How we wire your agent into Calendly or Cal.com so the agent can check availability and book real appointments mid-conversation. Part of the Integrations section of the TrainYourAgent documentation, written to be executed against rather than skimmed.
Once the integration is live, your agent can do four things with your calendar. It can read live availability across one or more event types. It can suggest specific times to a caller. It can book the appointment on behalf of the caller, capturing name, email, phone, and any custom intake questions you have set up. It can reschedule or cancel an existing booking when the customer asks, with all the same notifications firing as…
Calendly setup requires a paid Calendly account at the Standard plan or above, because we need API access. Inside Calendly, create a personal access token under your integrations settings, copy it into your TrainYourAgent dashboard, and point us at the event types you want the agent to book against. We support both individual user event types and team round-robin event types. If you use Calendly's intake questions, we will map them to the agent's conversation…
Cal.com setup is similar. Generate an API key inside the Cal.com developer settings, paste it into your TrainYourAgent dashboard, and tell us which event types should be bookable. Cal.com supports OAuth as well as API keys, and we will use OAuth if you prefer that authentication flow. For Cal.com self-hosted instances, we can hit your private endpoint directly as long as it is reachable from our outbound IPs. We will send the IP list during…
A typical booking conversation looks like this. The agent confirms which event type the caller wants — consultation, follow-up, service visit. The agent reads live availability and suggests two or three times in the customer's stated time window. The caller picks one. The agent confirms name, email, and phone. The agent books. The agent reads back the confirmation and tells the caller to expect a confirmation email within a minute. If the caller's preferred time…
This article is part of the Integrations section. How we wire your agent into Calendly or Cal.com so the agent can check availability and book real appointments mid-conversation.