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)
- Go to Actions → Google Calendar and click Add Account (or Connect).
- Select the Google account and grant the requested permissions.
- 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
- Edit your agent and go to Call Actions.
- Toggle Schedule Appointments to On.
- In Google Calendar Integration, select the connected account and calendar you configured in Actions.
- 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.