Calendar Booking

How to add calendar booking skill

In some cases it is not always convenient to chat with somebody directly and sometimes no operators are available. In these cases, it can be a good alternative to offer your users a way to book a meeting in the calendar instead.

The Calendar Booking skill enables users to book a meeting in your calendar.

There are two ways of using this skill:

1. Standalone; no calendar integration, it will send an email with the booking details

2. Linked to your Google or Microsoft calendar; it will create an invite in your calendar and send it to the user

Only one calendar can be connected to your virtual assistant.

Install the Calendar Booking skill

Install the booking skill first by:

1. Click on Skills

2. Click on Browse

3. Click on Calendar Booking

4. Click on Install in the popup that appears

5. Publish your bot or test your bot by running it.

Install the Calendar Booking skill

Connect your Google Calendar

If you want to connect your Google Calendar to this Calendar Booking skill you need to go back to the Browse Skills page and install the skill "Google Calendar Integration".

After having installed the skill you can connect it to your calendar by clicking on the skill and then click the button Configure.

Go to the configuration of your Google Calendar Integration skill

Now connect your calendar by:

1. provide the name of your calendar (normally this is your email address)

2. request authorization (login with your google account and allow access)

3. click save

4. publish your bot

Configure Google Calendar Integration

Now your calendar is connected to your Google Calendar.

Connect your Microsoft 365 calendar

If you want to connect your Microsoft 365 Calendar to this Calendar Booking skill you need to go back to the Browse Skills page and install the skill "Microsoft 365 Calendar Integration".

After having installed the skill you can connect it to your calendar by clicking on the skill and then click the button Configure.

Now connect your calendar by cliking on the Request authorization button and then login with your Office 365 account and approve access.

Finish by publishing your bot.

Configure Microsoft 365 Calendar integration

Configure the Calendar

The behaviour of the Calendar Booking skill can be configured in the content section of the platform.

1. Click on Content

2. Click on Booking configuration

Parameters

Parameter	Description
Summary	The title you want to give your booking.
Description	The detailed description you want to give your booking
Duration	The size of the slots to book in minutes
Office hours	When you allow calendar bookings to be made, notice that when you connected your calendar, it will not allow bookings on slots that are already taken.
Email confirmation to user	The end user will receive a notification of the booking (normally this option is only used when no calendar is connected)
Email confirmation to specified email address	Send a booking confirmation to a predefined email address (normally this option is only used when no calendar is connected)
Email address	The email address to send the confirmation to (see previous parameter)

You can use mustache syntax to embed user or conversation data in the content.

Implement calendar booking in Menu Flow

If you want people to request a calendar booking in the Menu Flow of your assistant, you can perform the following steps:

1. Click on Content

2. Click on Flows

3. Unfold the Menu flow by clicking on the "> Menu" header

4. Unfold the Prompt action by clicking on the "> prompt" header

5. Click on Add suggestion

6. Type in "Schedule a meeting"

7. Click save

8. Click preview

Example of Booking Skill in prompt

Implement calendar booking in Unknown Flow

Another way of using the Calendar booking skill is to use it as part of the fallback or escalation process (Unknown Flow). For instance, when no agent is available, the bot can offer to schedule a meeting instead.

1. Click on Content

2. Click on Flows

3. Unfold the Unknown flow by clicking on the "> Unknown" header

4. Add or change the last two actions like this:

Example of how to extend Unknown Flow with Calendar booking

The chat will now end by booking a calendar meeting when no operator is available.

Example of extended Unknown Flow