Book from any channel
Customers book on WhatsApp, Instagram, Messenger or your website, and the appointment goes into Calendly.
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Calendly integration
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Calendly + Steps AI
Calendly integrationBook appointments into Calendly from the chat.
If you already take bookings with Calendly, your agent can book customers into it from the conversation, on WhatsApp, Instagram, Messenger or your website.
WhatsAppWebsiteInstagramCalendly + Steps AIIllustrative conversation
Can I book a consultation this Thursday?
Thursday has 11:00 or 3:30 free. Which suits you?
Bookings in your own calendar. The details you ask for. One view of every booking.
Calendars
What you can do with Calendly connected.
Built for teams that already run their meetings through Calendly, where the agent is measured by the bookings it makes.
Collect the details you need
Choose which details to ask for before a booking, such as name, email, company or job title, and edit the wording.
Decide when the agent should book
Describe in plain English when the booking skill should be used, and give examples of when it should not.
See every booking in one place
The Calendar screen in Steps AI shows bookings from Google Calendar, Outlook Calendar, Calendly, Cal.com and Square Appointments together.
In practice
From a question to a confirmed booking.
How a booking conversation goes on WhatsApp.
WhatsApp conversationIllustration · 1 / 4How much is a first consultation?
A first consultation is 45 minutes. Would you like to book one?
Question answered
How to connect
Connect Calendly in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect Calendly
Open Resources, then Apps, and choose Calendly. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds Calendly to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Add the booking skill to your agent
In your agent's skills, switch on Book appointment, choose Calendly as the provider and pick the details to collect.
FAQ
Questions about the Calendly integration.
Which calendars can I connect?
Steps AI connects with Google Calendar, Outlook Calendar, Calendly, Cal.com and Square Appointments.
Can I use more than one calendar?
Yes. Connect as many as you need. Each booking skill uses one of them, and the Calendar screen shows all of them together.
What details does the agent ask for?
You choose. Name, email, company and job title can each be switched on or off, and you can edit how they are asked.
Integrations that work well with Calendly.
See Steps AI work with Calendly.
Book a demo and we will walk through a real conversation using Calendly and your own information.