In-chat Meeting booking
In-chat Meeting booking lets visitors schedule a meeting with your sales team without ever leaving the conversation. When the AI assistant surfaces a Book a meeting button, your scheduler opens right inside the chat panel. They pick a time, confirm, and they are booked. No new tabs, no redirects, and no lost momentum.
This collapses the gap between "I am interested" and "I am on your calendar" from minutes to seconds, exactly when a high-intent prospect is most engaged. In this first release, ZipTier supports Calendly scheduling links hosted directly in-chat.
Before You Start: Setting Up Calendly
ZipTier hosts your existing Calendly scheduler in-chat, so your Calendly account does the heavy lifting: availability, conflict checks, time zones, and confirmation emails. Complete these steps in Calendly before connecting it to ZipTier.
| Step | What you do | Details |
|---|---|---|
| 1 | Have a working Calendly account ready | Register a Calendly account and set it up before integrating with ZipTier. |
| 2 | Connect your Google or Outlook calendar inside Calendly | Calendly needs a connected real calendar so it can check for conflicts and place booked meetings on the correct calendar. |
| 3 | Create the meeting type you want ZipTier to book | ZipTier books against a specific Calendly event type, such as "30-min Demo" or "15-min Qualification Call". |
| 4 | Decide whether the meeting is personal or team-based | For one person, use an individual event. To distribute across sales reps, use a team event such as round robin. |
| 5 | Configure the event type in Calendly | Set duration, meeting location, buffers, notice period, working hours, intake questions, and confirmation behavior. |
Connecting Calendly to ZipTier
Once your Calendly event type is configured, connect its scheduling URL in ZipTier. This sets your global (company-wide) booking defaults, which every campaign inherits unless you override them.
Step 1: Open Booking Settings
Click your profile avatar in the top-right corner of any page and select Settings. In the Settings sidebar, open the Booking tab.
Step 2: Paste Your Scheduler URL
Paste your Calendly scheduling link into the Scheduler URL field, for example https://calendly.com/your-team/30min. ZipTier detects the link and loads a live preview of the meeting page so you can confirm it is the right event type before saving.
Step 3: Choose When the Booking Option Appears
Under When should the booking option appear?, pick how the Book a meeting button behaves in chat.
| Option | Behavior |
|---|---|
| When high-intent is detected (recommended) | The booking option appears in-chat only once the assistant detects high-intent signals. This keeps conversation flow focused and offers meetings to purchase-ready prospects. |
| Always visible | A persistent Book a meeting button is shown above the chat message box as soon as the chat opens, so visitors can book at any time. |
Step 4: Save
Click Save Booking Settings. These settings now apply across all campaigns by default.
Campaign-Level Configuration
Global settings are your default, but every campaign can decide how booking behaves. Configure this in Step 2 of the create campaign wizard, under Chat customization, in the Book meetings from chat section.
Use the toggle at the top to turn booking on or off for the campaign. When booking is on, choose one of the options below.
| Option | What it does |
|---|---|
| Use default settings | The campaign inherits your global scheduler URL and visibility rule from Settings > Booking. The current default is shown inline so you know exactly what the campaign will use. |
| Override for this campaign | Use a different scheduler URL or visibility rule just for this campaign. Use this when a campaign needs a dedicated calendar, such as a webinar staffed by a specific round-robin team. |
To switch off booking for a single campaign, turn off the Book meetings from chat toggle. The rest of the campaign is unaffected.
What Visitors Experience in Chat
How the booking option appears depends on the visibility rule you choose. In both cases, when a visitor opens the scheduler, ZipTier prefills the name and email it already has so the visitor only needs to pick a time.
Case 1: Booking Only When High Intent Is Detected
When you choose When high-intent is detected, the assistant waits until it identifies a purchase-ready visitor before offering a meeting. What happens next depends on whether the visitor email is already known.
Email already captured
- The assistant offers to book a meeting and shows the Book a meeting button.
- If the visitor clicks the button, ZipTier prefills name and email and launches the scheduler inside chat.
- If the visitor ignores the button and asks another question, ZipTier removes the button from that message, adds a persistent Book meeting link above the message box for the rest of the session, and continues the conversation.
Email not yet captured
- If the visitor provides their email, the assistant thanks them and shows the booking button. Clicking launches the scheduler prefilled with name and email. If they skip, the same persistent fallback link appears.
- If the visitor declines email and clicks Skip, the assistant still offers booking. Clicking launches the scheduler with name prefilled only. If they skip, the same persistent fallback link appears.
Case 2: Always Visible
When you choose Always visible, the Book a meeting button is displayed above the message box as soon as chat opens and remains there for the full session. Visitors can book at any point without waiting for an intent prompt.
Prefill Behavior
ZipTier passes what it already knows about the visitor into the scheduler so they do not have to re-type details.
- Name and email known: both are prefilled into the Calendly form.
- Only name known: name is prefilled and the visitor enters email in the scheduler.
Calendly handles final confirmation, calendar invites, and time-zone conversion. Your sales team is notified through Calendly integrations such as email, Slack, or webhook.
Best Practices
- Start with high-intent visibility: Reserve meeting offers for purchase-ready prospects to keep conversations natural. Switch to Always visible for campaigns where booking is the primary goal.
- Use dedicated event types when needed: Point specialized campaigns to dedicated round-robin teams with campaign override.
- Confirm the live preview before saving: The preview in Settings quickly catches stale or incorrect scheduler URLs.
- Use a paid Calendly plan for branded demos: This removes the "Powered by Calendly" label from the in-chat scheduler.
- Keep Calendly availability current: ZipTier hosts your live Calendly scheduler, so working hours, buffers, and notice periods are exactly what visitors see.
Frequently Asked Questions
Which schedulers are supported?
This first release supports Calendly scheduling links. Support for additional scheduling providers is planned in future releases.
Do I need to set this up for every campaign?
No. Configure your scheduler once under Settings > Booking and each campaign inherits it by default. Override or disable booking only for campaigns that need different behavior.
What happens if a visitor does not share their email?
Booking still works. ZipTier launches the scheduler with name prefilled, and the visitor enters email directly in Calendly when confirming the meeting.
Does the visitor leave chat to book?
No. The Calendly scheduler is hosted inside chat. The visitor picks a time and confirms without opening a new tab.
Where do booked meetings show up?
Confirmed meetings appear on the calendar connected to your Calendly account, and Calendly sends invites and reminders. ZipTier launches and prefills the scheduler, while Calendly owns the booking record.