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Overview

Yes, the AI-powered intake chatbot from Answering Legal can schedule appointments directly on your calendar. This feature enhances your intake workflow by giving potential clients a seamless experience from initial inquiry to scheduled consultation.

How It Works

• Integrated Calendar Access: During onboarding, you’ll provide access to your existing calendar or scheduling tool. This could be via direct integration or a link to your appointment scheduler (e.g., Calendly, Google Calendar, etc.).
• Real-Time Scheduling: After collecting client intake details, the chatbot will display available time slots and allow the client to book directly within the chat interface.
• Avoids Double-Booking: The chatbot respects your calendar's availability and rules, ensuring no overlapping or unscheduled bookings.
• Client Confirmation: Once booked, the client receives a confirmation, and the event is added to your calendar with all relevant intake details.

What You Need to Provide

• Your Calendly Access Token
• Go to calendly.com, click on Integrations & Apps, go to API & Webhooks, click Generate New Token, give it a name, and send it to the Tech Team at Answering Legal.

Benefits

• 24/7 appointment setting—even after business hours
• Less back-and-forth with leads
• Higher conversion rates from web inquiries
• Streamlined intake-to-calendar workflow