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The Cal.com integration lets an agent book meetings while it talks to a contact. The agent reads live availability from a Cal.com event type, offers open slots, and books the one the contact picks. The contact gets a calendar invite, and you get the booking in Cal.com.

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Before you start

  • A Cal.com account with at least one event type.
  • In that event type, every additional booking question must be optional. Events with required questions can’t be booked from Callers. See Prepare your Cal.com event.

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Connect Cal.com

1

Create a Cal.com API key

In Cal.com, go to Settings → Developer → API keys and click Add. Name the key, turn on Never expires, and click Save. Copy the key now; Cal.com won’t show it again.
2

Add it in Callers

Open App Center, find Cal.com, and click +. Paste the key in API Key and click Connect.
Connect Cal.com window with an API Key field and Cancel and Connect buttons

Paste your Cal.com API key

If the key expires or is deleted in Cal.com, meeting steps show “Please reconnect your cal.com account”. Create a new key and reconnect.

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Add a meeting step to your agent

1

Add the step

In the script editor, open the block where the agent should book, and click Schedule a Meeting.
2

Write the lead-in

Edit what the agent says before offering times. The default is “Let’s book a meeting, what day and time works best for you?”
3

Pick the event type

In Meeting, choose the Cal.com event type. The list shows each event’s title and length.
4

Set the booking window and fallback

Set Future Days Window and choose what happens If no slots are available (see the table below).

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Meeting step settings

You can use up to 10 meeting steps in one script, for example to book different event types for different branches.
Schedule a Meeting step with a Cal.com event, a Future Days Window of 7 days, and If no slots are available set to Avoid Calling

Handling no available time slots

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How the contact’s email is found

Cal.com needs an email address to send the invite. Callers looks for it in this order:
  1. The contact’s email field (from your CSV, the API, or a trigger).
  2. The SIP headers of the call, if your telephony provider sends one.
  3. The conversation: the agent can ask for it, and the address is extracted from the transcript.
If no email is found, the meeting is still booked, but the contact doesn’t get an invite. The editor warns you when some contacts have no email.
Over the phone, ask the contact to spell their email, and confirm it back before booking.

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Prepare your Cal.com event

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Make additional questions optional

1

Open the event type

In Cal.com, open the event type you use in Callers and go to the Advanced tab.
2

Check booking questions

Make sure every additional question is optional. Required questions block bookings from Callers.
Cal.com event type Advanced tab listing booking questions such as Your name, Email address, Phone Number, and Additional notes with their Required, Hidden, or Optional labels

Booking questions on the event type's Advanced tab

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Add the contact’s phone number to the invite

To include the contact’s phone number in the booking, add a booking question: Click Add, then Save at the top of the event settings.
Cal.com Add a question dialog with Input type Short Text, Identifier phone, Label and Placeholder Phone Number, and Make this field required checked

Add a question for the phone number

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Troubleshooting

Connect Cal.com in the App Center first, in the same account as the agent.
The selected event type was deleted or renamed in Cal.com. Pick the event again in Meeting.
The event has a required booking question. Make all additional questions optional.
No email was found for the contact. Add an email field to your contacts, or have the agent ask for it.

Steps

All script step types, including Schedule a Meeting.

Variables

Contact fields such as email.

App Center

Manage connections.

Testing your agent

Book a test meeting before going live.