Skip to main content

​
Overview

SmartAlex integrates with your existing calendar so your AI agents can book appointments, check availability, and manage events during calls, no manual scheduling required.

​
Supported Calendars

​
Connecting Your Calendar

1

Open Calendar Hub

Navigate to Calendar in your dashboard.
2

Open settings

Click the Settings icon to open the Connected Calendars panel.
3

Add a calendar

Click your provider (Google, Outlook, or Calendly). A popup opens for you to sign in and authorize access.
4

Configure sync

After connecting, configure sync settings:
  • Sync direction: Two-way, inbound only, or outbound only
  • Calendar color: Pick a color for visual distinction
  • Visibility: Show or hide in calendar views

​
Calendar Hub

The Calendar Hub shows all your events in one view. Switch between view modes: Events are color-coded by type:

​
Giving Agents Calendar Access

To let your AI agents book and manage appointments:
1

Open Calendar Configuration

Go to Calendar and open the agent configuration page.
2

Select tasks

Choose what your agents can do:
  • Book Appointments, check availability and schedule new events
  • Change or Cancel Appointments, reschedule or cancel existing events
3

Select agents

Choose which agents get calendar access. Use search to filter, or select all.
4

Save

Click Finish. Selected agents can now manage calendar events during calls.
You must connect a calendar provider before agents can book appointments. Without a connected calendar, agents can only take messages.

​
How Agents Use Calendar

During a call, an agent with calendar access can:
  • Check availability: “Let me check what times are open this week…”
  • Book appointments: “I’ve scheduled you for Tuesday at 2pm.”
  • Reschedule: “I’ve moved your appointment to Thursday at 10am.”
  • Cancel: “Your appointment has been cancelled.”
The agent checks your real calendar in real-time, so it will never double-book.

​
Calendar Assistant

The Calendar Hub includes a built-in assistant you can interact with using voice or text:
  • Click the mic icon to speak naturally: “Schedule a meeting with Sarah at 3pm”
  • Or switch to text mode and type your request
  • The assistant confirms before making changes
  • Your calendar refreshes automatically after each action

​
Managing Calendars

​
Best Practices

  • Connect your main business calendar, the one where you already track appointments
  • Enable two-way sync, so appointments booked by AI appear in your calendar app
  • Set business hours, agents will only book within your available hours
  • Test with a real call, ask your agent to book an appointment and verify it appears on your calendar