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Scheduling & Communication

SIMBA + Calendly

Book meetings on callers' behalf using your Calendly link.

Calendly API docs

Give your agent a Calendly link and it walks callers through scheduling a meeting, collects required fields, and confirms the booking — all on the call.

What agents can do

  • List available time slots
  • Create single-use scheduling links
  • Cancel and reschedule

Common workflows

Demo booking

Inbound qualified lead → agent surfaces the next three open slots → caller picks → invite sent.

Setup

  1. 1
    Generate a Personal Access Token in Calendly.
  2. 2
    Add the Calendly integration in SIMBA.
  3. 3
    Wire the calendly_getSlots and calendly_book tools.

Frequently asked questions

Does this work with round-robin events?

Yes. The agent books using your Calendly logic, including round-robin assignment.

Connect Calendly in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Calendly during conversations.

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