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Spreadsheets & databases

Google Data Studio

Give callers answers from your Google Data Studio reports, and manage report access by phone.

Connect Google Data Studio and your agent can search your reports and data sources during a call, read who has access to a report, and update sharing when you ask. A caller can ask for the latest dashboard, your agent finds it and confirms it, and a team member can be given access to a report without anyone opening a laptop. Every change is checked after it is made, so you know it took effect. Connect with your own Google Data Studio credentials from the tool's settings, and your agent works only within the access you have already granted.

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What your agent can do with Google Data Studio

  • Search your accessible reports and data sources by name during a call
  • Read who has access to a report and what role each person holds
  • Add team members to a report role and confirm the change
  • Remove a member's access from a report and confirm they are gone
  • Replace the sharing setup on a report while protecting against conflicting edits

Google Data Studio exposes 5 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Partner asks for the latest sales dashboard

  1. Caller

    Hi, this is Dana Whitfield from Harbor Logistics. Can you help me find the Q3 sales dashboard?

  2. Agent

    Of course, Dana. I found Q3 Sales Overview, last updated yesterday at 4:15 pm. Do you want me to add you as a viewer?

  3. Caller

    Yes, please. My email is dana@harborlogistics.com.

  4. Agent

    Done. You now have viewer access to Q3 Sales Overview. You should see it in your inbox within a few minutes.

Staff member checks who can edit a report

  1. Caller

    Hello, Marcus Reed at Greenline Dental. Who currently has edit access to the patient visits report?

  2. Agent

    Hi Marcus. Patient Visits Monthly has three editors: Priya Nair, Tom Alvarez and Lena Ortiz. There are two viewers as well.

  3. Caller

    Please remove Tom Alvarez. He has left the practice.

  4. Agent

    I have removed Tom Alvarez from Patient Visits Monthly and confirmed he no longer has access. Anything else?

Follow-up call to share a monthly report

  1. Agent

    Good morning, this is the Bluebird Cafe reporting assistant calling Sofia. The March revenue report is ready. Shall I give you access?

  2. Caller

    Yes, go ahead. Add my colleague Omar Haddad too, as a viewer.

  3. Agent

    I have added you and Omar Haddad as viewers on March Revenue Report. Both of you have been confirmed.

How to connect Google Data Studio

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Google Data Studio

    From Integrations in the dashboard, choose Google Data Studio and enter the connection details from your Google Data Studio account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Google Data Studio actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during a call or only after?

It works during the call. Your agent can search reports, read permissions, and make sharing changes while the caller is on the line, then confirm the result before the call ends.

What do I need to connect Google Data Studio?

You need a Google Data Studio account with the access you want the agent to use. Enter your credentials from the tool's settings in the AgentCalls dashboard, and the agent will only be able to act within that access.

Which plan includes this integration?

Integrations, including Google Data Studio, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Google Data Studio.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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