Admin guide1:30 video

How to use Google Drive documents in Proshort Live Assistant

Sync a sales deck or pricing sheet from Google Drive into the Proshort Library, add it to your Live Assistant, and Aria answers from it on calls.

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Your deck, pricing sheet and battlecards probably live in Google Drive. This 90-second admin guide shows how to make them part of what Aria knows on a live call.

What the video covers

  • Check that the Google Drive integration shows Installed under Integrations.

  • In Library, open the Google Drive source, click Add File, then Google Drive, and pick folders or files. For now Aria reads PDF and PNG files; Word and PowerPoint are coming.

  • For a synced folder, later changes come across when you click Sync All Sources and choose Google Drive.

  • In Live Assistants, edit the assistant, go to the Knowledge step, click Add from library and add the file.

Chapters

  • 0:00 Connect Google Drive

  • 0:21 Add files from Drive

  • 0:32 Pick the files

  • 0:49 Keep it in sync

  • 1:02 Add it to the assistant

  • 1:17 Done

Transcript

Hi, I'm Aria. Your sales deck, pricing sheet and battlecards probably live in Google Drive. Here's how to make them part of what I know on a live call. First, as an admin, open Integrations and check that Google Drive shows Installed. If it doesn't, install it once.

Then go to Library, open the Google Drive source, and click Add File, then Google Drive.

Pick the folders or files you want to sync. One thing to know: for now I read PDF and PNG files. Word and PowerPoint files are coming soon. I'll search for a deck, pick the PDF, and click Select.

The file lands in the Google Drive folder of your Library. If you synced a whole folder, later changes in Drive come across when you click Sync All Sources and choose Google Drive.

Now open Live Assistants, edit the assistant that joins your calls, and go to the Knowledge step. Click Add from library, open Google Drive, tick the file, and click Add.

That's it. From the next call, I answer from your own documents. Keep the folder current in Drive, sync it, and your assistant stays current too.

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