Social Intents Social Intents
Pricing Agencies
Login Free Trial

Calendly Scheduling AI Action

The Calendly Scheduling AI Action allows your chatbot to display a Calendly calendar directly inside the chat flow using an iframe. This is useful when you want users to schedule meetings or demos without leaving the conversation. For this custom action, you choose a custom action type of Show Button or iFrame Only, and your AI agent will embed the calendar form right withing the chat conversation.

Use Case: Schedule a Demo or Meeting

Suppose your team offers product demos, support calls, or consultations. With this Custom Action, the AI agent can detect when a user requests a meeting and automatically show an embedded Calendly calendar for instant scheduling pre-filled with their name and email.

Calendly Custom Action Setup

Step-by-Step Setup

To set this up, navigate to your App Settings, then the AI Chatbot tab, and go to Custom Actions. Click "New Custom Action" and enter the following details:

Calendly Custom Action Setup

AI Action Field Definitions

  • Action Type: Select Show Button or iFrame Only
  • Action Name: A descriptive name like show_calendly_scheduler
  • When to use: Example: “Use when the user asks to schedule a meeting, book a call, or set up a demo.”
  • Triggered response: Example: “Sure, you can book a time that works for you below.”
  • Collect data inputs for action: Leave blank unless you need to pre-fill information into Calendly
  • iFrame URL: Your Calendly embed URL, similar to:
    https://calendly.com/yourcompany/demo?email={{email}}&name={{name}}

How the Calendly Chatbot Flow Works

1. The chatbot detects the intent

  • The user says something like “Can I book a call?” or “I want to schedule a demo.”

2. The chatbot responds and shows the Calendly form

The AI replies with the configured message and displays the iframe with your scheduling link embedded:

<iframe src="https://calendly.com/yourcompany/demo?embed_domain=yourdomain.com&embed_type=Inline"
        width="100%" height="600" frameborder="0"></iframe>

Using this AI action, the visitor can book a time in Calendly without leaving the chat, creating a seamless scheduling experience that increases follow-through and reduces drop-off.