Quick Answer

Integrations lets you securely connect your WhatsApp bot to Google Sheets, Google Calendar, Gmail and other pre-approved tools, configure real actions in plain language with the AI-powered Setup Agent, test them live, publish them, and control when they run via explicit system instructions—all without writing code.

Overview

• Connects a bot to external tools (Google Sheets, Google Calendar, Gmail and more) and performs actions—saving data, reading sheets, booking slots, sending emails—during an ongoing WhatsApp chat.
• Replaces manual API/webhook work with an AI chat that understands plain-language instructions.
• Example: a user books an appointment; the bot checks free 30-minute slots for the next 5 working days, collects name & email, books the event, creates a Google Meet link, emails user and admin—all inside one conversation.

How It Works

1. Log in to the tool: After you choose a toolkit (e.g. Google Sheets) a new tab opens and you complete the normal OAuth or API-Key flow—no keys or tokens to paste.
2. Describe what you want: In the Setup Agent chat, type something like “When a lead gives me their name and phone number, add a row to my Google Sheet.” The AI asks follow-up questions, maps variables and shows a summary.
3. Test with real values: Enter real data (name, email, slot time). The Testing Agent executes the call and shows the live result. Fix any errors before customers see them.
4. Publish: The Publish Integration button activates only after a successful test. Click it to go live.

Testing recommendation: run the test several times with different inputs (missing fields, odd formats, calendar conflicts) before releasing the bot.

Setting System Instructions

Merely publishing an integration is not enough—the bot must be told exactly when to trigger it. In the bot’s main system instructions mention each integration by its saved name and the precise condition that should fire it.

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

If you have several integrations, give each its own line.
Without these lines the bot will never run the integration in conversation.

Sample Use Cases

• Appointment Booking (Google Calendar · Gmail)
  • Check Availability – reads the admin’s calendar and lists free 30-minute slots for the next 5 working days.
  • Book Appointment – creates the event, adds the user as attendee, generates a Google Meet link.
  • Send User Confirmation – emails the user the slot 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 with name, phone, email when the conversation ends.
• Lead Qualification (Google Sheets)
  • Read Qualification Criteria – evaluates budget, timeline, team size, use case against a criteria sheet.
  • Save Qualified Lead – adds to the Qualified Leads sheet if rules are met.
• Knowledge Base Search (Google Sheets)
  • Search Knowledge Base – reads the sheet tab and replies with the matching answer whenever pricing, product or policy questions arrive.
• 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, message to General Inquiries.

Eligibility & Access

• Available to any bot owner with access to the Bot Builder; the Integrations tab appears alongside Knowledge Base, Instructions, and Functions.
• No technical expertise required—plain-language chat plus standard third-party login.

Available Toolkits & Accounts

• Current launch toolkits: Google Sheets, Google Calendar, Gmail (full list managed by MyOperator; for other tools raise a request with your account manager).
• You may authenticate multiple accounts per toolkit, but only one account can be active at a time; switching accounts affects every integration that uses that toolkit in that bot.
• Toolkit availability reference: “Toolkit List - Composio Toolkit List”.

Testing & Publishing Rules

• Publish button activates only after one successful live test.
• Re-testing is mandatory if you edit anything after that test.
• If a test fails, the Testing Agent shows the error—fix the configuration (common issues: wrong sheet ID, missing column, calendar permission) and retest.
• It is strongly advised to test edge cases before users interact.

Editing & Maintenance

• Click Edit on an integration card to reopen the entire Setup Agent chat history; add new instructions or corrections directly.
• Any edit resets the test status—you must test again and then re-publish.
• Reset Chat during an edit reverts everything to the last saved state.
• Deleting an integration does NOT disconnect the authenticated account; account clean-up on last-integration deletion is not available in this release.
• Integrations does not replace the existing Functions feature; use Functions for custom APIs that need manual setup and Integrations for no-code actions.

Troubleshooting Guide

• Toolkit list not loading – refresh the page; escalate if it still fails after multiple refreshes.
• Authentication failing – redo OAuth ensuring you use the correct account; escalate if valid credentials keep failing.
• AI not understanding the requirement – rephrase very specifically:

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

  Escalate if clear, specific phrasing still fails after several tries.
• Test failing – read the error in chat, adjust the setup, retest; escalate if it fails with correct values and config.
• Integration not triggering live – confirm it’s published and explicitly referenced in system instructions; edit, retest, republish; escalate if the problem persists.
• Publish button not activating – you probably changed the setup after the last test; run a fresh test. Escalate if the button stays grey after a successful test.

Current Limitations

• Each integration carries out only one tool action. Multi-action or multi-tool sequences will arrive later—create multiple integrations and chain them via system instructions for now.
• Users cannot upload custom tools or APIs; only the pre-approved toolkit list is available.

Keywords

Integrations, Google Sheets, Google Calendar, Gmail, WhatsApp bot, Setup Agent, Testing Agent, publish integration, system instructions, OAuth, lead capture, appointment booking, knowledge base search, troubleshooting, MyOperator