Building a custom AI agent in callin.io for CRM queries

We are aiming to implement an AI Agent that can access our CRM (for the flow example, we are using a Google Sheet with basic information for testing).

Our objective is for employees to be able to ask questions such as, “Which brand had the most sales in November?” and receive prompt, dependable answers in both text and voice formats.

We have already configured the API Key for OpenAI but are encountering difficulties in creating the correct flow in callin.io. Does anyone have insights into how the flow should be structured?