How to integrate SAS Flex with Google Docs

One of the many features that Google offers is Google Docs, software that works just like Word. If you would like our operators to have specific information available to review with your customers, integrating a Google Doc into your call script will enable them to see complete details without having to surf through your FAQs. During the call, the operator can also offer to email a link to the document directly to your caller.

In this article we'll discuss:

Setting Link Sharing

Before you can link your Google Doc to the SAS Flex app, you'll need to ensure that your document is set to  Anyone with the link.

Note that if you do not want the document to remain public, once the app syncs with your Google Doc, you can override the document settings and set it back to private.
1
Log in to your Google account and open the Google Doc that you'll be integrating with the app.

2
In the upper right corner, hover over the blue  Share button. If the pop-up shows  Public on the web or  Anyone with the link, then you can move on to Connect Google Docs to the SAS Google Docs App.

If not, continue to step 3 below.

3
To adjust link sharing, click  Share, and then click on  Get Link. 

4
From the dropdown, click the Anyone with the link button. 

5
If necessary, adjust the Access settings in the pop-up.

6
Then, click Done.

Connect Google Docs to the SAS Google Docs App

1
Now that you've set link sharing, it's time to connect the app. Within SAS Flex, go to the Integrations button on the left-hand navigation panel.

 

2
From the Apps screen, click Install next to the Google Docs icon. On the next screen, you'll connect the email address where your Google Doc is saved.

3
On the next screen, click the Connect button.

4
In the pop-up, you'll need to first select the account you wish to connect. Then, you'll need to check off the applicable check boxes and click Continue.

Configure Google Docs

1
At this point, you'll need to Configure the Google Doc. Click the Add configuration button beneath the picture. 

2
2. Select the document you wish to configure from the drop down.
3
After you've selected the correct document, click Continue at the bottom of your screen. 

4
On the next page, you'll need to fill out the Name of your configuration. If you'd like, you can also include instructions for the CSRs to use when accessing your document. 

5
When you are done, click Save

Integrate Google Docs into Your Script

With all of your integration settings complete, you'll need to add the integration into your SAS script. 

1
In the Google Doc script block of your choosing, go to the  Options tab. 
2
From the  Google Docs Integration dropdown, select the configuration you'd like to integrate. 

3
Then, click  Save.
If you've disconnected and reconnected your configuration at any point, you'll need to re-integrate it into your script.

If you were simply editing a script block that was already added to a script, you’re all set! If not, you’ll need to create the rest of your script blocks (if applicable), your script sections, and your script. Check out these articles for instructions:

Important Notes about Google Docs

  • If you make any changes to a Google Doc after integration, you'll need to go back to the App and click the Save button in the bottom left corner of the screen. There is no need to reintegrate the document. Clicking Save will automatically update the integration with your new information.
  • The steps above can be repeated to integrate additional Google Docs into the different paths within your call script.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us