Your AI voice agents can check open time slots and book meetings right during a call. dialnote connects with Calendly and Cal.com, so callers don't have to wait for a callback or work through a phone menu to schedule an appointment.
How calendar integrations work#
There are two pieces: you connect a scheduling account once, then you add a calendar action to an AI agent that uses it.
Both calendar providers connect with an API key (not OAuth). You paste the key once, and dialnote stores it for any agent action that needs scheduling.
Where to connect
Go to Settings → Integrations and find the Scheduling section. Click Connect on Calendly or Cal.com, give the account a label, and paste your API key. You can connect more than one account per provider (for example, a sales calendar and a support calendar).
Connecting an account just stores the credentials. To actually use it, you add a calendar action to an AI agent. Agents are where bookings happen.
Supported providers#
dialnote works with two scheduling platforms:
| Provider | Plan required | Notes |
|---|---|---|
| Calendly | Standard or higher | A new Calendly token grants no access by default. Enable every scope under the Scheduling category, plus users:read. |
| Cal.com | Any plan with API access | Cal.com keys grant full account access. For team scheduling, generate a team-scoped key (needs a team owner or admin role). |
After you connect, you can rename or disconnect an account anytime from the same Scheduling section. Only the teammate who connected it, or an admin or owner, can do this. Disconnecting removes the account from every agent action that uses it. If you connect it again, edit each action and pick the account again.
The two calendar actions#
When you build or edit an AI agent, open the Actions step and click Add action. Two calendar actions are available:
- Check Availability - the agent looks up open time slots before suggesting a time
- Book Meeting - the agent schedules the appointment during the call
Use both together
Add both actions to the same agent. The agent can confirm a slot is open before it books, which avoids double-booking and dead-end conversations.
Setting up a calendar action#
The flow is the same for both providers:
- In the agent's Actions step, click Add action and pick Check Availability or Book Meeting
- Give the action a name and a description (at least 10 characters), then choose the provider (Calendly or Cal.com)
- Pick a connected scheduling account, or connect a new one right there
- Select the event type the action should use
- For Book Meeting, pick a meeting location (see below)
- Run Test connection to confirm the action works end to end
Time zone lives on the agent
You set the agent's Fallback Timezone once in Step 1 (Basic Info) of the agent wizard, not per action. The agent quotes slots in the time zone the caller gives, or the one from the caller's phone number. It uses the fallback only when neither is known.
The test makes a real booking
The Book Meeting test creates a real appointment in your calendar and then auto-cancels it. You'll see a quick placeholder event appear and disappear — that's expected.
Meeting locations#
For Book Meeting, the location options come straight from the event type you picked in Calendly or Cal.com. You pick one location for the action from a dropdown, and it defaults to the first one the event type allows.
Common location types include:
- Video: Zoom, Google Meet, Microsoft Teams, Webex, GoTo, Cal Video, Whereby
- Phone: inbound (the caller calls you) or outbound (the caller gives a number and you call them)
- In person: a physical office address
- Custom: a link or other meeting type
If your event type only offers one location, dialnote selects it for you.
What your agents can do#
With a calendar action connected, an AI agent can:
- Check open slots for a specific date
- Ask the caller for a preferred time
- Collect the caller's name and email
- Book the appointment and trigger your provider's confirmation email
- Handle different time zones based on the caller
For setup details on each platform, including where to find your API key, see the provider guides.
What's next#
- Calendly Integration - step-by-step setup for Calendly
- Cal.com Integration - configuration guide for Cal.com
- Custom Tools - all the actions an AI agent can run
- Creating an AI Agent - build the agent that does the booking
- Integrations Overview - other ways to connect dialnote
The full list of tools dialnote connects to is on the integrations page.