BoldDesk allows you to integrate Calendly with live chat workflows using sticky buttons, enabling customers to book meetings directly during a chat conversation. This guide explains how to configure workflows, enable sticky buttons, and view meeting details in tickets.

Check out this video for more details

Step 1: Add Workflow for Sticky Buttons

1. Navigate to Admin > Chat > Chat Automation > Workflows > Sticky Button Clicked.
   

   
   
   

2. Under Sticky Button Clicked, click on add workflow. You can either create from scratch or from an existing template.
   

   
   
   

3. Provide the workflow name, choose the relevant brand and source as live chat, then click on next.
   

   
   
   

4. In the workflow designer, click on the plus sign (+) and choose branch via conditions.
   
   

   
   
   

5. Provide the condition name and add condition as Sticky Button Value e.g. Sticky Button Value is Meeting, then click on Add.
   
   

   
   
   

6. Click on the plus (+) sign in the first branch, then choose User inputs > Scheduler > Get Scheduler via Calendly
   
   

   
   
   

7. Customize the following under Get Scheduler via Calendly. Once you are done, click on add.

   Field	Description
   Block Name (Optional)	The block name indicates the destination the block should navigate to.
   Message	This is the message shown to the customer in the input form. You can use placeholders as well.
   Button Text	This is the clickable text that triggers the meeting scheduling.
   Show Meeting Card Details	If enabled, meeting details will be shown in card structure.
   Use Custom Event URL	Enable this option to provide your own meeting link instead of using Calendly event types.
   Event Type	This can only be chosen as 30-Minute Meeting.

   
   
   

8. Customize the else condition to end the current workflow. Choose Else > Exit > End Current Workflow
   
   

   
   
   

9. Click on Publish and Activate
   
   

   
   
   

Step 2: Enable Sticky Button in Live Chat

1. Go to Live Chat > Widgets and create a widget or edit an existing widget under the selected brand.
   

   
   
   

2. Under live chat configuration, navigate Preference > User Engagement and verify sticky button is enabled.

3. Add the sticky button value and ensure the widget value matches the workflow value created earlier.
   

   
   
   

4. Enable Live Chat Widgets in the Admin > Customer Portal > General > Live Chat Widget Settings
   

   
   
   

5. Save and activate the widget.

Step 3: Generate Meeting Using Sticky Button

When customers click the sticky button in live chat:

• They can select an available time slot and schedule a Calendly meeting.

• The meeting can only be scheduled for 30 minutes. You will choose time zone, date, and time.

• You will be required to provide your name and email address. Additionally, you can add guests and share anything that will help prepare for the meeting. By providing email addresses of guests, you can notify up to 10 additional guests of the scheduled event.

• You can then proceed to schedule the event.

• The meeting link and details are automatically captured in BoldDesk.
  
  

  
  
  
  
  
  

Step 4: View Meeting Details in Ticket Page

• Meeting Creation: When a meeting is scheduled via live chat, a ticket is automatically created with full details.
  

  
  
  

The meeting details will also be added in the chat conversation.

• Reschedule: If the meeting is rescheduled in Calendly, updated details appear as a note in the ticket.
  

  
  
  

• Cancel: When a meeting is canceled, the ticket is closed automatically with a cancellation note.
  

  
  
  

Frequently Asked Questions (FAQs)

1. Do I need a Calendly account to use this integration?
Yes. You must have an active Calendly account to configure meeting scheduling within BoldDesk workflows. Ensure your Calendly link is accessible and properly set up before adding it to the workflow.

2. Can I use multiple Calendly links for different workflows?
Yes. You can create separate workflows for different departments or agents and assign unique Calendly links to each workflow. This helps route customers to the right team or individual.

3. What happens if the customer does not click the sticky button during the chat?
If the customer ignores the sticky button, the chat continues as usual. The workflow will not trigger any meeting scheduling unless the button is clicked.

Related Articles

• Understand SLA Impact When Sticky Button Workflow Triggers
• BoldDesk Chat Workflow: Complete Guide
• Embedding the BoldDesk Live Chat Widget in the Customer Portal