{"id":9648811606290,"title":"Whereby Create a Meeting Integration","handle":"whereby-create-a-meeting-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhereby Create a Meeting API | 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\u003eAutomate Video Meetings to Cut Friction, Save Time, and Improve Collaboration\u003c\/h1\u003e\n\n \u003cp\u003eThe Whereby \"Create a Meeting\" capability enables businesses to generate virtual meeting rooms directly from the systems their teams use every day. Instead of asking people to manually create links, copy details into calendars, or switch between apps, organizations can automatically spin up tailored video rooms for customer calls, interviews, product demos, or internal standups — all with the right permissions, branding, and context attached.\u003c\/p\u003e\n \u003cp\u003eFor leaders pursuing digital transformation, this is more than a developer convenience: it removes repetitive steps, reduces human error, and turns meeting setup into an automated feature that amplifies business efficiency. Paired with AI integration and workflow automation, meeting creation becomes a smart part of operational flows, improving customer experience and making teams faster and more focused.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, the Create a Meeting capability embeds video-room creation into workflows where meetings matter most. Imagine a CRM, booking page, or customer support app making a simple call to create a meeting that already includes the right title, time window, participant permissions, and optional branding. The meeting link is then delivered automatically: added to an appointment, placed inside a confirmation email, or attached to a support ticket.\u003c\/p\u003e\n \u003cp\u003eThis integration eliminates manual handoffs and the back-and-forth that steals time. Scheduling becomes a dependable outcome: when a condition is met — a prospect books a demo, an HR panel approves an interview, or a support escalation occurs — the system creates the meeting with the correct context and metadata. Participants join from the environment they already use, often via an embedded player, so meetings feel native and reduce friction from context switching.\u003c\/p\u003e\n \u003cp\u003eKey building blocks in business terms include configurable meeting templates (for duration, roles, and permissions), triggers embedded in operational systems (CRM events, booking confirmations, ticket escalations), and automatic delivery mechanisms (calendar invites, email confirmations, in-app notifications). Together these elements let organizations standardize how meetings are created and experienced at scale.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation shifts meeting creation from predictable, rule-based automation to an intelligent, adaptable service. Instead of always using the same parameters, smart agents can tailor meeting duration, participant roles, pre-meeting materials, and follow-ups based on intent, historical patterns, compliance requirements, or business priorities.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAdaptive scheduling: AI agents analyze past meeting lengths by type and suggest optimized durations that reduce overruns and idle waiting, increasing productive meeting time.\u003c\/li\u003e\n \u003cli\u003eContext-aware configuration: Agents attach relevant agenda items, documents, or pre-reads automatically so every session starts prepared without manual effort.\u003c\/li\u003e\n \u003cli\u003eIntelligent routing and verification: Virtual assistants collect availability, confirm identities, and set meeting permissions so sessions are secure and compliant with little human intervention.\u003c\/li\u003e\n \u003cli\u003eAutomated note-taking and follow-up: After a meeting, agents can generate concise summaries, extract action items, assign tasks to owners, and create tickets or invoices in connected systems.\u003c\/li\u003e\n \u003cli\u003eBehavior-driven adjustments: Agents learn patterns — for example, which participants typically need extra time or which meetings benefit from a follow-up survey — and refine future meeting setups accordingly.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eThese agents can be lightweight and focused (a calendar assistant that optimizes time slots) or multi-step and agentic (an automation that detects a support escalation, schedules a session, invites the right specialists, and then generates a post-call incident report). The result is less context switching, fewer manual steps, and more reliable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales demo booking: A lead qualifies through a form, the CRM triggers meeting creation, and the prospect receives a branded one-click join link. An AI assistant preloads product notes, customer history, and an adaptive demo script into the room so the rep can focus on value, not setup.\u003c\/li\u003e\n \u003cli\u003eCustomer support escalation: When chat or email escalates, the system creates an immediate session with screen-sharing enabled and access controls so only verified participants join. The support agent is automatically given moderator privileges while the customer's background details are pinned for quick context.\u003c\/li\u003e\n \u003cli\u003eHR interviews and candidate coordination: As candidates pass screening stages, the system books interviews with the correct interview panel, attaches role-specific evaluation rubrics, and sends reminders. AI agents handle rescheduling and collect candidate availability to minimize manual coordination.\u003c\/li\u003e\n \u003cli\u003eClient onboarding and consulting engagements: Project templates generate recurring check-ins, stakeholder-specific access, and shared agendas. Project managers save hours every week because meeting cadence, participant lists, and deliverables are created and tracked automatically.