Overview
With Google Calendar or Outlook (Microsoft 365) connected, the agent does two things during a call:- checks what is free on the day the caller asks about,
- books the meeting - and refuses a time somebody already has.
The agent sees busy time and adds new events. It never deletes or changes
existing entries.
Connecting the account
- Open Integrations and the Google Calendar or Outlook Calendar tile.
- Click Connect with Google (or Connect with Microsoft) and accept the permissions on the provider’s screen.
- You land back in the panel, and the connection is listed under the account’s address. Its settings open straight away: check the hours, days and meeting length and click Save.
When the agent may book
The settings open on their own right after you connect; change them later with the pencil next to the connection. The fields come filled with the defaults below.Turning it on in the agent
In the agent editor, Integrations tab, switch on Schedule meeting and pick the connection. Under When to use it, and what to say, say which appointments the agent books and what it must collect, e.g. “Book consultations. Ask for the full name and the email we will send the confirmation to.” If no connection is picked in the agent, or the picked one was removed, and the organization has exactly one calendar, the agent uses that one. With two or more calendars it does not guess: pick the connection in the editor. If the caller gives an email, they receive the calendar invitation, addressed by their name. The name and phone number also go into the event description.What it looks like in a call
- Caller: “I’d like to come in on Thursday afternoon.”
- The agent checks Thursday and offers two or three free times.
- The caller picks one, and the agent reads the date and time back.
- The agent books the meeting and confirms it only once the calendar answers.