Agent can now trigger appointments automatically

Samuel Su
on June 30, 2025Agent can now trigger appointments automatically
We've added a new AI action that enables our agents to trigger the appointment booking interface based on specific conditions defined in your base prompt.
About This Update
New AI Action Overview
- Create and configure the appointment action in AI actions
- Set custom triggering conditions in your base prompt
- Integration with Calendly and Cal.com booking interfaces
- Available in web-based AI agents
Supported Platforms
The appointment triggering action supports:
- Calendly: Full integration with booking modal
- Cal.com: Complete scheduling interface
- Currently available in web-based AI agents only
How It Works
Setting Up the Action
- Create the appointment action in your AI actions
- Connect it to your preferred scheduling platform (Calendly or Cal.com)
- Configure the triggering conditions in your base prompt
Base Prompt Configuration
In your base prompt, you can specify exactly when the appointment UI should be triggered:
- Define specific conditions for offering appointments
- Set precise triggering criteria
- Control how and when scheduling is presented to users
Example Use Cases
The appointment UI can be triggered based on conditions you define, such as:
- When specific topics are discussed
- At particular points in the conversation flow
- Under certain business conditions
- Based on user request patterns
Current Capabilities and Limitations
What's Supported
- Web-based AI agent implementation
- Full-screen booking modal
- Direct integration with scheduling platforms
- Custom triggering conditions
Platform Limitations
- UI triggering is currently web-only
- Must be configured through base prompt settings
Future Plans
Upcoming Cal.com OAuth 2.0 Integration
We're working on expanding the capabilities with:
- Text-based appointment scheduling
- Direct API integration with Cal.com
- Enhanced automation features
Custom Integration Options
For specialized needs:
- Custom API endpoints will be available
- Text-based appointment actions
- More flexible integration options