Calendly Integration
Overview
Aimdoc's Calendly integration enables your website visitors to book meetings directly through your AI agent, streamlining the scheduling process and reducing friction in the sales journey.
Features
- Direct Meeting Scheduling: Visitors can book meetings through Aimdoc's AI agent, which interfaces with your Calendly availability.
- Contextual Scheduling: The AI agent can suggest meeting times based on the conversation context, making the scheduling process more natural.
- Lead Information Transfer: Contact details and conversation context are automatically passed to the Calendly booking, providing your team with valuable information before the meeting.
Setup Instructions
- Connect Calendly Account: In the Aimdoc dashboard, go to 'Integrations,' select Calendly, and authorize the connection.
- Set Availability: Ensure your Calendly availability is up-to-date to reflect accurate meeting times to prospects.
- Configure Booking Events: Select which Calendly event types should be available for booking through the AI agent.
Common Questions
Can the AI agent suggest available times?
Yes, the AI agent can access your Calendly availability and suggest specific open time slots to visitors.
Is the meeting information included in CRM integrations?
Yes, if you have a CRM integration active, scheduled meetings will be logged with the appropriate contact records.
Can I customize the booking flow?
Yes, you can customize the language and prompts the AI agent uses during the scheduling process in the integration settings.
Need Help?
If you encounter any issues with your Calendly integration, please contact our support team at support@aimdoc.ai.