Connecting RevenueHero or Calendly to Your Agent

Last updated: August 12, 2026

Use an Agent CTA when you want a Docket Marketing Agent to send qualified visitors to an external scheduler such as RevenueHero or Calendly. Docket controls when the button appears and how it opens. The scheduler controls routing, availability, booking, calendar invites, and meeting changes.

This setup is best when your team already uses RevenueHero or Calendly as the source of truth for booking links.

Before You Start

  • You need permission to edit the Marketing Agent.

  • You need the approved RevenueHero or Calendly booking URL.

  • The booking URL must use HTTPS.

  • Decide whether the booking page should open inside the Docket widget with iframe behavior or in a new browser tab.

  • If you want iframe behavior, test the exact scheduler URL first. Some scheduler pages block iframe embedding or require their own JavaScript embed.

Choose the Booking Pattern

Goal

Use

Open a RevenueHero meeting link after the agent qualifies a visitor

Agent CTA with the RevenueHero booking URL

Open a Calendly booking page after the agent qualifies a visitor

Agent CTA with the Calendly scheduling URL

Keep the visitor inside the Docket widget while booking

Agent CTA with iframe behavior, if the scheduler URL supports embedding

Avoid embed issues or allow the full scheduler experience

Agent CTA with New tab behavior

Let Docket create the meeting through its own calendar routing

Docket's native meeting scheduler instead of an external URL CTA

Do not paste a RevenueHero installation script or Calendly JavaScript embed code into the CTA URL field. Agent CTAs open URLs. If the scheduler requires a JavaScript snippet, place that snippet on the destination website page and use the page URL as the CTA destination.

Prepare the Scheduler URL

For RevenueHero, use the final visitor-facing booking link or a website page where the RevenueHero router is installed. RevenueHero's web-form setup uses an Inbound Router, a form identifier, and its scheduler script on the landing page. That is separate from the Docket CTA configuration.

For Calendly, use the scheduling link for the relevant event type, team page, or routing form. Calendly supports iframe-only embeds for simple booking flows, but iframe-only embeds have fewer options than Calendly's JavaScript embed.

Before adding the URL to Docket:

  1. Open the URL in a private browser window.

  2. Confirm the correct meeting type or router appears.

  3. Submit a test booking only if your scheduler test process allows it.

  4. If you plan to use iframe behavior, load the URL in a basic iframe test page and confirm it renders.

Add the CTA in Docket

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  1. Open Marketing Agent Configuration.

  2. Select the agent you want to update.

  3. Open the Agent tab.

  4. Expand Agent CTAs.

  5. Select Add CTA.

  6. Enter a short CTA Label, such as Book a Demo, Schedule Time, or Talk to Sales.

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  7. Paste the RevenueHero or Calendly URL into URL.

  8. Choose iframe only when the scheduler URL supports being embedded.

  9. Choose New tab when the scheduler blocks embedding, needs its own full-page experience, or uses a JavaScript embed.

  10. Add Instructions that tell the agent exactly when to show the CTA.

  11. Select Set as the default CTA only if this booking action should be the fallback when no other CTA applies.

  12. Select Add, then save the agent configuration.

An agent can have up to five configured CTAs. Keep each CTA tied to one clear next step.

Write CTA Instructions

Use instructions that describe the visitor signal, not just the scheduler name.

Recommended RevenueHero example:

Show this CTA after the visitor asks to book a demo or speak with sales and appears ready to choose a meeting time.

Recommended Calendly example:

Show this CTA when the visitor asks to schedule time with the team and the conversation.

Avoid:

Show RevenueHero when useful.

Specific instructions help the agent choose the right CTA and avoid offering a meeting too early.

Verify the Experience

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  1. Open Preview for the agent.

  2. Send a test message that clearly matches the CTA instructions.

  3. Confirm the CTA label appears at the expected point in the conversation.

  4. Open the CTA and confirm the correct RevenueHero or Calendly page loads.

  5. If you selected iframe, confirm the booking page renders inside the widget without a blank page, clipped layout, or blocked-cookie message.

  6. Repeat the test with a conversation that should not trigger the CTA.

  7. Test the deployed website experience on desktop and mobile before launch.

Troubleshooting

Problem

What to check

CTA does not appear

Confirm Agent CTAs are enabled and make the instructions match a specific visitor prompt.

Wrong CTA appears

Make instructions for each CTA mutually distinct.

Booking page is blank in iframe

Switch the CTA to New tab or use a destination page that supports iframe embedding.

RevenueHero router does not load

Confirm the RevenueHero router is installed on the destination page and the router/form setup works outside Docket.

Calendly page looks clipped

Use a taller destination layout or switch to New tab. Calendly recommends enough height for the booking view.

Wrong meeting type opens

Recheck the exact RevenueHero or Calendly URL pasted into the CTA.

CTA appears too early

Add a stronger intent or qualification condition to the CTA instructions.

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