Learning Timeline
Key Insights
Standard Chatbot vs. AI Agent
By adding 'Actions', your chatbot evolves into an 'AI Agent'. While a standard chatbot only answers questions, an AI Agent can perform tasks such as managing billing through Stripe or scheduling appointments via Calendly.
Tips for Advanced Users
If the native integration isn't enough, you can use the 'API calls' function under custom actions to connect your AI agent with any third-party software that has an API.
User Verification Steps
Once the AI agent provides the available time slots, the user will be directed to the Calendly interface to enter their name and details, ensuring data security and automatic email verification.
Prompts
Action Trigger Instruction (When to use it)
Target:
Chatbase Actions Configuration
When a user mentions booking an appointment, this is when it knows to use this specific tool.
Step by Step
How to Connect Calendly Action to Chatbase AI Agent
- Open your chatbot dashboard in Chatbase and navigate to the 'Actions' tab at the top.
- Click the 'Create a new action' button.
- Select the 'Calendly for booking an available slot' integration from the list of available options.
- 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.
- Give your action a clear name, such as: 'Book a meeting'.
- Select the appointment type or 'event' you have set up in your Calendly account from the provided dropdown menu.
- Click the 'Save' button to store the action configuration.
- At the top of the action view, make sure to toggle 'Enable' to activate the tool for your AI agent.
- Go to the 'Playground' tab to test the integration by typing a request like 'I'd like to book an appointment'.
- Confirm that the AI agent successfully checks for available slots and automatically provides the correct time options.
