Cal.com

Overview of Cal.com
Cal.com is a scheduling platform designed to simplify meeting scheduling for individuals and teams. It supports features such as individual, round-robin, and collective scheduling. To get started, you'll need to create a Cal.com account and configure it to work with Taalk.ai.

Step 1: Set Up Your Cal.com Account

1. Create a Cal.com Account

   • Sign up at Cal.com.
   • Free for Individuals: Use Cal for personal scheduling at no cost.
   • Teams Plan: $15/user/month, required for team-based features like round-robin and collective scheduling.

2. Connect Your Calendar(s)

   • Sync your Google, Outlook, or other calendar to enable Cal.com to manage your availability.

3. Set Your Availability

   • Define your working hours and other availability preferences within Cal.com.

4. Create and Configure Custom Event Types

   • Set up a custom Event Type to define the structure and details of scheduling events.
     • For team events, Cal.com automatically handles team availability checks.
   • Attach Your Availability: Ensure your availability is correctly linked to the Event Type.
   • Verify Availability: Use the Cal.com link to confirm that available slots are visible before proceeding to integrate with Taalk.ai. This step simplifies debugging any scheduling issues later.
   • Note the Event Type ID, as it will be used in Taalk.ai configuration.

5. Take Note of Team ID (if applicable)

   • If using team scheduling features, record your Team ID for later use.

6. Generate an API Key for Taalk.ai Integration

   • Navigate to Cal.com API Keys and create an API key.
   • This API key will authenticate the integration with Taalk.ai.

Step 2: Configure Taalk.ai for Cal.com Integration

1. Add the Cal Scheduling Integration Plugin

   • Go to the Cal Scheduling Integration Plugin page.
   • Configure the following settings:
     • Authentication Header: Use Bearer CAL_API_KEY (replace CAL_API_KEY with the API key from Cal.com).
     • Triggers: Define the scheduling triggers:
       • eventTypeId: Specify the Event Type ID from Cal.com.
       • teamId: (Optional) Provide the Team ID for team events.
       • days: Define the range for availability checks (e.g., 7 for the next 7 days).

2. Add the Cal Scheduling Agent

   • Go to the Cal Scheduling Agent page.
   • Configure the following settings:
     • Post-Call Automation:
       • eventTypeId: Specify the Event Type ID.
       • teamId: (Optional) Provide the Team ID for team events.
       • Webhook Authorization Header: Provide the necessary credentials for post-call automation.

Key Details for Configuration

• Event Type ID: Uniquely identifies the event type in Cal.com. Needed for both the integration plugin and scheduling agent.
• Team ID: Required only for team-based scheduling features.
• API Key: Authenticates the communication between Taalk.ai and Cal.com.
• Days Parameter: Defines the number of future days for which availability is checked.

Contact Data to provide:

Ideal scenario, the email and timezone are provided with contact, example:

{
  "Taalk_email": "toma@taalk.ai",
  "Taalk_callee_timezone": "America/New_York",
}

Additional Resources

• Cal.com Help Center
• Taalk.ai Knowledge Base

By completing the setup above, your Taalk.ai agents will be able to interact with Cal.com for seamless scheduling, offering an improved user experience. For further assistance, please reach out to our support team.