Cal.com Integration
Cal.com Integration
The Cal.com integration allows your Nexvio.ai chatbot to schedule meetings and appointments directly through conversations, creating a seamless scheduling experience for your users.
What is Cal.com?
Cal.com (formerly Calendly) is an open-source scheduling infrastructure that makes it easy for users to book time slots based on your availability. By integrating Cal.com with your Nexvio.ai chatbot, you can:
- Allow users to schedule meetings without leaving the conversation
- Automatically check your availability in real-time
- Reduce the friction in booking appointments
- Synchronize with your existing calendar systems
- Collect relevant information during the booking process
Setting Up the Integration
To connect your chatbot with Cal.com:
- Navigate to Chatbox > Actions > Cal.com
- Click Connect with Cal.com
- Log in to your Cal.com account (or create one if needed)
- Grant the necessary permissions
- Select which event types to make available through your chatbot
- Configure the integration settings
- Save your configuration
Configuration Options
Customize how the Cal.com integration works:
Event Types
- Available Events: Choose which types of meetings can be booked via chatbot
- Duration Options: Configure available meeting lengths
- Scheduling Window: Set how far in advance meetings can be booked
User Experience
- Booking Flow: Customize the steps users go through to book a meeting
- Calendar Display: Configure how available time slots are presented
- Confirmation Messages: Personalize the booking confirmation notifications
Information Collection
- Required Fields: Set what information to collect from users
- Custom Questions: Add specific questions related to the meeting purpose
- Field Validation: Configure validation rules for user inputs
How It Works
The Cal.com integration functions through several steps:
- Trigger: The user expresses interest in scheduling a meeting
- Event Selection: If you have multiple event types, the chatbot helps the user select the appropriate one
- Information Collection: The chatbot gathers necessary details from the user
- Availability Check: Cal.com checks your calendar for available slots
- Time Selection: The user selects from available time slots
- Confirmation: The meeting is scheduled and confirmation is sent to all parties
Example Conversation Flow
Here’s how a typical scheduling conversation might look:
User: I'd like to schedule a demo of your product.
Chatbot: I'd be happy to help you schedule a demo! Our product demos are typically 30 minutes. Would you like to book a 30-minute demo?
User: Yes, that works for me.
Chatbot: Great! Let me check available times. Could you first tell me your name?
User: John Smith
Chatbot: Thanks, John! And what's your email address so we can send you the meeting details?
User: john.smith@example.com
Chatbot: Perfect. Here are the available time slots for the next few days:- Tomorrow (Tuesday) at 10:00 AM- Tomorrow (Tuesday) at 2:30 PM- Wednesday at 1:00 PMWhich time works best for you?
User: Tuesday at 10 AM works.
Chatbot: Excellent! I've scheduled a 30-minute product demo for tomorrow, Tuesday, at 10:00 AM. You'll receive a calendar invitation and confirmation email shortly. Is there anything specific you'd like us to cover in the demo?Best Practices
To get the most out of the Cal.com integration:
- Keep the booking process concise and straightforward
- Only ask for information that’s truly necessary
- Ensure your calendar is always up-to-date
- Provide clear instructions at each step of the booking process
- Test the scheduling flow regularly to ensure it works smoothly
Troubleshooting
Common issues and their solutions:
- No Available Slots: Check your Cal.com calendar settings and availability
- Connection Issues: Verify your API credentials and reconnect if necessary
- Booking Failures: Check for conflicts with other calendar systems
- Display Problems: Ensure your event types are properly configured
- User Information Errors: Review your required field settings
By integrating Cal.com with your Nexvio.ai chatbot, you can provide a seamless scheduling experience that saves time for both you and your users.