Calendly integration use cases
1. Turn demo requests into booked meetings
Growth+The everyday case. A visitor on your pricing page asks for a walkthrough. Instead of pointing them at a contact form, the bot shows a card with your demo event, its length and a Pick a time button. If you prefer, it creates a single-use link so the transcript never holds a reusable booking URL.
A short exchange looks like this:
Visitor: Can someone show me how the Shopify sync works?
Bot: Happy to set that up. Here is our 30-minute product demo; pick any time that suits you.
[Card: Product demo · 30 min · Pick a time]
The visitor books on Calendly, and Calendly sends the invite to both sides.
2. Ask a qualifying question first
If your sales team only wants demos with a company email, or above a certain team size, have the bot ask before it offers the card:
- collect_lead saves the visitor's email and name as a lead first.
- sdr_lead_qualifier asks your qualifying questions and can update HubSpot.
Say the order you want in your system prompt, for example "Ask for a work email before offering a demo."
3. Offer support or onboarding calls
Nothing ties the skill to sales. Put an onboarding or support-call event first in Calendly and tell the bot when to offer it, such as "Offer a setup call when a customer is stuck connecting their store."
How it works
- The visitor's message shows they want a meeting.
- The bot calls demo_scheduler, which reads your Calendly event types.
- The first event type becomes a scheduling card in the chat with a Pick a time button.
- If asked, the skill creates a single-use Calendly link for that event. A repeat request for the same email within an hour does not create a second link.
- The visitor books on Calendly.
Privacy
AskVault reads your Calendly account details and event types. It does not read past meetings or invitee lists, and it does not send the visitor's chat to Calendly.
Limits
- One event type per card, the first one Calendly returns.
- No booking, cancelling or rescheduling inside the chat. Those happen on Calendly.
- No follow-up messages from Calendly events. Booking and cancellation notifications are received and logged only.
- Calendly only. No Cal.com or SavvyCal.
FAQ
Does this work with Calendly's free plan?
Yes for connecting. Round-robin and some routing features need a paid Calendly plan on Calendly's side.
What if Calendly is down?
The lookup fails after 15 seconds. If your booking page link is in your content, the bot can share that instead.
Can I customise the confirmation email?
Yes, in Calendly. AskVault does not send the confirmation; Calendly does.