Cal.com Scheduling
Caller AI offers a native integration with Cal.com to enable your assistant to check your calendar availability in real-time and book appointments directly on the call.
Why use the native integration?
While you could build a custom tool for scheduling, the native integration handles the complex logic of time zones, slot availability, and "double booking" prevention automatically.
Prerequisites
- A Cal.com account (Free or Pro).
- An API Key from Cal.com (Settings -> API Keys).
- An Event Type ID (The specific meeting type you want to book, e.g., "30 Min Demo").
Step 1: Connecting Cal.com
- Open your Assistant in the Caller AI dashboard.
- Navigate to the Tools tab.
- Click Add Tool and select Cal.com Scheduling from the list.
- Enter your Cal.com API Key in the configuration window.
- Enter the Event Type Slug (e.g., `30min` or `consultation`).
Step 2: Training the Assistant
Once the tool is added, you must instruct the assistant on how to use it in the System Prompt. The assistant needs to know when to trigger the check.
If the user is interested in a meeting, follow these steps:
1. Ask them for their preferred day and time (e.g., "Does Tuesday afternoon work?").
2. Use the `checkAvailability` tool to see if that time is open.
3. If available, confirm the time with the user.
4. Ask for their email address if you don't already have it.
5. Use the `bookAppointment` tool to finalize the booking.
Step 3: Handling Time Zones
Time zones are the hardest part of voice scheduling. Caller AI automatically detects the lead's location based on their phone area code, but it is best practice to have the assistant confirm the time zone.
Troubleshooting
Issue: Assistant says "I can't check that right now."
Check your API Key in the tool settings. If the key is invalid or expired, the tool will fail.
Issue: Assistant books the wrong time.
Ensure your Cal.com availability settings match the hours you want the AI to offer. The AI can only see slots that are "Public" on your Cal.com link.