Booking calls
Let visitors book a call from inside the sales agent's demo.
The sales agent can offer a call with your team without sending the visitor away from the demo.
Add your booking link
- Open Demos → Sales agent → Playbook.
- Paste your scheduling link into Booking link. It must be an https link from Cal.com, Calendly, HubSpot meetings or SavvyCal.
What the visitor sees
The agent panel shows a Book time button. It opens your calendar inside the demo, with the visitor's name and email already filled in. Back returns them to the demo.
When someone books
Cueston:
- records it on the lead, with a Call booked badge in Demos → Leads
- posts to your Slack alert channel, if you set one under Lead alerts and protection
- sends the
agent.call_bookedwebhook to endpoints subscribed in Settings → Integrations