Calendar Invite Skill
Calendar Invite Skill
This video explains how to set up your Calendar Invite Skill with its different settings and options.
Go to app.getsignals.ai
1. Drag and drop the calendar invite
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.
Drag and drop your skill to the desired location in flow and click edit.
2. Set your pre-drop message
Fill out "Post-Drop Message" This is the text that is presented to the visitor before the calendar is presented.
3. Select a meeting type:
Select Meeting type from the drop-down below "Meeting Select".
4. To create a new meeting:
If you need to create a new meeting type, click on your Profile in the bottom-left corner. Go to Org Settings, then the Meetings tab. In the upper-right corner you'll see "Add Meeting." Click on that to configure your meeting settings.
5. Set up routing
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 bot would use the fallback is if it was routing to a team where everyone on the team was out of the office.
6. Configure your follow-up settings
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.
