Calendars

How to Sync Calendars with Your AI Assistant

Objective

Follow these steps to create and sync a calendar with your AI assistant for seamless appointment management.

Step 1: Create a Calendar

1. Navigate to Calendar Settings:

• Go to the left-hand menu: Conversations > Calendar Settings.

2. Create a New Calendar:

• Click on Create Calendar
• Name your calendar (e.g., “Personal Bookings”).
• Assign it to a Team Member.
• Set a unique URL slug (e.g., /personal-bookings).
• Adjust availability (default: Monday–Friday, 8 AM–5 PM).

Step 2: Sync Calendar with AI Assistant

1. Access AI Assistant Configuration:

•  Go to AI Assistant.
•  Select the assistant to sync with the calendar.

2. Add and Sync the Calendar:

• Navigate to the Calendars tab.
• Click Add Calendar and select the one you created.
• Use Sync Calendars to link availability.
• Confirm times are correct.

3. Test the Calendar:

• The system will book a fake appointment to verify functionality.
• Look for a green checkmark to confirm success.

Step 3: Add Calendar Tools to Your AI Assistant

Add features like:

• Book Appointment
• Check Availability
• Reschedule
• Cancel

These tools enable your AI assistant to handle all calendar-related tasks automatically.

Final Steps: Test and Verify

Test the assistant by asking it to book an appointment. Ensure the calendar reflects the booked appointment accurately. Adjust settings as needed.

Need Help? Refer to the documentation for additional guidance or reach out with questions!