# Google Sheets Integration

Automatically export chat conversations and lead form submissions to Google Sheets.


Connect your Chipp AI app to Google Sheets to automatically export conversations and collect lead form data.

## What You Can Do

| Use Case | Description |
|----------|-------------|
| **Export Chat Logs** | Automatically save every conversation to a spreadsheet |
| **Lead Generation Forms** | Collect form submissions directly into Google Sheets |

## Use Case 1: Export Chat Logs

Automatically export every conversation to a Google Sheet for analysis, record-keeping, or compliance.

### Prerequisites

Before connecting, create an empty spreadsheet in your Google Drive. Chipp will add the data to this spreadsheet.

### Setting Up Chat Export

<Steps>
  <Step title="1">
    <strong>Navigate to Chat Output</strong>

    Go to your app's **Chats** page and click the **Actions** tab. Find the **Connected Outputs** card.
  </Step>

  <Step title="2">
    <strong>Click Configure Output</strong>

    Click the **Configure Output** button to open the output dialog.
  </Step>

  <Step title="3">
    <strong>Connect Google Sheets</strong>

    Click the Google Sheets button. If you haven't connected your Google account yet, you'll be prompted to:

    1. Sign in to your Google account
    2. Review the permissions Chipp is requesting
    3. Click **Allow** to grant access
  </Step>

  <Step title="4">
    <strong>Select Your Spreadsheet</strong>

    The Google File Picker will open. Navigate to and select the empty spreadsheet you created earlier.

    <Callout type="warning">
    You must create an empty spreadsheet in Google Drive first. Chipp cannot create spreadsheets for you.
    </Callout>
  </Step>

  <Step title="5">
    <strong>Confirm Setup</strong>

    Once selected, Chipp will initialize your spreadsheet with headers. You'll see your sheet listed in the Connected Outputs section.
  </Step>
</Steps>

### What Gets Exported

Each row in your sheet will contain:

| Column | Description |
|--------|-------------|
| Date | When the conversation started |
| Updated At | Last message timestamp |
| Chatlogs | Full conversation text |
| Conversation ID | Unique session identifier |
| User ID | User identifier (if collected) |
| Email | User email (if collected) |
| Phone Number | User phone (if collected) |
| Source | Where the chat originated (Web, API, Slack, etc.) |
| Tags | Conversation tags |

### Viewing Your Data

Your connected sheet appears in the Connected Outputs section. Click the Google Sheets icon to open it directly in Google Sheets where you can:

- Share it with team members
- Create charts and analytics
- Build automations with Google Apps Script

## Use Case 2: Lead Generation Forms

Collect form submissions directly into Google Sheets when using lead generation forms.

### Setting Up Lead Form Export

<Steps>
  <Step title="1">
    <strong>Open Lead Collection</strong>

    Go to **Build** page and find the **Lead Collection** section. Click **+ Collection Form** to create a new form.
  </Step>

  <Step title="2">
    <strong>Connect Google Sheets</strong>

    In the dialog, you'll see "Would you like to push leads to a Google Sheet?" Click **Connect** to link your Google account.
  </Step>

  <Step title="3">
    <strong>Select Your Spreadsheet</strong>

    Use the Google Picker to select an empty spreadsheet from your Google Drive.
  </Step>

  <Step title="4">
    <strong>Configure Form Fields</strong>

    Click **Next** to set up your form fields. Choose which information to collect (name, email, phone, etc.).
  </Step>

  <Step title="5">
    <strong>Save the Form</strong>

    Click **Save** to create your form. Lead submissions will now automatically appear in your Google Sheet.
  </Step>
</Steps>

### Form Data in Sheets

When a user submits a lead form, a new row is added with:

- Each form field you configured
- Submission timestamp
- Conversation context

<Callout type="success">
**Pro Tip**: Use Google Sheets' built-in notifications to get alerted when new leads come in. Go to **Tools** > **Notification rules** in your sheet.
</Callout>

## Managing Your Connection

### Viewing Connected Sheets

- **Chat Logs**: Go to **Chats** > **Actions** tab to see connected output sheets
- **Lead Forms**: Go to **Build** > **Lead Collection** to see forms with connected sheets

### Disconnecting a Sheet

To disconnect a Google Sheet from chat logs:

1. Go to **Chats** > **Actions** tab
2. Find the sheet in Connected Outputs
3. Click the trash icon to remove it

To disconnect a lead form:

1. Go to **Build** > **Lead Collection**
2. Click the trash icon next to the form

### Revoking Google Access Entirely

To completely revoke Chipp's access to your Google account:

1. Go to your [Google Account Security Settings](https://myaccount.google.com/security)
2. Find **Third-party apps with account access**
3. Click on Chipp and select **Remove Access**

### Switching Accounts

To use a different Google account:
1. Disconnect the current sheet
2. Reconnect using the new account credentials

## Troubleshooting

### "Connection Failed" Error

1. Check that you're signed into the correct Google account
2. Ensure pop-ups aren't blocked in your browser
3. Try disconnecting and reconnecting

### Data Not Appearing in Sheet

1. Verify the correct sheet is selected
2. Ensure your Chipp app is receiving conversations
3. Check that the sheet wasn't deleted from Google Drive

### "Permission Denied" When Accessing Sheet

1. Make sure you're accessing with the same Google account used to connect
2. The sheet may have been deleted - check your Google Drive Trash

### Can't Find Spreadsheet in Picker

1. Make sure you created an empty spreadsheet first
2. Check that the spreadsheet is in Google Drive (not Google Docs or another app)
3. Try refreshing the picker

## Security & Privacy

Your data security is important:

- **Encrypted tokens**: All Google credentials are encrypted at rest
- **Minimal permissions**: We only request access to spreadsheets, not your entire Drive
- **Automatic refresh**: Tokens are refreshed securely without requiring re-authorization
- **You control access**: Revoke access anytime from your Google account