How to connect Charlie to Clanedly for Conversational Autobooking
Step-by-Step Setup Guide for Calendly Integration with Charlie AI
Step 1: Select AI Set for Auto-Booking
Log into Charlie AI: Ensure you are logged into your Charlie AI account.
Select AI Set: Navigate to the AI setter that you want to enable auto-booking for.
Step 2: Integrate Calendly
Go to Integrations: In the selected AI set, find and click on "Integrations".
Choose Calendar: Select the "Calendar" integration option.
Click Integrate: Click the "Integrate" button to connect Calendly to Charlie AI.
Step 3: Configure Calendly Settings
Log into Calendly: Ensure you are logged into your Calendly account.
Select Event: Go to the Calendly event you want to use for auto-booking.
Edit Event: Click on the event and select "Edit".
Modify Booking Form:
Ensure the field for "Name" is simplified (e.g., just "Name" instead of "First and Last Name").
Required Fields: Only "Name" and "Email" should be marked as required.
Optional Fields: Make sure other fields like "Phone Number" are not required.
Step 4: Create Separate Calendly Event for Charlie
Create a New Event: Set up a separate Calendly event specifically for Charlie AI auto-booking if needed.
Adjust Fields: Configure this new event with only the "Name" and "Email" fields as required, and ensure other fields are optional.
Step 5: Enable Auto-Booking in Charlie AI
Select Calendar: In Charlie AI, go to the settings of the AI set and navigate to the booking settings.
Enable Auto-Booking: Turn on the auto-booking feature.
Select Calendar: Choose the calendar you want Charlie AI to book appointments on.
Step 6: Adjust CTA (Call to Action)
Modify CTA: Update the CTA message to ask for the prospect's time zone or city, e.g., "Just need to know your time zone so I can get everything set up for you. What city do you live in?"
Step 7: Finalize and Save Settings
Save Changes: Ensure all settings are saved in both Calendly and Charlie AI.
Test Integration: Conduct a test booking to verify that the integration works smoothly and appointments are being scheduled correctly.
Additional Tips
Sync with Social Media DMs: Charlie AI can gather emails from social media DMs (Facebook, Instagram) if not already provided.
Integration with GoHighLevel: If using GoHighLevel, ensure contacts' info syncs automatically, allowing Charlie AI to book appointments efficiently.
Troubleshooting
Check Calendly Login: Verify you are logged into Calendly to ensure seamless integration.
Field Requirements: Double-check that only "Name" and "Email" are required fields in the Calendly event setup for Charlie AI.
Booking Settings: Ensure auto-booking is enabled in Charlie AI's booking settings.
By following these steps, you can successfully set up and integrate Calendly with Charlie AI to automate booking appointments onto your sales team’s calendar.