Answer from your documents
Policies, guides and FAQs in Drive become answers your agent can give on every channel.
All integrations
Google Drive integration
Google Drive + Steps AI
Google Drive integrationAnswer customers from what is already in Google Drive.
Connect the documents your team already keeps in Google Drive, such as policies, price lists and guides. Your agent uses them to answer customer questions.
Google Drive + Steps AIIllustrative conversation
What is your return policy for sale items?
Sale items can be exchanged within 14 days. Refunds are not available on sale items.
Your own content. Connected once. Used by any agent you choose.
Knowledge and data
What you can do with Google Drive connected.
Keep your information where your team already maintains it, and let the agent answer from it.
Keep one source of truth
Update the document in Drive and the agent works from the new version, with no copy and paste.
Share across agents
One connected folder can serve every agent in your workspace.
In practice
A conversation connected to Google Drive.
See the conversation alongside the information in your connected tool. Sample data is shown for illustration.
Google Drive · Source used- Document
- Returns and exchanges
- Section
- Sale items
- Answer
- From your content
Website conversationIllustration
What is your return policy for sale items?
Sale items can be exchanged within 14 days. Refunds are not available on sale items.
How to connect
Connect Google Drive in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect Google Drive
Open Resources, then Apps, and choose Google Drive. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds Google Drive to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Choose what the agent can read
Pick the pages, files or tables to use. They become workspace resources, so any agent can use them and one edit updates every agent.
FAQ
Questions about the Google Drive integration.
Does the agent use everything in my account?
No. You choose what to connect, and the agent uses only that.
Can several agents use the same content?
Yes. Connected content is a workspace resource, so you set it up once and any agent can use it.
What if a question is not covered?
The agent can say it does not know and pass the conversation to your team. Web search is optional and off unless you switch it on.
Integrations that work well with Google Drive.
See Steps AI work with Google Drive.
Book a demo and we will walk through a real conversation using Google Drive and your own information.