TELEGENT AI
Scheduling Integration Center

Production Scheduling Architecture

Google Calendar, Outlook Calendar, and Zoom integration — real-time availability, automatic meeting generation, calendar invitations, reminders, CRM sync, and representative assignment. Integration-ready for backend connectivity.

Scheduling Providers

Compare and select a scheduling provider. Each provider's integration architecture is pre-configured in the TELEGENT AI platform for future backend connectivity.

Calendly

Market-leading scheduling automation. Embeddable booking widget with automatic calendar sync, Zoom/Google Meet generation, and round-robin routing.

Pricing: Free — $16/seat/moBest for: SMB to Mid-Market — best balance of features, simplicity, and embed flexibility
Key Features
Inline embed widget
Auto Zoom / Google Meet
Round-robin routing
Calendar sync (Google + Outlook)
SMS + email reminders
Time zone detection
Collective + group events
Routing forms
Setup Instructions
1
Create Calendly account
Sign up at calendly.com — Professional or Teams plan recommended for routing forms and round-robin distribution.
2
Configure event types
Create Discovery Call (45 min) and Follow-Up (30 min) event types with Zoom auto-generation enabled in integration settings.
3
Set up routing forms
Build routing form with industry, company size, and revenue fields to auto-assign leads to the correct representative.
4
Copy embed URL
Get inline embed URL from Event Type → Share → Add to Website → Inline Embed. Choose the responsive embed option.
5
Paste into TELEGENT AI
Insert the embed URL in the Embed Configuration section below. TELEGENT AI wraps the Calendly embed with lead context pre-population.
Provider Documentation
After selecting Calendly, confirm routing rules in both Calendly and TELEGENT AI are aligned. Test an end-to-end booking before going live.

Scheduling Data Flow — Calendly

How data moves from CTA click through meeting completion when Calendly is the scheduling provider.

1
Website Visitor
Clicks CTA → Lead context (industry, Business Impact score, company size) captured by TELEGENT AI
2
Scheduling Provider
Calendly widget loads → availability check → time slot selection → booking confirmed
3
TELEGENT AI Platform
Receives booking webhook → assigns representative → triggers Zoom creation → queues reminders
4
CRM + Rep Notifications
Opportunity stage updated → meeting logged to timeline → rep notified → follow-ups scheduled
TELEGENT AI
Business Consultant
TELEGENT AI
Welcome. I'm your TELEGENT AI business consultant — I specialize in helping organizations identify where automation can recover revenue, reduce operational drag, and accelerate growth.

Here's what I can do for you in the next few minutes:

• Revenue Recovery Assessment — quantify how much revenue you're losing to missed calls, slow response times, and operational gaps
• Automation Readiness Diagnostic — evaluate where intelligent automation would deliver the highest ROI in your organization
• Solution Recommendation — based on your size, industry, and goals, I'll recommend the right TELEGENT engagement tier
• Industry-Specific Analysis — tailored insights for your vertical (healthcare, real estate, legal, professional services, and more)

All conversations are confidential and diagnostic in nature. Where would you like to start?
Confidential Diagnostic No obligation