Appointments booked from a call or a chat, straight into the calendar

Callers and chatters book real slots — the agent reads live availability from your calendar.

Illustration: From conversation to calendar. Available times: Connected team calendar; Choose a time: Book the selected slot; Appointment booked: A clear next step.

The problem

Sound familiar?

“Booking an appointment means three texts back and forth, and half the time we double-book a slot.”

“Even when someone answers the phone, they are juggling the calendar while the caller waits.”

What it does

Booked from your live calendar.

The agent or assistant reads live availability from your calendar and books the slot itself — on a call it confirms out loud, in chat it offers the times — so appointments land on the calendar without anyone playing scheduler.

Live availability

It reads what is open straight from your calendar.

Books the slot itself

Confirmed out loud on a call; offered in chat.

Round-robin teams

A pool books the next free teammate without exposing who.

The trail stays in the thread

The booking lands on the calendar with the conversation kept.

Setup

How it works in Canopy

4 steps, from setup to the work getting done.

  1. Step 1: Set your availability in Calendar

    Event types on your calendar define what can be booked and how long it lasts.

  2. Step 2: For teams, publish a round-robin pool

    A scheduling pool unions everyone’s availability and books the next free teammate without exposing who.

  3. Step 3: Let the agent book

    On a call, the AI phone agent uses its scheduling tools to offer and confirm a slot; in chat, the assistant does the same.

  4. Step 4: Keep the confirmation in the thread

    The booking lands on the calendar and the conversation keeps the trail, with a reminder workflow if you want one.

Sample

Sample conversation, illustrative

A caller picks from live availability and the booking lands with a confirmation.

Incoming callIllustrative
Caller
I need to bring the car in — sometime this week?
AI receptionist
I have Thursday 9:40 am or Friday 2:15 pm with either mechanic. Which works?
Caller
Thursday morning.
AI receptionist
Booked — Thursday at 9:40, an oil change and brake check. You will get a text confirmation.
Which plan

The plans that carry this.

Connect
$35 /user/mo
billed monthly
14-day free trial
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
Blog
$9 /user/mo
billed monthly
Marketing
$79 /user/mo
billed monthly
Try it

Call the demo line, or try the chat.

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