Let your agent book appointments

The Book Meeting skill allows your AI agent to schedule appointments directly during a call.

It connects to your Outlook, Google Calendar or Microsoft Bookings account, checks availability in real time, and books the meeting automatically, all while the conversation is happening.

This skill makes it easy for callers to confirm a time without manual back-and-forth, helping your team stay organized and responsive.

When to use it

Use this skill when you want your AI agent to:

• Schedule follow-up calls, demos or consultations.
• Book service appointments or meetings automatically.
• Let the caller choose a suitable time slot from your connected calendar.

How it works

Once the skill is enabled and linked to your calendar, the AI can check your availability and propose time slots to the caller. When the caller confirms, the meeting is automatically created in your calendar with all the details captured from the call.

You can connect:

• Outlook Calendar
• Google Calendar
• Microsoft Bookings

To use this skill, make sure your calendar integration is connected first. You can set this up on the Integrations page.

If multiple calendars are linked across your team, you can also use the Round Robin skill to distribute bookings evenly among them.

Setup steps

1. Go to Agent → Skills → Book Meeting.
2. Choose the Calendar Integration you want to connect (Outlook, Google Calendar or Microsoft Bookings).
3. (Optional) Toggle Send invitee an SMS confirmation if you want the caller to receive a confirmation text.
4. Toggle Enable Skill to activate it.
5. Click Create to save.

Example prompt instruction

To make the AI know when to offer a meeting, include a clear instruction in your agent's Main Objective. For example:

If the caller wants to schedule a consultation, offer to book a meeting using the connected calendar. Confirm the day and time before finalizing.

Example use cases

• Sales appointment: after qualifying a lead, the AI offers to book a product demo with a sales representative.
• Service scheduling: the caller wants to reschedule a delivery or repair visit, and the AI confirms a new date and time.
• Customer follow-up: the AI automatically books a check-in meeting after an initial call.

Integration tip

If you manage multiple calendars (for example, across your sales team), enable the Round Robin skill. This ensures new appointments are distributed evenly among available team members.

The Book Meeting skill turns your AI agent into a real scheduling assistant: checking availability, confirming appointments and updating your calendar instantly, so you never miss an opportunity.