Docs/Bookings & Calendar

Channels

Bookings & Calendar

Let agents check real availability and book appointments directly into Google Calendar or Microsoft Outlook — with zero manual steps.

Connecting Google Calendar

  1. 1Go to Settings → Integrations → Google Calendar
  2. 2Click "Connect Google Account" — a Google OAuth popup opens
  3. 3Select the Google account that owns the calendar you want to use
  4. 4Grant the requested permissions (read availability + write events)
  5. 5The calendar appears in your integrations list with status "Connected"
  6. 6In your Agent settings, enable "Calendar Booking" and select this calendar

You can connect multiple Google accounts and multiple calendars. Each agent can be assigned a different calendar.

Connecting Microsoft Outlook

The flow is identical to Google Calendar. Go to Settings → Integrations → Microsoft Outlook and click "Connect Microsoft Account." You'll be redirected through Microsoft's OAuth flow.

For Microsoft 365 tenants with conditional access policies, you may need an IT admin to pre-approve the Talknex Azure AD app. Contact support for the App ID.

How the booking tool works

The book_appointment tool is automatically enabled when a calendar is connected. Here's the full flow:

1

Caller requests appointment

"Can I schedule a call for Tuesday afternoon?"

2

Agent checks availability

Calls the calendar API to fetch free/busy slots for the requested time range.

3

Agent proposes times

"I have 2:15pm or 3:45pm on Tuesday. Which works better?"

4

Caller confirms

"3:45 please."

5

Agent books and confirms

Creates a calendar event with the caller's details. Reads back the confirmation number.

6

Confirmation sent

An email and/or SMS confirmation is sent to the caller's contact info (if provided).

Booking configuration

Slot duration

Length of each appointment slot (15 / 30 / 60 min). Default 30 min.

Buffer time

Gap between consecutive bookings. Default 0 min.

Advance notice

Minimum lead time before a booking can be made. Default 1 hour.

Max daily bookings

Cap on appointments per day. Prevents overbooking. Default: unlimited.

Booking window

How far in advance callers can book. Default 30 days.

Confirmation email template

Customize the email sent to attendees. Supports {{name}}, {{date}}, {{time}} variables.

Required caller information

The agent must collect these fields before calling book_appointment. If any are missing or invalid, the tool call is rejected with a clear error.

name

Non-empty string, not a generic placeholder like "John Doe"

email

Valid email format (RFC 5322)

phone

Minimum 7 digits (international formats accepted)

date

Future date in YYYY-MM-DD format

time

Valid HH:MM format, within business hours

Bookings & Calendar — Talknex Docs