Topics covered in the article
Integrating Calendly into your ChatGen bot flow
How a user can use Calendly to schedule a meeting
Notifying the agent about scheduled meetings
If your pre-sales process involves client demos or screen sharing sessions or any kind of client interaction, then a Calendly integration can make your life really simple.
Instead of a long back-and-forth over email to schedule a time with the client, you can send a personalized invitation from the ChatGen app. The customer gets access to the free slots in your calendar and schedules a meeting accordingly.
Integrating Calendly into your ChatGen bot flow
Go to Dialogs. Add a new bot flow or choose an existing one. Then go to Visual Builder.
Go to “Add New” on the top-right corner and Click on Calendly
Here’s the node you will get:
Click on Schedule Calendly Meeting and add your Calendly meeting URL
How a user can use Calendly to schedule a meeting
The Calendly option is available irrespective of whether the bot is on a website widget or as a Conversational Landing Page.
If a prospective customer reaches the point in your bot flow where Calendly is integrated, they will get the option to click on the button and Schedule a Meeting. Here’s what the calendar will look like:
The calendar will show all the dates and times when the agent is available. They can simply choose the date and time that suits them and book a meeting with the agent.
Once the meeting is confirmed, the user will be asked to fill in their details.
If the details have been given earlier during the bot flow, they will be auto-filled.
The user clicks on Schedule event and an automatic success message is displayed.
In case the user cancels half-way through the booking process, the user gets a failure message:
Notifying the agent about scheduled meetings
Agents are notified through the Inbox in the Conversation window when a user schedules a meeting.
While the user is scheduling the meeting, the agent will get this message:
If the user schedules the meeting successfully, this message appears:
In case the user cancels half-way through the booking process, the agent will get a failure message:
