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What it does

Right before the agent says its first word, the workflow queries your Cal.com account and fetches every configured appointment type — name, description, and duration — so the agent knows from the first second what it can offer, without asking for it or having it hardcoded in the prompt. It’s a pre-call workflow: the agent waits for its result before it starts talking.

How it works

Each type’s id is exactly what the agent needs afterward to call check_availability and create_appointment, so even though it’s never spoken, it stays available to the agent for the rest of the call.

What you need

  • A Cal.com connection
  • At least one appointment type (event type) configured in your Cal.com account

Getting started

1

Copy the template

From the Workflows section, open the template catalog and copy it. The workflow is created disabled. It can also be created from the Appointment management (Cal.com) agent template.
2

Select the Cal.com connection

In the Get event types step, add your Cal.com connection.
3

Publish the workflow

Publish the workflow.
4

Assign it to the agent as a pre-call workflow

Add it from the agent’s Workflow section, as a pre-call workflow. This step isn’t needed if the workflow was created from the agent.

Before publishing

  • A new appointment type in Cal.com shows up on its own. No need to touch the prompt or the workflow: on the next call, the agent already offers it. Delete one and it stops being offered just as automatically.
  • If the workflow fails or times out, the agent moves on without the list of appointment types — the trigger ships with abort_on_failure disabled, so the call isn’t cut off, but the agent won’t know what appointment types exist until it gets that information another way (for example, by asking the customer directly).
  • A confusingly named type in Cal.com arrives just as confusing for the agent. The name field is literally the event type’s title: check that it’s self-explanatory enough for the agent to read it out loud without sounding odd.

Next Steps

Appointment management (Cal.com)

The agent that uses this workflow.

Check availability (Cal.com)

The workflow that uses each appointment type’s id.

Pre-call workflows

How workflows that run before the agent speaks work.