Development Roadmap
See what's coming in future versions
Getting Started
Installation
Install Calendly Pro from the Crisp marketplace. Once installed, connect your Calendly account with a single OAuth click and start sending meeting schedulers immediately.
💡 Tip: Setup takes just 10 seconds! Connect your Calendly account once, and the plugin handles everything else automatically.
First Steps
- 1
Install the Plugin
Add Calendly Pro from the Crisp marketplace
- 2
Connect Calendly
Click "Connect Calendly" and authorize (one-time setup)
- 3
Send Your First Scheduler
Click the scheduler button in any conversation to send a personalized Calendly link
Screenshot: Calendly Pro Widget Interface
[Placeholder - Screenshot coming soon]
Features
One-Click Scheduling
Send personalized Calendly links directly from any conversation with a single click. No copying, no pasting, no manual work.
How it Works:
- →Agent clicks "Send Meeting Scheduler" in the Crisp widget
- →Plugin automatically generates personalized Calendly URL
- →Customer receives message with "Schedule Meeting" button
- →Customer clicks to open Calendly with pre-filled information
[Placeholder - One-Click Scheduling Demo]
Intelligent Auto-Fill
Automatically extracts and pre-fills customer information into Calendly bookings.
Pre-filled Data:
- →Customer name and phone number
- →Agent handling the conversation
- →Direct link back to the original conversation
- →Source platform and location
- →All your custom Crisp visitor data fields
- →Customer ratings and tags
[Placeholder - Auto-Fill Demo]
Conversation Context Included
Every Calendly booking includes a clickable link to the original Crisp conversation, so your team always has full context before the call.
Context Benefits:
- →Agents see the full conversation history before meetings
- →Customer pain points and interests are preserved
- →No need to re-explain issues during the call
- →Seamless handoff between chat and meeting
[Placeholder - Context Transfer Demo]
Real-Time Sync
When customers book, cancel, or reschedule meetings, both platforms update instantly. No manual tracking needed.
Sync Features:
- →Instant booking confirmations in Crisp chat
- →Automatic cancellation notifications
- →Reschedule updates appear in real-time
- →Meeting reminders sent through Crisp
[Placeholder - Real-Time Sync Demo]
Secure OAuth Connection
Connect your Calendly account in seconds with secure OAuth 2.0. Webhooks are automatically configured with signature verification enabled.
Security Features:
- →OAuth 2.0 secure authentication
- →HMAC-SHA256 signature verification
- →Automatic webhook configuration
- →Token encryption and secure storage
[Placeholder - OAuth Connection Demo]
Setup Guide
⚡ Setup in 10 Seconds
Click "Connect Calendly"
Authorize (one time)
Start sending schedulers from any conversation
Done!
Perfect For:
Sales Teams
Converting inquiries into demos
Support Teams
Escalating to calls
Agencies
Booking client meetings
Any Business
That schedules meetings from chat
Usage Examples
Example 1: Sales Demo Request
A potential customer inquires about your product features:
- 1. Customer asks: "Can you show me how this feature works?"
- 2. Agent responds with feature explanation
- 3. Agent clicks "Send Meeting Scheduler" in widget
- 4. Customer receives: "📅 Schedule a Demo - Pick a time that works for you"
- 5. Customer clicks and books a demo with pre-filled info
- 6. Both parties receive confirmation with conversation link
Example 2: Support Escalation
A complex support issue needs a phone call:
- 1. Customer describes technical problem via chat
- 2. Agent tries to help but issue is complex
- 3. Agent clicks scheduler button: "Let me schedule a call to help you better"
- 4. Customer books call with all context included
- 5. Support agent sees full conversation before the call
- 6. Call is more productive with full context
Example 3: Agency Client Meeting
An agency needs to schedule a project kickoff:
- 1. Potential client inquires about services
- 2. Agency team discusses requirements via chat
- 3. Agent sends: "Let's schedule a call to discuss your project"
- 4. Client books meeting with all conversation details included
- 5. Agency team has full context for the kickoff call
- 6. Meeting is productive from the first minute
Need Help?
Built specifically for Crisp. No external dashboards, no complicated setup, no learning curve. It just works.
Last updated: October 2025