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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:

  1. Navigate to Chatbox > Actions > Cal.com
  2. Click Connect with Cal.com
  3. Log in to your Cal.com account (or create one if needed)
  4. Grant the necessary permissions
  5. Select which event types to make available through your chatbot
  6. Configure the integration settings
  7. 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:

  1. Trigger: The user expresses interest in scheduling a meeting
  2. Event Selection: If you have multiple event types, the chatbot helps the user select the appropriate one
  3. Information Collection: The chatbot gathers necessary details from the user
  4. Availability Check: Cal.com checks your calendar for available slots
  5. Time Selection: The user selects from available time slots
  6. 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 PM
Which 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.