Schedule a meeting with your website visitors
Operators can now schedule meetings directly with visitors during conversations, making it easier to continue discussions, plan demos, or arrange follow-ups without leaving the chat window. The meeting scheduling helps businesses streamline customer communication and improve engagement by enabling instant meeting bookings.
Scheduling meetings directly from SalesIQ helps you:
- Book demos and consultations quickly
- Reduce back-and-forth communication
- Improve lead conversion
- Continue sales or support discussions efficiently
- Provide a seamless customer experience
How to Schedule a Meeting?
- Click the Meeting icon in the top-right corner of the dashboard.
- Click Create a Meeting.
-
Enter the required meeting details.
Meeting Configuration Details
1. Title: Provide a title for the meeting to give operators and visitors a clear understanding of the meeting's purpose.
2. Type: Choose the type of meeting you want to schedule:
- Face-to-face – For in-person meetings
- Online – For virtual meetings
3. Related to: Select the chat ID or conversation from the list that you want to associate with the meeting.
4. Brand and departments: Once the chat details are selected, the corresponding brand and department associated with that chat are automatically populated.
5. Date and time: You can pick the date and time of the meeting. You can also check and change the timezone as per your requirement.
6. Location: Enter the meeting location details here.
For face-to-face meetings, you can provide the physical meeting address or venue details.
For online meetings, you can include meeting platform information or joining instructions if required.
7. Operators: Select the operators you want to include in the meeting. The selected operators will be added as participants and notified about the scheduled meeting.
8. Contacts: Enter the email addresses of visitors or external participants who are not part of your organisation. If the entered email address is not already available in your contact list, an Add option will appear, allowing you to create the contact directly while scheduling the meeting.
9. Alert participants: Set reminders for meeting participants from this section. By default, a reminder is scheduled 15 minutes before the meeting starts. However, you can adjust the reminder timing to your preference and meeting requirements.
10. Agenda: Use this section to specify the purpose or agenda of the meeting. Adding an agenda helps participants clearly understand the discussion topics and objectives before joining the meeting.
11. Attachments: You can attach supporting files such as screenshots, documents, or receipts for reference. Attachments help participants access important information related to the meeting in advance and keep all relevant resources organised in one place.
Schedule a Meeting During a Conversation
You can also schedule a meeting for the visitor instantly from the ongoing chat window. Click the three dots icon in the top-right corner, then select Schedule a meeting.
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