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Connecting Cal.com to Callers

  • Navigate to the App Center and find cal.com integration:.
  • Connect Cal.com: Click on + button in the Cal.com integration block. A new window will open prompting you to enter your API Key from Cal.com to authorize Callers.
cal api key

Paste your Cal.com API key

If you do not have an API Key, follow these steps to create one:
  1. Log in to Cal.com and navigate to Settings (located at the bottom left of the dashboard).
  2. In the side menu, find and click on “API keys” under the Developer section.
  3. Click Add to create a new API key.
  4. Name your API key, And enable the “Never expires” toggle to prevent expiration.
  5. Click Save to generate the API key.
  6. Copy the API key, as it will not be retrievable once you click Done.
  7. Paste the copied API key into Callers to complete the connection.

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Adding a Cal.com Step in a Callers Campaign

Note that to add this step, each contact must have an Email.
Email Handling for Cal.com Integration:Callers will attempt to obtain the contact’s email in the following order:
  1. From the contact field (if available)
  2. From the SIP headers (if provided by your telephony provider)
  3. By extracting it from the conversation transcript
If the email cannot be found, the meeting will be scheduled without sending an invite to the contact.
  • Press the Schedule a Meeting button.
  • Determine the assistant’s spoken content before offering time slots
  • Choose the relevant event from the dropdown.
  • Set how many days in advance clients can schedule meetings by setting the ‘Schedule days ahead’ field.

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Handling No Available Time Slots

  • Avoid Calling: Prevents the assistant from making calls when no slots are available.
  • Use Fallback Phrase: Allows the assistant to use a custom fallback phrase.
    • Enter the phrase in the provided text field.

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Handling No Available Time Slots

no available timeslots

Example on how to handle no available timeslots

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Verifying Cal.com Settings

To ensure seamless integration with Callers, verify the event settings within Cal.com:
  1. Log in to your Cal.com
  2. Navigate to the event you want to integrate with Callers.
  3. Go to the Advanced tab within the event settings.
  4. Ensure additional questions are optional (events with required questions cannot be used in Callers).
cal.com advanced

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Adding Contact’s Phone Number to the Invite

  • Access Event Settings: Navigate to your Cal.com account and select the event integrated with Callers and go to the Advanced tab within the event settings.
  • Add a New Question: Scroll to the Booking questions and click Add a question.
  • Configure the Question Settings:
    • Input type: Short Text
    • Identifier: phone
    • Disable input if the URL identifier is prefilled: unchecked
    • Required: No
    • Customization Options: Only Label and Placeholder fields are customizable. Adjust these as necessary to fit the context of your event.
  • Save the Configuration:
    • Click Add to include the field in your invite.
    • Click Save at the top right of the event settings to apply changes.
cal.com add a question