Agent Settings agent-settings
Configure your calendar and set meeting/live chat availability.
Connect Calendar connect-calendar
In the Calendar configuration tab, connect your Outlook or Gmail calendar for use in appointment scheduling in the chatbot.
Once a user’s calendar is connected to Dynamic Chat, they’ll be added to the queue and their calendar will be available for website visitors to schedule appointments on.
Users can also customize the body of the invite that’s sent to the visitor when they schedule an appointment on the user’s calendar. They can also select the checkbox at the bottom to include a Google Meet or Microsoft Teams link (depending on which calendar was connected).
Permissions permissions
Configuring with Outlook grants the following permissions to Dynamic Chat:
- Full access to your calendars
- Sign you in and read your profile
- Maintain access to data you’ve given it access to
- Read your mailbox settings
Configuring with Google grants the following permissions to Dynamic Chat:
- Create, change, or delete calendars
- Update individual calendar events
- Change your settings, including who can see your events
- Change who the calendar is shared with
- Access to your name, email address, language preference, and profile picture
Meeting Booking Availability meeting-booking-availability
Set your time zone and time/day of week availabilty to receive meeting bookings.
Live Chat Availability live-chat-availability
Set your time zone and time/day of week availabilty to receive live chats.
If you’re logged in to the app, you’ll receive an in-app notification of an incoming chat. If you’re not logged in, you’ll receive a browser notification (if you’ve set that up).