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Calendars

Connect a calendar and your AI agent can book meetings in a chat: it shows the customer your free times, and they pick one. Bookings are made by the Demo Scheduler automation. You can connect Google Calendar, Cal.com or Calendly. They’re under Scheduling on the Integrations page.

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Connect

1

Sign in

Go to Integrations, find your calendar under Scheduling and click Connect. Sign in to Google, Cal.com or Calendly and allow ZynfoAI access. You come back to Integrations.
2

Choose what to book into

Click Manage on the calendar’s card. Choose the Calendar (Google Calendar) or the Event type (Cal.com and Calendly) to book into, and check the Timezone.
3

Save

Leave Use this integration for AI demo bookings ticked and click Save settings.

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Turn on bookings

Go to Automate, click Browse Templates and use the Demo Scheduler template. Publish it when you’re ready. See Automate.

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What the customer sees

  1. The agent shows Choose your demo time with the free times in the next two weeks, in your time zone.
  2. The customer picks an Available time, enters Your name and Email for your invitation, and clicks Confirm booking.
  3. The meeting is booked and the customer gets a calendar invitation. With Google Calendar, the meeting gets a Google Meet link.
If there are no free times in the next two weeks, the agent asks the customer to contact your team.

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Disconnect

On the Integrations page, click the trash icon (Disconnect) on the calendar’s card.