Thunai Voice Agents – Google Calendar Workflow Integration Guide

Key Features

• Schedule meetings efficiently, streamlining the sales and support process.
• Restrict the purpose of meetings as per predefined instructions or user roles.
• Allow meeting bookings even if a time slot is already occupied.

Workflow Integration for Voice Agents

Step 1: Enable Workflow in Google Calendar

1. Navigate to the Applications section of your Thunai dashboard.

2. Locate and open the Google Calendar integration.

   Enable the following toggles:

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

Step 2: Create a Voice Agent

1. Go to the Voice Agents section.
2. Click on Create Voice Agent.
3. Fill in all the required fields based on your specific use case (e.g., support, sales, demo).
4. Click Save to create the agent.

Step 3: Configure Workflow for the Voice Agent

1. Open the Voice Agent you just created.
2. Navigate to the Workflow tab.
3. From the Application dropdown, select Google Calendar.
4. Choose the specific Google Calendar account(s) where meetings should be scheduled.
5. Click Save to apply the workflow configuration.

Step 4: Allow Overlapping Booking (Optional)

• Enable the setting “Allow booking even if a time slot is already booked” to permit scheduling in already-occupied time slots.
• This is useful for internal overlapping meetings, multiple presenters, or queue-based scheduling systems.

Step 5: Restrict Meeting Purpose

• You can define or restrict the purpose of meetings using predefined tags, scripts, or agent instructions.
• This ensures that meetings are booked only for appropriate and approved reasons, avoiding misuse of the booking system.

Step 6: Verify the Integration

• Test the voice agent by initiating a scheduling request.
• Ensure that the booked meeting is accurately reflected in the linked Google Calendar account.
• Verify time, purpose, and any overlapping rules as per your configuration.