1. Introduction
New-age Digital Assistants facilitate end-to-end use case requirements. Many of them are around scheduling tasks, making appointments, booking slots for technical support visits, and so on. Creating an event is one requirement and getting reminded about that is even another all these are facilitated by bots built on the Meta Humans bot platform.
The Meta Humans bot platform integration allows integration with external applications to provide added functionality to portal users to build their bots. Integration of google calendar has facilitated all scheduling-related use cases by providing a connection between the calendar of requestor and requestee and thus creating events/scheduling appointments and reminders.
Typical use cases where a calendar can be used are Scheduling an appointment, Booking a slot for an activity and scheduling team meetings.
1.1 Request user data
A. Create a new node to request user data completing the following information:
Please request the user name, the validation type will be text. Enter the attribute name user.user_name and click to save.
B. Create a second new node to request user data completing the following information:
To confirm the booking the client needs to provide an email address. The validation type will be email and the attribute name will be user.email.
The validation error should be a message stating that the email is valid.
C. Create a third new node to request user data completing the following information:
The user must provide a mobile number should there be no respond to the email, the user would be contactable via mobile number.
The validation type will be mobile and the attribute name will be user.no
The validation error will be to enter a country code with a mobile number.
D. Create a forth new node to request user data completing the following information:
To choose a date on which the meeting should take place.
Validation type would be date. The attribute will be appointment_date and the validation error would be to choose a date that would be available.
The "Add date picker" MUST be enabled to show the calendar.
1.2 Access
Google Calendar Integration is available with the Business Plan and higher. You can add your calendar account by clicking on the Integrations tab on your left panel and selecting Google Calendar.
Authorize using your Google email address to add that account to Calendar.
2. Connect your Google account
Steps to authorize calendar node to access your Google calendar.
Step 1: Integrations>Google Calendar>Add Account.
Step 2: Enter the Google Account ID to add and authorize.
3. Using the Calendar
Steps to add Google Calendar Node to the Bot.
Step 1: Builder>Required Path.
Step 2: Click on the Add node button or on the bottom right corner of the node that you wish to enter the Google Calendar node after and select Google Calendar from the integrations.
3.1 Scenario I: Get Slots
One of the key scenarios in which you would expect to use Google Calendar is to be able to get available slots for the period that a user is looking to get an appointment. These options are then to be presented to the user to select a time slot of preference.
Follow the sections below to learn how to configure the node to be able to present these slots to the end-user.
3.1.1 Calendar Details.
1. After selecting the Google Calendar Node, you can choose a connected account or authorize a new one.
2. In the ‘Select an Action’ field, select Get free slots.
3. Configure the following fields under Slots:
a. Show Timezone: You can select whether you’d like to display the timezone to the user.
b. Slot Duration: You can select the duration of a slot in hours and minutes.
c. Number of Options: You can select the number of slots (options) that you’d like the user to see.
d. Date Preference: You can pass a date by directly inputting a value or an attribute. The slots that are fetched will be for this date.
e. Timezone: You can select the required time zone from the drop-down list.
If slots are not available for the given time it shows – No Slots Available for this date.
f. Start Time Attribute: The text you enter here will be the name of the attribute that will contain the start time of the slot that the user has selected.
g. End Time Attribute: The text you enter here will be the name of the attribute that will contain the end time of the slot that the user has selected.
4. Under Calendar details configure the following:
a. Calendar: Select the required Calendar from the drop-down list. b. Working start time: The time at which the organization is ready to take slot requests. No slots are generated before this time. In hh: mm 24 Hr format Example 09:00. c. Working end time: The time at which the organization stops taking slot requests. No slots are generated after this time. In hh: mm 24 Hr format Example 18:00.5.
The restart option is available: If you want to give your bot users an option to restart if their preferred time slot is not available in the queue.
3.2 Scenario II: Create Event
This event is used to create an event in your google calendar from the Meta Humans bot platform.
You can follow the below-mentioned steps in order to create an event in your Google Calendar.
Once the details have been configured, click on next. The node will get created in the chosen path.
