{"id":9648815538450,"title":"Whereby Make an API Call Integration","handle":"whereby-make-an-api-call-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhereby Make an API Call | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eEmbed On-Demand Video Rooms into Your Workflows for Faster, Safer Collaboration\u003c\/h1\u003e\n\n \u003cp\u003eThe Whereby \"Make an API Call\" capability lets you embed on-demand video rooms directly into the systems people already use—calendars, learning platforms, CRMs, and internal portals—so meetings are created, configured, and managed automatically. Instead of asking people to switch apps, wait for an admin to set up a room, or manually copy links, your operational systems handle meetings as part of normal business processes. That reduces friction, removes repetitive tasks, and gives teams predictable, secure meeting experiences.\u003c\/p\u003e\n\n \u003cp\u003eWhy this matters now: modern teams expect seamless digital experiences and instant collaboration. Programmatic control over video rooms supports digital transformation and business efficiency by turning ad hoc meeting setup into a dependable, automated service. When paired with workflow automation and AI integration, room creation becomes context-aware—happening at the right moment, with the right settings, participants, and compliance controls, without manual intervention.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the feature as a way for your applications to ask Whereby to do common meeting tasks on their behalf: create a room, update access rules, return meeting details, or archive usage data. Your systems determine when a meeting is needed—based on a CRM milestone, an LMS class schedule, a support escalation, or an event registration—and then request Whereby to set it up with the exact rules your business requires.\u003c\/p\u003e\n\n \u003cp\u003eFrom a business perspective the flow is straightforward. An application decides a meeting is needed and specifies the requirements: timing, capacity, host controls, branding, recording preferences, and participant restrictions. The system calls Whereby to create the room, and then distributes the resulting meeting link and metadata back to users through email, calendar invites, or in-app notifications. Rooms can be transient—created for the life of a class, interview, or support case—and then closed and archived automatically, keeping admin overhead low and audit trails intact.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI and agentic automation change this from a reactive capability into a proactive service. Rather than waiting for a human to decide to create a room, AI agents can detect patterns, predict needs, and trigger room creation exactly when it matters. These agents can orchestrate multiple steps across systems—checking participant availability, provisioning access, configuring room settings, sending context-sensitive agendas, and collecting analytics—without repeated human input.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eSmart scheduling agents that create rooms when multiple calendars align, reducing back-and-forth and accelerating time-to-meeting.\u003c\/li\u003e\n \u003cli\u003eAI-driven access managers that grant and revoke meeting permissions automatically based on role, contract status, or regulatory requirements.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that provision temporary rooms for interviews, onboarding, or classes, then archive recordings and attendance data into analytics platforms.\u003c\/li\u003e\n \u003cli\u003eContext-aware assistants that assemble meeting briefs by pulling CRM notes, support ticket history, or course materials and deliver them to participants ahead of time.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting agents that gather metrics—attendance, duration, engagement—and feed them into dashboards for capacity planning and cost allocation.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales teams: When a prospect hits a defined pipeline stage, the CRM triggers a branded meeting room with a pre-filled agenda. An AI assistant also attaches relevant case studies and populates the invite with internal stakeholders, ensuring every demo starts on time and with the right context.\u003c\/li\u003e\n \u003cli\u003eEducation providers: An online university provisions classroom rooms automatically each semester, aligns them with enrollment lists, enforces roster-only access, and closes rooms after class — all while exporting attendance for accreditation and billing.\u003c\/li\u003e\n \u003cli\u003eCustomer support: High-severity tickets automatically spawn private meeting rooms where engineers and account managers can join with a summary of the issue. The AI agent pulls relevant logs and documents so the first meeting minute is productive.\u003c\/li\u003e\n \u003cli\u003eRecruitment teams: Interview rooms are created per candidate with controlled access for interview panels, standardized settings for recording or note-taking, and automated capture of attendance and time slots for hiring metrics.