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.
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.
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.
Connect the rest of your front desk
Scheduling
Connect your calendar so your front desk can help with appointments. Keep bookings linked to the customer and the conversation that started them.
Explore Scheduling
AI receptionist
Let your AI receptionist answer calls using your business information. Capture the request, help with scheduling, and pass the conversation to your team when needed.
Explore AI receptionist
Website chat
Add an AI assistant to your existing website. Answer from your content, collect contact details, and hand the conversation to a person when it needs one.
Explore Website chatIt 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.
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.