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The Salesmsg Booking AI Agent makes it easy to automate one of the most important steps in your sales process — scheduling meetings.

Built on our AI Agent framework, this tool integrates directly with Calendly to manage the full booking workflow for you, saving time and reducing manual work.

Benefits

With this feature, you’ll get:

Automated Meeting Booking – The Agent takes over scheduling with prospects and leads.
Seamless Calendly Integration – Connect directly to your Calendly account and assign events to the Agent.
Smart Data Capture (Coming Soon) – Auto-fill Salesmsg fields and sync data to your CRM.

Feature Overview

AI-Powered Booking Logic

The Booking Agent includes:

AI or static message options
Knowledge Base support
Enrollment criteria
Prompt customization
Test messaging during setup

Calendly Connection

The AI Agent will connect to Calendly and get a meeting link. User needs to select an “event” from Calendly for Agent to be able to complete the booking.

Streamlined Agent Setup

Redesigned into a simple, 4-step configuration
Pre-filled defaults for faster launch

Booking Confirmation Log

As soon as webhook for booking a meeting is received System generates fake inbound message detailing what time and what data was inputed during the booking. That way you’ll see exactly when a meeting was scheduled—right in the contact's conversation thread.

How to Set Up Your Booking AI Agent

Step 1 – Name Your Agent

Give your Agent a clear, descriptive name — something like “Sales Booking Assistant” or “Onboarding Scheduler.” This helps you stay organized, especially if you’re managing multiple Agents for different roles, teams, or regions.

Step 2 – Connect Your Calendly Account

Next, you’ll connect your Calendly account to Salesmsg. This step is required for the Booking Agent to function. After authenticating Calendly, you’ll select a specific Calendly event This event is what the Agent will use when offering scheduling options to contacts.

Step 3 – Customize Agent Behavior

Decide how you want your AI Agent to interact:

Greeting Message: Use a friendly, pre-written opener or generate one with AI.
Enrollment Triggers: Choose when leads should receive the Agent’s help (e.g., only for new contacts, or based on tags or custom fields).
Follow-up Strategy: Enable automatic reminders or nudges for leads who stop replying mid-conversation.

Step 4 – Test & Launch

Use the preview feature to walk through the entire conversation flow.
When it looks good, click Publish. Your AI Agent will then be live and ready to book meetings.

Free Calendly Plan Warning: No Booking Confirmations

If you’re using Calendly’s Free plan, you won’t receive confirmation webhooks after booking — which can lead to confusion or missed meetings.

When You'll See This Warning

During the booking process if you choose Calendly as your scheduling tool and your account is on the Free plan, Salesmsg will show you this message to make sure that you are aware of the free plan limitations and have the option to upgrade through Calendly.

Chat to Book Feature

AI Agents can now:

Chat directly with contacts.
Collect key details (e.g., name, email, preferences).
Prefill Calendly event forms with collected data.
Streamline the booking process for both you and your customers.

This enhancement allows AI agents to get much more out of a conversation than just securing a meeting time. By collecting additional information upfront, agents can:

Speed up the booking process for contacts by sending pre-filled Calendly links.
Capture extra details that can be stored in Salesmsg contact fields.
Provide a more personalized and seamless experience for the contact.

Key Capabilities

Real-Time Data Collection:
Agents can chat with contacts to gather key information during the conversation.
Prefilled Calendly Links:
Agents can prefill contact details directly into Calendly events before sending the scheduling link.
Data Sync to Salesmsg:
Information collected in the chat can be saved directly into Salesmsg contact fields, making it easy to track and reuse later.
Automapped Fields:
Common fields such as First Name, Last Name, Email, and Phone Number are automatically mapped.
- If this information already exists in Salesmsg, the agent can immediately use it to prefill the Calendly booking form without needing to ask for it again.
- The agent also keeps track of all coorespondance between the Agent in chats to have accurate and retrievable information.

Frequently Asked Questions

What if I’m on Calendly’s Free Plan?
Calendly’s Free plan doesn’t support webhooks, which means Salesmsg won’t receive automatic booking confirmations. This can cause confusion or missed meetings.

What happens after a meeting is booked?

Salesmsg receives a webhook from Calendly and logs a system message in the conversation with the meeting details.

Can I map the booking data to fields in my CRM?

Coming soon! You’ll soon be able to map Calendly form responses directly into Salesmsg contact fields and sync them with your CRM.

Do I need to be the same user in Calendly and Salesmsg?

Yes. To track meetings properly, each Salesmsg user must be linked to their own Calendly user account.

Can I use this for reminders or follow-ups?

Absolutely. You can set the Agent to re-engage stale leads with follow-up messaging to encourage them to book a meeting.

Will the Agent work without a Calendly connection?

No. Without selecting a Calendly event, the Agent cannot complete the booking process.

Need Help? ✋🏻

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