Overview

Connect your Google Calendar so agents can check availability and book appointments directly during calls.
Setup happens in Actions → Google Calendar and then is enabled per agent.

Prerequisites

  • A Google account with Calendar enabled.
  • Access to Actions → Google Calendar in the platform.
  • (Optional) Recording enabled if you rely on transcripts/extracted data elsewhere.

Step 1 — Connect Google Calendar (Actions)

  1. Go to Actions → Google Calendar and click Add Account (or Connect).
  2. Select the Google account and grant the requested permissions.
  3. In the Appointments tab, choose the calendar that will be used for availability checks and bookings.
You can connect multiple accounts and switch the selected calendar at any time.

Step 2 — Appointment Action (required)

Open the Appointment Action tab and complete the required fields:
  • Appointment Title (required) — Title used when creating events.
  • Description (optional) — Context for the booked meeting.
  • Timezone (required) — Timezone applied to all appointments.
  • Working Hours — Define the time ranges when booking is allowed.
Important: If Appointment Title or Timezone are not set, the agent will not book or log appointments correctly.

Step 3 — Enable Scheduling in the Agent

  1. Edit your agent and go to Call Actions.
  2. Toggle Schedule Appointments to On.
  3. In Google Calendar Integration, select the connected account and calendar you configured in Actions.
  4. Save your changes.

Usage

  • During a call, the agent proposes times within your Working Hours and books on the selected calendar.
  • Existing events on that calendar are treated as busy and won’t be double-booked.

Troubleshooting

  • No event created? Check that Appointment Title and Timezone are set in Appointment Action.
  • Agent says it can’t schedule: Ensure Schedule Appointments is enabled and a calendar is selected in the agent.
  • Availability looks wrong: Verify the correct calendar is selected and Working Hours reflect your real schedule.
  • Permissions changed: Reconnect the Google account in Actions → Google Calendar.

Tip: Keep one dedicated “Bookings” calendar to avoid mixing personal events with call-scheduled appointments.