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Calendly Integration

Calendly Integration

The Calendly integration enables your Nexvio.ai chatbot to schedule meetings and appointments using Calendly’s powerful scheduling platform, creating an efficient booking experience for your users.

What is Calendly?

Calendly is a popular scheduling platform that automates the appointment booking process by checking your availability and letting others book time with you. By integrating Calendly with your Nexvio.ai chatbot, you can:

  • Embed scheduling functionality directly in your chatbot
  • Eliminate the back-and-forth of finding available times
  • Automatically sync with your calendar
  • Allow users to book meetings without leaving the conversation
  • Collect pre-meeting information from attendees

Setting Up the Integration

To connect your chatbot with Calendly:

  1. Navigate to Chatbox > Actions > Calendly
  2. Click Connect with Calendly
  3. Sign in to your Calendly account
  4. Authorize Nexvio.ai to access your Calendly data
  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 Calendly integration works in your chatbot:

Event Selection

  • Available Event Types: Choose which scheduling options to offer
  • Default Event: Set a default event type for general booking requests
  • Event Descriptions: Customize how events are presented to users

Embedding Options

  • Inline Booking: Embed the scheduling interface directly in the chat
  • Popup Window: Open Calendly in a new window or popup
  • Redirect Link: Send a link that takes users to your Calendly page

User Data Collection

  • Pre-population: Automatically fill in user data already collected in the chat
  • Required Fields: Configure what information to collect before scheduling
  • Custom Questions: Set up event-specific questions

How It Works

The Calendly integration follows this process:

  1. Trigger: The user expresses interest in booking a meeting
  2. Event Type Selection: If you have multiple event types, the chatbot helps the user choose the appropriate one
  3. Calendly Presentation: The scheduling interface is presented to the user
  4. Time Selection: The user selects from available time slots
  5. Information Collection: The user provides any required information
  6. Confirmation: The meeting is confirmed and added to all calendars

Conversation Examples

Here’s how a typical scheduling conversation might flow:

User: I'd like to schedule a consultation.


Chatbot: I'd be happy to help you schedule a consultation! We offer the following options:
- 30-minute initial consultation
- 60-minute in-depth consultation
Which would you prefer?


User: The 30-minute option is fine.


Chatbot: Great choice! Please select a time that works for you from our available slots.
[Calendly scheduling interface appears]


[User selects a time slot and enters their information]


Chatbot: Perfect! Your 30-minute initial consultation has been scheduled for Thursday, June 15th at 2:00 PM. You'll receive a confirmation email shortly with all the details. Is there anything specific you'd like to discuss during our consultation?

Best Practices

To create the best scheduling experience:

  • Keep the number of event types manageable
  • Use clear, descriptive names for your event types
  • Set realistic buffer times between meetings
  • Regularly update your availability in Calendly
  • Only collect information that’s truly necessary for the meeting
  • Test the scheduling flow from a user’s perspective

Advanced Features

Take advantage of these advanced capabilities:

  • Team Scheduling: Connect multiple team members’ calendars
  • Round Robin Assignments: Distribute meetings among team members
  • Automated Reminders: Send customizable meeting reminders
  • Post-Booking Workflows: Trigger actions after a booking is made
  • Calendar Integrations: Sync with Google Calendar, Outlook, and more

Troubleshooting

Common issues and their solutions:

  • Connection Problems: Reconnect your Calendly account
  • Missing Event Types: Verify event visibility settings in Calendly
  • Embedding Issues: Check iframe and popup settings
  • Calendar Conflicts: Ensure proper calendar integration in Calendly
  • Data Collection Errors: Verify required field configurations

By integrating Calendly with your Nexvio.ai chatbot, you can streamline the scheduling process and make it easier for users to book time with you or your team.