Thunai Voice Agents – Calendly Workflow Integration Guide

Key Features

• Efficiently schedules meetings, ideal for sales workflows.
• Restricts meeting purposes based on predefined instructions.
• Allows agents to book meetings even during already scheduled time slots.

Workflow Integration Steps

Step 1: Enable Workflow in Calendly

1. Navigate to the Applications section.

2. Locate and open the Calendly app.

   Enable the following toggles:

   • Enable Calendly Read
   • Enable Calendly Create
3. Click Save to apply the changes.

Step 2: Create a Voice Agent

1. Go to the Voice Agents menu.
2. Click Create Voice Agent.
3. Fill in all mandatory fields as per your requirements.
4. Click Save to create the voice agent.

Step 3: Configure Workflow for the Voice Agent

1. Open the Voice Agent you created.
2. Navigate to the Workflow section.
3. From the Application dropdown, select Calendly.
4. Choose the Calendly accounts where meetings can be scheduled.
5. Click Save to apply the settings.

Step 4: Advanced Scheduling Option

To allow the agent to book appointments even when a time slot is already booked:

• Enable the setting: Allow the agent to book an appointment even if the time slot is already scheduled.

Step 5: Restrict Meeting Purpose (Optional)

• Configure restrictions to ensure that meetings are booked only for allowed purposes, as per organizational instructions.

Step 6: Verify Integration

• After completing the setup, the voice agent can handle meeting bookings using the configured Calendly account.

  Verify that:

  • Meetings are being successfully created in Calendly.
  • Restrictions and duplicate bookings are working as expected.