Calendar booking

Calendly AI booking integration

Connect Calendly and let a SolveoAI agent check availability, book, reschedule and cancel meetings for your customers from the chat.

Available on every plan. Connects with API key.

Capabilities

What the agent can do in Calendly

  • Check availability

    The agent fetches open time slots for your configured event type, starting with the next seven days, before it asks the visitor for anything.

  • Book a meeting

    With a name, an email and a chosen slot the agent books the meeting. Picking the slot is the confirmation; there is no separate review form.

  • Reschedule or cancel

    The agent looks up a booking by the attendee's email, or by a link the visitor pastes, and reschedules it to a new slot or cancels it.

  • List bookings

    Show a visitor their upcoming, past or cancelled Calendly bookings by email.

  • Fall back to a scheduling link

    If Calendly rejects a direct booking, for example on a Calendly plan that does not allow it or when required booking questions are unanswered, the agent sends a single-use, prefilled scheduling link instead.

What the Calendly integration is for

"Can I book a call?" is one of the most common requests a sales or support agent receives, and the worst answer is a link the visitor has to open in another tab. With Calendly connected, a SolveoAI agent shows open times in the chat, books the slot with the visitor's name and email, and confirms it, in one thread.

How a booking works

  1. The visitor asks for a meeting. The agent fetches your open slots for the event type you configured, starting with the next seven days.
  2. The visitor picks a time. The agent asks for a name and email if it does not have them.
  3. The agent books the slot. If Calendly declines a direct booking, for example on a Calendly plan that does not allow it, the agent sends a prefilled, single-use scheduling link instead so the visitor can finish in Calendly.
  4. Later, the visitor can ask to move or cancel the meeting. The agent finds the booking by email and reschedules it (booking the new slot first, then releasing the old one) or cancels it.

Setup

  1. Open the agent in the SolveoAI dashboard, go to Actions, then Integrations.
  2. Click Connect on Calendly and paste your Calendly access token.
  3. Choose the event type the agent books. Visitors never see or choose this.

Calendly is available on every plan, including Free. One agent uses one calendar: if you connect Calendly, Cal.com is turned off for that agent.

Related

  • Cal.com: the same booking flow for Cal.com.
  • HubSpot: create the contact and deal the meeting belongs to.
  • AI chatbot: what separates an agent that books from a bot that links.
FAQ

Common questions

Which plans include the Calendly integration?
Calendly is available on every plan, including Free.
How do I connect Calendly?
Open the agent, go to Actions, then Integrations, click Connect on Calendly and paste your Calendly access token. Then choose the event type the agent should book; visitors are never asked for it.
Can one agent use both Calendly and Cal.com?
No. An agent has one calendar at a time: enabling Calendly disables Cal.com on that agent, and the other way round.
What happens if the slot is taken while the visitor decides?
The booking returns a slot-unavailable result and the agent offers the next open times.

Related docs

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