Meeting Scheduling Agent

Turns "Can I book a call?" into a confirmed calendar invite, inside the chat.

Plan: requires Starter or above. Status: beta.

What It Does

1. Recognizes intent — a visitor asks for a demo, call, or meeting.
2. Finds availability — queries the assigned calendars in priority order.
3. Confirms the booking — presents options in the visitor's timezone and locks in the chosen slot.
4. Sends the invite — creates the calendar event and shares confirmation details in chat. Video call links are generated automatically.

Tools It Uses

Tool	Purpose
checkAvailability	Reads free/busy across connected calendars
scheduleMeeting	Creates the calendar event
cancelMeeting	Cancels a booking made through the agent

Requirements

This agent has two setup steps beyond the toggle:

1. A connected calendar — at least one Google or Microsoft account
2. A calendar assignment — which of those calendars this chatbot may book into

Until both are done, the readiness checklist keeps the agent inactive.

Connecting a Calendar

1. Go to Meetings (or AI Agents > Meeting Scheduling > Settings)
2. Under Calendar Integrations, choose Connect Google or Connect Microsoft
3. Complete the OAuth consent screen
4. Repeat with Add Another Calendar for each colleague who takes meetings

Connected calendars belong to the organization, so one connection can serve several chatbots.

Assigning Calendars to a Chatbot

Under Chatbot Calendar Configuration, assign the calendars this chatbot may use and put them in priority order. When looking for a slot, the agent checks them in that order — so put the person who should get first refusal at the top.

:::tip Round-Robin by Priority Priority order is how you distribute load: assign one calendar and every booking goes to that person; assign several and the first with an open slot wins. :::

Timezones

The agent confirms the visitor's timezone before proposing slots and books the event in it. Nothing needs configuring for this.

Managing Booked Meetings

Bookings appear under Meetings, with the visitor's details and the conversation that produced them. Cancellations made through the chat are reflected in the connected calendar.

Troubleshooting

The agent never offers slots

• Check that a calendar is both connected and assigned to this chatbot
• Confirm the connected account still grants access — a revoked or expired connection shows a reconnect prompt
• Check that the calendars actually have free time in the window being requested

Bookings land on the wrong calendar

Review the priority order under Chatbot Calendar Configuration — the first assigned calendar with availability wins.

The connection expired

Reconnect the account from Calendar Integrations. Existing bookings are unaffected.

Quota

Availability checks and bookings consume no separate action allowance — only the message credits used by the conversation. The plan requirement (Starter and above) is what gates this agent. See Quotas.

Next Steps

• Agents Overview
• Plans — check your tier