Connect calendars for appointment workflows

Calendar integrations provide the access needed for availability and booking actions. Connecting a calendar service and configuring the agent tool are separate tasks.

Navigation pathConfiguration → Integrations → Calendar

PrerequisitesThe intended calendar account and its approved integration credentials.

Usage steps

For Cal.com, review an existing connection or select Add another key. Give the connection an identifiable name.
For Google Calendar, select Add connection. Enter Connection name, Client ID and Client Secret for the intended OAuth application.
Register the redirect URI displayed in the form in the Google Cloud OAuth client. Complete the account authorisation requested by the platform.
Return to the agent Tools tab and configure its supported availability and appointment tools. Choose the calendar or event details offered for that provider.
Test availability lookup and a controlled booking. Confirm the timezone and verify the appointment in the calendar.

Connect calendars for appointment workflows — Figure 39. Google Calendar setup asks for an OAuth application and displays the redirect URI to register.

Expected result. The calendar connection and booking tools use the intended account.

Practical notes and troubleshooting. Calendar tools vary by agent provider. A Native Agent lists Cal.com availability and booking tools.

Add built-in tools to an agentTools let the agent take actions during a conversation. A Native Agent offers End Call, Transfer Call, Check Availability and Book Appointment tools.Connect services to the workspaceIntegrations supplies the provider connections used by agents and workflows. Connections can be inherited from the organisation or added for the workspace.