Bookings
Connect a calendar so the agent offers real times and books meetings.
With a calendar connected, the agent offers times your team is really free and books the meeting into their calendar. Without one it can only take a message.
#Connect a calendar
- Open Calendar.
- Connect Google Calendar or Microsoft 365 and approve access.
- Each teammate who takes meetings connects their own calendar.
#Meeting types
Create a New meeting type for each kind of meeting you offer, such as a demo or a consultation: its length and location, the gaps around it, the notice it needs and how far ahead it can be booked.
#What visitors see
When a visitor wants to meet, the agent shows the available times in the conversation. Once they choose, the meeting is written to the calendar and appears in Meetings.