Calendar Appointment

Use Calendar Appointment to let an agent check availability and book appointments during a conversation. Connect the Google account whose primary calendar should receive those bookings. This is useful for consultations, product demonstrations, business visits, and scheduled callbacks.

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Before you connect

• Select the agent that should handle appointment requests.
• Have access to the intended business Google account.
• Confirm the agent’s time zone in Agent Settings.
• Review Knowledge Base → Business Information → Working hours.
• Make sure your account has permission to edit the agent.

Working days and opening hours come from Business Information. The Calendar Appointment form controls the appointment length, how far ahead people can book, and how much notice is required.

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Connect Google Calendar

1. Open AI Voice Agents and select your agent.
2. Choose Calendar Appointment.
3. Select Connect Google Calendar.
4. Sign in to the business Google account you want to use.
5. Review and approve the requested calendar access.
6. Return to Valuez and confirm the calendar-connected message.
7. Check the selected agent before changing appointment settings.

If you cancel Google sign-in, the connection is not completed. You can return to the agent and try again.

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Set appointment rules

After connecting, configure the following fields and select Save. Use whole numbers. For example, a duration of 30, booking window of 60, and minimum notice of 120 means appointments last 30 minutes, can be booked up to 60 days ahead, and require two hours of notice. The values in the screenshot are examples. Choose values that match your team’s actual availability.

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Set working hours and time zone

1. Open Knowledge Base → Business Information for the agent.
2. Review the working hours for each day, including closed days.
3. Save the business information.
4. Return to Agent Settings and verify the time zone.
5. Test an appointment on an open day and a closed day.

Calendar availability combines your working hours, appointment rules, and existing busy events. Keep these settings accurate before allowing customers to book.

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What happens during a booking

A typical conversation follows this sequence:

1. The customer asks for an appointment or agrees to schedule one.
2. The agent asks which day suits them.
3. The agent checks available times.
4. The customer chooses a time.
5. The agent collects the required contact details.
6. The appointment is created in the connected calendar.
7. The agent confirms the booking after it succeeds.

Existing busy periods are checked when offering times and again before creating the appointment. If the chosen time is no longer available, the agent should offer an alternative. The agent may already know a caller’s phone number. In other conversations, it may need to ask for contact details.

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Test before customer use

Run a clearly identified test booking through Test Agent or your configured conversation channel.

• Ask for a specific day and choose an offered time.
• Confirm the agent reports a successful booking.
• Open the connected Google Calendar and check the event.
• Verify the date, start time, duration, and contact details.
• Try a busy time, a closed day, and a time inside the minimum-notice period.
• Remove the test event from Google Calendar when you finish.

A spoken confirmation alone is not enough for your first setup check: verify that the event actually exists in the correct calendar.

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Reconnect or disconnect

If Valuez reports that the calendar connection needs attention, select Reconnect Google Calendar and complete Google sign-in again. To stop bookings, select Disconnect and confirm. The agent will stop checking calendar availability and creating appointments through that connection. Existing Google Calendar events remain.

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Troubleshooting