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Using Acuity for Scheduled Interactions

The Talkative integration with Acuity lets you automatically create Scheduled Interactions in a chosen Talkative queue whenever an appointment is booked in Acuity. It can also update or cancel the Scheduled Interaction if the appointment changes or is cancelled.

✅ What you’ll need

  • An active Talkative account with Scheduled Interactions configured (explained below)
  • An Acuity account on the “Powerhouse” plan to access API credentials
  • Your Acuity User ID and API Key

💳 Part 1 — Get your Acuity API credentials

  1. Log in to Acuity and go to Integrations from the left menu
  1. Scroll to “API” and click “View credentials”
  1. Copy the User ID and API Key shown in the top‑right
  1. If you reset the API key later, be sure to delete and recreate the integration in Talkative first to avoid webhook clean-up issues

🧩 Part 2 — Create an Acuity Config in Talkative

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  1. From the Settings menu, under ‘Integrations’, click ‘Acuity Configs’
  1. Click “Create Acuity Config”
  1. Enter a name for internal reference
  1. Add your Acuity User ID and API Key
  1. Save. Validation checks that the User ID and API Key combination is valid

🗺️ Part 3 — Map Acuity appointment types to Talkative queues

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  1. From your Acuity Config, click “View Queue Configs” from the ‘…’
  1. Click “Create Acuity Queue Config”
  1. Give the mapping an internal name, choose an Acuity Appointment Type, then select the target Talkative queue
  1. You can map multiple appointment types to the same queue

⚠️ Be Aware

  • The current version doesn’t prevent mapping the same type to multiple queues; this will cause webhook issues, so avoid duplicates
  • If you delete an appointment type in Acuity, Talkative won’t know and will continue listening for that ID

🎛️ Queue configuration tips

  • The queue must match the interaction channel you want to launch
    • For video appointments, set the queue type to Video
    • The created interaction takes its initial channel from the queue
    • Learn more about editing Queues here 🔗 Users, Groups and Queues


✅ After setup — How it works

  • New Acuity bookings appear in Talkative under Scheduled Interactions on the left side menu
  • Make time or date changes in Acuity. Acuity webhooks will update Talkative and may override manual changes made in Talkative
  • Cancelled appointments are reflected in Talkative. For data retention, the customer email is removed in Talkative once cancelled. Full details remain in Acuity

🔗 Add a “Join your appointment” link to Acuity emails

Include a link in Acuity client email templates so customers can join their Scheduled Interaction in Talkative. Use the appointment ID placeholder from Acuity

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Link format:

Add this link to all relevant customer email templates in Acuity so customers can load their session at the right time.


🗓️ Booking and agent experience

  • Customers book via your Acuity booking page
  • Appointment times are shown in the customer’s local time zone. Talkative converts and displays in the time zone configured in Talkative
  • Agents receive the Scheduled Interaction in the mapped queue just like on‑demand interactions
  • You can dedicate a queue for Scheduled Interactions or mix with on‑demand depending on preference
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🧑‍💻 Customer join page and custom landing pages

  • When customers click the email link, they’re directed to the Scheduled Interaction page and your chat widget loads
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  • You may optionally configure a custom landing page for Scheduled Interactions. This requires significant development effort and is only supported under a separate professional services agreement. Speak to your Talkative CSM if interested
  • The agent will see the scheduled interaction appear in their queue once the customer joins

📚 Help and references

 
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