Setting Up a Calendar

This guide explains how to set up a new calendar to manage your AI agent's availability and schedule appointments.

Key Features

  • Customizable Availability: Define your agent's available time slots for each day of the week.
  • Special Dates: Set specific dates for overriding regular availability (e.g., holidays, special events).
  • Event Duration: Control the length of appointments.
  • Timezone Settings: Configure the calendar's timezone to match your location.
  • Cancellation and Modification Rules: Define how far in advance appointments can be cancelled or modified.

Creating a New Calendar

Basic Information

  1. Calendar Name: Enter a descriptive name for your calendar (e.g., "Main Schedule," "Appointments").
  2. Description (Optional): Provide a brief description of the calendar's purpose.

Timezone Settings

  1. Timezone: Select your preferred timezone from the dropdown menu. The calendar will display and manage events based on this timezone.

Availability Settings

  1. Date Range: Choose how far into the future the calendar's availability should extend:
    • Number of Days: Specify a number of calendar or working days into the future.
    • Date Range: Select a specific start and end date for the calendar's availability.
    • Indefinitely: The calendar's availability will extend indefinitely into the future.

Event Duration

  1. Duration: Choose a predefined event duration (15, 30, 45, or 60 minutes) or select "Custom" to specify a custom duration in hours and minutes.

Available Time Slots

  1. Add Time Block: For each day of the week, click "+ Add Time Block" to define available time slots.
  2. Set Time Range: Enter the start and end times for each time block.
  3. Remove Time Block: Click "Remove" to delete a time block.

Special Dates

  1. Override Dates: Use the date picker to select specific dates where you want to override the regular availability settings. This is useful for holidays, special events, or other exceptions.

Cancellation & Modification Rules

  1. Cancellation Block Days: Specify the number of days in advance that cancellations are blocked.
  2. Modification Block Days: Specify the number of days in advance that modifications are blocked.

Saving Your Calendar

Click "Create Calendar" to save your settings and create the new calendar. Click "Cancel" to return to the Agents page without saving.