Connect Outlook or Microsoft 365

Use this if your business runs on Outlook or Microsoft 365. Your agent books into your calendar during the call.

1 min read

Step by step

1. Open Numbers & Calendar and find Booking calendar.
2. On the Outlook / 365 card, press Connect.
3. Sign in to Microsoft and allow access to your calendar. If your company manages your account, your IT admin may need to approve it.
4. Choose which calendar Your agents should book into.
5. The card now says Connected.

After you connect

Your agents now check free times and book while the lead is still on the phone. To make sure booking is switched on for an agent, open it in AI Agents and choose Book on my calendar under 4 · When the lead is a good fit.

Under My own booking link, add the link we text when a lead misses the call.