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Enable your AI assistant to seamlessly schedule meetings and appointments using Cal.com integration. This powerful feature allows your AI to check availability and book meetings directly during calls.
Do not make any new fields required in your Cal.com event settings. The integration only supports default fields and the optional phone field. Adding required custom fields will cause the integration to fail.

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Prerequisites

Before setting up Cal.com integration, you’ll need:
  • A Cal.com account (either hosted or self-hosted)
  • An event type configured in Cal.com
  • An API key from Cal.com

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Setup Process

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1. Cal.com Configuration

  1. Sign up or log in to your Cal.com account
  2. Create a new event type specifically for AI assistant bookings
    • Give it a clear name like “Meeting with AI Assistant”
    • Configure duration, availability, and other settings
  3. Once created, note down the event ID from the URL
  4. Generate an API key:
    • Go to Cal.com settings
    • Navigate to Developer Settings
    • Create a new API key
    • Copy and securely store the API key

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2. Customer Contact Information

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Email Configuration

To send calendar invites to customers:
  1. Define email in your assistant’s input variables
  2. Pass the customer’s email as the email variable when creating the lead
  3. The system will automatically use this email for calendar invitations

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Phone Number in Calendar Events

To include the caller’s phone number in calendar events:
  1. Go to your event settings in Cal.com
  2. Click on “Add a question”
  3. Configure the field with these exact values:
    • Identifier: phone (this must be exact)
  4. Save your changes

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3. Adding Cal.com to Your Assistant

  1. In your AI assistant settings, locate the Tools section
  2. Add the Cal.com integration
  3. Configure the tool with:
    • Your Cal.com API key
    • The event type ID

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Best Practices

  • Create dedicated event types for AI bookings to track their usage
  • Set clear buffer times between meetings
  • Configure appropriate meeting durations
  • Use descriptive event names that make sense to your customers
  • Keep only default fields and the phone field optional
  • Always include customer email in lead creation for calendar invites

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Testing

After setup, we recommend:
  1. Making a test call to your AI assistant
  2. Requesting to schedule a meeting
  3. Verifying the booking appears in your Cal.com dashboard
  4. Checking that the phone number appears in the calendar event
  5. Verifying the customer receives the calendar invitation email
  6. Checking the confirmation emails are received

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Troubleshooting

If you encounter issues:
  • Verify your API key is active and has the correct permissions
  • Ensure the event type ID is correct
  • Check that your Cal.com availability is properly configured
  • Confirm no required custom fields are added
  • Verify the phone field identifier is exactly “phone”
  • Confirm the email variable is properly set in assistant settings
  • Check that customer email is being passed correctly in leads
  • Confirm your timezone settings are correct