Building Agents
Appointment bookings
HeyMello agents can book appointments over the phone by connecting to your Cal.com calendar. The agent checks real availability, books the slot, and confirms with the caller — all during the conversation.
This is ideal for clinics, salons, service businesses, real estate, and anyone who takes bookings by phone.
How it works
- You connect your Cal.com calendar to the agent (via the calendar tools).
- When a caller wants to book, the agent uses Check Availability to find open slots.
- The agent offers times, collects the caller’s details, and uses Book Appointment to confirm.
- The booking appears on your Cal.com calendar and in HeyMello’s Bookings list.
See Tools & functions for how to enable and configure the calendar tools.
What gets captured
Each booking records:
- Caller name, email, and phone
- Service type
- Scheduled time and timezone
- Booking status — confirmed, cancelled, or failed
- A reference to the Cal.com booking
Reviewing bookings
In the dashboard you can:
- See all bookings made by any agent in your organization.
- Filter to one agent to see just its bookings.
- Check each booking’s status and details.
Setup checklist
- Create a Cal.com account and an event type for the appointment you offer.
- Connect Cal.com to your agent (API key + event type + timezone).
- Enable Check Availability and Book Appointment on the agent.
- In the agent’s instructions, tell it when and how to book.
- Run a test call and confirm a booking lands on your calendar.
Tips
- Set the right timezone. Especially important when serving customers across multiple countries.
- Guide the flow in your prompt. e.g. “Always confirm the date, time, and service before booking.”
- Confirm back to the caller. Have the agent read back the appointment details before ending the call.
Next: Phone numbers →