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Knock Conversational Scheduling

Knock Conversational Scheduling

Knock Conversational Scheduling

Knock Conversational Scheduling lets you book qualified meetings from any touchpoint and combines scheduling with live conversation.

Unlike traditional tools, Knock opens a chat with the lead before, during, and after the meeting to reduce no-shows and boost conversion.

Scheduling Challenges Knock Solves

Scheduling tools often act like a dead-end. Knock keeps leads engaged at every step of the process, helping your team avoid common pitfalls:

  • Low Quality - Book meetings with non-relevant leads
  • No-Shows – Meetings get booked, but leads never show up
  • Ghosting – A lead attends the meeting but never replies after
  • Tech Issues – Audio/video problems or confusion around links interrupt the experience

How Knock Conversational Scheduling Works

Knock combines real-time messaging with intelligent scheduling, so your team can convert high-intent leads without friction, right from any marketing or sales channel.

What Happens When a Lead Books:

  • The lead clicks a Knock Scheduling Link, which can be placed anywhere—your website, email, ad, or social post
  • The lead enters their email address, no form needed
  • Knock instantly enriches the lead's profile using real-time data, including:
    • Role and seniority
    • Location and time zone
    • Company name, size, and industry
    • CRM data (existing contact or account status)
  • Knock uses this data to route the lead to the right rep and calendar based on your routing rules
  • Time slots are personalized to the lead’s local timezone and team availability
  • After booking, the lead is prompted to start a chat immediately with the meeting owner, keeping the conversation alive before the meeting

Timeline for Engagement:

  • Before the Meeting – Knock prompts the lead to start chatting with your team after booking
  • During the Meeting – If issues come up, the lead can reach out via the same messaging channel
  • After the Meeting – The conversation thread stays open, allowing for follow-up and continued engagement

Where to Use Knock Scheduling Links

You can use Knock links anywhere you're engaging leads, including:

  • Demo request or pricing pages
  • LinkedIn posts or ads
  • YouTube descriptions
  • Marketing emails
  • Event pages or QR codes
  • Sales outreach (email, LinkedIn messages)

Smart Time Suggestions for the Lead

Knock automatically detects the lead’s timezone and shows relevant time slots:

  • Time slots appear between 8 AM and 9 PM in the lead’s local time
  • No full form required—just an email address
  • Knock enriches the lead’s profile instantly to route them to the right rep or calendar
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What Happens After a Meeting Is Booked

Once a lead books a time:

  • A notification is sent to the Knock Knock Updates channel in your Slack workspace
  • The assigned meeting owner gets a direct notification with full lead and meeting details
  • If the lead sends a message before the meeting, the rep is notified and can respond directly in Slack
  • 15 minutes before the meeting, both the team and the lead receive reminders
  • Leads can join the meeting directly from their messaging app (e.g., LinkedIn, WhatsApp)
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Learn more about Knock Notifications here

Encourage Chat Before the Meeting

Knock is designed to keep the relationship warm. After a meeting is scheduled:

  • The confirmation screen prompts the lead to start chatting
  • The email invitation includes a button to message the meeting owner
  • The calendar invite description includes a link to chat

This builds connection and increases the chance that the lead will show up—and stay engaged.

Meeting confirmation
Meeting confirmation

How to Get Started with Knock Scheduling

1. Connect Your Calendar

  • Connect your Google or Outlook calendar from the Knock Dashboard or Slack app home
  • Admins can invite team members to connect their calendars and track who’s ready

Learn more about how to connect reps calendar to Knock here

2. Set Routing Rules

  • In the Knock Dashboard, define how meetings are assigned (by team role, region, round-robin, etc.)

Learn more about setting your meeting rules here

3. Create a Knock Scheduling Link

  • Generate a scheduling link from the Knock Dashboard or Slack
  • Each link is tied to routing rules and calendar logic

Learn more on how to generate Knock Scheduling links from Slack - here

4. Add the Link to Marketing or Sales Assets

  • Use it across your funnel—landing pages, emails, LinkedIn, paid campaigns, and more

Summary

Knock Conversational Scheduling helps you:

  • Book meetings from any channel, not just your site
  • Personalize time suggestions based on lead behavior and location
  • Keep the conversation active before and after the call
  • Reduce no-shows and ghosting
  • Automatically sync meeting and lead info with your CRM

It’s more than a scheduler—it’s a full engagement layer that connects your calendar to your messaging flow.

Learn more about Knock Scheduling:

How to Connect Sales Calendars in Knock for Automated Meeting Scheduling

How to Allow Only ICP Leads to Book Meetings with Knock

How to Route Qualified Leads to the Right Rep's Calendar

How to Route Meetings to the CRM Owner

How to Know When a Meeting Is Booked in Knock

How to Generate Knock Scheduling Links from Slack

Booking Logic Options for Scheduling Meetings with Knock

Sync Knock Meeting Data to Salesforce

Sync Knock Meeting Data to HubSpot

Set Meeting Duration by Lead Segment