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For Google Drive, Google Docs, Google Sheets and Google Calendar, you can share just what you want the agent to see. You don’t need to create a Google app.

Choose how to connect

Add the plugin and open its installer. Under How do you want to connect…?, choose Only what I share and Continue. You’ll see Done: share with this email: use Copy, share from Google and tap Back to chat. Ask the agent to check using the file or calendar link.
Google Sheets installer with Only what I share and My whole Google account

The two ways to connect Google

Done: share with this email, the Copy button and instructions to share the spreadsheet

Copy the email and share from Google

How to share

  • Drive, Docs, Sheets: open the file, folder, document or spreadsheet → Share → paste the email → Editor (or Viewer, to only read) → untick Notify. Sharing a folder shares everything in it.
  • Calendar: in the calendar’s settings (⋮ → Settings and sharing) → Share with specific people → add the email → Make changes to events (or See all event details, to only read).

What it can see and do

It sees only what you share with that email. It can’t find the rest of your Google, create new files or invite people to events. With editing permission it can change shared content with your OK. The email belongs to the space: its agents use it when connecting these plugins; another space has another email. Find it in Settings → Google → Your space’s email. It’s made the first time an agent needs it. To cut off access to a file, stop sharing it with that email in Google. To let it search your whole account, choose My whole Google account: that option uses your own Google app.