This article outlines the steps to connect your calendar to an AI agent for seamless appointment booking.
Step 1: Access Integrations 0:12
Click on your profile picture.
Select 'Integrations' from the dropdown menu.
Step 2: Choose Calendar Connection 0:29
Navigate to 'Connections'.
Choose between Go-High Level or Cal.com calendars.
Step 3: Connect Go-High Level Calendar 1:09
Click 'Connect' for Go-High Level.
Follow the prompts to select your sub-account.
Sign up at Cal.com if you don't have an account.
Copy the API key from the Settings section.
Step 5: Create or Open an Agent 1:27
Go to the 'Agents' section.
Either create a new agent or open an existing one.
Step 6: Assign Calendars to Agent 2:00
Click on 'Calendar Booking'.
Click the '+' icon to connect calendars.
Step 7: Set Meeting Duration and Conditions 2:20
Select the calendar and set the meeting duration (e.g., 15 minutes).
Define conditions for the AI agent to know when to use each calendar.
Step 8: Add Additional Calendars (if needed) 3:03
Click 'Add' to include more calendars.
Set conditions for each additional calendar.
Step 9: Finalize Setup 3:28
Ensure all conditions are clear and distinct.
Save your settings.
Cautionary Notes
Ensure that the conditions for calendar usage are not similar to avoid confusion.
Always double-check the API key and connection settings to prevent errors.
Tips for Efficiency
Regularly review and update calendar connections as needed.
Utilize clear naming conventions for calendars to simplify management.