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Let visitors book meetings in chat

Connect Cal.com so Pengo Intelligence offers open times in the chat and books qualified leads into your calendar. Calendly and Google Calendar via support.

Channels & integrations Team plan and up 2 min read Updated
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Pengo Intelligence can book meetings for you. When a visitor is a good lead, it shows open times from your calendar right in the chat, and the visitor books with one click. The meeting lands in your calendar and the lead is marked as booked.

#Which calendars work

CalendarHow it connects
Cal.comIn the dashboard, with a Cal.com API key.
CalendlyThrough Pengo support.
Google CalendarThrough Pengo support.

#Connect Cal.com

  1. In Cal.com, create an API key and copy it.

  2. Find the ID of the event type visitors should book. It’s the number at the end of the event type’s address when you open it in Cal.com.

  3. In Pengo, go to Settings Integrations Booking and choose your website.

  4. In the calendar list, choose Cal.com (API key).

  5. Paste your key into Cal.com API key, and enter the Event type ID.

Changes save on their own. The page then shows Connected.

#Turn on booking in chat

Meetings are part of the lead playbook, which qualifies visitors as Pengo Intelligence talks to them.

  1. Go to Settings Conversations Lead capture .

  2. Turn on Enable lead playbook.

Pengo Intelligence can then offer a meeting once a visitor is a qualified lead. Before that, it keeps asking the playbook’s qualifying questions. See Capture and qualify leads.

#What Pengo Actions can do

ActionWhat it doesStarts on
Book a meetingOffers open times from your calendar and books the meeting in the chat.Auto
Cancel a meetingCancels a meeting booked through Pengo in your calendar, which lets the attendee know.Ask first
Move a meetingMoves a meeting booked through Pengo to another open time, and the calendar updates the invite.Ask first
Share a reschedule linkGives the attendee their own link to pick a new time for a meeting booked through Pengo.Auto

Change each one's mode in Intelligence › Actions. Every detail, including who each action is for, is in the Booking actions reference.

#What the visitor sees

  1. Pengo writes “Pick a time that works:” and shows up to six open times from the next 7 days. Show more times loads more.
  2. The visitor picks a time. Pengo books it with the name and email from the chat. If the visitor hasn’t shared an email yet, the widget asks them to share it in the chat first.
  3. A Meeting confirmed card shows the time, with a Join meeting link when your calendar provides one.

#What your team sees

  • The lead’s status changes to booked. On the contact in Contacts, the lead shows the meeting time, Booked in chat and the calendar it was booked in.
  • Your team gets a Meeting booked alert. Each teammate chooses how they receive it in Settings Your profile Notifications .
  • If HubSpot is connected, the booked lead is sent there too. See Connect HubSpot.

#Without a connected calendar

If no calendar is connected, or the calendar has no open times, Pengo Intelligence doesn’t show times. It saves the visitor’s preferred time on the lead instead, so your team can arrange the meeting.

Common questions

Can I use Calendly or Google Calendar?

Yes, but you can't connect them yourself from the dashboard yet. The Booking page lists them as connected through support. Cal.com connects in the dashboard with an API key.

When does Pengo offer a meeting?

Once your lead playbook is on and the visitor is a qualified lead. Before that, Pengo Intelligence keeps qualifying them.

What happens if no calendar is connected?

Pengo Intelligence asks when suits the visitor and saves their preferred time on the lead, so your team can follow up.

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Related guides

Pengo ActionsBooking actions referencePengo ActionsCapture and qualify leads with PengoChannels & integrationsConnect HubSpot