Connect Google Drive
Connect Google Drive once, pick files, and any agent can use them.
Note
Google Drive opens to workspaces in turn. Until Integrations shows Connect Google Drive, these steps don’t apply.
Connect Google Drive
Open Google Drive in Integrations, press Connect, then Connect Google Drive. You need to be an owner or admin of the workspace. Google asks for access to the files you choose, and nothing else.
Choose files
Press Choose files, then Open Google Drive. Pick your files, set Confidential first if only team agents should use them.
Use them on an agent
Open Knowledge, press Add, and pick the files from your library.
Good to know
- Docs, the first tab of a Sheet, PDFs and Word files are read. Other files are skipped.
- Pictures in a Doc are left out.
- Press Check for changes to read your files again. A changed file waits in Train. Your agent answers from the old text until its next train.
- A file Google stops sharing is held back. Your agent stops using it at the next train, and the text stays in Knowledge. If Google shares it again, the next check lets it back in.
- Google Drive needs a plan with integrations. Below that, you can’t connect, choose files or check for changes.
- Disconnect deletes the access and keeps your files.
- To remove the app in Google too, open your Google Account › Security.
- If the picker doesn’t open on your phone, pick files on a computer.