Thunai Chat Agents – Google Calendar Workflow Integration Guide

Key Features

• Schedule meetings efficiently, especially for sales-related purposes.
• Restrict the purpose of meetings based on predefined instructions.
• Allow agents to book meetings even if a time slot is already occupied.

Workflow Integration for Chat Agents

Step 1: Enable Workflow in Google Calendar

1. Navigate to the Application section.

2. Locate and open the Google Calendar app.

   Enable the following toggles:

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

Step 2: Create a Chat Agent

1. Go to the Chat Agents menu.
2. Click Create Chat Agent.
3. Fill in all the required fields according to your requirements.
4. Click Save to create the chat agent.

Step 3: Configure Workflow for the Chat Agent

1. Open the chat agent you just created.
2. Go to the Workflow section.
3. From the Application dropdown, select Google Calendar.
4. Choose the Google Calendar accounts where meetings should be scheduled.
5. Click Save to apply the configuration.

Step 4: Allow Double Booking (Optional)

To let the agent schedule a meeting even when a slot is already booked:

• Enable the option: Allow the agent to book an appointment even if the time slot is already occupied.
• This is useful for priority meetings or when flexible scheduling is required.

Step 5: Restrict Meeting Purpose

• You can restrict the type or purpose of meetings the chat agent is allowed to schedule.
• Set specific instructions or categories to control what types of meetings can be booked.

Step 6: Verify Integration

• After completing the setup, ensure that:
  • The chat agent is able to schedule meetings in the linked Google Calendar account.
  • Booked meetings appear correctly in the respective calendar.