Calendar and reminders
Who it's for: everyone
What it's for
The Calendar is a calendar inside TalkAI for managing appointments, meetings, and reminders, with the advantage of being able to automatically notify the contact over WhatsApp. If you have an AI agent that books appointments, the appointments it books show up here too: see Appointments and Google Calendar.
Views
You can view the calendar by day, week, month, or in list format.
Create an event
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Step:Go to Calendar and click New event.
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Step:Fill in the title (required), the description and the start (required); the end is optional.
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Step:Choose the category (you can create new categories on the fly) and the visibility: Only me, Department or Whole company.
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Step:If it applies, link a contact, set the repetition (daily, weekly, monthly or custom) and add reminders.
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Tip:Linking an event to a contact lets you open their chat straight from the event and send them reminders over WhatsApp.
Automatic reminders
Each event can have one or more reminders. For each one you define:
- Channel: In-app (a notice inside TalkAI or the browser) or WhatsApp.
- When: options like "15 min before", "1 hour before", "1 day before", or a custom time.
- Recipients: the event owner, the department's agents and/or the linked contact (the latter only over WhatsApp).
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Warning:To send a WhatsApp reminder outside the 24-hour window you need an approved template. Inside the 24-hour window it can be sent as a regular message.
Recurring events
When you edit an event that repeats, TalkAI asks whether the change applies to:
- Only this event
- This and the following
- All events in the series
Event statuses
An event can be pending, confirmed, declined, to reschedule, completed or missed, so you keep track of each appointment.
Common mistakes
- The WhatsApp reminder isn't sent: the event needs a linked contact (or a manual phone number) and, outside the 24 hours, an approved template.