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Connect calendar and appointments

Support agent

What you'll achieve​

The agent can book appointments with customers within the team's availability.

Before you start​

  • Calendar module active.
  • Permission calendar.update.

Step by step​

  1. Open Settings → Calendar.
  2. In Workspace calendar, click Connect on Google Calendar or Outlook Calendar and complete the consent.
  3. Ask each person who handles customers (with assignment rules) to connect their calendar in My account → Your personal calendar.
  4. In Context, check that Appointment scheduling is listed under Agent tools.
note

The workspace calendar connection uses the Google or Outlook OAuth credentials from the vault, which currently show as Coming soon. If the Connect button doesn't complete the connection, ask Growtek for help through support.

How to verify it worked​

  • The provider shows Connected.
  • In the assistant, Calendar is ready.
  • Ask the agent for an appointment over a test channel and confirm it appears in Calendar with the AI icon.