To seamlessly integrate Cassidy Assistants into your Google Chat workspace, follow these step-by-step instructions:
Navigate to the Assistants page: Click on "Assistants" in the left sidebar to access your list of Assistants.
Select the Assistant: Choose the Assistant you want to deploy to Google Chat by clicking on its card or opening the ellipses menu and selecting "Edit."
Access the External Deployments tab: In the Assistant's settings, navigate to the "External Deployments" tab, then click on "Connect" next to the Google Chat option.
Copy the Webhook URL: Copy the Webhook URL provided by Cassidy. You'll need this for the Google Cloud configuration in step 12.
Set up your Google Cloud account: If you don't already have a Google Cloud account, go to Google Cloud Console. Select your country, agree to the "Google Cloud Platform Terms of Service" and any applicable services and APIs, then click "Agree and continue."
Create a Google Cloud project: Go to Google Cloud Project Create. Enter your project name and organization, select a location, and click "Create."
Enable the Google Chat API: Navigate to the Chat API Library. Ensure the correct project is selected and click "Enable."
Create a service account: Go to Chat API Credentials. Navigate to the "Credentials" tab, click the "Create Credentials" dropdown, and select "Service Account." Name it (e.g., "Cassidy Service Account") and click "Create and Continue." Skip optional steps and click "Done."
Access the service account: On the same Credentials tab, click the pencil icon next to the service account you just created.
Create a new key: Go to the "Keys" tab, click "Add Key," then "Create New Key."
Download the JSON file: Choose "JSON" and click "Create" to download the file.
Configure your Chat bot in Google Cloud: Go to Chat API Configuration. Under Configuration:
Check "Build this Chat app as a Workspace add-on"
Fill in Application Info (name, avatar, description). If you'd like to use Cassidy's logo, you can use this URL: https://app.cassidyai.com/logos/logo-3color-bg-white.png
"Enable Interactive Features" should be enabled
(Optional) "Allow joining spaces and conversations" can be enabled
For Connection Settings, select "HTTP endpoint URL"
For Triggers, choose "Use a common HTTP endpoint URL for all triggers" and paste the Webhook URL from step 4
Under Visibility, select "Make this Chat app available to specific people and groups in Your Org" and input your email for testing
Click "Save"
Return to your Cassidy Assistant: Under "Service Account Key," click "Upload JSON File" and upload the JSON key file you downloaded in step 11.
Create Google Chat Deployment: Click "Create Google Chat Deployment" in your Cassidy Assistant settings.
Configure optional settings: Optionally toggle on "Show Knowledge Base References" if you want the Assistant to display source references in its responses. You can also remove the Assistant from Google Chat from this page if needed.
Test in Google Chat: Open Google Chat, start a new chat, and search for your Assistant name. Send a message to confirm it responds.
Note: If you want to share your Cassidy Assistant with only a few users and not the whole Google workspace, you can input their emails in step 9 and skip the publishing section.
Publishing Your Cassidy Assistant to Your Workspace
To make your Assistant available to your entire Google Workspace:
Enable the Workspace Marketplace SDK: Go to Apps Marketplace API and click "Enable."
Set up OAuth consent: Go to the OAuth Consent Screen. Click "Get Started." Enter your app name, support email, audience type ("Internal"), and contact info. Click "Create."
Configure Marketplace settings: In Google Workspace Marketplace SDK, go to App Configuration. Set app visibility to "Private" and installation settings to "Individual + Admin Install." Under App Integrations, ensure Workspace add-on is selected. Leave OAuth scopes as is. Enter your contact info for developer information. Click "Save Draft."
Create your store listing: Go to the Store Listing tab. Fill in app details (name, description, graphics). Save as draft, then click "Publish."
Verify availability: Your Cassidy Assistant should now be visible in the Google Workspace Marketplace under internal apps.
Using Cassidy Assistants in Google Chat
In Direct Messages (DMs): Install the app and chat with the Assistant directly. It remembers the conversation history across the thread.
In Spaces: Add the Assistant to a space. Mention it with @AssistantName to interact. It replies in-thread and remembers messages where it was mentioned.