Connect Google Calendar

Connect a Google Calendar so your assistant can check availability and book, move, and cancel appointments.

Connect a Google Calendar so the assistant can offer open times and book appointments for the customers it talks to. An organization administrator connects the calendar.

What the assistant does

  • Checks which times are free on the calendar you chose.
  • Offers times only inside the agent's working hours.
  • Books an appointment after the customer confirms a time.
  • Moves or cancels an appointment it booked for that customer.

Connect a calendar

Open Integrations in your organization's dashboard sidebar and locate the Google Calendar card.

  1. Choose Connect on the Google Calendar card.
  2. Continue to Google and approve access to your calendar. Samva asks Google only when you connect a calendar, never when you sign in, for calendar.events.owned (events on calendars you own) and calendar.freebusy (view your availability). A connection that already granted calendar.events keeps the booking tools without reconnecting.
  3. Return to Samva. The Google Calendar integration page confirms the connection and lists the account. Choose Add calendar to connect another one.

Connecting a Google account installs the Google Calendar integration for it. The integration's Calendar setting chooses which calendar the assistant reads and writes.

To let an agent use it, open the agent's Tools section and switch on Let this agent use it for Google Calendar. The agent's Tools section starts the same connection flow. Through the API, add a grant for the integration to the agent's integrations and publish. See What an agent may use from an integration.

Tools

ToolAccessDefault decisionWhat it does
Check availabilityReadsRunsLooks up free times on the calendar
Book appointmentsMakes changesAutoCreates an event for a time the customer confirmed
Reschedule appointmentsMakes changesAutoMoves an appointment the agent booked for that customer
Cancel appointmentsMakes changesAutoCancels an appointment the agent booked for that customer

Bookings, moves, and cancellations are writes. Set a policy rule with decide: "person" for the write effect to review them in the mailbox before they run. Reply decisions are separate from calendar-call decisions. See Decide what needs you.

Scenarios

  • When a customer asks, "Do you have time on Thursday afternoon?", the assistant checks the calendar and offers the free times that fall inside its working hours.
  • When a customer picks one of the times, the assistant confirms it with them, then books it. The event is written without sending Google invitations, and the assistant tells the customer itself.
  • When a customer asks to move or cancel, the assistant changes only the appointment it booked for that customer, again inside working hours for a new time.

Limits

  • Times are offered only inside the agent's workingHours and only when free on the calendar you chose. Working hours stay a safety check whatever the agent's policy says.
  • The assistant proposes a booking only after the customer confirms a time.
  • It moves or cancels only appointments it booked for that customer, never other events on the calendar.
  • Events are written without sending Google invitations.

Disconnect or reconnect

Choose Disconnect on the Google Calendar integration page to revoke Samva's access and remove every integration that uses the connection. Remove deletes the integration and keeps the Google connection. Either one removes the integration from your agents' drafts; see when an integration is removed.

If Google stops accepting Samva's access, for example because you removed it from your Google account, the integration shows that it needs reconnecting and the agent stops offering calendar actions. Choose Reconnect and approve access again.

Related documentation

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