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Scheduling

Connect ZyndraAI to Calendly

The connection lets the customer book a time in your Calendly directly in the chat.

What you can do with Calendly

Once the AI agent has established that the customer needs to speak with a human, it can book the meeting on the spot, in your available slots.

  • Book a demo or consultation once the AI has identified buying interest.
  • Offer a time slot instead of sending the case into a queue.
  • Capture bookings outside office hours.
  • Avoid emailing back and forth about available times.

How to connect them

1

Connect your Calendly account

Activate the integration in ZyndraAI and log in with your Calendly account. Permissions are approved once.

2

Decide what should happen

Choose in the flow builder which step in the conversation should trigger the integration and what data should be sent.

3

Test and publish

Run through the flow in test mode, check that the data ends up in the right place and publish it on your channels.

Frequently asked questions about the Calendly integration

Can we use several booking types?
Yes. Different flows can point to different Calendly links, for example demo versus support.
Does the customer get a confirmation?
Yes, the confirmation is sent from Calendly just as with a regular booking.

See your own AI agent at work

30 minutes. We start from your most common customer questions and show how the AI answers them – with your data and your tone of voice.

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