Direct booking lets AI Calling check availability and create an appointment while the contact is on the call.
The same calendar connection and booking settings can support AI Receptionist. Each campaign or receptionist controls whether direct booking is on.
This differs from a follow-up meeting link. Direct booking creates the event during the call instead of asking the contact to schedule later.
AtllasX supports Google Calendar and Outlook Calendar. Outlook can use Microsoft 365 work accounts or personal Outlook.com, Hotmail, and Live accounts.
Connect a calendar
Open Bookings, then choose Booking settings. You can also open the configuration from Direct Calendar Booking in campaign options.
- Choose the calendar provider.
- Sign in to the calendar account.
- Approve the requested calendar access.
- Choose the calendar AtllasX should use.
- Save the connection.
AtllasX uses free and busy data to find openings. It creates events on the calendar you choose.
The status changes to Connected after setup. You can change the chosen calendar or disconnect the account from the same configuration.
Each team member connects their own calendar. A connection does not automatically grant access to every member of the team.
Connect both providers
You can connect Google Calendar and Outlook Calendar at the same time. AtllasX books on one active provider.
The most recently connected provider becomes active. Use the provider control to switch without reconnecting.
If you disconnect the active provider, AtllasX uses the other connected provider. Booking stops when no connected provider remains.
Use Booking settings from the unified Bookings page or the direct-booking configuration.
Set the appointment length, available days and times, timezone, and meeting preference. Team owners can choose an eligible team calendar when that option appears.
New settings start with a 30-minute appointment, weekdays, and a 9:00 AM to 5:00 PM window. The initial notice is 1 hour.
The initial lookahead is 14 days. You can set a custom appointment from 5 to 240 minutes and a lookahead up to 90 days.
Set buffers before and after meetings to prevent back-to-back bookings. Set the minimum notice and maximum lookahead for offered times.
The meeting preference can favor an online meeting, a phone appointment, or custom instructions. Review the configuration before you test it.
- Online first, phone as backup requests an email and creates a supported video link. Without an email, the AI books a phone call.
- Phone first, online meeting as backup books by phone and can also offer video when an email is available.
- Custom accepts instructions for an on-site demo or another meeting format.
Customize the calendar event title and description. The description supports Markdown.
Use these variables in either template:
{recipient.firstName}{recipient.lastName}{recipient.phone}{recipient.email}
These templates control the calendar event. They do not become a follow-up text or email.
Turn on campaign booking
Open the campaign builder and turn on direct booking in its options. The campaign uses the connected calendar and shared booking settings.
The AI can offer open times when the conversation reaches an appropriate point. It confirms the appointment details with the contact.
Appointments from the campaign appear in its Bookings section and on the unified Bookings page.
The AI offers booking when it reaches a suitable point in the conversation. It does not need to open every call with that offer.
The AI confirms the contact’s email character by character before booking. It also confirms the time, timezone, and email after booking.
AtllasX presents available times in the contact’s local timezone. It evaluates availability in the calendar owner’s configured timezone.
Google Calendar creates a Google Meet link for an online meeting. Microsoft 365 work accounts create a Microsoft Teams link.
Personal Microsoft accounts still create the event and send an invite. Microsoft does not add a Teams link for these accounts.
The active calendar provider emails the invitation. Google sends Google Calendar invitations, and Microsoft sends Outlook invitations.
Connect Google Calendar or a Microsoft work account when the appointment must
include a video link. Personal Microsoft accounts do not provide that link.
Team calendars
Each member connects their own supported calendar. A team owner can choose an available member calendar for a campaign when the control appears.
The calendar owner controls the underlying calendar access. Disconnecting that calendar prevents new bookings that depend on it.
The campaign creator and calendar owner can be different people. For example, a manager can book appointments on a salesperson’s calendar.
Change a booking during the call
The contact can ask to move an appointment created during the same call. The AI checks availability and updates that event.
If the requested time is unavailable, the AI offers another verified opening. It does not move unrelated events from the calendar.
Check a booking problem
When the AI does not offer a time, check these items:
- Confirm that the calendar shows a connected state.
- Confirm that direct booking is on for the campaign.
- Check the appointment length, availability, and timezone.
- Check that the calendar has a free slot inside the available period.
- Run a test call and reach the booking part of the script.
Reconnect the calendar when AtllasX reports expired access.
Calendar access can expire after a password change or a long period without use. Reconnect the affected Google or Outlook account.
The campaign can continue calling while access is expired, but the AI cannot create new calendar events.
A Microsoft 365 organization can require administrator approval. Ask the Microsoft administrator to approve access, then reconnect.
Personal Microsoft accounts do not use the organization approval process.
If two contacts request the same time, the first confirmed booking gets the slot. The AI offers new options to the other contact.
If an online meeting has no video link, check the meeting preference and calendar provider. Personal Microsoft accounts cannot add Teams links.
Calendar access and stored data
AtllasX stores the chosen calendar identifier, timezone, connection time, and an encrypted provider refresh token.
It reads free and busy availability. It does not read the contents of existing events.
New events live with Google or Microsoft. Disconnecting a provider revokes AtllasX access to that provider.
See Bookings for the combined appointment history.
Test the full conversation with a test call. Return to call details when the script needs a clearer booking goal. 
