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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

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

ProviderSync DirectionFeatures
Google CalendarTwo-wayRead events, check availability, create/update/cancel events
Outlook CalendarTwo-wayRead events, check availability, create/update/cancel events
CalendlyInbound onlyImport Calendly events into SmartAlex

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:
ViewDescription
Week7-day grid with hourly time slots
MonthTraditional monthly calendar
DaySingle-day detailed view
AgendaScrollable list of upcoming events
Events are color-coded by type:
Event TypeColorDescription
AI MeetingBlueScheduled by your AI agent
Scheduled CallGreenOutbound call scheduled
CallbackAmberCustomer callback request
Property ViewingTealReal estate viewing appointment
External EventGraySynced from external calendar
Blocked TimeGrayTime marked as unavailable

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

ActionHow
Sync nowClick Sync Now to manually refresh events
Change colorClick the color swatch next to a calendar
Toggle visibilityHide a calendar from views without disconnecting
Pause syncToggle sync off to stop updates temporarily
DisconnectClick Remove — revokes access and stops syncing

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