Book a discovery call
template.
The Book a discovery call template is a ready-made Dazza workflow for booking discovery calls with prospects. Dazza shows a “Book a discovery call” button to your page, right in the chat. Every detail, check and message can be changed.
The questions
it answers.
Dazza uses it when someone wants to talk about a project, meet the team or book a call. You can change that sentence, and Dazza follows the new one.
“Can we talk about our project?”
“Could we have a call next week?”
“I’d like to meet the team.”
“How do we get started?”
What it asks for.
Nothing more.
Dazza asks only for what’s missing, never for what it’s already been told, and checks emails, numbers and dates as it goes. Add, remove or reorder details, up to 10.
None. It shows the button as soon as a customer asks. Add details, such as Name and Email, if you want to fill them into the page’s address with {{name}} and {{email}}.
Where the job
goes next.
This template uses Share a link. Switch to another way to finish, or add decisions that choose between them.
Send to your team
The request lands in the Team queue of your inbox with every detail, and your team gets an email.
SWITCH TO IT ANY TIMEShare a link
Dazza shows a button to a page, such as your booking page or a form, with details filled into the address.
AS IT COMESCall your system
Dazza sends a signed request to your system and answers from the reply. Scale and above.
SWITCH TO IT ANY TIME“Book a discovery call”, to cal.com/your-studio/discovery (an example: use your own page)
The checks,
out of the box.
Every check runs in code before the workflow does, so none of them rely on the AI behaving. Change any of them per workflow.
| Check | As it comes |
|---|---|
| Customer confirms first | Off. It runs as soon as the details are complete. |
| Customer verifies their email first | Off. Turn it on for anything about a customer’s own account (Growth and above). |
| Team approves before it goes ahead | Off. Turn it on to have your team approve or decline each one in the inbox (Growth and above). |
| Starts in | Test, so it only runs in your preview until you set it to Live. |
| Email and messaging apps | Web chat and apps only, because a link is shown as a button. |
| Plan | Every plan. Starter includes 3 workflows. |
Who it suits.
How to adapt it.
The groups are a guide, not a rule. Any business can use any template, renamed to fit.
Who it suits
- Agencies and consultancies
- B2B services
- Coaches and advisers
Tips for adapting it
- Prefill the booking page with
?name={{name}}&email={{email}}after adding Name and Email details. - To offer calls only to qualified leads, share your calendar as the outcome of a decision in New project enquiry instead.
- Put the length on the button: “Book a 30-minute call”.
Does Dazza show free times in the chat?
No. Your booking page shows them, and the customer picks one there.
Can it offer calls only to serious leads?
Yes. Use a decision in New project enquiry, such as “if Budget is £25k–£75k, share a link”, with your calendar as the link.
Will it work on email?
Not as a workflow: links are shown as a button, and email and messaging apps have no buttons. Add a Q&A with the page’s address to your knowledge and Dazza can give it in a reply there instead.