How to Configure Meeting Types and Generate Calendar Links for Agents

🔗 Accessing the Scheduler

1. Log in to Meera:
   Go to https://chatbot.meera.ai/ and log in with your credentials.

2. Navigate to Scheduler:
   On the left-hand menu, click and select “Scheduler.”

3. Create Appointment Scheduler:
   From the dropdown menu, choose “Create Appointment Scheduler.”

📸 Sample Flow Screenshot:

Click and select “Scheduler”

 

Choose “Create Appointment Scheduler”

 

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🛠️ Configuration Steps

1. Select Meeting Type
   Choose the appropriate meeting type from the available options.

   1. 🧍 One-on-One Meeting

      A dedicated meeting is scheduled with a specific agent only.

   2. 🔄 Round Robin Meeting

      A scheduling method that distributes meetings evenly among a group of agents.

   3. 👥 Group Meeting

      A single meeting is booked with multiple agents attending together.

2. Select Campaign
   Choose the campaign you want to associate with the calendar link.

   ⚠️ Important: Select only the designated scheduler campaign.
   For questions, contact your Customer Success Manager or email CustomerSuccess@meera.ai

3. Set Meeting Duration
   Choose the meeting length (e.g., 15 min, 30 min, etc.)

4. Select Agent
   Choose the agent whose calendar link you want to generate.

   📝 Note: If the agent is not listed, they may not have connected their calendar. The agent must integrate their calendar with Meera before proceeding.

5. Enter Event Title
   Type the event name that will appear in the invite.

6. Select Meeting Location Type
   Choose one of the following options:

   • Physical Location: A real-world meeting place (e.g., office address).

   • Virtual Location: A video conferencing tool (e.g., Google Meet, Zoom, Microsoft Teams).

   • WarmTransfer: Meeting will be triggered when the lead requests a call.

7. Optional Descriptions

   • Tick the checkboxes to include predefined items in the event description.

   • Add any custom information you’d like to appear in the meeting details.

8. Submit
   Click “Submit” to finalize and generate the calendar link.

📸 Sample Flow Screenshot:

Select Meeting Type

 

Select Campaign

 

Set Meeting Duration

 

Select Agent

 

Enter Event Title

 

Select Meeting Location Type

Optional Descriptions

 

Click “Submit”

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🆘 Troubleshooting & Support

• Agents must connect their calendars before their names appear in the selection list.

• For help with campaign selection or calendar setup, reach out to your CSM or submit a ticket to help@meera.ai