Calendar module

The Calendar module lets your chatbot check availability and create bookings through connected calendars (powered by Nylas). Purchase it from the user menu under Modules, then configure it per chatbot.

Where to work with calendar

Task	Location
View bookings	Automation > Calendar tab
Connect accounts and set policy	Calendar settings (/dashboard/agents/{id}/settings/calendar) — link from the Calendar tab
Purchase or cancel module	User menu > Modules

Setup flow

1. Purchase the Calendar module from Modules if it is not already on your subscription.
2. Open Automation > Calendar for the chatbot that should book meetings.
3. If calendar is not fully set up, follow the banner to connect a Nylas account.
4. Open Calendar settings to pick a default calendar, timezone, working hours, and booking defaults.

Connecting a calendar

Use Connect in calendar settings to start the Nylas OAuth flow. After authorization, select which calendar identities are bookable and which calendar receives new events.

Team members with canManageOwnCalendar may connect their own identity without full admin rights. Admins can configure shared calendars and team-wide policy.

Calendar settings

Key options in Calendar settings:

• Default calendar — Which calendar receives new bookings.
• Timezone — Used for availability and event times.
• Default duration — Typical meeting length in minutes.
• Title template and location — Defaults for created events.
• Working hours — When the assistant should offer availability.
• Participant policy — Whether to auto-invite participants.
• Booking mode — Shared-only, team-optional, or team-only scheduling policies.
• Team member access — Which team members may use which calendar identities.

Save changes after editing. Disconnecting removes the Nylas link for the selected identity on that chatbot.

Bookings view

The Automation > Calendar tab lists bookings created by the chatbot's calendar integration. Use Calendar settings from this page when you need to adjust connection or policy.

Permissions and navigation

Calendar access affects sidebar visibility:

• Team members with canManageOwnCalendar may see Analytics, Widget, and Automation (for the Calendar tab) even when they are not full admins.
• Full calendar policy management requires owner or admin access on that chatbot.

Troubleshooting

• Connect failed — Confirm Nylas credentials are configured in your environment (administrator task) and retry OAuth.
• No availability — Check working hours, timezone, and that the default calendar is selected.
• Tab missing — Confirm the Calendar module is purchased and still active on your subscription.