By connecting Calendly as an action, your agent can handle scheduling directly in the conversation - checking availability, booking appointments, and confirming details with the user, all in real time.

In this article, you'll learn:

• What your agent can do with Calendly as an action  
• How to connect Calendly
• How to configure the action trigger and response

What Your Agent Can Do

Once connected, your agent can use Calendly to:

• Check availability for a meeting or call
• Create or book an appointment on behalf of the user
• Confirm booking details and share a calendar link in the conversation

Example: A user says "I'd like to book a demo" — your agent checks available slots and books the meeting without the user ever leaving the chat.

How to Connect Calendly

1. Go to the Actions tab.
2. Click + Create Action.
3. In the Create an Action modal, find Calendly under the Integrations section.
4. Click Calendly.
5. Log in to your Calendly account when prompted and authorize Outlearn.
6. Once connected, configure the action:
   • Trigger: Write instructions for when this action should run.
   • Response Handling: Choose how the agent presents the result — a card works well for showing available time slots or booking confirmations.
   • Settings: Name the action, choose which channels it runs on, and set a trigger limitation.
7. Click Create Action.

Writing a Good Trigger

"Use when the user asks to book a meeting, schedule a demo, set up a call, or check availability."

Cover all the ways a user might phrase a scheduling request. For more guidance, see How Actions Are Triggered During a Conversation.

Best Practices

• Use Card as the response format - it's the clearest way to display available times or a booking confirmation.
• Set a Trigger Limitation of 1–2 per session to prevent the booking flow from repeating unnecessarily.
• Test with the Preview panel by sending scheduling requests in different phrasings to confirm the trigger fires reliably.