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Connect Calendly to let agents check scheduling availability, retrieve event types, and manage bookings.

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Setup

  1. Tools → Calendly → Connect
  2. Authenticate with Calendly
  3. Authorize access to your event types and scheduled events

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Available actions

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Example use cases

Sales assistant: After a lead qualifies, shares the relevant Calendly link (discovery call, demo) based on the lead’s profile and stated needs. Scheduling summarizer: At the start of each week, retrieves all booked events and creates a briefing document with attendee context for each meeting.