Calendar Invite Skill
Updated
by
Jenny Young
Overview
The calendar invite skill allows you to automatically present a calendar to a web visitor so they can book a meeting from available times on the linked calendar.
This support page explains how to set up your Calendar Invite Skill with its different settings and options.
The Basics:
Need help getting started? Check out these great resources:
- Bot builder View Options: How to navigate your chatbot builder
- Using Chatbot Templates: How to modify templates to fit your needs
- Managing Skills: How to Add, Edit, Connect, Copy, and Delete skills
- Personalize Your Bot Messaging: How to format your messaging
Adding Calendar Invite
- Drag and drop your skill to the desired location in flow and click edit
- Fill out "Post-Drop Message" This is the text that is presented to the visitor before the calendar is presented.
- Select Meeting type from the drop-down below "Meeting Select".
Note: If you need to create a new meeting type click the purple plus sign to be redirected to your meeting settings.
- Set up your agent routing by clicking the drop downs and filling out which agent the meeting should be scheduled for.
*Optional: You can choose to ADD FALLBACK CRITERIA. The only time the chatbot would use the fallback is if it was routing to a team where everyone on the team was out of the office.
- Optional: Select follow-up settings. You can Prompt the visitor for text message reminders (this is a nice way to get visitor's phone numbers without having to ask another question in the bot) or you can send a follow-up email if the visitor doesn't book a meeting.
