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Share appointments across your team

Distribute meetings booked by your AI agent evenly across multiple team calendars.

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The Round Robin skill lets your AI agent schedule appointments evenly across multiple connected calendars.

It's ideal for sales or support teams who share bookings, ensuring that calls or meetings are distributed fairly among available team members.

When a caller books a meeting, the system automatically checks which calendar has the next available slot and assigns the booking accordingly.

When to use it

Use this skill when:

  • You have multiple team members handling the same type of meetings (for example, sales calls or consultations).
  • You want to balance workloads evenly among your staff.

How it works

Once the Round Robin skill is enabled, the AI agent will:

  1. Check availability across all connected calendars.
  2. Offer time slots based on who's available next.
  3. Automatically book the meeting in the selected team member's calendar.

You can connect multiple calendars, allowing the system to rotate bookings fairly and prevent double scheduling.

This skill works together with your calendar integrations (Outlook, Google Calendar or Microsoft Bookings). Make sure these are connected first on the Integrations page.

Setup steps

  1. Go to Agent → Skills → Round Robin.
  2. Click Add to connect one or more calendars.
  3. (Optional) Enable Send invitee an SMS confirmation if you want the caller to receive a text reminder.
  4. Toggle Enable Skill to activate it.
  5. Click Create to save.

Example prompt instruction

You can add a simple instruction in your Main Objective to tell the AI when to offer a booking:

If the caller wants to schedule a consultation, offer to book a meeting. Use the round-robin setup to assign the next available agent.

Example use cases

  • Sales team: each sales representative has their own calendar. The AI distributes new demo appointments evenly among them.
  • Customer support: the AI schedules follow-up calls with available agents without overloading any one team member.
  • Consultations: the AI assigns client appointments to whichever consultant has the next free slot.

The Round Robin skill helps your AI agent manage team scheduling efficiently: balancing workloads, reducing manual coordination, and ensuring every customer gets a prompt appointment with the right person. For single-calendar booking, see Book Meeting.

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