Calendly

Calendly Integration

Integrate Calendly with your AI agent to automate meeting scheduling. Let users book time with your team without leaving the conversation.

Calendly Integration

Benefits of Calendly Integration

  • Seamless scheduling directly from chat
  • No context switching for users
  • Automatic timezone detection
  • Syncs with Google Calendar, Outlook, and more
  • Reduces no-shows with automated reminders
  • Captures lead information during booking

How to Set Up

  1. Connect Your Calendly Account:
    • Go to agent Actions tab
    • Enable Calendly integration
    • Click "Connect to Calendly"
    • Authorize NexChat in Calendly
  2. Select Event Types: Choose which Calendly event types your agent can offer
  3. Customize Trigger Phrases: Define keywords that trigger booking flows
  4. Test: Try scheduling in the Playground to verify everything works

Common Use Cases

Sales Demos

When prospects express interest, offer to schedule a demo automatically

Consultations

Let potential clients book discovery calls without friction

Support Calls

Schedule technical support sessions for complex issues

Interviews

Streamline candidate scheduling for HR teams