This integration allows the Bot to provide your users the ability to seamlessly set up an appointment through your Calendly account within the chat interface.

Step 1 - Connect & Install

1. Go to your "Your Bots" Page and click on a bot. If you haven't created a Bot yet, read this Quick Start Guide.

   

2. Click [Integrations] from the left hand side menu, then click [Apps]

   

3. Look for the [Calendly] integration. Click [View], then click [Install]

   

4. Go to [Installed apps], look for the [Calendly] integration. Click [Connect], then click [Install].

   
   

5. Click [Connect] on the Slack dialogue box (this may take a few seconds), then click [Connect to Calendly

   
   

5. Turn ON the [Schedule a call] toggle and select your calendar event type.

   

Step 2 - Test the integration

1. Interact with the Bot.
   • Type in your message, eg "I need support." The Bot will provide an option to schedule a support call.
   • Click the [Schedule a support call] button

2. Select a desired time slot for the support call. The time slots are directly fetched from your Calendly account.

3. Enter the details requested for the meeting, then click [Schedule Event]

4. Go to your email inbox to see the confirmation email from Calendly.

   

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To delete or remove the Calendly integration

Click on the [trash icon] on the Calendly integration box