Agent can now trigger appointments automatically

Samuel Su

Samuel Su

on June 30, 2025

Agent 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

  1. Create the appointment action in your AI actions
  2. Connect it to your preferred scheduling platform (Calendly or Cal.com)
  3. 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

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