👋 Looking for a simple way to utilize your Structurely AI Assistant's full potential as an appointment-setting hero?
By connecting your Google Calendar, your AI Assistant will be able to turn conversational appointment requests from leads into calendar events! 🏆
TL;DR - Sync your Google Calendar and set your appointment duration / availability HERE
Setting up Google Calendar Appointments 📆
Start HERE ⬅️ within your Structurely account settings and toggle "ON" the Google option listed under My Integrations:
A new pop-up window should appear, where you'll want to select the "Connect to Google" button to proceed. 👇
This brings you to the account selection screen, where you can pick whichever Google Account is associated with your desired calendar.
This does NOT have to match the email address you registered with Structurely when you initially set up your account. ✏️
Review the requested permissions and select "Allow" if you agree to share the specified info with Structurely.
⚠️ Update your Appointment Settings ⚠️
Once your Google Calendar is integrated with Structurely, it is crucial to ensure that your Appointment Settings are up-to-date!
⏲️ First, you'll want to ensure that your appointment duration (the expected length of each appointment) is accurate:
🗺️ Double-check that your Time Zone is correct as well:
📆 And MOST importantly, mark the days / times that you are open to appointments!
Selecting "All" on the left-hand panel will automatically mark all 7 days of the week as available (Can Schedule) at the selected time. 👇
Please note that selecting "9 am" will open up all possible appointment times from 9:00:00 - 9:59:59 am, and so on throughout the day.
(The default preset timing should align with 8:00 am - 4:59 pm EST)
Your Structurely AI Assistant will never schedule same-day appointments, and will not offer timeslots that conflict with existing events on your synced Calendar. 🙌
FAQs
How do I know when an appointment has been booked?
The agent AND the lead will receive a confirmation email from Google when the event has been successfully added into their calendars. ✉️
Will my AI Assistant know to stop contacting the lead once an appointment is set in my Google Calendar?
Yep! After our appointment setting flow is initiated, your AI Assistant will stop asking qualification questions altogether as the end goal - booking an appointment - is already underway.
Does the AI Assistant actually work within my scheduled availability?
Yes, as long as you update your Appointment Settings and keep your Google Calendar up-to-date! Unfortunately our AI Assistant isn't a mind reader (yet) 🔮
How many different appointment times will be offered based on my Calendar?
As many as are necessary! Our appointment setting flow will continue attempting to schedule in the lead based on your synced availability until they successfully book an event.
Can my AI Assistant handle rescheduling or cancelling appointments?
Any rescheduled or cancelled appointments must still be handled manually between the agent and the lead. 🚧
How does this impact the Live Transfer feature?
If your lead is within the scheduling flow, live transfers will no longer be triggered; there is no other impact to how Live Transfers work aside from those conversations that have shifted to an ongoing attempt to book an appointment.
Are there other options for direct calendar integration besides Google?
No, not at this time.