Integrating Cal.com

Overview

Integrating Cal.com with CallAgentAI enables seamless scheduling for appointments and meetings, automating the booking process while improving customer experiences. This guide will walk you through the steps to effectively link these two powerful tools.

Cal.com enhances scheduling by offering customizable event types, calendar integrations, buffer times, and automatic time zone adjustments. When connected to CallAgentAI, this integration allows for real-time booking updates, automatic event syncing, and personalized meeting notifications. This ensures a smooth and efficient scheduling experience for both your team and clients.

By linking Cal.com with CallAgentAI, you can automate appointment management, optimize workflows, and deliver a more streamlined customer experience, whether for personal or business needs.

---

Watch the Tutorial

For a visual walkthrough, watch the tutorial here: How to Set Up Cal.com and Link It to CallAgentAI.

---

Step 1: Create a Cal.com Account

1

Visit cal.com and click Get Started.

2

Sign up with your email or use Google for a faster setup.

3

Provide your full name and select your time zone.

Step 2: Connect Your Calendar and Set Availability

1

Link your Google Calendar or other preferred tools like Zoom, Google Meet, or Discord.

Skip this step if you'd prefer to set it up later.

2

Define your availability by selecting days and times.

3

Customize working hours or set them globally across all events.

Step 3: Create an Event Type

1

Use pre-configured options (e.g., 15-minute or 30-minute meetings) or create a custom event.

• Name and Description: Specify the purpose (e.g., Dental Appointment).

• Duration: Define the event length.

• Meeting Options: Choose between online (Google Meet, Cal.com video, etc.) or in-person meetings.

• Additional Settings: Add buffers, limits per day, or recurring options.

2

Save the event once configured.

Step 4: Generate an API Key in Cal.com

1

Go to Settings → API Keys under the Developer section.

2

Click Add, name your key (e.g., Dental Appointments), and enable the Never Expires option.

3

Copy the API key and save it in a secure location.

Step 5: Log In and Access your Assistant

1

Sign in to your Call Agent AI account. You can login here.

2

From the Dashboard, navigate to the Assistants tab on the left-hand side of the screen. Here, you will see a list of all the assistants you have created.

3

Find the assistant you want to configure and click the Preview button.

Step 6: Set Up Real-Time Booking

1

Go to Settings → Real-Time Booking.

2

Paste your Cal.com API Key in the designated field and click Sync.

3

A drop-down menu will appear with available event types. Select the event you want to link.

Step 7: Customize and Finalize Booking Details

1

Add a Title and Description for meeting notifications.

Use descriptive event names and include key details in the title and description for clarity.

2

Use variables (e.g., caller’s name, email, phone number) to personalize these details.

Personalize your booking notifications with variables like the caller’s name or appointment date to enhance customer experience.

3

Ensure the information matches the identifiers from your Information Extractor in CallAgentAI.

4

Click Save, then Submit to confirm your changes.

Step 8: Test and Adjust Your Events

1

Test the API key integration to ensure events sync correctly between Cal.com and CallAgentAI.

2

Regularly review your availability and event types to ensure they align with your current schedule.