How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration
Last updated
Last updated
Step-by-Step Guide
Log In to DoubleTick 1)Start by logging into your DoubleTick account to access the Bot Studio.
Navigate to Bot Studio 1)Go to the Bot Studio section. 2)On the left-hand side, you'll see all available triggers and actions.
Create a New Bot 1)Click on the "Create New Bot" button. 2)Select a Trigger (e.g., "Message Received" or "Button Clicked") that initiates the bot flow.
Add a Question 1)Add a Send Message component to the bot flow. 2)In the Body section, type your question. For instance: “What is your age." 3)Click on Response to specify that the customer’s reply will be captured
Create a Flow (Optional) If you have follow-up questions: 1)Connect the Response component to additional Send Message components. 2)Repeat the process for each question you wish to include in the flow.
Integrate Google Sheets 1) Step 1: Authenticate Google Account a)Add a Google Sheet Action to your bot flow. b)Click on "Sign In with Google" to authenticate. c)Select your Google account and grant the necessary permissions.
2)Step 2: Choose a Spreadsheet a)Click on the "Select a Spreadsheet" button. b)A dropdown will appear showing available sheets. Choose the one where you want to store.
Step 3: Map Variables to Headers 1)DoubleTick automatically reads the headers from the first row of the selected sheet. 2)Identify the variables you wish to capture from the conversation. For instance: a)Age: Click on the curly brackets {}, select the age component, and map it to the appropriate header b)Address: Repeat the same process for the address.
Step 4: Save and Enable the Bot 1)Once your flow is ready and Google Sheets integration is complete, save the bot. 2)Enable the bot to make it live
Example Use Case Let’s say you want to collect customer feedback. Here’s how the bot flow could look:
The bot asks, “How would you rate your experience with DoubleTick on a scale of 1-10?”
The customer responds with a number (e.g., 8).
The bot records this response in the Google Sheet under the header "Rating."
If there’s a follow-up question, the flow continues until all required data is collected
