Deploy & IntegrationsCalendly Integration: Book Meetings in the Chat
Calendly Integration: Book Meetings in the Chat
Let visitors pick a time and book a meeting with your team right inside the chat widget.
Instead of sending a visitor off to a booking page, your AI agent can close the loop inside the chat: it shows your real available times, agrees on a slot, and books the meeting in your calendar — automatically. That is the Calendly integration.
How It Works
- 1You connect your Calendly account in Deploy & Integrations → Calendly (see below).
- 2Your agent pulls your real availability for the next ~7 days from Calendly.
- 3When a visitor asks for a meeting (or agrees to one), the agent offers 2–4 concrete time slots and agrees on the best one.
- 4A Book a call button appears in the widget. The visitor picks a day and a time and enters their name and email.
- 5Elvix creates the event in your Calendly calendar and confirms it in the chat.
Available on all plansIn-chat Calendly booking is included on every plan, including the free trial — it is not a Pro-only feature.
Setting It Up
1
Open Deploy & Integrations
Go to Dashboard → Deploy & Integrations and find the Calendly card.
2
Create a Personal Access Token
In Calendly open Integrations & Apps → API & Webhooks → Personal Access Token and create a token. Select at least the users:read and event_types:read scopes, otherwise your event types will not load.
3
Turn the integration on
Switch the Calendly toggle on and paste your Personal Access Token.
4
Pick an Event Type
Click Load, then choose which Calendly Event Type (for example “30 Minute Meeting”) the agent should book.
5
Save
Click Save Calendly. Your agent can now negotiate and book meetings in the chat.
Calendly API access is requiredPersonal Access Tokens and the Calendly Scheduling API are available on paid Calendly plans. On a free/trial Calendly account, availability and booking requests are heavily rate-limited — for real production use you need a paid Calendly plan.
What the Agent Can Do
- Offer real slots — the agent only proposes times that are actually free in your Calendly.
- Book — a visitor confirms a time and the event is created in your calendar.
- Reschedule — “can we move it to 12:00?” is understood and handled in the chat.
- Cancel — a visitor can cancel an existing booking by simply asking the agent.
To reschedule or cancel, the agent matches the visitor by the name and email they entered when booking. Those details are also saved to the visitor’s lead card in your dashboard, so you always have the contact on record.
Calendly Integration vs. Calendly Link
| Calendly Integration | Calendly Link (Sales Links) | |
|---|---|---|
| What it is | Live booking inside the chat widget | A plain link the agent shares |
| Availability | Real-time slots from your Calendly | Whatever your Calendly page shows |
| Booking | Done in the chat, no page switch | Visitor leaves the chat to book |
| Setup | Personal Access Token + Event Type | Just paste a URL |
If the integration is offWhen Calendly is not enabled, the agent does not invent or promise meeting times. It falls back to collecting the visitor’s contact details (and can still share the Calendly Link from Sales Links if you configured one).