Get Began With Appointment Scheduling for Calendly

Calendly appointment scheduling helps firms streamline the method of reserving conferences and managing appointments. Calendar reserving options can simplify scheduling, scale back no-shows, and make sure that conferences are effectively organized.

Appointment scheduling templates for Calendly empower companies to automate their scheduling wants, shut offers quicker, and construct stronger relationships. This raises productiveness throughout all departments and accelerates enterprise progress.

Further advantages:

• Seamlessly handle appointments: Automated scheduling reduces back-and-forth communication to maintain conferences organized.
• Customise scheduling preferences: Set particular availability, buffer occasions, and appointment varieties to match what you are promoting wants.
• Combine with calendars: Sync along with your current calendar methods to keep away from double bookings and guarantee all conferences are captured precisely.

Including an AI chatbot for Calendly scheduling creates a seamless, automated expertise. The Kore.ai XO platform is open and agnostic, which suggests you may combine its AI options with any system–together with Calendly. 

Under is a information on learn how to get began:

Join a Kore.ai account

Step one is to join an account on the Kore.ai XO Platform. 

As soon as signed in, choose ‘New App’ to begin your AI Chatbot construct

Start your new app undertaking by choosing Automation AI. When you’ve chosen, choose ‘Customized Setup’ and observe the prompts to construct your AI chatbot.

Navigate to {the marketplace} and add the Calendly integration

Choose ‘integrations’ from the dropdown menu. From there, you may configure Calendly together with directions and authorization. 

Authenticate and set up

After you add the Calendly integration, observe the step-by-step directions and proceed to ‘Authenticate and Set up.’ Beneath Customized authorization, choose ‘Create New’ from the dropdown menu. 

You’ll be instructed to pick a New Authorization Mechanism. You should utilize the ‘oauth V2’ authorization kind for this integration. 

Enter the Id Supplier Identify (Calendly), Shopper ID, Secret Key, Authorization URL, Token Request URL, and Refresh Token URL. Save your authorization with the blue button on the backside of your display. 

Authorize your Calendly integration

Observe the set up template

Progress by means of the guided steps to finalize your template integration. Make sure the identify of your assembly matches the identify of the reserving in Calendly. 

Check your new AI chatbot integration

After the template set up, you’ll be delivered to the Dialog web page. Click on ‘Check’ within the higher right-hand nook of your show. You’ll be given the choice to pick a Voice or Chat Dialog for testing the flows.

For this instance, we’ll concentrate on Chat Dialog. As soon as chosen and your AI chatbot pops up, ask it to create a gathering. You may even merely kind, ‘CreateMeeting.’ 

Click on ‘E book my assembly’ so as to add the date, time, and assembly particulars. Then, click on ‘Schedule Occasion.’ The AI will routinely create a Calendly assembly for you. 

Verify your integration is working

Whereas logged into Calendly, you may view the calendar occasions created by Kore.ai. Be happy to run duties like schedule, edit, and synchronize, simply and effectively from a unified platform. 

Get began with a Calendly integration in minutes