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How It Works

  1. The caller shares a preferred time or date.
  2. The agent checks the integrated calendar in real-time.
  3. If the time is free, it books the appointment.
  4. If not, it offers available time slots to the caller.
  5. Once confirmed, the event is added to your calendar.

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Supported Calendar Integrations

  • Google Calendar
  • GoHighLevel Calendar (GHL)
  • Cal.com

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Setup Instructions

1

Install the Integration

Go to Settings → Integrations in your client account. Choose the calendar platform you want to integrate:

  • Google Calendar: Click Connect Google, sign in with your Google account, and allow access.

  • GHL Calendar: Enter your GHL API Key and connect the workspace.

  • Cal.com: Provide your Cal.com API Key and connect your account.

    You must authorize the integration to access calendar data and manage bookings.

    Screen_054.jpg

2

Create the Book Calendar Action

  • Go to Actions → Click Create Action → Select Book Calendar.
  • Choose the connected calendar (Google, GHL, or Cal.com).
  • Map the required inputs (e.g., caller name, email, desired date/time).
  • Save the action

Screen_052.jpg

3

Use in Agent Prompt

Insert the action in your agent prompt to enable booking functionality.

Example Prompt:

Use tool #Book_Calendar to check availability and schedule an appointment based on the caller’s preferred time.

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Best Practices

  • Collect essential info (name, email, preferred time) early in the conversation.
  • Guide callers if their preferred time is not available.
  • Use dynamic prompts to personalize appointment flow.