Before you start
- In Cal.com, create or pick the event type the agent should book, for example “30-min consultation”.
- Note its numeric ID. It is in the event type’s address, for example
/event-types/2334267. - Create an API key under Cal.com Settings, Developer, API keys.
Add it
Tools are added in Advanced; in Simple, the Tools step’s Open in Advanced takes you there.- Open Components on the right rail and click Calendar under Tools.
- Connect its output dot to the Persona, or to the one Skill that should book. Connecting it to a single “Booking” Skill keeps the agent from booking during other phases.
- Select the node. Enter the Event Type ID and the Timezone.
- Open Settings on the right rail and paste the Cal.com key, unless your workspace already covers it. See Keys.
Settings
How a booking goes
- The caller asks for an appointment. The agent checks availability for the dates they mention.
- Free slots come back grouped by day in your timezone, capped at the daily limit, so the agent can read them out.
- The agent offers times, then collects the caller’s full name and email.
- With Confirm Before Booking on, the agent repeats the slot and waits for a yes before booking. Booking sends real emails, so keep this on unless you have a reason not to.
- The agent confirms the booked time and tells the caller an email is on its way. If someone else took the slot in the meantime, the agent re-checks and offers another time.
Self-hosted Cal.com
Set API Base URL to your instance, for examplehttps://cal.example.com/api/v2, and use a key generated there.
Use cases
- Appointment setting for clinics, salons, consultations and sales demos.
- A reception line that ends with a booked meeting.
- Booking limited to one Skill so the rest of the call stays on topic.