How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration

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

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Example Use Case Let’s say you want to collect customer feedback. Here’s how the bot flow could look:

1. The bot asks, “How would you rate your experience with DoubleTick on a scale of 1-10?”

2. The customer responds with a number (e.g., 8).

3. The bot records this response in the Google Sheet under the header "Rating."

4. If there’s a follow-up question, the flow continues until all required data is collected