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 the code below after replacing calendly link.(replace <CALENDLY LINK> with actual calendly link. prefill parameter is sent to calendly so you can customize it as per calendly docs and you can also pass the theme_color value to seamlessly fit the appearance of the web-view buttons with the chat bot.)

      { "calendly":"<CALENDLY LINK>", "prefill": { "name":"{{name}}", "email": "{{email}}", "customAnswers": {} }, "utm": {}, "theme_color": "#00a2ff" }

   5. Webview Display Mode: Select FULL. 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. prefill parameter is sent to calendly so you can customize it as per calendly docs

      { "calendly":"<CALENDLY LINK>", "prefill": { "name":"{{name}}", "email": "{{email}}", "customAnswers": {} }, "utm": {}, "theme_color": "#00a2ff" }

   4. Webview Display Mode: Select FULL. 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.