How To Add Calendar Integration In Your Campaign

To enable automatic meeting booking in co-pilot mode, follow these steps:

Step 1: Go to Campaigns

Open Lead Finesse and navigate to the Campaigns section.

Step 2: Open Campaign Settings

Find your campaign, click the three dots on the right side.

Step 3: Access AI Inbox Manager SOP

From the dropdown, select AI Inbox Manager SOP.

Step 4: Enable Calendar Integration

Turn on the toggle for “Book meetings automatically via Calendly.”

Once enabled, your campaign can automatically schedule meetings through Calendly during conversations.