Create customer records when chat support is handed off
When a conversation is handed off in Klevere, automatically create or update a customer record in The Flybook to prepare for their upcoming meeting.
See all Klevere + The Flybook integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Klevere Explore Klevere →
TriggersFires when a new chat or conversation begins in Klevere.
Fires when Klevere captures a lead during a conversation.
Fires when Klevere escalates a conversation to a human.
Sends a message to a user through Klevere.
Asks Klevere a question against its knowledge base and returns the answer.
Uses Klevere to summarize a chat transcript.
Opens a support ticket from an Klevere conversation.
The Flybook Explore The Flybook →
TriggersFires when a new booking or appointment is made in The Flybook.
Fires when a booking in The Flybook is changed or canceled.
Fires when a new customer books for the first time in The Flybook.
Creates a new booking or appointment in The Flybook.
Cancels or moves a booking in The Flybook.
Creates or updates a customer record in The Flybook.
Adds a booking from The Flybook to a connected calendar.
More Klevere + The Flybook workflows
Create customer bookings directly from chatbot conversations
When a lead is captured in chat by Klevere, automatically create a booking in The Flybook to reserve a consultation slot without agent intervention.
See details
Send confirmation messages in chat after new bookings
When a new booking is made in The Flybook, automatically send a message in Klevere to confirm appointment details with the visitor.
See details
See all Klevere + The Flybook integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create customer records when chat support is handed off” between Klevere and The Flybook?
Yes — describe it in the box above and Knit's Integrations Agent researches Klevere and The Flybook's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do AI chatbots work with online booking systems?
Integrating Klevere with The Flybook allows virtual assistants to engage website leads and immediately book calendar slots or register customer details.
Can a chatbot follow up with users after they book an appointment?
Yes, when a booking is made in The Flybook, Klevere can send a follow-up chat message with confirmation details.