Automating appointment bookings with Calendly and Chatbase

Action Trigger Instruction (When to use it)

How to Connect Calendly Action to Chatbase AI Agent

1. Open your chatbot dashboard in Chatbase and navigate to the 'Actions' tab at the top.
2. Click the 'Create a new action' button.
3. Select the 'Calendly for booking an available slot' integration from the list of available options.
4. In the 'When to use it' field, enter specific instructions for the AI (Example: 'When a user mentions booking an appointment'). This tells the AI when it should trigger this tool.
5. Give your action a clear name, such as: 'Book a meeting'.
6. Select the appointment type or 'event' you have set up in your Calendly account from the provided dropdown menu.
7. Click the 'Save' button to store the action configuration.
8. At the top of the action view, make sure to toggle 'Enable' to activate the tool for your AI agent.
9. Go to the 'Playground' tab to test the integration by typing a request like 'I'd like to book an appointment'.
10. Confirm that the AI agent successfully checks for available slots and automatically provides the correct time options.