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DocumentationMarketo EngageMarketo Guide

Agent Settings agent-settings

Last update: Fri Sep 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Configure your calendar and set meeting/live chat availability.

PREREQUISITES
Make sure your agents have been granted the appropriate permissions.

Connect Calendar connect-calendar

In the Calendar configuration tab, connect your Outlook or Gmail calendar for use in appointment scheduling in the chatbot.

Once a user鈥檚 calendar is connected to Dynamic Chat, they鈥檒l be added to the queue and their calendar will be available for website visitors to schedule appointments on.

NOTE
You can connect one calendar per user. If you want to receive meetings on multiple calendars, you must add multiple users and have them each connect their calendars.

Users can also customize the body of the invite that鈥檚 sent to the visitor when they schedule an appointment on the user鈥檚 calendar. They can also select the checkbox at the bottom to include a Google Meet or Microsoft Teams link (depending on which calendar was connected).

TIP
Use the token icon (curly brackets) to personalize your meeting booking confirmation emails using person or company attributes.

Permissions permissions

Configuring with Outlook grants the following permissions to Dynamic Chat:

  • Full access to your calendars
  • Sign you in and read your profile
  • Maintain access to data you鈥檝e given it access to
  • Read your mailbox settings

Configuring with Google grants the following permissions to Dynamic Chat:

  • Create, change, or delete calendars
  • Update individual calendar events
  • Change your settings, including who can see your events
  • Change who the calendar is shared with
  • Access to your name, email address, language preference, and profile picture

Meeting Booking Availability meeting-booking-availability

Set your time zone and time/day of week availabilty to receive meeting bookings.

Meeting duration
Determines the length of time visitors will see in your available meeting slots.
Buffer time between meetings
Amount of time you set as a buffer for after the meeting. If you set it for 30 minutes, no one will be able to book a meeting with you until 30 minutes after the scheduled end of a meeting on your calendar.
TIP
You can select multiple blocks of time on the same day (e.g., Friday from 8a-12p and 1p-5p) by clicking the + sign on the right.

Live Chat Availability live-chat-availability

Set your time zone and time/day of week availabilty to receive live chats.

If you鈥檙e logged in to the app, you鈥檒l receive an in-app notification of an incoming chat. If you鈥檙e not logged in, you鈥檒l receive a browser notification (if you鈥檝e set that up).

IMPORTANT
The availability toggle in the Agent Inbox will override what you enter in the Live Chat Availability tab. So if you鈥檙e scheduled as available from 1p-5p but need to take a quick break at 3p, you don鈥檛 need to alter your agent settings. Availability toggle status will remain until you manually change it, or until the next block of time in your availability is reached.
TIP
You can select multiple blocks of time on the same day (e.g., Friday from 8a-12p and 1p-5p) by clicking the + sign on the right.
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