Calendly
Action block allows to setup the integration with third party tool for scheduling appointments using chatbot
Available on the GOLD plan and above
What is Calendly?
Calendly is a popularly used appointment booking tool. Using Calendly, your prospects/customers can easily look at your availability and book a meeting for a time that you are available.
Thereby, eliminating all the effort involved in the logistics of setting up a time slot and sending out the calendar invites.
How do I configure my Calendly account?
There are two ways through which you can connect your Calendly account with Cataleya;
Through App Market: To connect your account through App Market, you can go to 'App Market -> Calendly -> Accounts -> Add Account'
Using 'Calendly' action block: Or you can simply add the action block in the bot flow and click on 'Add Account'
How do I set it up?
To set up the Calendly account and integrate with your chatbot, you can follow the following steps;
Add an action block on canvas by clicking on '+'
Choose 'Calendly'
Double click on 'Calendly' block to configure it on the right panel
Authorize 'Calendly' account: Authorize your 'Calendly' account by clicking on 'Connect your Calendly account' so that Cataleya can access Calendly to book appointments on your behalf.
Select Event: Select the event that would be displayed to the visitor to book an appointment. All the available slots of this event will be displayed.
Define 'Success' or 'Failure' message
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