\u003c\/li\u003e\n \u003cli\u003eEvent operations: Organizers spin up dozens of breakout rooms for virtual conferences with pre-set capacities and moderation controls, saving hours of manual setup and reducing the chances of misconfigured sessions.\u003c\/li\u003e\n \u003cli\u003eCompliance-focused workflows: Legal and healthcare teams use programmatic meeting creation to enforce retention policies, access controls, and audit trails—reducing risk while maintaining operational agility.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eEmbedding programmatic meeting creation into core systems, and enhancing it with AI integration and workflow automation, produces outcomes that matter at the executive level: measurable time savings, reduced operational risk, and improved user experience. These benefits compound as the organization scales.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating meeting setup, distribution, and follow-up removes repetitive administrative work and reduces the time from intention to meeting—often cutting setup times from hours to minutes and returning meaningful staff hours each week.\u003c\/li\u003e\n \u003cli\u003eConsistency and fewer errors: Programmatic control ensures the right settings, participant lists, and security policies are applied every time, lowering the chance of misconfiguration and accidental exposure.\u003c\/li\u003e\n \u003cli\u003eScalability: Large-scale operations—mass onboarding, simultaneous classes, or enterprise support—can scale without proportional increases in administrative headcount, enabling growth without corresponding operational stress.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: Teams get the right context before a meeting—agendas, participant roles, and pre-read materials—so sessions start on time and are more productive, improving decision velocity and customer outcomes.\u003c\/li\u003e\n \u003cli\u003eStronger compliance and security: Centralized management simplifies enforcing access controls, retention rules, and audit trails required in regulated industries, lowering compliance risk and simplifying audits.\u003c\/li\u003e\n \u003cli\u003eActionable insights: Automatic capture of usage, attendance, and engagement metrics feeds into resource planning, licensing decisions, and strategic investments in communication tools.\u003c\/li\u003e\n \u003cli\u003eImproved customer experience: For customer-facing interactions, seamless meeting links and reduced setup friction translate into faster time-to-resolution and higher satisfaction.\u003c\/li\u003e\n \u003cli\u003eWorkforce development uplift: By removing repetitive tasks, staff can focus on higher-value work. Training becomes about managing exceptions and interpreting insights rather than routine setup.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box converts Whereby integrations into business outcomes. We start with your workflows: where meetings are created today, who needs access, and what success looks like. From there we design an automation blueprint that respects your branding, compliance needs, and user experience goals. Our approach combines technical integration with practical change management so teams adopt the new flows and benefit quickly.\u003c\/p\u003e\n\n \u003cp\u003eWe implement end-to-end solutions: mapping touchpoints across calendars, CRMs, LMSs, and portals; building automations that create and configure meeting rooms; and layering AI agents for scheduling, access control, and reporting. Our work includes creating templates for room types (webinars, interviews, private support sessions), setting retention and audit controls for regulated use cases, and instrumenting analytics to measure ROI.\u003c\/p\u003e\n\n \u003cp\u003eDelivery includes workforce development and operational support: training staff on new processes, creating runbooks for exception handling, and establishing monitoring so meeting infrastructure is reliable. We also help clients iterate—using usage data and feedback to refine AI agent behavior, policies, and templates so efficiencies grow over time. Examples of engagements include AI-powered scheduling assistants for sales teams, automated classroom provisioning for educational institutions, and compliance-aware meeting orchestration for legal and healthcare clients.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eProgrammatic control over Whereby meeting rooms turns video conferencing from a manual chore into a managed, strategic capability. Paired with AI agents and workflow automation, it reduces friction, enforces policy, and delivers better collaboration at scale. Organizations that adopt these patterns save time, lower risk, and gain actionable insights—enabling smoother digital transformation, improved business efficiency, and more productive teams across sales, education, support, recruiting, and events.