Calendly
Let your AI agent book meetings and demos directly in conversations.
Connect your Calendly account to let your AI agent schedule meetings, demos, and consultations during customer conversations. When a visitor asks to "book a demo" or "schedule a call," the agent automatically shows available times and books the meeting.
Setup
Step 1: Get Your Calendly API Token
- Go to Calendly Integrations
- Scroll to Personal Access Tokens
- Click Generate New Token
- Copy the token
You need a paid Calendly plan (Standard, Teams, or Enterprise) to use the Scheduling API.
Step 2: Connect in April
- Open your chatbot in the April dashboard
- Go to Integrations in the sidebar
- Find Calendly and click Connect
- Paste your Personal Access Token
- Click Connect Calendly
April will verify your token, load your event types, and enable the integration.
Step 3: Test It
Go to the Playground and try asking:
- "I'd like to book a demo"
- "Can I schedule a call for next week?"
- "What times are available for a meeting?"
The agent will show available times and book the meeting when the visitor confirms.
How It Works
When a visitor asks about scheduling, the agent:
- Detects the intent — recognizes the visitor wants to book a meeting
- Shows available times — pulls real-time availability from your Calendly
- Collects details — asks for the visitor's name and email
- Books the meeting — creates the event in Calendly
- Confirms — shares the confirmation with reschedule/cancel links
The visitor receives a calendar invitation automatically from Calendly.
Example Conversation
Visitor: I'd like to schedule a product demo.
Agent: I'd be happy to help you book a demo! Here are the available times:
- Monday, May 26 at 10:00 AM EST
- Monday, May 26 at 2:00 PM EST
- Tuesday, May 27 at 11:00 AM EST
Which time works best for you?
Visitor: Tuesday at 11am please. My email is alex@startup.io
Agent: Your demo is booked for Tuesday, May 27 at 11:00 AM EST. A calendar invitation has been sent to alex@startup.io.
FAQ
Which Calendly plans are supported? The Scheduling API requires a paid Calendly plan (Standard, Teams, or Enterprise).
Can I choose which event types the agent offers? All active event types from your account are available. The agent automatically matches the best event type based on the visitor's request.
What if no times are available? The agent will let the visitor know and suggest they check back later.