What it does
- Availability checks — Agents see your real-time Cal.com availability
- Meeting booking — Book meetings directly through Cal.com during calls
- Rescheduling — Move existing bookings to a new time
- Cancellation — Cancel a booking on request
- Event types — Agents can reference your different meeting types
- Team event types — Round-robin and other team events show up alongside your personal ones
Personal and team event types
Nedzo lists both your own event types and the ones belonging to teams you are a member of. Team events are labelled as such, so a round robin shared with your sales team is easy to tell apart from a one-to-one you own. Pick either kind when you set up an agent or a workflow calendar action. Booking a team event follows that team’s own assignment rules in Cal.com, so a round robin still rotates across its members.How to connect
- Go to Settings > Integrations in your dashboard
- Find Cal.com and click Connect
- Sign in with your Cal.com account and authorize access
- You’ll be redirected back to the dashboard once connected
Using with agents
Once connected, enable calendar actions on any agent:- Go to your agent’s settings
- Under Calendar, select your Cal.com connection
- The agent can now check availability and book meetings during calls
Picking a calendar
When you open the Calendar dropdown in a procedure’s Book a meeting action, your event types are grouped under two headings:- Personal — event types you own
- Team — event types your team hosts and you have access to
Using in workflows
Add a Calendar Action node to any workflow to:- Check availability for a time range
- Fetch available booking slots
- Schedule or reschedule meetings
Permissions
Nedzo requests the following Cal.com permissions:- Read event types — To list the meeting types an agent can book
- Read availability — To find open slots before booking
- Read and write bookings — To create, reschedule, and cancel appointments
- Read teams and team event types — To offer your team calendars, such as round-robin and collective meetings
Disconnecting
- Go to Settings > Integrations
- Click Disconnect on the Cal.com card
