From Script to Conversation
You are already using a clever combination of Google Workspace and Gemini. The next logical step is Vertex AI Agent Builder to evolve your process into a true, scalable AI application.
Your Current Process: Efficient, but with Potential
Your current solution is a strong foundation. It shows that the core logic and data for automation are already there. However, the process is reactive and requires manual steps.
Data Collection
Data Storage
Automation
Document Creation
The Value of Vertex AI Agent Builder
Agent Builder is not just a coding aid, but a platform for creating, managing, and operating AI agents. Instead of writing code, you train an agent that independently understands and executes tasks.
Key Benefits at a Glance
- End-to-End Automation: Reduces manual interventions.
- Dynamic Dialogues: Conducts natural conversations instead of rigid forms.
- Tool Usage: Can call external APIs and your Apps Scripts as "tools".
- Scalability: Handles hundreds of conversations in parallel.
Transformation of Value Creation
Your Preparation: Input for the Agent Builder
To show the Google technicians what you plan to do, and to use the Agent Builder effectively, you should prepare the following information. You "feed" the agent with knowledge and goals.
1. Process Doc
Describe the boarding process step by step. A simple flowchart is ideal.
2. Sample Dialogues
Collect typical customer inquiries and your answers. These "Golden Dialogues" are pure gold.
3. Knowledge Base
Compile all relevant documents: FAQs, instructions, guidelines, price lists.
4. Goals & Instructions
Formulate clear instructions for the agent. E.g.: "You are a friendly boarding assistant..."
5. Tools & APIs
List the systems the agent should interact with. Your Apps Scripts are perfect candidates.
6. Success Metrics
Define how you measure success. Shorter boarding time? Fewer inquiries?
Key Technical Questions for Your Google Meeting
Leverage the expertise of the technicians. Go beyond "What can it do?" and ask "How do we implement it for our case?".
Data Integration & Data Stores
"How can we best connect our Google Sheets and Docs as a 'Data Store'? Are there best practices for structuring to maximize search quality (RAG)?"
Tool Usage & Apps Script
"How do we register an Apps Script as a 'Tool'? What authentication mechanisms do we need to implement between the Agent and Apps Script?"
Dialogue Management & Escalation
"How do we design the dialogue flow in case of errors? What is the recommended way for a 'Human Handoff', i.e., handing over to a human employee?"
Security & Privacy
"Our process handles sensitive customer data. What security measures does the platform offer, and how is data access controlled and logged?"
Deployment & Operations
"How do we integrate the finished agent? What options are there for monitoring, logging, and continuous improvement of the agent?"
Vision: Your Future Intelligent Process
With Agent Builder, the process becomes proactive and conversation-based. The agent acts as a central coordinator, collecting information and triggering actions.
starts conversation
Vertex AI Agent Builder
Understands intent, conducts dialogue, uses tools
Creates documents
Reads information
Validates data