How It Works
When you add a Google Sheets or Google Docs link to your agent's knowledge base, your agent reads the document in real time during conversations. Every time a conversation requires information from that document, your agent pulls the latest version directly from Google. Nothing is cached, so your agent's responses always reflect your most current data.
This is different from uploading a static file. With a live Google link, any updates you make to the spreadsheet or document are immediately available to your agent, with no re-uploading required.
Connect Your Google Account
Before you can add a Google link to your knowledge base, you need to connect your Google account to Salesmsg.
Go to App Marketplace in your Salesmsg account.
Find Google Sheets or Google Docs under the All or Productivity category.
Click Connect and complete the Google OAuth sign-in flow.
Once connected, your Google account is linked and ready to use across your agents.
Add a Google Link to Your Agent's Knowledge Base
Open the agent you want to update and go to the Knowledge Base section.
Click Add Google link.
Paste a valid Google Sheets or Google Docs URL into the input field.
Click Add. The system validates the URL and confirms your Google account has access to the document.
The document appears in your knowledge base list with its title, document type icon, and a Syncing status that updates to Ready once the connection is confirmed.
A Real-time update badge shows the last time your agent synced with the document.
Your agent is now ready to use the live document in both text and calling conversations.
What to Expect
You can add one live document per knowledge base. If you try to add a second live doc, you will see: Only one live doc is allowed per knowledge base.
Only Google Sheets and Google Docs URLs are accepted. If you paste an invalid URL, you will see: Please enter a valid Google Sheets or Google Docs link.
The document must be accessible to your connected Google account. If your account does not have permission to view the document, the link will not be added.
If your Google connection expires or is revoked, your agent will continue conversations without the document data until you reconnect. You will see a warning banner on the agent setup page:
Your Google connection has expired. Reconnect to restore knowledge base access.
If the document is deleted or access is removed by the document owner, the affected link will show a Document unavailable badge. You can remove the broken link and replace it with a new one.
To remove a live document link, use the same removal flow as static files. A confirmation dialog will appear before the link is deleted.
Frequently Asked Questions
Does my agent use the document automatically, or do I have to trigger it?
Your agent uses the linked document automatically. When a conversation needs information, the agent fetches the latest content from Google in real time and uses it to inform its response. You do not need to do anything after the initial setup.
What happens if my document is very large?
If the document is too large or the read times out, your agent will continue the conversation without that data and will not show an error to the contact.
Can I use the same Google connection for multiple agents?
Yes. Your Google account connection is linked to your Salesmsg profile, so it can be reused across any agents you set up.
What is the difference between a live Google link and an uploaded file?
An uploaded file is a static snapshot. Your agent only knows what was in the file at the time it was uploaded. A live Google link is fetched fresh every time your agent needs it, so your agent always has the current version.
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