Leverage AI Agents for Automatic Customer Feedback Categorization with Pabbly Connect

Learn how to use Pabbly Connect to automate customer feedback categorization with AI agents. Step-by-step tutorial for seamless integration with Google Forms and Sheets. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Customer Feedback Automation

To leverage AI agents for automatic customer feedback categorization, you first need to access Pabbly Connect. Start by navigating to Pabbly’s website and logging into your account. If you’re a new user, click on the ‘Sign Up Free’ button to create an account and get started with 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows that connect Google Forms with OpenAI for feedback categorization. Begin by clicking on the ‘Create Workflow’ button to set up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the categorization of customer feedback. After clicking on ‘Create Workflow’, name it something like ‘Leverage AI Agents for Automatic Customer Feedback Categorization’. This helps you identify the workflow easily later. using Pabbly Connect

• Select the folder where you want to save your workflow.
• Choose the trigger application, which in this case is Google Forms.
• Set the trigger event as ‘New Response Received’.

After setting up the trigger, Pabbly Connect will generate a webhook URL. Copy this URL, as it will be used to connect your Google Form to Pabbly Connect. This step is crucial for capturing customer feedback automatically.

3. Connecting Google Forms to Pabbly Connect

Now that you have your webhook URL, go to your Google Forms and navigate to the settings. In the ‘Responses’ section, select ‘Get Link to Sheets’ to create a response spreadsheet. This allows you to capture all feedback in one place. using Pabbly Connect

• Click on the ‘Responses’ tab in Google Forms.
• Select ‘Select Response Destination’ and create a new spreadsheet.
• Ensure the spreadsheet is linked to the same account used for Pabbly Connect.

After creating the spreadsheet, return to Pabbly Connect and test the connection by submitting a response through your Google Form. This will ensure that Pabbly Connect captures the feedback correctly.

4. Integrating OpenAI for Feedback Categorization

To categorize the feedback received, you will now integrate OpenAI with Pabbly Connect. In the workflow, select OpenAI as your action application. Choose the action event as ‘Generate Categorization’ to process the feedback automatically.

Connect your OpenAI account by entering the API key, which can be generated from your OpenAI dashboard. Map the fields from the Google Form response to OpenAI, including customer feedback and ratings. Set the prompt for OpenAI to categorize the feedback based on sentiment analysis.

Once the integration is set, test it by submitting another response through your Google Form. The categorized feedback will be sent back to Pabbly Connect automatically, allowing you to streamline your customer feedback process.

5. Adding Categorized Feedback to Google Sheets

Finally, to store the categorized feedback, you will add another action step in Pabbly Connect. Select Google Sheets as your action application and choose the event as ‘Add a Row’ to insert the categorized feedback into your designated spreadsheet.

Authorize Pabbly Connect to access your Google Sheets account. Select the spreadsheet created earlier for storing feedback. Map the categorized feedback fields to the respective columns in Google Sheets.

After setting this up, every new feedback received will automatically be categorized and added to your Google Sheets, making it easy to track customer sentiment and insights.

Conclusion

Using Pabbly Connect, you can efficiently automate the categorization of customer feedback using AI agents. This tutorial has guided you through integrating Google Forms, OpenAI, and Google Sheets to streamline your feedback process. By following these steps, you can enhance customer relationship management and improve your product offerings.