How do I connect a client's Google or Outlook calendar to Cold Email Agent?

To connect a client's Google or Outlook calendar for AI SDR bookings:

1. Switch to the client's workspace using the workspace selector at the top of the left sidebar
2. Click Settings in the left menu, then click Email & Calendar
3. Click Connect on either Google Account (Email/Calendar) or Outlook Account (Email/Calendar)
4. Sign in with the calendar account for the person who will take the calls, or have them complete this step themselves
5. Allow calendar permissions in the Google or Microsoft popup
6. After connecting, select which calendar to Create events on and toggle on calendars to Check for conflicts

Important considerations:

• Connect while you are in the correct client workspace
• The user who takes calls should connect their own calendar and meeting link
• Each user can connect up to 5 Google or Outlook accounts
• If the client needs to connect their own calendar privately, they should log into the workspace themselves and follow these steps

The AI SDR chooses the booking calendar from the campaign's Assigned Salesperson first, then the workspace Assigned Call Handler, then automatic assignment. Make sure the person selected in those settings has completed calendar and conferencing setup.

Related

• Setup
• Inbox
• Settings