> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connecting external services to enhance AI employee capabilities

# Integrations

## Table of Contents

1. [Understanding Integrations](#understanding-integrations)
2. [Accessing Integration Settings](#accessing-integration-settings)
3. [Calendar Integrations](#calendar-integrations)
4. [Connecting Google Calendar](#connecting-google-calendar)
5. [Connecting Microsoft Calendar](#connecting-microsoft-calendar)
6. [Managing Calendar Connections](#managing-calendar-connections)
7. [Using Calendars with AI Employees](#using-calendars-with-ai-employees)
8. [Connection Troubleshooting](#connection-troubleshooting)
9. [Security and Permissions](#security-and-permissions)
10. [Future Integrations](#future-integrations)

***

## Understanding Integrations

Integrations connect external services to enhance what your AI employees can accomplish.

### What Integrations Enable

**Calendar Scheduling**: AI employees can check availability and book appointments directly during calls.

**Enhanced Workflows**: Automated actions based on conversation outcomes.

**Data Synchronization**: Keep information consistent across systems.

**Extended Capabilities**: Features that require external service access.

### Integration Philosophy

Integrations are designed to:

* Enhance AI employee capabilities
* Require minimal setup
* Work seamlessly during conversations
* Maintain security and privacy

***

## Accessing Integration Settings

Navigate to the integrations configuration page.

### Navigation Path

1. Click **Settings** in the main navigation
2. Select **Integrations** from the settings menu
3. The Integrations page displays

### Page Layout

The page shows:

* Header with title and description
* Calendar Connections section
* Available integration options
* Connect buttons for new integrations

***

## Calendar Integrations

Calendar integrations enable AI employees to schedule appointments during calls.

### How Calendar Integration Works

1. **Connection established**: You connect your calendar account
2. **AI Employee enabled**: You configure which AI employees can use calendars
3. **During calls**: AI employees check availability and propose times
4. **Appointment created**: When caller agrees, event is added to calendar

### Supported Calendars

**Google Calendar**: Integration with Google Workspace calendars.

**Microsoft Calendar**: Integration with Microsoft 365 / Outlook calendars.

### What AI Employees Can Do

With calendar access, AI employees can:

* Check availability in real-time
* Propose available time slots
* Create calendar events
* Send meeting invitations
* Specify meeting duration

***

## Connecting Google Calendar

Set up Google Calendar integration for appointment scheduling.

### Prerequisites

* Active Google account
* Access to Google Calendar
* Permission to authorize third-party apps

### Connection Process

1. Click **Connect Calendar** button
2. Select **Google Calendar** option
3. Google sign-in window opens
4. Sign in to your Google account
5. Review requested permissions
6. Click **Allow** to authorize
7. Redirected back to platform
8. Success message confirms connection

### What Permissions Are Requested

The integration requests:

* View calendar events
* Create new events
* Check availability
* Access calendar metadata

### Post-Connection

After connecting:

* Your Google account appears in calendar connections
* You can assign it to AI employees
* Events can be created during calls

***

## Connecting Microsoft Calendar

Set up Microsoft 365 / Outlook calendar integration.

### Prerequisites

* Active Microsoft account
* Access to Microsoft Calendar
* Permission to authorize third-party apps

### Connection Process

1. Click **Connect Calendar** button
2. Select **Microsoft Outlook** option
3. Microsoft sign-in window opens
4. Sign in to your Microsoft account
5. Review requested permissions
6. Click **Accept** to authorize
7. Redirected back to platform
8. Success message confirms connection

### Microsoft Account Types

Integration supports:

* Microsoft 365 work/school accounts
* Personal Microsoft accounts
* Outlook.com accounts

### Post-Connection

After connecting:

* Your Microsoft account appears in connections
* You can assign it to AI employees
* Events can be created during calls

***

## Managing Calendar Connections

Maintain your calendar integrations over time.