\u003c\/li\u003e\n \u003cli\u003eTelehealth or advisory sessions: Providers generate private rooms with strict access controls and time-bound availability. AI agents pre-fill intake forms, attach patient consent, and post-session, push summaries and billing codes into electronic records.\u003c\/li\u003e\n \u003cli\u003eTraining and webinars embedded in LMS: Training modules trigger cohort sessions that are created with the right learning materials and breakout rooms preconfigured, improving attendance and engagement by keeping everything in one place.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eEmbedding automated meeting creation into business processes delivers measurable outcomes across time, cost, and experience metrics. The shift is not just convenience — it’s operational leverage.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Eliminates repetitive setup tasks — creating links, copying details, emailing participants — turning minutes of admin work into seconds. Teams reclaim hours per week that can be redirected to revenue-driving or customer-facing work.\u003c\/li\u003e\n \u003cli\u003eReduced errors and risk: Automation prevents wrong links, missing access controls, and inconsistent metadata. That reduces embarrassing reschedules, security lapses, and compliance exposure.\u003c\/li\u003e\n \u003cli\u003eBetter customer and employee experience: One-click joining, consistent branding, and relevant pre-meeting materials make interactions feel professional and efficient, which improves conversion, satisfaction, and NPS.\u003c\/li\u003e\n \u003cli\u003eScalability without headcount: Systems generate meetings programmatically at volume, enabling sales, support, and services teams to scale operations without proportional increases in staffing.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration and less context switching: Embedded rooms keep stakeholders in the tools they use daily — CRM, LMS, or helpdesk — so attendance and engagement improve while cognitive load drops.\u003c\/li\u003e\n \u003cli\u003eReliable follow-through and revenue velocity: When meetings are created and outcomes are captured automatically, downstream tasks like notes, invoices, and tickets are generated consistently, accelerating decision cycles and revenue recognition.\u003c\/li\u003e\n \u003cli\u003eData-driven improvement: Automated meeting metadata (duration, attendance, outcomes) feeds performance dashboards that inform resource planning, product improvements, and sales strategies.\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 turns the technical capability of programmatic meeting creation into business-ready automation that produces measurable results. We begin by mapping the workflows where meetings are high-value friction points — sales demos, support escalations, interviews, onboarding sessions — and identify where automation will remove delays and reduce complexity.\u003c\/p\u003e\n \u003cp\u003eOur practical approach focuses on people, process, and technology:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eWorkflow design: We model end-to-end processes so meetings are created with the correct context, timing, permissions, and metadata your teams need to succeed.\u003c\/li\u003e\n \u003cli\u003eAI agent integration: We design lightweight AI agents that make smart choices — choosing durations, attaching agendas, routing participants, and preparing follow-ups — so teams don’t have to think about logistics.\u003c\/li\u003e\n \u003cli\u003eSystem orchestration: We integrate meeting creation into CRMs, calendars, ticketing systems, LMS, and document stores so meeting links are one node in an orchestrated workflow rather than a one-off artifact.\u003c\/li\u003e\n \u003cli\u003eSecurity and governance: We set role-based access, audit trails, and retention policies so meetings comply with internal and regulatory requirements without adding complexity for users.\u003c\/li\u003e\n \u003cli\u003eUser experience and adoption: We embed meetings into interfaces people already use, build clear UX flows for joining and managing rooms, and provide training to ensure quick adoption and consistent usage.\u003c\/li\u003e\n \u003cli\u003eOperational playbooks and monitoring: We deliver runbooks, monitoring, and mitigation plans so automated meeting creation runs reliably at scale and usage data flows back into business metrics.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eBy treating meeting creation as a strategic capability rather than an afterthought, we help organizations capture time savings, reduce error rates, and make collaboration a predictable, measurable outcome.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eProgrammatic meeting creation transforms routine administrative work into a strategic capability that supports digital transformation and business efficiency. When meetings are created automatically with the right context, permissions, and follow-up, organizations reduce friction, lower risk, and free teams to focus on outcomes. Layering AI and agentic automation adds context-aware decisions — the right agenda, duration, participant roles, and post-meeting actions — so sessions are consistently useful and drive results.\u003c\/p\u003e\n \u003cp\u003eThe practical benefit for operations and technology leaders is faster coordination, improved customer experience, and scalable processes that support growth without proportional increases in overhead. When meeting creation is embedded in automated workflows, it becomes a multiplier for productivity rather than a recurring bottleneck.