Your AI voice agents can check availability and book meetings directly during calls. dialnote connects with popular calendar platforms so callers don't have to wait for callbacks or navigate confusing phone menus to schedule appointments.
How Calendar Integrations Work#
Calendar integrations in dialnote are configured through AI Agent Tools. When you create an AI voice agent, you can add two types of calendar tools:
- Check Availability - Lets your AI agent look up open time slots on your calendar
- Book Meeting - Allows the AI to schedule appointments during the call
These tools connect to your calendar provider through API keys. The AI agent reads your availability in real time and can book slots without any manual intervention.
Where to configure
Calendar integrations are set up per AI agent, not at the workspace level. Go to Settings → AI Agents → [Your Agent] → Tools to add calendar tools.
Supported Providers#
dialnote works with two calendar platforms:
| Provider | Plan Required | Best For |
|---|---|---|
| Calendly | Standard or higher | Teams using Calendly for customer scheduling |
| Cal.com | Any plan with API access | Open-source alternative, self-hosted options |
Both providers support video conferencing (Zoom, Google Meet, Microsoft Teams), phone calls, and in-person meetings as location types.
What You Can Do#
With calendar integrations enabled, your AI agents can:
- Check available time slots for a specific date or date range
- Ask callers for their preferred meeting time
- Book appointments and send confirmation emails automatically
- Handle multiple meeting types (consultations, demos, follow-ups)
- Support different time zones based on caller location
The AI agent collects the caller's name, email, and preferred time, then books the meeting directly through your calendar provider's API.
Setting Up Calendar Tools#
The setup process is similar for both providers:
- Generate an API key from your calendar provider
- Create a new AI agent (or edit an existing one)
- Add a "Check Availability" or "Book Meeting" tool
- Select your calendar provider and paste your API key
- Choose which event type to use for bookings
- Pick allowed meeting locations (video, phone, in-person)
- Set a default timezone for availability checks
Use both tools together
For the best caller experience, add both "Check Availability" and "Book Meeting" tools to the same agent. This lets the AI confirm open slots before attempting to book.
Meeting Location Options#
When configuring calendar tools, you select which meeting formats callers can choose from:
Video conferencing: Zoom, Google Meet, Microsoft Teams, Webex, GoToMeeting Phone: Inbound (caller provides number) or outbound (you call them) In-person: Physical office location Custom: Link or other meeting type
If you only select one location type, the AI automatically uses it. Multiple selections let callers pick their preference during the call.
Next Steps#
Ready to connect your calendar? Check out the setup guides for your provider:
- Calendly Integration - Step-by-step setup for Calendly
- Cal.com Integration - Configuration guide for Cal.com