

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

   The AI follows up for missing details, maps variables and shows a summary.
3. Test with real values: Enter live data (name, email, slot time). The Testing Agent runs the call and returns success or a detailed error.
4. Publish: After a successful test the Publish Integration button activates. Click it to make the action live for every relevant conversation.

Mandatory testing: Publish is blocked until one successful test is completed.
Strong recommendation: run multiple tests with edge-case inputs (missing fields, unusual formats, calendar conflicts) before going live.

Writing System Instructions

Integrations only trigger when explicitly referenced in the bot’s main system instructions. Use the exact integration name and a clear condition.

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

Create a separate line for every integration if the bot uses several.

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 event, adds the user as attendee and generates a Google Meet link.
  • Send User Confirmation: emails the user the slot details and Meet link.
  • Notify Admin: emails the admin the user’s details and booked slot.
• Lead Capture (Google Sheets)
  • Save Lead: appends a new row to the sheet with name, phone, email as the conversation ends.
• Lead Qualification (Google Sheets)
  • Read Qualification Criteria: evaluates budget, timeline, team size and use case against a criteria sheet.
  • Save Qualified Lead: appends to the Qualified Leads sheet when rules are met.
• Knowledge Base Search (Google Sheets)
  • Search Knowledge Base: reads the sheet tab and returns an answer that matches the question.
• Complaint, Demo & Inquiry Routing (Google Sheets)
  • Save Demo Request: logs name, company, email, 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.

Frequently Asked Questions

Q1 What is the Integrations feature?
Connects the bot to external tools (Google Sheets, Google Calendar, Gmail) to perform real actions in-chat without developers.

Q2 Who can use it?
Any MyOperator bot owner; the Integrations tab appears automatically.

Q3 Available toolkits?
Managed by MyOperator; currently Google Sheets, Google Calendar, Gmail. Request others through the account manager. Custom APIs cannot be added by users.

Q4 Need a developer?
No. Configuration is entirely through plain-language chat; users only log in to their third-party account.

Q5 What is the Setup Agent?
The AI chat interface that configures an integration, asks clarifying questions and shows a config summary.

Q6 What should go in system instructions?
Exact integration name plus trigger condition, e.g.:

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

Q7 How does authentication work?
Standard OAuth or API-key flow in a new tab; platform stores credentials securely.

Q8 Multiple accounts per toolkit?
Yes, but only one can be active at a time for that toolkit across the bot.

Q9 Is testing mandatory?
Yes; Publish is disabled until a test passes.

Q10 Test fails—what then?
Error reason appears in chat; edit the config or retry with new values, then re-test.

Q11 Can I edit after publishing?
Yes. Edit loads full chat history. Any change resets the test status; you must re-test and re-publish. Reset Chat reverts to last saved state.

Q12 How many integrations per bot?
No hard limit, but each handles one action; create separate integrations for multiple actions and orchestrate via system instructions.

Q13 AI doesn’t understand?
Rephrase with specifics such as column names and when to trigger. Example:

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

Q14 Integration stops working live?
Confirm it’s published and referenced in instructions, then re-test, edit and re-publish. If still failing, contact support with the integration name and user-seen error.

Q15 Delete integration—what about the account?
The connected account remains; cleanup on last-integration deletion is not yet available.

Q16 Does this replace Functions?
No. Functions remain for custom API setups; Integrations covers no-code use cases.

Troubleshooting Guide

• Toolkit list not loading: Refresh the page and retry. Escalate if issue persists across multiple refreshes.
• Authentication failing: Re-attempt OAuth with the correct account. Escalate if auth fails repeatedly for a valid account.
• AI not understanding requirement: Rephrase with specifics. Escalate if reasonable, specific inputs fail after multiple tries.
• Test failing: Read the error, adjust configuration, re-test. Escalate if failure persists with correct values and config.
• Integration not triggering live: Ensure integration is published and named in system instructions. Escalate if still failing after re-test, re-publish and instruction update.
• Publish button inactive: Re-test after any change. Escalate if button stays grey after a fresh successful test.

Limits & Toolkit Availability

• One action per integration; multi-action and multi-toolkit flows are on the roadmap—use multiple integrations for now.
• Toolkit availability at launch is restricted to Google Sheets, Google Calendar and Gmail. For other tools, consult the «Toolkit List - Composio Toolkit List» and raise a request via your account manager.

Keywords

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