Table of Contents
Implementation in Chatbot Flows
Overview
The Dynamic Meeting Templates feature enables outbound chatbots to select a specific meeting template at run time based on data retrieved from a job order or candidate record. This ensures that meetings are scheduled with the most appropriate person according to the context of the interaction. This functionality is specifically designed for and applicable only to outbound bots.
Configuration Requirements
To implement dynamic scheduling, users must first establish the underlying logic via global variables.
Creating Global Variables
1. Navigate to Configuration and select Global Variables.
2. Click Add new to initiate a new variable.
3. Define the variable using the ATS (Applicant Tracking System) field you wish to use as the trigger for template selection.
4. Map specific Meeting Template IDs to the corresponding values of the chosen ATS field.
5. Assign a default template ID and a fallback template ID to the global variable to ensure the bot can still function if data is missing or does not match a specific mapping.
6. Click Save to save the changes.
Implementation in Chatbot Flows
Once the global variables are established, they must be integrated into the chatbot's workflow.
Meeting Node Setup
- Within the chatbot flow, create a new meeting node.
- Navigate to the Calendar tab and choose the Dynamic template option.
- Add the previously created global variable to be mapped within the node.
- Once mapped, the bot will dynamically display the correct meeting templates to candidates based on their data.
Enhanced Customization
Beyond automated template selection, this feature allows for greater personalization of the communication:
• Additional Context: Users can include extra information in the meeting invite and confirmation emails.
• Meeting Metadata: Administrators can manually define and add meeting titles and other specific meeting details during the configuration of the node.