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

  1. Open Calendar.
  2. Connect Google Calendar or Microsoft 365 and approve access.
  3. 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.