Calendar Integration

Under the Calendar menu item in the sidebar, you connect your Google or Outlook calendar with ScaleTalk. This connection is the prerequisite for your AI agents to book appointments during calls.

Overview

On the Calendar page you can:

• Connect calendars — Link Google or Outlook calendars via OAuth
• View appointments — Display all booked appointments in the calendar view
• Manage connections — Disconnect or renew calendar connections

Connecting Your Calendar

Google Calendar

1. Navigate to Calendar in the sidebar
2. Click Connect Google Calendar
3. Sign in with your Google account
4. Grant ScaleTalk permission to access your calendar
5. Select which calendars to sync

For a detailed guide, see Google Calendar Setup.

Microsoft Outlook

1. Navigate to Calendar in the sidebar
2. Click Connect Outlook Calendar
3. Sign in with your Microsoft account
4. Grant ScaleTalk permission to access your calendar
5. Select which calendars to sync

For a detailed guide, see Outlook Calendar Setup.

Calendar View

After connecting, the Calendar page shows:

• Upcoming appointments in the "Today" section
• Monthly calendar view with all appointments
• Switch between Month, Week, and Day using the buttons in the top right

Use the arrow buttons and the Today button to navigate between dates.

Booked Appointments

Appointments booked by your agent appear in your calendar with:

• Event title (e.g., "AI Booking: John Smith")
• Caller information
• Notes from the conversation

Calendar Sync

Calendar changes sync in real time:

• New appointments appear immediately
• Cancellations free up time slots
• Changes to existing appointments update availability

Next Steps

After connecting your calendar here, you still need to activate and configure it in the Agent Configurator:

1. Go to Agents → select your agent → Capabilities tab
2. Create a calendar assignment with an appointment condition
3. Define appointment duration, buffer time, and description in the system prompt

Disconnecting

To disconnect a calendar connection:

1. Navigate to Calendar in the sidebar
2. Click the red text button (Disconnect Google or Disconnect Outlook)
3. The connection is removed immediately

Troubleshooting

Calendar Not Syncing

1. Check your calendar connection status
2. Re-authenticate if the connection has expired
3. Verify calendar permissions
4. Contact support if issues persist

Double Bookings

To prevent double bookings:

1. Add buffer time between appointments (in the calendar tool configuration)
2. Ensure all relevant calendars are connected

Time Zone Issues

1. Verify your time zone settings in ScaleTalk
2. Check your calendar app's time zone
3. Test with a known time to confirm accuracy