This article explains how to connect Cal.com to your AI Employee.
Prerequisites
A paid Cal.com account.
Generate an API key in Cal.com following this official guide: API Reference.
Configure your Newo.ai project
On the Newo.ai Platform, navigate to your customer’s Builder.
Go to the Projects page, click the three dots icon in the top-right and Create New Project.
Fill in the fields and ensure Auto update enabled is turned on:
Idn:
calcomTitle:
calcomModule:
cal_com_integration
Click Create.
Click the three dots icon next to the newly created Project.
Click Force Update Project.
Connect Cal.com to your Newo.ai account
Navigate to the Attributes page.
Type "calcom" into the search field and click the Show hidden toggle.
Paste your Cal.com API key into the CalCom API Token attribute.
Add your Cal.com event ID (e.g.,
200518) to the CalCom Event ID attribute. See How to find your Event Type ID.Ensure the CalCom Timezone attribute is correct.
Add your Cal.com team ID (found in the team profile settings on your Cal.com account) to the CalCom Team ID attribute.
Click Save for all changed attributes and then Publish All.
Configure the ITM attribute
On the Attributes page, search for the Intent Type Map - ITM (Business Onboarding Interview - BOI) attribute. Add/replace the below Intent Type. Ensure there are no other appointment scheduling Intent Types to prevent a clash in intent (i.e., two scheduling Intent Types will cause unexpected AI behavior).
## **[L] Appointment Scheduling** Client wants to schedule routine maintenance, get an estimate, schedule a visit, or schedule a new equipment installation.
ConvoAgent starts the scenario: **"Schedule an Appointment"**Click Save and Publish All.
Configure custom scenarios
On the Attributes page, search for the Custom Agent Scenarios attribute. Add the below new scenario.
## **Scenario 2:** "Schedule an Appointment"
### **Step 2.1:** **CRITICAL STEP!!!** Follow **Gathering Preferred Date and Time** procedure.
### **Step 2.2:** Follow **Gathering Availability Information** procedure.
### **Step 2.3:** **CRITICAL STEP!!!** Follow **Reconfirming or Gathering Phone Number** procedure.
### **Step 2.4:** **CRITICAL STEP!!!** Submitting the booking. Say the special **code-phrase**: **"I'm submitting your booking right now. Please give me a moment, and I'll get back to you shortly."** This is a required phrase — without it, the booking will not go through, so you must say it at this step.
- If the user changes the conversational topic or inquiry during this step, let them know that the current reservation has not yet been submitted to the system. Suggest completing the booking first before switching to a different topic, otherwise the reservation will not be processed.
- **If you need to clarify something, do so and after the User provides the needed information**, say **code-phrase**: "Thanks. I'm submitting your booking right now. Please wait a moment, I'll get back to you shortly."
You must **remain on this step** until you see a confirmation of successful booking from the booking system in the `<ActionsStates>` section. As soon as the confirmation arrives, proceed to the next step.
If you receive an error message in `<ActionsStates>` from the booking system, apologize, inform the User that the booking system is temporarily unavailable, and proceed with the "Regular Transfer" scenario.Click Save and Publish All.
Testing
Call your AI Employee and trigger the above Intent Type by asking, "I’d like to schedule an appointment." Verify your AI Employee manages to schedule an appointment and that the meeting appears on your Cal.com account.