The I Need Group CRM Calendar Integration

AGENT AI Chat Bot can book appointments to your I Need Group CRM Calendar conversationally per your availability. This shows how to set that up

AGENT AI Chat Bot can book appointments conversationally to your I Need Group CRM calendar! You set this up by creating a new objective and selecting Calendar from the Auto Update dropdown area. This feature is available on all plans!

If you're experiencing issues when testing this within I Need Group CRM, check to make sure:

1. You're using the permanent Calendar ID and not the custom Calendar ID. The permanent ID will be a random series of letters and numbers... that's the one we want!

2. Your I Need Group CRM contact must have either a phone number or email. Appointments cannot be booked with a contact that doesn't have a phone number or email. If you have someone coming in without this information, try adding a phone or email objective ahead of the booking objective to conversationally gather this information and update the contact!

3. If you're using a Round Robin calendar type, move it to a group. Round Robin calendars can only be integrated with if they have been added to a calendar group.

NOTICE: Some users get contact messages from all over the world and the bot needs to be able to conversationally gather Timezone information, update the contact item, then book an appointment. If you want this, just add a Timezone Objective right before your booking objective like this:

Enjoy the conversational booking feature! This can be used at any point in your objective flow. You can qualify a lead upfront, then book an appointment conversationally and continue doing post-booking qualification. It's a breeze!