Calendly Integration

The Calendly integration allows you to seamlessly connect your Calendly account with HighEngage, enabling customers to schedule meetings directly through your AI agent. This helps eliminate back-and-forth emails, simplifies appointment booking, and improves customer engagement.

Before You Begin #

Ensure you have:

• An active HighEngage account.
• A Calendly account.

Connecting Calendly with HighEngage #

1. Log in to your HighEngage account.
2. Navigate to Settings → Integrations.
3. Locate Calendly and click Connect.

4. You will be redirected to the Calendly sign-in page.

5. Sign in using your Calendly credentials or continue with your Google or Microsoft account.

6. Authorize HighEngage to access your Calendly account.
7. Once authorization is complete, you will be redirected back to HighEngage.
8. The integration status will change to Connected, confirming that your Calendly account has been linked successfully.

Now, Your Calendly account is successfully connected. To enable it for your AI agent:

9. Go to the Dashboard.

10. Select the AI agent you want to configure and click Edit.
11. Navigate to Actions.

12. Under Calendly, locate Get Available Slots.

13. Enable the toggle.

14. Select the Calendly Event you want the AI agent to use for scheduling.

15. In When to Use, describe when the action should be triggered.
16. Click Save.

Now, Calendly integration is now enabled for your agent.

How It Works #

1. A visitor interacts with your AI agent on your website and asks to book a demo or meeting.

2. The AI agent checks your connected Calendly calendar and presents the next available demo slots.

3. The visitor selects a preferred date from the calendar and adjusts the time slot as needed.

4. The visitor is shown the meeting details (duration, date, time, and timezone) and asked to Enter Details -Name, Email, and optionally Add Guests or notes to help prepare for the meeting.

5. The visitor confirms they agree to Calendly’s Participant Terms and Privacy Notice, then clicks Schedule Event.

6. After clicking Scheduling Event, the agent confirms the booking with a message.

7. Calendly automatically sends a confirmation email to the email address associated with the connected Calendly account.

8. The new meeting appears in the connected Calendly account under Meetings, showing the invitee’s name, email, timezone, and any notes provided, keeping your calendar automatically up to date without manual entry.

Revoking the Integration #

If you no longer wish to use Calendly with HighEngage:

1. Navigate to Settings → Integrations.
2. Locate the Calendly integration.
3. Click Revoke.
4. Confirm the action if prompted.

Once revoked:

• HighEngage will no longer have access to your Calendly account.
• Appointment scheduling through the chatbot will be disabled until you reconnect the integration.

Troubleshooting #

1. Unable to connect

• Ensure you are using the correct Calendly account.
• Verify that you have permission to authorize integrations.
• Retry the connection after signing out and back into Calendly.

2. Connection lost

• If your authorization has expired or been revoked, click Connect to reauthorize your Calendly account.

Benefits #

• Allow customers to book meetings directly from the chatbot.
• Automate appointment scheduling without manual intervention.
• Reduce scheduling conflicts by using your Calendly availability.
• Improve lead conversion by making it easier to book demos, consultations, or support sessions.
• Deliver a seamless booking experience within customer conversations.

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.