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  1. Find Google Calendar
  2. Click “Connect Google Calendar”
  3. Sign in with your Google account
  4. Grant calendar permissions
  5. Select which calendar to use for bookings

Features

Once connected, your AI agent can:

Check Availability:

  • Reads your calendar in real-time
  • Identifies open time slots
  • Avoids double-booking

Book Appointments:

  • Schedules appointments automatically
  • Adds event to your calendar
  • Includes customer details in event description

Send Confirmations:

  • Customer receives confirmation details
  • Event appears in your calendar immediately
  • You get notified of new bookings

Configuration Options

Working Hours

Set your business hours for appointment booking:

  1. Enable “Working Hours”
  2. Configure hours for each day of the week
  3. Enable/disable specific days
  4. Set different hours per day (e.g., Mon-Fri 9am-5pm, Sat 10am-2pm)

Your AI agent will only offer appointments during your working hours.

Booking Windows

Control when appointments can be booked:

  1. Enable “Booking Windows”
  2. Set minimum advance notice (e.g., 2 hours)
    • Prevents last-minute bookings
    • Gives you time to prepare
  3. Set maximum booking window (e.g., 30 days)
    • Controls how far ahead customers can book
    • Helps manage your schedule

Appointment Defaults

Configure default appointment settings:

  1. Duration: Set default appointment length (e.g., 60 minutes)
  2. Buffer Time: Add time between appointments (e.g., 15 minutes)
    • Prevents back-to-back bookings
    • Gives you time to prepare for next customer
    • Accounts for running over time

Customer Information

Collect customer details during booking:

  1. Enable “Customer Information”
  2. Your agent asks for:
    • Name
    • Phone number
    • Email address
    • Reason for appointment

This information is added to the calendar event and stored in your customer database.

SMS Appointment Confirmations

After booking an appointment, your AI agent can send an SMS to confirm details:

How it works:

  1. Agent books appointment during call
  2. Asks customer: “Can I text you to confirm?”
  3. If yes, sends SMS with appointment details
  4. Customer can reply to confirm or provide additional information

What’s included in SMS:

  • Appointment date and time
  • Business name and location
  • Confirmation request
  • Option to reply with questions

Benefits:

  • Reduces no-shows
  • Provides written confirmation
  • Easier than spelling email addresses over phone
  • Customers can save appointment details

SMS Reminders (Professional Plan):

  • Send reminders before appointments
  • Configurable timing (24 hours, 2 hours, etc.)
  • Customers can reply to cancel or reschedule

Address Collection

For service businesses that travel to customers:

  1. Enable “Collect Addresses”
  2. Agent asks for customer’s address
  3. Address added to calendar event
  4. Useful for mobile services (plumbing, HVAC, cleaning, etc.)

Calendar Selection

If you have multiple calendars:

  1. Click “Select Calendar”
  2. Choose which calendar to use:
    • Personal calendar
    • Business calendar
    • Specific service calendar
  3. Only selected calendar is used for bookings

Microsoft 365 Calendar Integration

Enable automatic appointment booking with Microsoft 365 (Outlook) Calendar.

Setup

  1. Go to Integrations in the app
  2. Find Microsoft 365 Calendar
  3. Click “Connect Microsoft 365”
  4. Sign in with your Microsoft account
  5. Grant calendar permissions
  6. Select which calendar to use for bookings

Features

Once connected, your AI agent can:

Check Availability:

  • Reads your Outlook calendar in real-time
  • Identifies open time slots
  • Avoids double-booking

Book Appointments:

  • Schedules appointments automatically
  • Adds event to your Outlook calendar
  • Includes customer details in event description

Send Confirmations:

  • Customer receives confirmation details
  • Event appears in your calendar immediately
  • You get notified of new bookings

Configuration

Microsoft 365 Calendar supports all the same configuration options as Google Calendar:

  • Working Hours: Set business hours for each day
  • Booking Windows: Control advance notice and booking range
  • Appointment Defaults: Set duration and buffer time
  • Customer Information: Collect name, phone, email
  • Address Collection: For mobile service businesses
  • SMS Confirmations: Send appointment confirmations via text

Calendar Selection

If you have multiple Microsoft 365 calendars:

  1. Click “Select Calendar”
  2. Choose which calendar to use:
    • Primary calendar
    • Business calendar
    • Team calendar
    • Shared calendar
  3. Only selected calendar is used for bookings

Troubleshooting

Calendar not syncing:

