CHATBOTS
Book a sales meeting from chat when reps are offline
When a website chatbot detects strong intent outside business hours, it offers open slots from the sales team's Google Calendar, books the chosen time.
How it runs
The automated pipeline, trigger to output.
- TriggerVisitor message received after hoursHTTP webhook
- LogicHigh intent and outside staffed hours?
- ActionRead open slots from sales calendarGoogle Calendar
- ActionCreate calendar event with prospect and repGoogle Calendar
- OutputEmail confirmation and rep heads-upGmail
What it does
Keeps converting after the sales team logs off. When a visitor shows real buying intent and no rep is available, the bot pivots from "a rep will reply" to "let's get time on the calendar," reads live availability, and locks in a meeting before the prospect's interest cools.
When to use it
Your best chat conversations often happen at night or across time zones, and "we'll get back to you Monday" loses deals. Use this to capture meetings 24/7 without staffing chat around the clock.
How it works
- 1The chat widget posts a visitor message to the webhook with a flag for after-hours sessions.
- 2A logic step confirms intent is high and the current time falls outside staffed hours.
- 3The workflow reads free slots from the shared sales Google Calendar and the bot offers them in-chat.
- 4Once the visitor picks a time, a calendar event is created with both parties as attendees.
- 5Gmail sends a branded confirmation to the prospect and a heads-up to the assigned rep with the chat transcript attached.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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