OneCloud AI Agent | Calendly Configuration

OneCloud AI Agent | Calendly Configuration

OneCloud AI Agent | Calendly Configuration

Info
Easily schedule time with your AI-Agent through our Calendly Integration. Share a personalized link that allows others to book meetings with you directly, making scheduling fast, simple, and hassle-free.

📋 Setup Steps

  1. Login to your OneCloud Portal
    🔗 https://myonecloud.com/portal/home
  2. Select AI Agent

  3. Navigate to your AI Agent and select the pencil icon
    Edit AI Agent
  4. From the left-hand menu, select Actions under Advanced
    Navigate to Actions
  5. Select Enable on Calendly
    Enable Calendly
  6. Login and authenticate using your Calendly credentials
    Calendly login
  7. Close the pop-up after successfully authenticating 
    Close popup
  8. In the Actions menu, select Enable to activate Calendly for your AI Agent
    Enable Calendly integration

⚙️ Configuring Calendly After Activation

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📅 Managing Calendars

How to add or remove calendars:

  1. Navigate to your AI Agent's Actions
  2. Under the Calendly Integration, select the pencil icon
  3. Use the checkbox to enable/disable calendar access
  4. To prompt the AI Agent to schedule a meeting, enter activation keywords (separated by commas).
    Add keywords
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💡 Pro Tip

Keyword Configuration:

Use specific keywords to help the AI Agent identify when to offer Calendly scheduling.

Example: "AI Agent Sales, UCaaS"

The AI Agent will recognize these terms in conversations and automatically offer the appropriate calendar booking link.


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