AI Agents with Calendly

What GoZupees AI Agents Do with Calendly

GoZupees connects AI voice agents to your Calendly account, enabling them to book meetings during customer calls using your established scheduling rules. When someone calls asking to schedule time with your team, the AI agent queries your Calendly event types for real-time availability, collects required attendee information, and creates the booking—all before the caller hangs up.

This integration leverages the scheduling infrastructure you've already built in Calendly. Event types, buffer times, availability windows, and team assignment rules all apply automatically. The AI agent simply acts as a voice-first booking channel that uses your existing Calendly configuration.

Core Scheduling Workflows

Booking Through Calendly Event Types

When a caller requests an appointment, the AI agent presents available event types (sales call, demo, consultation, etc.) and retrieves available time slots from Calendly. After the caller selects a time and provides required information (name, email, any custom questions), the agent creates the booking through Calendly's API. The caller receives confirmation immediately, and Calendly handles all follow-up notifications.

Rescheduling Existing Appointments

Callers who need to change their appointment can request a reschedule by phone. The AI agent locates their existing Calendly booking, queries for new availability, and updates the appointment. Calendly sends the rescheduled confirmation automatically.

Cancellation Handling

When callers need to cancel, the AI agent identifies their booking and cancels it through Calendly. If configured, the agent can capture a cancellation reason and offer to rebook for a future date in the same call.

Round-Robin and Team Scheduling

For team event types using round-robin distribution, the AI agent books according to your Calendly team rules. The caller doesn't need to know which team member they're meeting—Calendly handles the assignment, and the AI agent confirms the booking.

Technical Integration Details

API Authentication

GoZupees connects to Calendly using either personal API tokens or OAuth authentication. API tokens provide simple setup for individual users, while OAuth enables organization-wide deployments with proper permission scoping. Both methods support read and write access to event types and scheduled events.

Real-Time Availability

During calls, the AI agent queries Calendly's availability endpoint for your selected event types. This returns time slots that respect your calendar connections, buffer times, date ranges, and working hours—exactly matching what a visitor would see on your Calendly booking page.

Attendee Data Collection

The AI agent collects required attendee information during the conversation. This includes standard fields (name, email) plus any custom questions you've configured on your Calendly event types. All data is submitted with the booking request to populate your Calendly records.

Workflow Triggers

When bookings are created through GoZupees, all your Calendly workflows execute normally: confirmation emails, calendar invitations, reminder sequences, and any webhook integrations you've configured. The booking source is logged for attribution purposes.

Data Flow with Calendly

Information exchanged during the integration:

• Read from Calendly: Event types, availability slots, scheduling rules, team assignments
• Written to Calendly: Scheduled events with attendee name, email, phone, answers to custom questions
• Triggered by Calendly: Confirmation emails, calendar invites, reminder sequences, webhooks

Setup and Configuration

Integration setup takes under 15 minutes. You'll connect your Calendly account via API token or OAuth, select which event types the AI agent can book, and configure how the agent presents scheduling options to callers. Your existing Calendly settings (availability, buffer times, custom questions) apply automatically without reconfiguration.

Use with Existing Calendly Workflows

This integration doesn't replace your Calendly booking pages—it adds voice as an additional booking channel. Prospects can still book through your website links while callers get the same availability through the phone. All bookings flow into the same Calendly system, keeping your calendar management centralized.

Security and Data Handling

Calendly API access uses token-based authentication with permissions limited to scheduling operations. Attendee data collected during calls is transmitted directly to Calendly and stored according to Calendly's data policies. GoZupees does not retain call attendee PII after booking submission.

Calendly Routing Forms Integration

If you use Calendly routing forms to qualify prospects before scheduling, the AI agent can collect the same qualifying information during the call. Based on responses, the agent routes to the appropriate event type, ensuring callers are matched with the right meeting type and team member.

Calendly Analytics and Tracking

Bookings made through GoZupees AI agents appear in your Calendly analytics alongside web bookings. This gives you complete visibility into scheduling volume by channel, enabling you to track the impact of voice-first booking on your overall scheduling operations.