Schedule a Meeting Skill

End users can now schedule a meeting with an agent through Luma. This helps end users discuss an open ticket or any other details with an agent. You can schedule meetings with agents through Calendly. An Administrator or Developer can create a custom skill in the Skills Builder interface and set up the meeting account details in Calendly. Once this is done, the end user can schedule a meeting with the Agent, which is discussed below.

Setup Calendly Account

Calendly is a simple and easy meeting scheduling software. To use it, ensure that you signup with Calendly by providing your email address and set a password. An Administrator or Developer can setup the Calendly meeting account details after signup. To learn how to signup in Calendly and use it, refer https://help.calendly.com/hc/en-us/categories/203266887-Getting-Started. Once the signup is completed, login to your account and do the following:

1. Navigate to your Calendly account URL.
2. Set the meeting Time Zone by selecting it from the list as shown below.
   
3. Click Continue. If required, you can also opt to set up the details later.
4. Connect your calendar from the list by selecting it, in order to auto-check for busy times and add new events as they are scheduled as shown below.
   
5. Alternatively, you can also continue without calendar. In such case, Calendly suggests you to set your availability details as shown below.
   
6. Select the Available Hours and Available Days.
7. Click Continue.
8. Select your role at work and click Finish.
   
9. Once the meeting account is set up, you can create event types for the account. Event types help the invitees to schedule individual meeting slots with you. It can also be used to allow multiple invitees to schedule the same meeting slot. To learn more about how to create new event types or edit the existing ones, refer to the videos available at https://help.calendly.com/hc/articles/360000234614?flash_digest=24de56e787f8cce34257baf6eaee49d18704a319&locale=en-us.
   You can now start scheduling meetings for the required time and date by creating an event.

Create a Custom Skill in Skills Builder

An Administrator or Developer can create a custom skill in the Skills Builder interface to create a meeting request in Calendly, Outlook or Google. To do so:

1. On the Bot dashboard, click Skills.
   The Skills list appears.
2. Click Add Skills to create a new skill.
3. Enter the skill details as shown below. To learn how to create a skill, refer to Creating your First Skill.

4. In the Text Response section, provide details of the Calendly event type meeting URL using which end users can launch Calendly for your account and schedule a meeting request.
   

   Note

   To test whether the Calendly URL provided is accurate, copy it and paste it in a web browser. If you are able to create the meeting request, then it is a valid URL, else, recheck and provide the correct URL details.

Test Calendly Meeting URL in Luma

Once the custom skill is created in the Skills Builder, you can chat with Luma to schedule a meeting with the Agent as shown below. Luma responds with the Calendly event type meeting link (provided in the Text Response section in a skill described previously) to launch Calendly and create the meeting event. Click the meeting link and follow the steps mentioned in Schedule a Calendly Meeting from Luma section. 

Schedule a Calendly Meeting from Luma

End users can schedule meetings in Calendly by doing the following:

1. Navigate to the Calendly meeting URL and select the meeting duration link. For example, /luma_bot/15min.
   
2. Select the meeting Date.
   
3. Select the meeting time and click Confirm.
   
4. Enter the meeting details such as the Full Name and email address.
   
5. Click Schedule Event to receive the following confirmation message.