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Overview

The Calendly action lets your AI agent read live availability from one of your Calendly events and book meetings during the conversation. The AI agent shows the open slots, the customer picks one, and the booking lands on your Calendly calendar.

Best for:

Booking demos, consultations, and support calls without sending the customer off to a separate scheduling page.
Common Use Cases:
  • “I’d like to book a call”
  • “What times are you free this week?”
  • “Can I schedule a demo for Thursday?”
Prerequisite: Before using the Calendly action, connect your Calendly account from the Integrations tab. If you’d rather not set up an integration, Cal.com works from an event URL alone.

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How to create the action

1

Connect Calendly

Go to the Integrations tab and connect your Calendly account.
2

Navigate to Actions

Go to your Chatbase dashboard and select your AI agent. Click Build > Actions in the left sidebar.
3

Create the Action

Click Create action, then select Calendly Get Slots.
4

Configure General Settings

Action Name: Give the action a descriptive name. The AI agent uses this name to help decide when the action applies, so make it specific.When to use: Describe when the action should be triggered and the kind of customer queries that should trigger it. You can also add instructions the AI agent should follow once the action runs. See Examples below.To restrict the action to procedure steps only, turn on Only use in procedures. When it’s on, the When to use field is hidden, because the AI agent no longer decides when to call the action.
5

Select your event

Choose the event you want the AI agent to book into from the Event dropdown.
Selecting a Calendly event in the action configuration
6

Choose Channels

Use Channels to control where the action is available. Toggle the action on or off for each configured channel, then click Save. Some channels may be incompatible with the action and won’t be available for selection.
7

Enable and Test

Ensure the action is toggled to Enabled, then test it.

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Settings

Time format: You can display Calendly meeting times in a 12-hour format (AM/PM) instead of the default 24-hour format.
Test the action by asking your AI agent to book an appointment, and confirm the booking appears on your Calendly calendar.

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Examples

A detailed When to use description that controls the search window, the wording of the reply, and how the AI agent reports the outcome:

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Best Practices

Clear Action Triggers

Write a specific When to use description so the AI agent knows exactly which requests should open the booking flow. Name the event type if you run more than one.

Set the Search Window

Tell the AI agent what to do when the customer gives no date, so it doesn’t ask a clarifying question it could have answered with a sensible default.

Confirm the Outcome

Instruct the AI agent to check the tool result and report only what it can verify, rather than guaranteeing a booking completed.

Test Thoroughly

Test the action with several phrasings before going live, and verify each booking lands on the right Calendly event.