Book Sales Meetings During Knock Chat

Knock lets buyers book meetings right inside the conversation, no forms or external links. Buyers choose times from WhatsApp, LinkedIn, or Slack, while your team replies from Slack. Availability respects working hours and buffers, and everything auto-syncs to your calendar and CRM.

Optional: When reps are unavailable, Intent Agents can offer times and book automatically for qualified leads, using your routing and reps calendars.

Why use Knock Scheduling in Slack

• Book meetings inside the conversation, regardless of the buyer’s channel.
• Schedule for yourself or on behalf of a teammate (shared availability).
• Reduce no-shows with reminders sent in the buyer’s messaging app and one-click join from the same thread.
• Meetings and outcomes auto-sync to CRM.

Setup Guide

1) Connect your calendar (Google or Outlook)

From the Knock App Home in Slack: Connect Calendar → authenticate. (Takes seconds.)

2) Set your availability & buffers

In Availability Settings, set working hours, days, and buffer time. Knock only offers open slots that respect these rules.

3) Get your team connected (optional)

If scheduling on behalf of AEs/managers, each user must connect their calendar. They can self-serve in Slack (Knock App Home) or accept an invite sent from the Knock dashboard.

How to book a meeting with a lead (in Slack)

1. Open the lead notification → click the ︙ menu → Book a Meeting.
2. Customize: meeting name, duration, and which calendar(s) to use.
3. Choose availability mode when using multiple calendars:
• Find a common time (all selected teammates free)
• Offer slots from each calendar (give the buyer more options)
4. Share invite in Slack (or book for the buyer). Knock presents the earliest valid time; you can also pick alternatives.

Let AI book for you when reps are unavailable (optional)

When your assigned rep can’t respond, AI Intent Agents can offer qualified buyers meeting times and book automatically, all in the same thread.

What happens after you book

• Instant confirmations via the buyer’s messaging app and email
• Calendar invites added for both parties
• Automated reminders (e.g., 15 minutes before) sent in the buyer’s original app with one-click join from the thread
• CRM updates (e.g., Knock: Booked Meeting Time, Knock: Meeting Owner, transcript/context) applied automatically

3. Share the Invite in Slack

• Knock will show the earliest available time based on the selected calendar
• Send the invite to the lead right inside the chat
• You can also book the time directly on their behalf

What Happens After the Meeting Is Booked?

Once the meeting is scheduled, Knock takes care of everything, automatically.

✅ Meeting confirmation is sent to both the buyer and the vendor via their messaging app (LinkedIn, WhatsApp, Slack) and by email

✅ Calendar invites are sent instantly and added to both parties' calendars

✅ Automated reminders are sent 15 minutes before the meeting through the buyer’s original messaging app

No manual follow-up. No CRM data entry. Knock keeps everything in sync, so your team can focus on closing.

Why this matters

You qualify in chat, keep momentum by booking in-thread, and reduce no-shows with reminders delivered where the buyer already is—shortening time-to-meeting and improving show rates. help.knock-ai.com

FAQ

On this page

• Book Sales Meetings During Knock Chat
• Why use Knock Scheduling in Slack
• Setup Guide
• 1) Connect your calendar (Google or Outlook)
• 2) Set your availability & buffers
• 3) Get your team connected (optional)
• How to book a meeting with a lead (in Slack)
• Let AI book for you when reps are unavailable (optional)
• What happens after you book
• What Happens After the Meeting Is Booked?
• Why this matters
• FAQ
• Do buyers need Slack to receive invites and reminders?
• How does AI booking work when we’re offline?
• Will scheduling overwrite CRM fields?