  1. Check Microsoft 365 permissions
  2. Reconnect Microsoft 365 Calendar
  3. Verify correct calendar is selected

Double bookings:

  1. Ensure only one calendar is selected
  2. Check for calendar sharing conflicts
  3. Verify booking window settings

Missing appointments:

  1. Check calendar permissions
  2. Verify agent has booking enabled
  3. Review call transcripts for errors

Switching Between Providers

You can only connect one calendar provider at a time (Google Calendar OR Microsoft 365). To switch:

  1. Disconnect current calendar
  2. Connect new calendar provider
  3. Reconfigure booking settings
  4. Test with a sample appointment

Which Calendar Should I Use?

Choose Google Calendar if:

  • You use Gmail and Google Workspace
  • Your team uses Google Meet
  • You prefer Google’s interface

Choose Microsoft 365 if:

  • You use Outlook and Microsoft 365
  • Your team uses Microsoft Teams
  • Your organization requires Microsoft tools

Both integrations offer the same features and capabilities.

Appointment Duration

Set default appointment length:

Fixed duration:

  • All appointments are the same length
  • Example: 30 minutes, 1 hour, 2 hours

Service-specific:

  • Different services have different durations
  • Configure in Training Sources
  • Example: Haircut = 45 min, Color = 2 hours

Troubleshooting

Calendar not syncing:

  1. Check calendar permissions
  2. Reconnect Google Calendar
  3. Verify correct calendar is selected

Double bookings:

  1. Ensure only one calendar is selected
  2. Check for calendar sharing conflicts
  3. Verify booking window settings

Missing appointments:

  1. Check calendar permissions
  2. Verify agent has booking enabled
  3. Review call transcripts for errors

Coming Soon Integrations

We’re actively developing integrations with popular business tools:

CRM Systems

HubSpot (Coming Soon):

  • Sync customer information
  • Track call interactions
  • Update contact records automatically
  • Create deals from calls

Salesforce (Coming Soon):

  • Log calls as activities
  • Create/update leads
  • Sync contact information
  • Track sales pipeline

Zoho CRM (Coming Soon):

  • Automatic contact creation
  • Call logging
  • Lead tracking
  • Deal management

Field Service Management

House Call Pro (Coming Soon):

  • Schedule jobs automatically
  • Sync customer information
  • Update job status
  • Track appointments

Jobber (Coming Soon):

  • Create quotes from calls
  • Schedule appointments
  • Sync client information
  • Track job progress

Communication Tools

Slack (Coming Soon):

  • Get notified of new calls
  • Receive call summaries
  • Alert team of urgent calls
  • Share call transcripts

Microsoft Teams (Coming Soon):

  • Call notifications
  • Team alerts
  • Transcript sharing
  • Integration with Teams calendar

Email Marketing

Mailchimp (Coming Soon):

  • Add callers to email lists
  • Segment by call type
  • Trigger automated campaigns
  • Track customer journey

Constant Contact (Coming Soon):

  • Sync contact information
  • Add to mailing lists
  • Track engagement
  • Automated follow-ups

Integration Best Practices

Keep Permissions Updated

  • Review connected accounts regularly
  • Renew expired permissions
  • Remove unused integrations
  • Update when changing passwords

Test After Setup

  • Make a test call
  • Verify data syncs correctly
  • Check calendar events
  • Confirm notifications work

Monitor Integration Health

  • Check integration status in dashboard
  • Review sync logs
  • Address errors promptly
  • Keep integrations up to date

Data Privacy

  • Only grant necessary permissions
  • Review what data is shared
  • Understand data retention policies
  • Comply with privacy regulations

API Access

For custom integrations, TawkBase offers API access.

Available APIs

  • Call Data API: Access call history and transcripts
  • Customer API: Manage customer information
  • Webhook API: Receive real-time call events

View API Documentation

Use Cases

Custom dashboards:

  • Build internal reporting tools
  • Create custom analytics
  • Integrate with BI tools

Workflow automation:

  • Trigger actions based on calls
  • Update multiple systems
  • Create custom notifications

Data export:

  • Export call data
  • Backup transcripts
  • Analyze call patterns

Request an Integration

Don’t see the integration you need?

  1. Email support@tawkbase.ai
  2. Tell us:
    • Which tool you want to integrate
    • How you’d use the integration
    • Your business use case
  3. We’ll consider it for our roadmap

Popular requests get prioritized!

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