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Overview

The Get Available Slots action lets your AI Agent retrieve available booking times directly from your connected Calendly account. This makes it easy for users to book meetings without having to leave the chat. Example: A user asks: “Book a meeting next week.” The AI Agent checks Calendly and shows available slots for scheduling.

How to Create a Get Available Slots

Step 1: Create a Calendly Action

  1. Go to the Actions tab.
  2. Click List from the left-hand menu.
  3. Select Create Action.
Server Action One
  1. Under Calendly, choose Get Available Slots.
Calendly One
  1. Enter an Action Title in the pop-up window (e.g., Calendly Slots) and click Create.
Calendly Two

Step 2: Basic Settings

  • Name → Provide a descriptive name.
    • Example: book_meeting
  • Description → Explain how the action should work.
    • Example: If a date is provided, check slots within that window and display to the user. Respond with either “I have found available slots” or “I have not found available slots.” Display the search window but do not list slot links.
This helps define when and how the AI Agent should use this action. Basic Settings Calendly

Step 3: Event Selection

  • Under Event, choose the Calendly event type you want to connect with (e.g., 30-minute meeting, 1-hour consultation).
  • This ensures the action retrieves slots specifically tied to that Calendly event.
Event Calendly

Step 4: Enable the Action

At the top of the configuration page, toggle from Disable → Enable to activate the action. Enable Action Calendly

Example Workflow

  1. User: “Book a meeting next week.”
  2. AI Agent triggers Get Available Slots.
  3. Calendly returns available times for the selected event.
  4. AI Agent responds: “I found available slots for next week.”
  5. The user selects a time, completing the booking flow.
With the Calendly Get Available Slots action, your AI Agent can seamlessly handle scheduling, making it easier for users to find and book meetings without leaving the chat.
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