Set up Calendly Integration
In this guide you'll learn how to connect Calendly with your BitPalm AI agent so it can share your booking link with customers — or use the Calendly API for automatic scheduling.
Create a Calendly Account
If you don't have one yet, create a free account at calendly.com.
Any Calendly plan works — including the free plan.
Create an Event Type
In your Calendly dashboard, create the event type you want your agent to offer (e.g. "30-Minute Consultation").
You can set duration, availability, and buffer times directly in Calendly.
Copy Your Booking Link
Open the event type you just created and copy the booking link. It looks like this:
You can find the link by clicking "Share" on your event type page, or by copying it from the browser URL bar.
Optional: API Key for Pro Users
If you have a Calendly Professional plan or higher, you can enable API-based booking for a smoother experience.
- Go to Calendly Integrations and generate a Personal Access Token.
- Copy your Event Type URI from the Calendly API or event type settings. It looks like:https://api.calendly.com/event_types/abc123...
This step is optional. Without API credentials, the agent will share your booking link directly.
Configure in BitPalm Dashboard
Open your BitPalm Dashboard, go to your agent's Settings > Tools and find "Book Appointment (Calendly)".
Paste your booking link in the Calendly Booking Url field and click "Save Config".
Then check the box to enable the tool.
If you have API credentials, also fill in the Calendly Api Key and Calendly Event Type Uri fields. These are optional — the booking URL alone is enough.
Test the Integration
Open your agent's chat widget and ask to book a meeting. For example:
With API credentials, the agent creates a one-time scheduling link via the Calendly API. Without them, it shares your static booking link.
Bookings are tracked in the Appointments tab of your agent dashboard.