Swiftsell Help Center
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    • Swiftsell Basics
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  • ⚒️BOT BUILDER
    • Action Block
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  • ✨AI STUDIO
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  • 🔗Integrations
    • Overview
    • Events
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    • Calendly
  • 💬WHATSAPP BUSINESS API
    • Overview
    • WhatsApp Business API from Meta
  • 💬Live Chat
    • Overview
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  • 📣OUTBOUND BOTS
    • Overview
    • Building One Off Campaign
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    • Creating a WhatsApp Template
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  • What is Calendly?
  • How do I configure my Calendly account?
  • How do I set it up?
  1. Integrations

Calendly

Action block allows to setup the integration with third party tool for scheduling appointments using chatbot

What is Calendly?

Calendly is a popularly used appointment booking tool. Using Calendly, your prospects/customers can easily look at your availability and book a meeting when you are available.

Thereby, eliminating all the effort involved in the logistics of setting up a time slot and sending out the calendar invites.

How do I configure my Calendly account?

There are two ways through which you can connect your Calendly account with Swiftsell;

  1. Through App Market: To connect your account through App Market, you can go to 'App Market -> Calendly -> Accounts -> Add Account'

  2. Using the 'Calendly' action block: Or you can add the action block in the bot flow and click on 'Add Account'

How do I set it up?

To set up the Calendly account and integrate with your chatbot, you can follow the following steps;

  • Add an action block on Canvas by clicking on '+'

  • Choose 'Calendly'

  • Double-click on the 'Calendly' block to configure it on the right panel

    • Authorise 'Calendly' account: Authorize your 'Calendly' account by clicking on 'Connect your Calendly account' so that Swiftsell can access Calendly to book appointments on your behalf.

    • Select Event: Select the event displayed to the visitor to book an appointment. All the available slots of this event will be displayed.

  • Define the 'Success' or 'Failure' message

Last updated 1 year ago

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