How to Schedule Meetings in Live Chat Using Sticky Buttons with Calendly Integration
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.
Step 1: Add Workflow for Sticky Buttons
- Navigate to Admin > Chat > Chat Automation > Workflows.
- Click Add Workflow and select Sticky Button as the trigger.
3. Configure the workflow to include Calendly meeting scheduling.
- Publish the workflow and move it to the top of the list for priority execution.
Step 2: Enable Sticky Button in Live Chat
- Go to Live Chat > Widgets and create a widget under the selected brand.
- Ensure the widget value matches the workflow value created earlier.
- Enable Live Chat Widgets and select the configured widget.
- 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 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.
- 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.
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.
