Calendly

Setting Up the Calendly Action

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1. Connect Your Account

• Before creating this action, link your Calendly account.
• Once the integration is complete, return to the Actions page to set up your Calendly action.

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2. Create the Action

• Go to List under the Actions tab.
• Scroll down and click Calendly → Create.

• Enter an Action Title (e.g., Book Meeting).

• Fill out the Basic Settings field.

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3. Define When to Use It

• Describe the situations or customer requests that should trigger this action.
• Add clear instructions for how the agent should behave when the action is called.

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4. Choose an Event

• Select the specific event from which the AI agent should pull available time slots.
• This step is required to proceed.

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5. Enable the Action

• Once the action has been created and configured, toggle Enable to activate it.

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6. Final Step

Once enabled, your AI agent will be able to:

• Display available slots from Calendly
• Help users book appointments directly in the chat

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Examples:

• “Trigger this action when a user says they’d like to book an appointment.”
• The booking window should not exceed 1 week. If a user requests a longer timeframe, keep the same start date but set the end date 1 week later. Let the user know that the maximum booking window is 1 week.”

Once configured, your AI agent will be able to display available slots from Calendly and help users book appointments directly in the chat.