How to integrate calendly for meetings

Steps for Web playbooks using webview

Below are the steps. Before starting please have a calendly link for your meetings ready. It will look like https://calendly.com/<calendly username>/15min

  1. Go to AI builder from left Menu, and and select a playbook where you would like to have a node for meetings.

  2. Create a Webview Node. After creating click on edit button for the same node.

  3. Use the following properties while editing.

    1. Text message: Write any text message relevant to users. For example "What time you would like to have a meeting with us?"

    2. Webview title: Write any title such as "Book a meeting"

    3. Webview Template URL: It should be "https://webview.intelliticks.com/common/calendly.html" If you would like to customize the view, you can download html source of this URL, modify it and paste updated URL.

    4. Req Body: Paste your calendly link here

    5. Webview Display Mode: Select TALL. You can try different options and see which one looks good.

    6. Action Button Text: Write action button text(User has to click on this button to open webview) such as "Click here to book a meeting"

    Save the above and you can test the flow.

Steps for facebook playbooks using webview

Below are the steps. Before starting please have a calendly link for your meetings ready. It will look like https://calendly.com/<calendly username>/15min

  1. Go to AI builder from left Menu, and and select a playbook where you would like to have a node for meetings.

  2. Create a Webview Node. After creating click on edit button for the same node.

  3. Use the following properties while editing.

    1. Text message: Write any text message relevant to users. For example "What time you would like to have a meeting with us?"

    2. Webview Template URL: It should be "https://webview.intelliticks.com/common/messenger/calendly.html" If you would like to customize the view, you can download html source of this URL, modify it and paste updated URL.

    3. Req Body: Paste the code below after replacing calendly link.

      {

      "calendly":"<CALENDLY LINK>"

      }

    4. Webview Display Mode: Select TALL. You can try different options and see which one looks good.

    5. Action Button Text: Write action button text(User has to click on this button to open webview) such as "Book a meeting"

    Save the above and you can test the flow.