Help Centre
AI SDR · FREQUENTLY ASKED QUESTIONS · SCHEDULING CALENDAR

Why is the AI SDR booking meetings on the wrong calendar/email?

This is a common configuration issue.

This happens when the AI SDR is using a different calendar user or calendar than you expect. Bookings use the campaign's Assigned Salesperson first, then the workspace Assigned Call Handler, then automatic assignment.

To fix this:

  1. Open the campaign's Options tab and check Assigned Salesperson. If a person is selected there, their connected calendar is used first.
  2. Go to SettingsAI SDR Agent and check Call Assignment → Assigned Call Handler. This is the workspace default when the campaign has no assigned salesperson.
  3. Have the selected user go to SettingsEmail & Calendar.
  4. Confirm the correct Google or Outlook account is connected.
  5. In Create events on, select the calendar where meetings should be booked.
  6. In Check for conflicts, toggle on any calendars that should block busy slots.

Common cause: If you have multiple Google or Microsoft accounts signed into your browser, the system might connect to the wrong one during setup. To avoid this, sign out of extra accounts or use a fresh browser session, then reconnect using only the business account you want booked.

After making changes, the AI SDR will use the corrected routing for new bookings going forward. Existing calendar events are not moved automatically.

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