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Calendly

With the Calendly Action, the visitor books a meeting with you without leaving the chat. When the conversation matches what you define:
  • in the web widget and in the Playground, the agent opens your Calendly calendar embedded in the conversation, with the visitor’s name and email prefilled if they already confirmed them;
  • in WhatsApp, Instagram, Telegram, Messenger, and Email, the agent shares the event type’s link.
You don’t need to connect any account or paste API keys, so it works with any Calendly plan, including the free one.

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Requirements

  • A ChatNorris account on the Standard or Premium plan. You can see the plans at chatnorris.ai/pricing.
  • At least one agent created in ChatNorris. If you don’t have one yet, follow Create an agent.
  • A Calendly event type with its public link (calendly.com/user/event). Any Calendly plan works, including the free one.
  • Owner or Admin role in your ChatNorris organization.
Calendly appears in the Integrations catalog, in the Scheduling category, but it doesn’t require a connection: you set it up by pasting the event type’s public link directly in the Action.

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Configure the Action

1

Create the Calendly Action

Go to My agents → [your agent] → Actions, click New action, and choose Calendly.
2

Paste your event type's public link

In Event type link, paste the event type’s public link (calendly.com/user/event), which you copy from Calendly.
3

Define when to offer the calendar

In When to use, describe in which situations the agent should offer the calendar (for example, “when they ask for a demo”). You can go back to the original text with Restore default text. The calendar is offered every time it applies, unless the visitor already booked in that conversation.
4

Adjust how the calendar looks

  • Use the widget color: applies your widget’s main color to the calendar’s buttons.
  • Hide event details: recommended in the chat, it leaves only days and times.
  • Hide Calendly cookie banner: keeps it from taking up space in the chat.
5

Customize the post-booking messages

The Success message is shown when the visitor finishes the booking, and the Failure message if the calendar doesn’t load.
6

Enable the Action and save

With Enabled on, the agent offers the calendar when it applies.

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How the visitor books

In the web widget and in the Playground, the Calendly calendar opens embedded in the conversation, with the visitor’s name and email prefilled if they already confirmed them. In WhatsApp, Instagram, Telegram, Messenger, and Email, the agent shares the event type’s link. The booking happens in Calendly: ChatNorris doesn’t store the booking details, and Calendly keeps sending its usual confirmations and reminders.
In the Playground, Calendly bookings are real. If the agent has this Action, before the first message you’ll see the notice This test can create real data. See Test an agent.

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Several scheduling actions on the same agent

If an agent has more than one scheduling action (for example, Cal.com, Calendly, and Google Calendar), it shows only one calendar per reply: the one that best matches what the visitor asked for. Describe clearly in When to use what kind of meeting each one covers so it gets it right. With a scheduling action ready, asking for a meeting or a call isn’t a handoff, even if the visitor names an account executive or advisor: the agent offers them the calendar. See Human Handoff.

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Credits

ChatNorris doesn’t charge extra credits for booking with Calendly: only the conversation’s AI turn.

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Frequently asked questions

Yes. Since only the event type’s public link is used, without connecting an account or pasting API keys, it works with any Calendly plan, including the free one.
Calendly is available from the Standard plan, with no pilot required.
Calendly doesn’t notify ChatNorris of the booking, so the Log booked meetings capability of Pipedrive doesn’t log them. It only logs appointments from Google Calendar, Encuadrado, and AgendaPro.