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-28T07:33:34-05:00","created_at":"2024-06-28T07:33:35-05:00","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":49764210213138,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Whereby Create a Meeting 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.png?v=1719578015"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2.png?v=1719578015","options":["Title"],"media":[{"alt":"Whereby Logo","id":39995229208850,"position":1,"preview_image":{"aspect_ratio":3.907,"height":280,"width":1094,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2.png?v=1719578015"},"aspect_ratio":3.907,"height":280,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/f2a714a75aa5b1195831a70554e331b2.png?v=1719578015","width":1094}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eWhereby Create a Meeting API | 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\u003eAutomate Video Meetings to Cut Friction, Save Time, and Improve Collaboration\u003c\/h1\u003e\n\n \u003cp\u003eThe Whereby \"Create a Meeting\" capability enables businesses to generate virtual meeting rooms directly from the systems their teams use every day. Instead of asking people to manually create links, copy details into calendars, or switch between apps, organizations can automatically spin up tailored video rooms for customer calls, interviews, product demos, or internal standups — all with the right permissions, branding, and context attached.\u003c\/p\u003e\n \u003cp\u003eFor leaders pursuing digital transformation, this is more than a developer convenience: it removes repetitive steps, reduces human error, and turns meeting setup into an automated feature that amplifies business efficiency. Paired with AI integration and workflow automation, meeting creation becomes a smart part of operational flows, improving customer experience and making teams faster and more focused.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, the Create a Meeting capability embeds video-room creation into workflows where meetings matter most. Imagine a CRM, booking page, or customer support app making a simple call to create a meeting that already includes the right title, time window, participant permissions, and optional branding. The meeting link is then delivered automatically: added to an appointment, placed inside a confirmation email, or attached to a support ticket.\u003c\/p\u003e\n \u003cp\u003eThis integration eliminates manual handoffs and the back-and-forth that steals time. Scheduling becomes a dependable outcome: when a condition is met — a prospect books a demo, an HR panel approves an interview, or a support escalation occurs — the system creates the meeting with the correct context and metadata. Participants join from the environment they already use, often via an embedded player, so meetings feel native and reduce friction from context switching.\u003c\/p\u003e\n \u003cp\u003eKey building blocks in business terms include configurable meeting templates (for duration, roles, and permissions), triggers embedded in operational systems (CRM events, booking confirmations, ticket escalations), and automatic delivery mechanisms (calendar invites, email confirmations, in-app notifications). Together these elements let organizations standardize how meetings are created and experienced at scale.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI and agentic automation shifts meeting creation from predictable, rule-based automation to an intelligent, adaptable service. Instead of always using the same parameters, smart agents can tailor meeting duration, participant roles, pre-meeting materials, and follow-ups based on intent, historical patterns, compliance requirements, or business priorities.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eAdaptive scheduling: AI agents analyze past meeting lengths by type and suggest optimized durations that reduce overruns and idle waiting, increasing productive meeting time.\u003c\/li\u003e\n \u003cli\u003eContext-aware configuration: Agents attach relevant agenda items, documents, or pre-reads automatically so every session starts prepared without manual effort.\u003c\/li\u003e\n \u003cli\u003eIntelligent routing and verification: Virtual assistants collect availability, confirm identities, and set meeting permissions so sessions are secure and compliant with little human intervention.\u003c\/li\u003e\n \u003cli\u003eAutomated note-taking and follow-up: After a meeting, agents can generate concise summaries, extract action items, assign tasks to owners, and create tickets or invoices in connected systems.\u003c\/li\u003e\n \u003cli\u003eBehavior-driven adjustments: Agents learn patterns — for example, which participants typically need extra time or which meetings benefit from a follow-up survey — and refine future meeting setups accordingly.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eThese agents can be lightweight and focused (a calendar assistant that optimizes time slots) or multi-step and agentic (an automation that detects a support escalation, schedules a session, invites the right specialists, and then generates a post-call incident report). The result is less context switching, fewer manual steps, and more reliable outcomes.\u003c\/p\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eSales demo booking: A lead qualifies through a form, the CRM triggers meeting creation, and the prospect receives a branded one-click join link. An AI assistant preloads product notes, customer history, and an adaptive demo script into the room so the rep can focus on value, not setup.\u003c\/li\u003e\n \u003cli\u003eCustomer support escalation: When chat or email escalates, the system creates an immediate session with screen-sharing enabled and access controls so only verified participants join. The support agent is automatically given moderator privileges while the customer's background details are pinned for quick context.\u003c\/li\u003e\n \u003cli\u003eHR interviews and candidate coordination: As candidates pass screening stages, the system books interviews with the correct interview panel, attaches role-specific evaluation rubrics, and sends reminders. AI agents handle rescheduling and collect candidate availability to minimize manual coordination.