Your AI voice agents can check your Calendly availability and book meetings while they're on a call. A caller asks for an appointment, the agent finds open slots, offers times, and creates the booking in Calendly. No callback, no manual scheduling.
There are two parts to this: connect your Calendly account once, then add a calendar action to an agent.
What you'll need#
- A Calendly account on the Standard plan or higher (the API booking feature isn't on the free tier)
- At least one Event Type set up in Calendly
- A Calendly Personal Access Token with the right scopes
Step 1: Connect Calendly#
Go to Settings → Integrations and find the Scheduling section. Click Connect on the Calendly card. You'll enter a label (so you can tell accounts apart) and paste your API key.
To get the key, click Where do I find my API key? in the modal, or follow these steps in Calendly:
- Open Calendly → Integrations & Apps
- Click API and Webhooks
- Under Personal Access Tokens, click Generate new token
- Name it (e.g. "dialnote") and click Create Token
- Copy the token right away — Calendly only shows it once
Set the token scopes
New Calendly tokens grant no access by default. Enable all scopes under the Scheduling category, plus users:read. Missing scopes will break availability checks or booking.
You can connect more than one Calendly account — use Connect Another to add a second. Each connected account can be renamed (pencil icon) or removed (trash icon, with a confirmation).
Connecting just stores your credentials. To actually use Calendly on a call, add an action to an AI agent next.
Step 2: Add a calendar action to your agent#
Open an AI agent and go to the Actions step in the wizard. Click Add action, then pick one of these:
| Action | What it does |
|---|---|
| Check Availability | Looks up open time slots so the agent can offer times |
| Book Meeting | Creates a confirmed booking in Calendly |
Most agents use both. The agent checks what's open, then books the caller's pick.
For Book Meeting, you'll go through a short two-step setup (Basic Info, then Configuration):
- Choose Calendly as the provider
- Pick the connected Calendly account (or connect a new one right there)
- Select the Event Type the agent should book
- Choose a Meeting Location from the dropdown — it lists the locations configured on that Event Type and defaults to the first one
Location comes from your Event Type
The location dropdown is single-select. It only shows the location types you set up on that Calendly Event Type — Zoom, Google Meet, Microsoft Teams, Webex, GoTo Meeting, an inbound or outbound phone call, a physical address, a custom location, or "ask invitee."
Time zone is set on the agent
The booking time zone comes from the agent's Basic Info step (Step 1), not from the action. Set it once on the agent and every calendar action uses it.
Test the connection#
Each calendar action has a Test connection panel so you can confirm it's wired up before going live. For Book Meeting, the test creates a real booking on your calendar and then cancels it automatically, so you can see the full flow without leaving a stray event behind.
How a booking goes#
- Caller asks to schedule a meeting
- Agent uses Check Availability to find open slots
- Agent offers times and the caller picks one
- Agent collects the caller's name and email
- Agent uses Book Meeting to create the appointment
- Calendly sends confirmation emails to both parties
Troubleshooting#
Availability checks or booking fail — Your token is probably missing scopes. Regenerate it with all Scheduling-category scopes plus users:read, then reconnect.
"Event type not found" — The Event Type may have been deleted or turned off in Calendly. Edit the action and pick a different one.
Booking isn't allowed — Confirm your Calendly account is on the Standard plan or higher. The free tier can't create bookings through the API.
The slot was taken — Someone booked it between the check and the confirmation. The agent offers alternative times automatically.
What's next#
- Calendar integrations overview — how scheduling fits with AI agents
- Cal.com integration — the other supported scheduling provider
- Custom agent tools — every action your agent can take
- Creating an AI agent — build the agent that books these meetings