Automate WhatsApp Support using a Google Docs Knowledge Base

Automate 24/7 customer support on WhatsApp by letting an AI assistant answer questions in real-time using your Google Docs as a live knowledge base.

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    Workflow Overview

    What is this?

    What is this?

    This workflow creates a smart AI assistant for your WhatsApp Business account. It automatically reads a designated Google Doc to find answers to customer questions, then uses a powerful language model like Google Gemini to provide natural, helpful responses in real-time.
    What problem does it solve?

    What problem does it solve?

    Tired of manually answering the same customer questions over and over on WhatsApp? This workflow eliminates that repetitive and time-consuming task, ensuring your customers get immediate, consistent information, even outside of business hours.
    What will you get?

    What will you get?

    You will be able to provide 24/7 automated customer support, ensuring no customer query goes unanswered. You will significantly reduce manual response time, saving your team hours each week. You will also maintain a single source of truth for all customer-facing information, as the AI's knowledge can be updated simply by editing a Google Doc.

    Apps Included

    • Google Sheets
    • Signaturit
    • WhatsApp Trigger
    • AI Agent
    • Simple Memory
    • Sticky Note
    • If
    • Code
    • Date & Time
    • AI Transform
    • Google Docs
    • WhatsApp Business Cloud
    • ChatMasters
    • Databox
    • Google Gemini Chat Model
    • Mallabe Barcodes

    How to Use

    Prerequisites

    Setup Steps

    1

    Connect WhatsApp Trigger

    Authenticate your WhatsApp Business Cloud API account in the trigger node to receive incoming messages.

    2

    Configure Google Docs Node

    Connect your Google account and paste the ID of your knowledge base document into the 'company's knowledge' Google Docs node.

    3

    Set Up AI Model

    Add your API key for either Google Gemini or OpenAI in the corresponding AI chat model node and connect it to the 'AI Agent'.

    4

    Configure Google Sheets Logger

    Authenticate your Google account in the 'Google Sheets' node and specify the spreadsheet and sheet where conversation logs should be saved.

    5

    Activate and Test

    Activate the workflow and send a test message to your WhatsApp Business number to verify that you receive an automated, AI-generated response.

    Pro Tips

    1
    To update the AI's knowledge, simply edit the content of your connected Google Doc—no retraining is required.
    2
    Customize the AI's personality and rules by modifying the System Message in the 'AI Agent' node.
    3
    Consider adding an error-handling path to notify a human agent via email or Slack if the bot encounters a question it cannot answer.
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    Information

    • Published date8/11/2025
    • Last updated8/11/2025

    Platform

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