Connect Altegio to your AI Employee to let customers check availability, book appointments, reschedule or cancel them, and look up existing appointments — all through a phone or chat conversation, directly in the business's Altegio account. Altegio is an appointment-booking and business-management platform for salons, clinics, studios, and other appointment-driven businesses.
Before you begin
An active Altegio account with services and staff configured.
Your Altegio Partner Token and Application ID (from the Altegio marketplace / Developer Hub).
An Altegio User Token — required only if you want CRM appointment lookup and rescheduling.
Access to the Builder with publish permissions.
Add a project
Add the Altegio integration module to the customer's Builder. Follow the steps in Create a new project using these values:
Field | Value |
|
|
|
|
|
|
|
|
Ensure Auto update enabled is on, then click Create. Once created, click the three dots next to the project and select Force Update Project to pull the latest module version.
Configure the Altegio integration in the Builder
In the Builder, go to Attributes (or Settings > Module - AltegioIntegration), enable Show Hidden, and set the following. Click Save after each.
Required attributes
Attribute | Description |
| Partner authorization for the public Online Booking and B2B APIs. |
| Numeric marketplace application ID, used to discover locations. |
| The target Altegio location. Select from the dropdown after the Partner Token and Application ID are set. |
| User authorization for CRM lookup and reschedule. Optional overall, but required for those two features. |
Optional attributes
Attribute | Description | Default |
| Enable availability checking. |
|
| Enable appointment booking. |
|
| Enable appointment cancellation. |
|
| Enable rescheduling. |
|
| Enable CRM lookup of existing appointments by phone number. |
|
| How many days of existing appointments to search. |
|
| Auto-add the default Altegio scenarios and intents on publish. |
|
Click Publish All. On publish, Newo creates and starts the
altegio_connector, loads the business's services and staff, and (when enabled) adds the default scenarios.
What the AI Employee can do
Once configured, the AI Employee can handle the following during a conversation:
Load services and staff — pulls the business's Altegio services and staff into the agent's context.
Check availability — checks live availability by service, staff member, and date.
Book appointments — creates public Online Booking appointments.
Cancel appointments — cancels appointments the AI Employee created.
Reschedule appointments — moves an AI-created appointment to a new slot, with validation.
Look up existing appointments — finds a caller's existing CRM appointments by phone number.
🗒️ NOTE
CRM appointment lookup and rescheduling require altegio_user_token. Without it, the AI Employee can still check availability, book, and cancel, but cannot look up a caller's existing appointments or reschedule them.
Test the integration
After publishing, verify each capability through the Newo conversation interface:
Services and availability — ask about a service and confirm the AI Employee offers real Altegio slots for the correct staff member.
Booking — complete a booking and verify the appointment appears in Altegio.
Existing appointment lookup — call from a number tied to an existing appointment and confirm the AI Employee surfaces it (requires
altegio_user_token).Reschedule — request a new time and verify the appointment moves in Altegio (requires
altegio_user_token).Cancellation — cancel an AI-created appointment and confirm it is removed in Altegio.
Limitations
Cancellation and rescheduling apply to appointments the AI Employee created.
CRM lookup and reschedule require a valid
altegio_user_token.One Altegio location per Newo project. For multiple locations, create separate projects.