Explore the demo01
Connect your account
Find Calendly in the InsertChat app catalog and authorize the account you want to use.
Scheduling
Book Calendly meetings from customer conversations.
Connect your Calendly account in the InsertChat app, choose the event type your assistant books, and enable the scheduling actions it needs. Actions run with the access your Calendly account grants.
InsertChat connects to Calendly so your AI receptionist can list your event types, check available and busy times, and book a caller or chat visitor into an open slot. It can also look up scheduled events and invitees and cancel an event. Rescheduling isn’t a supported Calendly action.
From a booking request to a Calendly meeting
A customer asks for a consultation on your website or by phone. Your assistant checks the available times for the Calendly event type you selected, collects the customer’s details, and books them as an invitee. It can also look up scheduled events and invitees, and cancel an event when a customer asks. Bookings do not run until you choose the event type the assistant should use.
What your assistant can do in Calendly
- List your event types and their available times
- Book an invitee into an available time
- Look up scheduled events and invitees
- Cancel scheduled events and check busy times
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Calendly with InsertChat
02
Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
03
Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use Calendly with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Book case reviews by phone
A caller asks whether they have a case. The assistant collects the basics, offers open times for your case-review event type, and books them as an invitee; legal questions wait for the attorney.
Law firms use cases
Book discovery calls from the portfolio
A visitor wants to talk about a living-room refresh. The assistant books them into your discovery-call event type with their name and email.
Interior design use cases
Book sales calls for clients
An agency sets a client’s assistant to book prospects into the client’s Calendly event type, so new leads land on the right calendar.
Agencies & teams use casesConnect the rest of your front desk
Scheduling
Your front desk offers open times, books the one the customer picks, and moves or cancels it later, on calls, website chat, and texts. Every booking stays linked to the customer and the conversation.
Explore Scheduling
AI receptionist
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionist
Website chat
Add an AI assistant to the site you already have. It answers visitors from your pages and documents, saves leads, books appointments, and hands the chat to a person when it needs one.
Explore Website chatRelated guides and comparisons
More integrations
All integrations ↗
It can list your event types, check available and busy times, and book an invitee into an event type. It can also look up scheduled events and their invitees, and cancel a scheduled event. Rescheduling is not one of the supported Calendly actions.
Calendly bookings wait until you choose the event type your assistant should book. Select it in InsertChat, then test a booking and check that the time, duration, and meeting location match your Calendly settings.
Connect the Calendly account whose event types and availability customers should book. You authorize it in the InsertChat app, and actions run with that account’s own permissions. Connected services such as Calendly may have their own charges.
Yes. On a call, the assistant checks the open times for your selected event type, offers a few options, and books the caller as an invitee with the name and email they give.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.