The Salesmsg Booking Agent makes it easy to automate one of the most important steps in your sales process, scheduling meetings. Built on our AI Agent framework, this tool integrates directly with Calendly to manage the full booking workflow for you, saving time and reducing manual work.

With this feature you have the added benefits of:

The Booking Agent includes:

The AI Agent will connect to Calendly and get a meeting link. User needs to select an “event” from Calendly for Agent to be able to complete the booking.

As soon as webhook for booking a meeting is received System generates fake inbound message detailing what time and what data was inputed during the booking. That way you’ll see exactly when a meeting was scheduled—right in the contact's conversation thread.

Step 1: Start the AI Booking Agent and Name Your Agent

Start by giving your Booking Agent a clear, descriptive name. This helps you stay organized, especially if you're creating multiple agents for different use cases, regions, or team members.

Step 2: Connect to Calendly

Next, you’ll connect your Calendly account to Salesmsg. This step is required for the Booking Agent to function. After authenticating Calendly, you’ll select a specific Calendly event This event is what the Agent will use when offering scheduling options to contacts.

Step 3: Customize the Agent’s Behavior
Now it’s time to fine-tune the Agent’s messaging and logic. You can choose between using a fixed, static welcome message or letting AI dynamically generate a more natural opening message. You also have the option to add enrollment criteria so the Agent only engages contacts that meet specific conditions.

Step 4: Review and Launch
Once everything is configured, you’ll review your settings and run a test. Salesmsg allows you to simulate an interaction with the Agent so you can preview the conversation flow and ensure the logic works as expected. After confirming the Agent’s behavior, you can publish it.

Does the Booking Agent work with any calendar tool?

No. The Booking Agent currently supports Calendly only.

What happens after a meeting is booked?

Salesmsg receives a webhook from Calendly, then logs a system message inside the conversation with the meeting time and form data.

Can I map the booking data to fields in my CRM?

Coming soon! You’ll soon be able to map Calendly form responses directly into Salesmsg contact fields and sync them with your CRM.

Do I need to be the same user in Calendly and Salesmsg?

Yes. To track meetings properly, each Salesmsg user must be linked to their own Calendly user account.

Can I use this for reminders or follow-ups?

Absolutely. You can set the Agent to re-engage stale leads with follow-up messaging to encourage them to book a meeting.

Will the Agent work without a Calendly connection?

No. Without selecting a Calendly event, the Agent cannot complete the booking process.

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