*IMPORTANT BEFORE YOU BEGIN*
Ensure you have a new calendar setup under the 'NEW' Oncehub calendar system. Ensure you're not using their legacy one if you want this to work with charlie. You can signup for an account here: Signup for OnceHub here: https://oncehub.com/
Objective
This SOP provides a step-by-step guide on how to integrate OnceHub, a scheduling platform, with Charlie AI to enable seamless auto-booking capabilities.
Prerequisites
Ensure you have the following before proceeding:
A OnceHub account with an active booking calendar. (You can signup here)
A Charlie AI account with an existing setter use case.
API access enabled on OnceHub.
Step 1: Set Up Your OnceHub Calendar
Create or Select a Calendar
Ensure your calendar is properly configured with available time slots and working hours.
Adjust the meeting duration as per your business requirements.
Configure the Booking Form
Important: Do NOT add additional questions beyond the default fields (Name, Email, and Meeting Location). Additional fields are currently not supported.
SMS notifications and meeting locations can be modified but cannot be removed.
Publish the Event
Ensure the event is published and active before proceeding.
Retrieve the API Key
Click the gear icon at the top.
Navigate to APIs & Webhooks.
Copy the API Key displayed on the screen.
Step 2: Configure the Charlie AI Setter
Select the Use Case
Log in to Charlie AI and navigate to the Setter Use Case you wish to integrate with OnceHub.
If needed, create a new use case or clone an existing one for testing purposes.
Ensure Auto-Booking is Triggered
Your setter should be configured to request both the time zone and email from the user. This is necessary for triggering the auto-booking process.
Enable OnceHub Integration
Click on Integrations.
Scroll to OnceHub and select it.
Paste the API Key (copied from OnceHub) into the designated field.
Click Update to save the integration.
Verify Connection
A confirmation message should appear indicating that the integration is successful.
The system will display:
The status of the connection.
The last time it was synced.
The user account under which it was connected.
Select and Save Your Calendar
Toggle Auto-Booking to "On".
Select your OnceHub calendar from the list.
If the calendar does not appear:
Re-paste the API Key.
Click Update again.
If needed, remove and re-add the API Key.
Click Save (this is the only save button in the setup, so do not skip this step).
Step 3: Testing the Integration
Test in Playground Mode
Run a test scenario in Charlie AI’s Playground to verify that the auto-booking feature is functioning as expected.
Test with a Live Lead
Push a live lead through the bot and ensure they receive a working booking link from OnceHub.
Troubleshooting
If the booking does not work, re-check:
The API Key entry.
The selected calendar.
Auto-booking trigger settings.
Re-attempt connection if necessary.
Conclusion
Once these steps are completed, your Charlie AI Setter will be fully integrated with OnceHub, enabling seamless scheduling for your leads. You are now ready to use the auto-booking feature in live interactions.