### Viewing Connections

The calendar connections section shows:

* Connected accounts
* Email address associated
* Calendar provider (Google/Microsoft)
* Default status
* Connection date

### Setting Default Calendar

If you have multiple calendars:

1. Click the actions menu for a connection
2. Select **Set as Default**
3. This calendar is used when no specific selection is made

**Default indicator**: A star or badge marks the default calendar.

### Disconnecting Calendars

Remove a calendar connection:

1. Click the actions menu
2. Select **Disconnect**
3. Confirm the action
4. Connection is removed

**Impact of disconnection**:

* AI employees can no longer book on this calendar
* Existing appointments remain
* Must reconfigure if calendar is needed again

### Multiple Connections

You can connect multiple calendar accounts:

* Different calendars for different purposes
* Team calendars alongside personal
* Backup connections

***

## Using Calendars with AI Employees

Configure AI employees to use calendar integrations.

### Enabling Calendar Access

On the AI employee configuration page:

1. Access the Calendar settings
2. View available calendar connections
3. Enable calendars for this AI employee
4. Configure booking parameters

### Booking Configuration

**Duration**: Default appointment length (e.g., 30 minutes, 1 hour).

**Buffer time**: Time between appointments for preparation.

**Availability windows**: When appointments can be scheduled.

**Calendar selection**: Which calendar receives bookings.

### How It Works in Calls

During a conversation:

1. Caller expresses interest in scheduling
2. AI employee checks calendar availability
3. Proposes available times to caller
4. Caller selects preferred time
5. AI employee creates the calendar event
6. Confirmation provided to caller

### Calendar Display Name

Configure how the calendar appears in conversations:

* Friendly name for reference
* Helps caller understand what they are booking

***

## Connection Troubleshooting

Resolve common integration issues.

### Connection Failed

If connection does not complete:

* Verify you are signed in to correct account
* Check that you authorized all permissions
* Try refreshing the page and reconnecting
* Clear browser cache if issues persist

### Calendar Not Showing

If connected calendar does not appear:

* Refresh the integrations page
* Verify connection is still active
* Check for error messages
* Try disconnecting and reconnecting

### Booking Failures

If appointments are not being created:

* Verify calendar is enabled for AI employee
* Check calendar permissions are complete
* Ensure calendar is writable
* Review AI employee configuration

### Permission Issues

If permission errors occur:

* Revoke and re-authorize the connection
* Verify account has calendar access
* Check organization policies allow integration

### Getting Help

If issues persist:

* Use the "Ask AI" feature for guidance
* Contact support with specific error messages
* Include connection details in support requests

***

## Security and Permissions

Understand the security aspects of calendar integrations.

### Data Access

Integrations access only necessary data:

* Calendar availability
* Event creation capability
* Basic calendar metadata

**Not accessed**:

* Email content
* Contacts beyond what you share
* Other account features

### Permission Revocation

You can revoke access at any time:

* Disconnect from the platform
* Remove from Google/Microsoft account settings
* Immediately terminates access

### Data Handling

**No storage of credentials**: OAuth tokens used, not passwords.

**Minimal data retention**: Only necessary information stored.

**Secure transmission**: All data encrypted in transit.

### Organization Policies

Some organizations restrict third-party app access:

* Check with IT if connection fails
* May need admin approval
* Organization policies may limit features

***

## Future Integrations

The platform may expand integration options over time.

### Potential Future Integrations

**CRM Systems**: Connect to customer relationship management platforms.

**Support Platforms**: Integration with helpdesk and ticketing systems.

**Communication Tools**: Additional voice and messaging platforms.

**Business Tools**: Other productivity and workflow systems.

### Staying Informed

Check for new integrations:

* Release notes and announcements
* Settings page updates
* Support documentation

### Feature Requests

If you need specific integrations:

* Provide feedback through appropriate channels
* Describe your use case
* Integration priorities may be influenced by demand

***

## Summary

Integrations extend your AI employees' capabilities by connecting them to external services. Calendar integrations are particularly powerful, enabling AI employees to schedule appointments during calls without manual intervention.

Properly configured integrations create seamless experiences for callers while maintaining security and control over your connected accounts. Regular review of connections ensures they remain functional and aligned with your needs.