The Calendly integration powers AI-driven meeting scheduling. This guide covers setup and how it works with AI Reply Agent.
Send booking links - The AI Reply Agent includes your Calendly link in replies when leads express interest
Autonomously book meetings - When prospects confirm availability (like "I'm free at 3 pm"), the AI Reply Agent schedules the meeting directly in Calendly
Plan Requirements
Calendly Account (Paid Plan Required)
You need a paid Calendly plan for the automatic API scheduling feature to work properly.
Instantly Credits plan
AI Reply Agent consumes Instantly Credits. 5 Instantly Credits per reply once generated, regardless of whether you send, edit, or use the suggested reply. Subscribe to the Instantly Credits plan to use this integration in AI reply agents.
Setting Up Calendly Integration
Step 1: Connect Calendly to Instantly
Go to Settings → Integrations
Locate Calendly
Click "Add New"
Log in to Calendly (if not already logged in)
Click "Connect to Calendly"
Step 2: Enable Calendly for AI Reply Agent
After connecting Calendly to your workspace, enable it for specific AI Reply Agents:
When creating a new AI reply agent: Add your Calendly account and calendar in the Integration section
For existing AI reply agents:
Navigate to the AI Agent Configuration
Scroll to the Integration section
Select your Calendly account
Pick the calendar AI reply agent should use when scheduling meetings
Enable automatic booking:
Toggle "Book meetings automatically" option
Important: Only available when AI Reply Agent is in Autopilot mode
It allows your AI reply agent instantly schedule meetings with this Calendly connection whenever a conversation is ready to move forward.
Step 3: No-Show Recovery
You can now configure AI reply agents to automatically follow up with leads who miss scheduled meetings/calls. When enabled, the AI reply agent will automatically follow up with leads that are assigned the "No Show" label, helping you recover missed meetings.
If your Calendly account is connected, it will automatically propose alternate times and schedule meetings based on the back-and-forth communication. You can control the following settings for No-Show Recovery:
How many follow-ups to send: The first follow-up is sent immediately when a lead is marked as "No Show". If they don't book a meeting or reply, additional follow-ups are sent after 24 hours, then 48 hours, and so on.
Fallback Sending Accounts(Optional): Fallback email accounts for no-show follow-ups - only needed when a lead has no existing Instantly conversation. By default, the email account associated with the lead's conversation thread will be used.