\u003c\/li\u003e\n \u003cli\u003eClient onboarding and consulting engagements: Project templates generate recurring check-ins, stakeholder-specific access, and shared agendas. Project managers save hours every week because meeting cadence, participant lists, and deliverables are created and tracked automatically.\u003c\/li\u003e\n \u003cli\u003eTelehealth or advisory sessions: Providers generate private rooms with strict access controls and time-bound availability. AI agents pre-fill intake forms, attach patient consent, and post-session, push summaries and billing codes into electronic records.\u003c\/li\u003e\n \u003cli\u003eTraining and webinars embedded in LMS: Training modules trigger cohort sessions that are created with the right learning materials and breakout rooms preconfigured, improving attendance and engagement by keeping everything in one place.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eEmbedding automated meeting creation into business processes delivers measurable outcomes across time, cost, and experience metrics. The shift is not just convenience — it’s operational leverage.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Eliminates repetitive setup tasks — creating links, copying details, emailing participants — turning minutes of admin work into seconds. Teams reclaim hours per week that can be redirected to revenue-driving or customer-facing work.\u003c\/li\u003e\n \u003cli\u003eReduced errors and risk: Automation prevents wrong links, missing access controls, and inconsistent metadata. That reduces embarrassing reschedules, security lapses, and compliance exposure.\u003c\/li\u003e\n \u003cli\u003eBetter customer and employee experience: One-click joining, consistent branding, and relevant pre-meeting materials make interactions feel professional and efficient, which improves conversion, satisfaction, and NPS.\u003c\/li\u003e\n \u003cli\u003eScalability without headcount: Systems generate meetings programmatically at volume, enabling sales, support, and services teams to scale operations without proportional increases in staffing.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration and less context switching: Embedded rooms keep stakeholders in the tools they use daily — CRM, LMS, or helpdesk — so attendance and engagement improve while cognitive load drops.\u003c\/li\u003e\n \u003cli\u003eReliable follow-through and revenue velocity: When meetings are created and outcomes are captured automatically, downstream tasks like notes, invoices, and tickets are generated consistently, accelerating decision cycles and revenue recognition.\u003c\/li\u003e\n \u003cli\u003eData-driven improvement: Automated meeting metadata (duration, attendance, outcomes) feeds performance dashboards that inform resource planning, product improvements, and sales strategies.\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 turns the technical capability of programmatic meeting creation into business-ready automation that produces measurable results. We begin by mapping the workflows where meetings are high-value friction points — sales demos, support escalations, interviews, onboarding sessions — and identify where automation will remove delays and reduce complexity.\u003c\/p\u003e\n \u003cp\u003eOur practical approach focuses on people, process, and technology:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eWorkflow design: We model end-to-end processes so meetings are created with the correct context, timing, permissions, and metadata your teams need to succeed.\u003c\/li\u003e\n \u003cli\u003eAI agent integration: We design lightweight AI agents that make smart choices — choosing durations, attaching agendas, routing participants, and preparing follow-ups — so teams don’t have to think about logistics.\u003c\/li\u003e\n \u003cli\u003eSystem orchestration: We integrate meeting creation into CRMs, calendars, ticketing systems, LMS, and document stores so meeting links are one node in an orchestrated workflow rather than a one-off artifact.\u003c\/li\u003e\n \u003cli\u003eSecurity and governance: We set role-based access, audit trails, and retention policies so meetings comply with internal and regulatory requirements without adding complexity for users.\u003c\/li\u003e\n \u003cli\u003eUser experience and adoption: We embed meetings into interfaces people already use, build clear UX flows for joining and managing rooms, and provide training to ensure quick adoption and consistent usage.\u003c\/li\u003e\n \u003cli\u003eOperational playbooks and monitoring: We deliver runbooks, monitoring, and mitigation plans so automated meeting creation runs reliably at scale and usage data flows back into business metrics.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003eBy treating meeting creation as a strategic capability rather than an afterthought, we help organizations capture time savings, reduce error rates, and make collaboration a predictable, measurable outcome.\u003c\/p\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eProgrammatic meeting creation transforms routine administrative work into a strategic capability that supports digital transformation and business efficiency. When meetings are created automatically with the right context, permissions, and follow-up, organizations reduce friction, lower risk, and free teams to focus on outcomes. Layering AI and agentic automation adds context-aware decisions — the right agenda, duration, participant roles, and post-meeting actions — so sessions are consistently useful and drive results.\u003c\/p\u003e\n \u003cp\u003eThe practical benefit for operations and technology leaders is faster coordination, improved customer experience, and scalable processes that support growth without proportional increases in overhead. When meeting creation is embedded in automated workflows, it becomes a multiplier for productivity rather than a recurring bottleneck.\u003c\/p\u003e\n\n\u003c\/body\u003e"}