Sync ChatAgent data to Google Sheets for custom reporting, team visibility, and data analysis.
| Data |
To Google Sheets |
| Conversations |
Log every conversation with timestamps and outcomes |
| Orders |
Record orders placed through ChatAgent |
| Contacts |
Maintain a live contact list |
| Campaign results |
Track outbound campaign performance |
| AI metrics |
Log AI response rates and resolution stats |
- Go to Settings → Integrations → Google Sheets
- Click Connect Google Sheets
- Log in with your Google account
- Authorize ChatAgent to access your sheets
- Select or create a spreadsheet
- Configure what data to sync
- Activate
ChatAgent creates and maintains sheets with these columns:
| Column |
Description |
| Timestamp |
When the conversation started |
| Contact |
Customer name and phone |
| Platform |
WhatsApp, Facebook, or Instagram |
| Messages |
Total message count |
| AI handled |
Yes/No |
| Resolved |
Yes/No |
| Duration |
How long the conversation lasted |
| Column |
Description |
| Order ID |
Unique order identifier |
| Customer |
Customer name |
| Products |
Items ordered |
| Total |
Order amount |
| Source |
ChatAgent, Shopify, etc. |
| Status |
Pending, fulfilled, cancelled |
| Column |
Description |
| Name |
Customer name |
| Phone |
WhatsApp number |
| First contact |
When they first messaged |
| Last active |
Most recent activity |
| Orders |
Total order count |
| Total spent |
Lifetime revenue |
| Tags |
Applied tags |
- Real-time — data appears in Sheets within seconds
- Hourly — batched updates every hour
- Daily — once per day
Choose what gets logged:
- All conversations — every conversation
- AI-handled only — conversations the AI resolved
- Human-handled only — conversations that needed a human
- Custom filter — based on tags, platform, or other criteria
- Create a dashboard — use Google Sheets’ charting to visualize trends
- Share with your team — give non-ChatAgent users visibility into data
- Set up alerts — use Google Sheets’ notification rules for important events
- Back up regularly — export your sheets periodically
- Workflows — trigger automations based on sheet data
- API — build custom integrations
- n8n — connect to more tools