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-28T07:35:10-05:00","created_at":"2024-06-28T07:35:11-05:00","vendor":"Whereby","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49764217291026,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Whereby Make an API Call Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2_1a0f3a4e-f138-4e40-9f96-1cdde64facd8.png?v=1719578111"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2_1a0f3a4e-f138-4e40-9f96-1cdde64facd8.png?v=1719578111","options":["Title"],"media":[{"alt":"Whereby Logo","id":39995250704658,"position":1,"preview_image":{"aspect_ratio":3.907,"height":280,"width":1094,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2_1a0f3a4e-f138-4e40-9f96-1cdde64facd8.png?v=1719578111"},"aspect_ratio":3.907,"height":280,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2_1a0f3a4e-f138-4e40-9f96-1cdde64facd8.png?v=1719578111","width":1094}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhereby Make an API Call | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eEmbed On-Demand Video Rooms into Your Workflows for Faster, Safer Collaboration\u003c\/h1\u003e\n\n \u003cp\u003eThe Whereby \"Make an API Call\" capability lets you embed on-demand video rooms directly into the systems people already use—calendars, learning platforms, CRMs, and internal portals—so meetings are created, configured, and managed automatically. Instead of asking people to switch apps, wait for an admin to set up a room, or manually copy links, your operational systems handle meetings as part of normal business processes. That reduces friction, removes repetitive tasks, and gives teams predictable, secure meeting experiences.\u003c\/p\u003e\n\n \u003cp\u003eWhy this matters now: modern teams expect seamless digital experiences and instant collaboration. Programmatic control over video rooms supports digital transformation and business efficiency by turning ad hoc meeting setup into a dependable, automated service. When paired with workflow automation and AI integration, room creation becomes context-aware—happening at the right moment, with the right settings, participants, and compliance controls, without manual intervention.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eThink of the feature as a way for your applications to ask Whereby to do common meeting tasks on their behalf: create a room, update access rules, return meeting details, or archive usage data. Your systems determine when a meeting is needed—based on a CRM milestone, an LMS class schedule, a support escalation, or an event registration—and then request Whereby to set it up with the exact rules your business requires.\u003c\/p\u003e\n\n \u003cp\u003eFrom a business perspective the flow is straightforward. An application decides a meeting is needed and specifies the requirements: timing, capacity, host controls, branding, recording preferences, and participant restrictions. The system calls Whereby to create the room, and then distributes the resulting meeting link and metadata back to users through email, calendar invites, or in-app notifications. Rooms can be transient—created for the life of a class, interview, or support case—and then closed and archived automatically, keeping admin overhead low and audit trails intact.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI and agentic automation change this from a reactive capability into a proactive service. Rather than waiting for a human to decide to create a room, AI agents can detect patterns, predict needs, and trigger room creation exactly when it matters. These agents can orchestrate multiple steps across systems—checking participant availability, provisioning access, configuring room settings, sending context-sensitive agendas, and collecting analytics—without repeated human input.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eSmart scheduling agents that create rooms when multiple calendars align, reducing back-and-forth and accelerating time-to-meeting.\u003c\/li\u003e\n \u003cli\u003eAI-driven access managers that grant and revoke meeting permissions automatically based on role, contract status, or regulatory requirements.\u003c\/li\u003e\n \u003cli\u003eWorkflow bots that provision temporary rooms for interviews, onboarding, or classes, then archive recordings and attendance data into analytics platforms.\u003c\/li\u003e\n \u003cli\u003eContext-aware assistants that assemble meeting briefs by pulling CRM notes, support ticket history, or course materials and deliver them to participants ahead of time.\u003c\/li\u003e\n \u003cli\u003eAutomated reporting agents that gather metrics—attendance, duration, engagement—and feed them into dashboards for capacity planning and cost allocation.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales teams: When a prospect hits a defined pipeline stage, the CRM triggers a branded meeting room with a pre-filled agenda. An AI assistant also attaches relevant case studies and populates the invite with internal stakeholders, ensuring every demo starts on time and with the right context.\u003c\/li\u003e\n \u003cli\u003eEducation providers: An online university provisions classroom rooms automatically each semester, aligns them with enrollment lists, enforces roster-only access, and closes rooms after class — all while exporting attendance for accreditation and billing.\u003c\/li\u003e\n \u003cli\u003eCustomer support: High-severity tickets automatically spawn private meeting rooms where engineers and account managers can join with a summary of the issue. The AI agent pulls relevant logs and documents so the first meeting minute is productive.