Create a Google service account

Syllable’s samples are fine for testing, but to write to your own Google Drive you'll need a few things:

• A Google Drive account.
• A Google Service Account that your agent can use to write to your Google Drive.
• Folders and permissions configured as described in the following steps.

Step 1: Prepare Your Google Drive Assets

• Log into your Google Drive.
• Set up folder structure with a parent folder named "Syllable Demo" or whatever name you choose.
• Under that, create two folders named "Forms" and "Sheets".
• In the Forms folder create a Google Form and populate it with the questions you want your agent to ask (e.g., vehicle type, preferred test drive date, ZIP code, etc.).
• Save the ID Number of that parent folder and the ID Number of the Form, you’ll need both for your Tool configuration.
• IDs can be found at the end of the URL. E.g., _https://drive.google.com/u/1/folders/_ _ID-NUMBER-HERE_

Step 2: Enable the IAM API

• Navigate to Google Service Account creation.
• Click "Enable the API".
• This opens the Enable API Wizard.

• Select a project (the default is My First Project). If it’s not listed, create one.
• Then click "next" in Confirm Project and then click "enable."
• This gets you ready to configure your account in the Google Cloud Console.

Step 3: Enable and Configure APIs in Cloud Console.

• In Google Cloud Console go to "APIs & Services."
  • Search for and Enable the Google Forms API, Google Sheets API, and Google Drive API.
• Now you need to create your Service Account.
• Click "Credentials", "Manage Service Accounts", and then "Create Service Account".
• Give it a Name and Description.
• Give it a role: (_Basic,_ Editor).
• Click "Done."
• Select your new Service Account, click the action menu (three vertical dots), "Manage keys", "Add key", "Create new key", select "JSON".
• Download and open the file in a text editor. Keep this key secure.
• You also need to copy your service account name. Go back to Service accounts and click the copy button.

Step 4: Share your Google Drive resources to your Google Service Account

Share the folders you created with the service account so it can read the form and create and edit files.

• Go to your Google Drive.
• Go to the parent folder ("Syllable Demo"), open the share option, and paste in your Google Service Account name, then give it Editor permissions.

Step 5: Add the Keys to your Agent Tool Configuration

Now you need to give your agent the new access keys that you've created.

• Open the JSON file that you downloaded using a text editor and copy all of the text.
• Go back to your agent in the Console and click "Edit".
• Scroll down to Session variables. Under Tool Header, paste the entire JSON text from the file you downloaded into the value field with X-Google-Service-Credentials as the key field.
• Locate the folder ID and form id that you saved from Step 1.
• Scroll up to "Tools with configurations" and expand create_sheet_from_form
  • Parent Folder ID Number → paste the Sheets folder ID.
  • Form ID Number → paste the Google Form ID number.
• Click "Save".

Step 6: Test your Agent

Congratulations, your agent is now ready to:

• Read from your Google Form.
• Create a new Google Sheet and update it as it talks to prospects.

Let's go test it out.

• Select your Agent and click "Start Session".
• Say "Yes" to the Agent and answer the first question.
• In the inspector on the right, you should see the create_sheet_from_form tool being used.
• You can then click the down arrow next to "results" to expand the results and you'll see your sheet ID, etc.
• If you continue answering questions, you'll see other tools be used such as append_data_with_session.
• Now, finish the questions and go verify that it captured your answers in a Google Sheet.
• Go to your Google Drive, to the Sheets folder you created and there you can inspect your sheet and review your survey answers.