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This Guide explains how to activate Google Calendar integration so that Guest Users can have access to Agent's calendar and schedule meetings with them. Created: July 2022 Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/RANPBwdgHOAQ |
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Introduction
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- Click on your user picture in the upper left-hand part of the screen to open Settings. Under Settings, click Kite settings
- Go to Calendar Settings tab
- Select calendars to be used to add meetings to and check available slots
- Set duration options (min - 15 minutes, max - 360 minutes)
- Set available working days and hours
- Click Save
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When Guest User schedules a meeting, a dedicated conversation is automatically created
Note Current limitation: scheduled meetings with the same Guest User are not synced in one conversation, each time a new conversation is created.
- Agent also receives an email notification about the scheduled meeting
- An event for the scheduled meeting is automatically added to Agent’s calendar. To confirm it, click Yes, otherwise, the slot is assumed as available
- Agent can change the meeting's duration, reschedule or delete it. In case of changing meeting details, the relevant notification is displayed in the conversation and emails are sent both to Guest User and Agent
- Before the meeting, a reminder notification is sent
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To schedule a meeting, take the following steps:
- Click Schedule a meeting
- Specify a subject (optional), duration (by default, meeting duration is 30 min.) and choose an available slot (it is possible to schedule a meeting a month in advance at maximum)
- Click Schedule
- Log in if required
- The meeting is scheduled
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