\u003c\/li\u003e\n \u003cli\u003eRecruitment teams: Interview rooms are created per candidate with controlled access for interview panels, standardized settings for recording or note-taking, and automated capture of attendance and time slots for hiring metrics.\u003c\/li\u003e\n \u003cli\u003eEvent operations: Organizers spin up dozens of breakout rooms for virtual conferences with pre-set capacities and moderation controls, saving hours of manual setup and reducing the chances of misconfigured sessions.\u003c\/li\u003e\n \u003cli\u003eCompliance-focused workflows: Legal and healthcare teams use programmatic meeting creation to enforce retention policies, access controls, and audit trails—reducing risk while maintaining operational agility.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eEmbedding programmatic meeting creation into core systems, and enhancing it with AI integration and workflow automation, produces outcomes that matter at the executive level: measurable time savings, reduced operational risk, and improved user experience. These benefits compound as the organization scales.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating meeting setup, distribution, and follow-up removes repetitive administrative work and reduces the time from intention to meeting—often cutting setup times from hours to minutes and returning meaningful staff hours each week.\u003c\/li\u003e\n \u003cli\u003eConsistency and fewer errors: Programmatic control ensures the right settings, participant lists, and security policies are applied every time, lowering the chance of misconfiguration and accidental exposure.\u003c\/li\u003e\n \u003cli\u003eScalability: Large-scale operations—mass onboarding, simultaneous classes, or enterprise support—can scale without proportional increases in administrative headcount, enabling growth without corresponding operational stress.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: Teams get the right context before a meeting—agendas, participant roles, and pre-read materials—so sessions start on time and are more productive, improving decision velocity and customer outcomes.\u003c\/li\u003e\n \u003cli\u003eStronger compliance and security: Centralized management simplifies enforcing access controls, retention rules, and audit trails required in regulated industries, lowering compliance risk and simplifying audits.\u003c\/li\u003e\n \u003cli\u003eActionable insights: Automatic capture of usage, attendance, and engagement metrics feeds into resource planning, licensing decisions, and strategic investments in communication tools.\u003c\/li\u003e\n \u003cli\u003eImproved customer experience: For customer-facing interactions, seamless meeting links and reduced setup friction translate into faster time-to-resolution and higher satisfaction.\u003c\/li\u003e\n \u003cli\u003eWorkforce development uplift: By removing repetitive tasks, staff can focus on higher-value work. Training becomes about managing exceptions and interpreting insights rather than routine setup.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box converts Whereby integrations into business outcomes. We start with your workflows: where meetings are created today, who needs access, and what success looks like. From there we design an automation blueprint that respects your branding, compliance needs, and user experience goals. Our approach combines technical integration with practical change management so teams adopt the new flows and benefit quickly.\u003c\/p\u003e\n\n \u003cp\u003eWe implement end-to-end solutions: mapping touchpoints across calendars, CRMs, LMSs, and portals; building automations that create and configure meeting rooms; and layering AI agents for scheduling, access control, and reporting. Our work includes creating templates for room types (webinars, interviews, private support sessions), setting retention and audit controls for regulated use cases, and instrumenting analytics to measure ROI.\u003c\/p\u003e\n\n \u003cp\u003eDelivery includes workforce development and operational support: training staff on new processes, creating runbooks for exception handling, and establishing monitoring so meeting infrastructure is reliable. We also help clients iterate—using usage data and feedback to refine AI agent behavior, policies, and templates so efficiencies grow over time. Examples of engagements include AI-powered scheduling assistants for sales teams, automated classroom provisioning for educational institutions, and compliance-aware meeting orchestration for legal and healthcare clients.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eProgrammatic control over Whereby meeting rooms turns video conferencing from a manual chore into a managed, strategic capability. Paired with AI agents and workflow automation, it reduces friction, enforces policy, and delivers better collaboration at scale. Organizations that adopt these patterns save time, lower risk, and gain actionable insights—enabling smoother digital transformation, improved business efficiency, and more productive teams across sales, education, support, recruiting, and events.\u003c\/p\u003e\n\n\u003c\/body\u003e"}