Calendly

Overview

The Calendly integration lets your AI agent schedule meetings directly through conversation. Customers can choose from your event types, select an available time, and book — all without leaving the chat.

Perfect for sales teams, consultants, and service businesses that use Calendly for scheduling.

How It Works

When a customer wants to schedule a meeting, the AI presents your Calendly event types and guides them through booking:

• Event type cards — Shows meeting types with duration and description
• Date picker — Interactive calendar for date selection
• Time slots — Available times based on your Calendly availability
• Detail form — Collects name, email, and any custom questions

The AI also supports natural language scheduling like “book a demo call for next week” or “schedule a 30-minute consultation.”

Prerequisites

Before setting up the Calendly integration, you'll need:

• A Calendly account (Free or paid)
• At least one active event type
• Availability configured in Calendly

Setup Instructions

Step 1: Connect via OAuth

The Calendly integration uses OAuth for secure authentication. You'll authorize ChatSpark to access your Calendly account.

1. In ChatSpark, go to AI Actions
2. Find Calendly in the Library and click Enable
3. Select the chatbot(s) that should have access
4. Click Connect with Calendly
5. Log in to your Calendly account when prompted
6. Review the permissions and click Allow

Step 2: Configure (Optional)

After connecting, you can optionally configure which event types are available through the chatbot. By default, all active event types are shown.

The Booking Flow

Here's what customers experience when scheduling through your chatbot:

Stage 1: Intent Recognition

The AI recognizes scheduling intent from phrases like:

• “I'd like to schedule a meeting”
• “Can we set up a call?”
• “Book a demo”
• “When are you available?”

It can also extract meeting topics automatically, like “schedule a call to discuss pricing” → meeting note: “Discuss pricing.”

Stage 2: Event Type Selection

Customers see your available event types displayed as cards with:

• Event name
• Duration
• Description (if set)

If you only have one event type, this step is skipped automatically.

Stage 3: Date Selection

An interactive calendar shows available dates based on your Calendly availability. Customers can also use natural language:

• “Next Tuesday”
• “This Friday afternoon”
• “Sometime next week”

Stage 4: Time Selection

Available time slots are shown for the selected date. Times reflect your real-time Calendly availability, accounting for:

• Your working hours
• Existing meetings
• Buffer times
• Calendar connections

Stage 5: Details & Confirmation

Customers provide their information and any required custom fields. Upon confirmation, the meeting is created in Calendly and both parties receive email confirmations.

Testing Your Integration

After setup, test the booking flow:

1. Open your chatbot widget
2. Say: “I'd like to schedule a meeting”
3. Follow the prompts to book a time
4. Check your Calendly dashboard for the new event

Troubleshooting

No event types showing

Ensure you have at least one active event type in Calendly. Draft or disabled events won't appear.

OAuth connection failed

Try disconnecting and reconnecting. Make sure you're logging into the correct Calendly account (personal vs. organization).

No available times

Check your Calendly availability settings. If your calendar is fully booked or availability isn't set, no times will show.

Calendar not syncing

If booked times aren't reflecting your connected calendars, check the calendar connection in Calendly settings.