It is a simple yet powerful concept: retrieve data from your Google Sheet and send it via WhatsApp. And then get some data from a WhatsApp conversation and automatically enter it in a Google Sheet. Is your company looking for a quick and easy integration between WhatsApp and Google Sheets to improve customer experience? Look no further, this tutorial will show you how to do that.
In this tutorial, you will learn to use Vonage’s no-code/low-code platform, AI Studio, to build a WhatsApp chatbot that handles user product feedback.
DT API Account
To complete this tutorial, you will need a DT API account. If you don’t have one already, you can sign up today and start building with free credit. Once you have an account, you can find your API Key and API Secret at the top of the DT API Dashboard.
Prerequisites
Vonage Developer Account
Vonage Virtual Number - Rent a number for your virtual agent
Google Sheets Account - Sign up for Google
How to Create a Google Sheets Database
Open Google Sheets and click Blank Spreadsheet. Give your spreadsheet a nice title like WhatsApp Product Feedback
. Next, name your first sheet users
.
The users
sheet will have 3 column headers:
phone_number
first_name
last_name
Add one user for testing with all three data fields complete.
For
phone_number
, add your own WhatsApp number or another phone number you can access to receive WhatsApp for testing. Phone numbers should be in international format without any + or 00. For example, a US number would be15552345678
.
Now add a second sheet called responses
. The responses
sheet will have 4 column headers:
phone_number
type
feature
feedback
How to Use Google Sheets as a REST API
Now you will turn your Google Spreadsheet into a REST API. Open the Extensions tab and select Apps Scripts. Apps Scripts allows you to write code on top of Google Workspace applications like Google Sheets or Google Docs to automate and extend their functionality.
First, give your new project a nice title like WhatsApp Product Feedback
, and clear the code in the tab under code.gs.
How to Create a GET Request Endpoint for Google Sheets
You can add the following code in code.gs:
function json(sheetName, phoneNumber) {
const spreadsheet = SpreadsheetApp.getActiveSpreadsheet();
const sheet = spreadsheet.getSheetByName(sheetName);
const data = sheet.getDataRange().getValues();
// Find the row corresponding to the given phone number
const headers = data[0];
const rowIndex = data.findIndex(row => row[headers.indexOf('phone_number')] === phoneNumber);
// If the phone number is found, return the corresponding entry, otherwise return null
if (rowIndex !== -1) {
const rowData = data[rowIndex];
const jsonData = convertToJson([headers, rowData]);
return ContentService
.createTextOutput(JSON.stringify(jsonData))
.setMimeType(ContentService.MimeType.JSON);
} else {
return ContentService
.createTextOutput(JSON.stringify({error: "Phone number not found."}))
.setMimeType(ContentService.MimeType.JSON);
}
}
function doGet(e) {
const path = e.parameter.path;
const phoneNumber = e.parameter.phone_number; // Extract phone number from URL parameter
return json(path, phoneNumber);
}
But what does this code do? The first function creates our logic that will handle a sheet name, like users
, and a phone_number
, like your WhatsApp number. Then it will search the active spreadsheet to find this particular sheet. Inside that sheet, it finds the column called phone_number
and then searches each row against the phone_number
that is provided. If it finds a match, it then takes the data in that row and converts it to a JSON.
The second function creates a GET endpoint and extracts the query parameter values of path
and phone_number
. Then it sends those values back to the first function and returns the JSON that it receives.
How to Create a POST Request Endpoint for Google Sheets
Below your GET request logic, you can now add the following:
function doPost(e) {
// Parse incoming POST data
const postData = JSON.parse(e.postData.contents);
// Extract data from the POST request
const phoneNumber = postData.phone_number;
const type = postData.type;
const feature = postData.feature;
const feedback = postData.feedback;
// Get the "responses" sheet
const spreadsheet = SpreadsheetApp.getActiveSpreadsheet();
const sheet = spreadsheet.getSheetByName("responses");
// Append a new row with the data
const newRow = [phoneNumber, type, feature, feedback];
sheet.appendRow(newRow);
// Return success response
return ContentService.createTextOutput("Row added successfully.");
}
This creates a POST endpoint, which again extracts the information sent in the request. However, here the data is sent in the body so e.postData.contents
handles that nicely. Once all the pieces of data have been extracted and the responses
sheet loaded, a new row is created in the array newRow
. It is then added with the appendRow
method. Finally, a nice response message is sent so that we know in AI Studio our operation has succeeded.
Now, you can deploy your web app and make it publicly exposed. Click on Deploy.
This will open a panel that asks you to “Please select a deployment type”. Click on the settings icon and select Web app. For “Execute as”, select yourself. And for “Who has access”, select anyone. Continue and click Authorize access, and continue to allow Google to authorize access to the project.
Finally, you will see a New deployment panel that includes a Web App URL. Save this URL for later. Finally, click Done.
