Calendly Integration Overview
Connect your NeuralTalk AI assistant with Calendly to automate appointment scheduling, manage bookings, and provide seamless calendar integration for your business.Setup Process
Step 1: Create Calendly Account
- Go to calendly.com
- Sign up for a Calendly account
- Choose your plan (Free, Premium, or Pro)
- Complete your profile setup
Step 2: Configure Calendly Settings
- Event Types: Create different types of meetings
- Availability: Set your working hours and time zones
- Booking Rules: Configure buffer times and limits
- Customization: Brand your booking pages
Step 3: Generate API Credentials
- Go to Calendly Settings → Integrations
- Navigate to “API & Webhooks”
- Generate your Personal Access Token
- Copy the token for NeuralTalk integration
Step 4: Connect to NeuralTalk
- Go to your NeuralTalk dashboard
- Navigate to “Integrations” → “Calendly”
- Enter your Calendly API token
- Configure webhook settings
- Test the connection
Features
- Automated scheduling through AI conversations
- Calendar synchronization with major calendar apps
- Meeting reminders and notifications
- Rescheduling and cancellation handling
- Multi-timezone support for global teams
- Custom booking flows for different services
Configuration
API Permissions
- Read events and availability
- Create bookings on behalf of users
- Update appointments and schedules
- Access user information for personalization
- Manage webhooks for real-time updates
Event Types
- One-on-one meetings for personal consultations
- Group sessions for team meetings
- Webinars and online events
- Phone calls and video conferences
- In-person meetings with location details
Booking Rules
- Buffer times between meetings
- Advance notice requirements
- Maximum bookings per day
- Working hours and availability
- Holiday and break management
AI Assistant Capabilities
Scheduling Commands
- “Schedule a meeting” - Book appointments directly
- “Check availability” - View open time slots
- “Reschedule meeting” - Modify existing bookings
- “Cancel appointment” - Remove scheduled meetings
- “Show my calendar” - Display upcoming events
Smart Responses
- Availability checking before suggesting times
- Conflict resolution for double bookings
- Time zone handling for international users
- Follow-up reminders and confirmations
- Custom meeting preparation instructions
Integration Features
- Calendar sync with Google, Outlook, Apple
- Email notifications for all parties
- SMS reminders for important meetings
- Video conferencing links (Zoom, Teams, etc.)
- Document sharing for meeting materials
Use Cases
Sales Teams
- Lead qualification calls
- Product demos and presentations
- Follow-up meetings with prospects
- Discovery calls for new opportunities
- Contract discussions and negotiations
Customer Support
- Technical support sessions
- Onboarding calls for new customers
- Training sessions and tutorials
- Feedback collection meetings
- Issue resolution discussions
Professional Services
- Consultation calls with clients
- Project kickoff meetings
- Progress reviews and updates
- Strategy sessions and planning
- Client check-ins and updates
Healthcare
- Patient consultations and appointments
- Follow-up visits and check-ups
- Telemedicine sessions
- Therapy sessions and counseling
- Medical consultations and advice
Advanced Configuration
Webhook Setup
- Event notifications for new bookings
- Cancellation alerts for changes
- Reminder triggers before meetings
- Completion confirmations after events
- Custom data for business logic
Custom Fields
- Contact information collection
- Meeting preferences and requirements
- Special instructions and notes
- Document uploads and attachments
- Payment processing for paid services
Automation Rules
- Auto-confirm certain meeting types
- Send reminders at specific intervals
- Follow-up emails after meetings
- Reschedule logic for conflicts
- Escalation procedures for issues
Troubleshooting
Common Issues
- API rate limits: Check your Calendly plan limits
- Webhook failures: Verify URL and authentication
- Calendar sync issues: Check calendar permissions
- Timezone problems: Verify timezone settings
- Booking conflicts: Review availability rules
Best Practices
- Test thoroughly with different scenarios
- Monitor webhook logs for errors
- Keep API tokens secure and rotate regularly
- Set appropriate buffer times between meetings
- Provide clear instructions to users
Support Resources
- Calendly API Documentation
- Webhook Configuration Guide
- Integration Best Practices
- Troubleshooting Guide