Supported Calendar Providers
Cal.com
Full native integration. The AI agent checks real-time availability via the Cal.com API, proposes specific time slots in the conversation, and creates confirmed bookings automatically. No manual steps required from the visitor.
Calendly
Link-based. Add your Calendly URL as a widget CTA. When a visitor clicks the button, Calendly opens in an embedded iframe inside the chat widget — no redirect to an external page.
Connect Cal.com
1
Open the Cal.com integration
In your dashboard, go to Integrations → Cal.com and click Connect Cal.com Account.
2
Authorize with Cal.com
You are redirected to Cal.com to authorize access. Complete the OAuth flow with your Cal.com credentials.
OAuth requires a work email on your Cal.com account (not a Gmail or Hotmail address). If you use a personal email, use the API Key method instead — paste your key from app.cal.com → Settings → Developer → API Keys.
3
Select your event type
After connecting, choose the Cal.com event type to use for demo bookings — for example, 30-min Demo. ClientX fetches your available event types automatically.
4
Save
Click Save. The Cal.com integration is now active and your AI agent can start booking meetings.
How Booking Works in the Widget
Once Cal.com is connected, meeting bookings happen entirely inside the chat conversation:1
Visitor requests a meeting
A visitor types something like “Can we hop on a call?” or “I’d like to book a demo for Thursday morning.”
2
Agent checks availability
The AI agent queries the Cal.com API in real time to find open slots that match the visitor’s request.
3
Agent proposes a time
The agent responds with a specific available time slot and asks the visitor to confirm.
4
Booking confirmed
The visitor confirms → ClientX creates the booking via Cal.com and a confirmation email is sent automatically to both parties.
Use Calendly (Link-Based)
If you prefer Calendly, you can embed your scheduling link as a widget CTA button. The booking flow opens inside the widget rather than redirecting visitors to an external page.1
Open widget settings
In your dashboard, go to Settings → Widget → CTAs.
2
Add a Calendly CTA
Add a new CTA with the type set to embed and paste your Calendly scheduling URL (e.g.,
https://calendly.com/yourname/30min).3
Save and publish
Save your widget settings. When visitors click the CTA button, your Calendly page opens in an iframe inside the chat widget — no page navigation required.