External Calendars lets AloAi agents use Calendly or Cal.com to manage appointments during a conversation. You can choose which connected calendar an agent uses and control which appointment actions the agent is allowed to perform.
An AloAi agent can use a Company Wide calendar connected by an admin or a Private calendar connected by the user assigned to the agent. The calendars available for selection depend on the user assigned to the AloAi agent.
When an AloAi agent manages an appointment, Aloware records the appointment activity in the contact's communication history and synchronizes the changes with the external calendar.
What you need
Before configuring appointment management, make sure the Calendly or Cal.com calendar you want to use is already connected and available to the AloAi agent.
The calendar selector can include Company Wide calendars and Private calendars belonging to the user assigned to the agent.
Configure appointment management
Use the Manage Appointment settings in the AloAi agent configuration to select a calendar and define which appointment actions the agent can perform.
Open the appointment settings
Open the AloAi agent's settings and select Manage Appointment.
Select an external calendar
Select the external calendar the agent should use. If only one calendar is available, Aloware selects it automatically. If multiple calendars are available, select one from the dropdown.
Configure appointment actions
Choose which appointment actions the AloAi agent can perform, such as:
Creating appointments
Updating appointments
Cancelling appointments
Listing appointments
Only the enabled operations are available to the AloAi agent.
Save the configuration
Save the AloAi agent configuration to apply the appointment settings. When a contact's first name or email address is missing, AloAi can ask the contact for the missing information before attempting to book the appointment.