GHL Calendar

Learn how to connect your CRM Calendar to your bot!

With the GHL Calendar action, you're able to have the AI write and read from a calendar as long as you have both set up!

In the "Account" setting, you can select the calendar that you'd like the AI to use. This will only display calendars that you've already connected to Capri, though!

The most important thing to remember when setting up the calendar action for your agent is that you will need two of these actions, one with the activity set to "Read" and one with the activity set to "Write"!

For the prompt, with the "Read" action, you will need to tell the AI when it should check the calendar, for example, when the contact mentions booking an appointment, or when the contact answers the last qualifying question (you'll need to include what that question is in the prompt), etc.

For the "Write" prompt, you will just need to let the AI know when to write to the calendar, such as when the contact has confirmed their time that they would like!