Before proceeding, ensure you have Sunshine conversation installed in Ultimate and available when you set up actions.
Adding call scheduling within SnapCall is a quick process which can be configured in many different ways, however we recommend the following due to its simplicity:
Customer open the messaging widget and select the option to schedule a call
They will be given a button to proceed, which will open a webview
When client continue and finalize the booking, a new ticket will be created in Zendesk with the details of the call
The ticket will be created directly by SnapCall and won't have a direct connection with the interaction that the client had in the messaging widget.
Set up an appointment in SnapCall
Head to your SnapCall dashboard in a separate tab and either create a new appointment or select an existing one by copying its link using the button on the right side of the screen. You can access your appointments here. Once done, head back to Ultimate.
Add your appointment in Ultimate
Open the configuration in Ultimate where you'd like call scheduling to be added.
From here, select the steps where you want to add a webview and click on 'Add a webview' button located on the right side of the screen.
Configure all fields as following:
Set 'Target' as 'Sunshine conversation'
'Action' should be set as 'Add a webview'
Message text: this is the message that the client will see before opening the webview
Button text: this is the sentence that the customer will see within the button to open the webview. We recommend to keep this short.
URI: please add here the link of the appointment you created earlier
Fallback: you can add here any other link, for example the link of your Public Page
