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Overview

The Calendly integration enables your voice agents to check availability and help callers book appointments in real-time during calls. Your agent can look up available slots, suggest times, and send a booking link via SMS.

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What You Can Do

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Setup

1

Connect Calendly

Go to Integrations and click Add Calendly. You will be redirected to Calendly to authorize access via OAuth.
2

Select Event Type

After connecting, choose which Calendly event type your agent should use for scheduling. Click the Configure button next to your Calendly integration to select or change the event type at any time.
3

Enable in Workflow

In Workflow Editor, go to Tools and enable the Calendly tools.

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Available Tools

Your agent has access to three functions:

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Example Conversation

Caller: I’d like to schedule an appointment, are you available Thursday?Agent: Let me check… Yes, Thursday has several openings. I can see slots at 9:00, 10:30, 14:00 and 16:00. Which time works best for you?Caller: 10:30 would be perfect.Agent: Great choice. I’ll send you a booking link by SMS so you can confirm the 10:30 slot. You’ll receive it in a moment.Caller: What about next week if I need to reschedule?Agent: Let me look at next week… I have availability on Monday, Tuesday and Thursday. Would any of those work?

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Technical Details

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Limitations

Current limitations:
  • One event type per integration (selected during setup)
  • Booking links are single-use
  • The agent cannot create events directly, only generate booking links
  • Availability is read-only (no calendar modifications)

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Troubleshooting

  • Ensure you completed the OAuth authorization on Calendly
  • Try disconnecting and reconnecting the integration
  • Check that your Calendly account is active
  • Verify you have at least one active event type in your Calendly account
  • Inactive or draft event types will not appear
  • Check that your Calendly event type has availability configured
  • Verify your Calendly schedule is not fully booked
  • The agent checks up to 14 days ahead by default
  • If the configuration dialog did not open after OAuth, click Configure in the integrations table
  • This can happen during high traffic periods
  • The agent will inform the caller and suggest trying again
  • Check your internet connection

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Next Steps

Google Calendar

Sync with Google Calendar

Workflow Tools

See all available tools