How to Create an Inbound WhatsApp Chatbot
To create your no-code/low-code agent, follow the instructions found in the AI Studio documentation. There are three important options for our agent, to select:
Type: WhatsApp
Template: Start From Scratch
Event: Inbound
Our agent will be fairly simple, using just 4 different Node Types:
Send Message Node: a single text message sent from the virtual agent to the user.
Collect Input Node: the virtual agent will prompt a question to the user. The user’s input will be captured and stored to a parameter value.
Conditional Node: a logical operator that allows your flow to differentiate between different values for a parameter. E.g. if/else.
Webhook Node: This node enables you to send and request data to and from third-party services, like your Google Sheets API!
How to Create Custom Parameters in AI Studio
Our low-code agent will use 5 custom parameters. Create the parameters: feature
, feedback
, feedback_type
, first_name
, and last_name
. All 5 should be of the @sys.any
entity.
How to Create a WhatsApp User Feedback Flow in AI Studio
Our virtual agent flow will consist of greeting our user by name and then collecting the product feedback from our user before sending the data to our Google spreadsheet. You can add the following nodes, starting from the Start Node.
Retrieve User Name a. Node Type: Webhook Node b. Method: GET c. URL: Your Web App URL from the previous section d. Body: select body type to be
Text
e. Query Parameters:Query Parameter:
path
Value:
users
f. Response Mapping
Object path:
[0][“first_name”]
, Parameter:$first_name
Object path:
[0][“last_name”
], Parameter:$last_name
2. Welcome Message
Node Type: Send Message Node
Output Type: Text
Agent Says: “Hey
$first_name
$last_name
, welcome back! Thanks for giving us some feedback ”
3. Collect Feedback Type
Node Type: Collect Input Node
Parameter:
feedback_type
Message: Reply Buttons
Body: “Please select the type of feedback”
Buttons:
Button Title: “ Report a bug”, Button Value:
bug
Button Title: “ Feature request”, Button Value:
request
Button Title: “️ Other”, Button Value:
other
4. Collect Feature
Node Type: Collect Input Node
Parameter:
feature
Message: Reply Buttons
Body: “Which feature does this concern?”
Buttons:
Button Title: “ Feature One”, Button Value:
one
Button Title: “ Feature Two”, Button Value:
two
Button Title: “ Feature Three”, Button Value:
three
5. If feedback = bug
Node Type: Condition
Condition: if type = bug
Parameter:
feedback_type
Operation: is equal to
Value:
bug
Here, your flow will diverge for a single step. This is because we want to allow users to send us photos of their bugs, but for all other feedback, we expect them to type out their descriptions. So from the if type = bug
exit point in the previous node, connect it to the Collect Bug Report Node. For the default exit point in the previous node, connect it to the Collect Feedback Node. The two nodes are as follows:
6. Collect Bug Report
Node Type: Collect Input Node
Parameter:
feedback
Message: Text
Body: “ Please describe the bug. You can also send a photo of the bug.”
Expected Input: Text & Image
7. Collect Feedback
Node Type: Collect Input Node
Parameter:
feedback
Message: Text
Body: “ Please describe your feedback”
Expected Input: Only Text
8. Send to Google Sheets
Node Type: Webhook Node
Method: POST
URL: Your Web App URL from the previous section
Body: {"phone_number":
$SENDER_PHONE_NUMBER
, "type": "$feedback_type
", "feature": "$feature
", "feedback": "$feedback
"}
9. Thank You Message
Node Type: Send Message Node
Output Type: Text
Agent Says: “Thank you for the valuable feedback Have a great day!”
Now, your agent is ready to send WhatsApp messages from Google automatically!
How to Test Your WhatsApp Chatbot
Now that your virtual agent is all hooked up, you can open the Tester. Ensure to first add a testing phone_number
value by clicking the settings icon in the top right corner. Find the SENDER_PHONE_NUMBER
system parameter and add the value from your users
sheet in Google. To close the Initial Parameters panel, click again on the settings icon in the Tester. Now you can click the refresh icon and start your test conversation.
How cool is your new product feedback agent?! Did you test out adding photos for bug reports? Go check out the Google Sheet and see how it adds a URL. When you try to open the URL, you should automatically download the image that was sent to your virtual agent, awesome!
Conclusion
In this tutorial, you built a WhatsApp and Google Sheets integration. You can now send WhatsApp messages from Google Sheets automatically, and also enter new data into Google Sheets from WhatsApp. And you were able to do it all in no-code/low-code!
How will you extend your agent? You can add authentication to your Google Sheets API. Or you can make your agent more user-friendly with our Generative AI Node. You could also connect a user directly to a member of your team with the Live Agent Routing Node.
Whatever you decide to do, we want to hear about it! Please reach out in our Developer Community Slack or on X, formerly known as Twitter.
Additional Resources
Benjamin Aronov is a developer advocate at Vonage. He is a proven community builder with a background in Ruby on Rails. Benjamin enjoys the beaches of Tel Aviv which he calls home. His Tel Aviv base allows him to meet and learn from some of the world's best startup founders. Outside of tech, Benjamin loves traveling the world in search of the perfect pain au chocolat.