Define meeting types. |
Configure meeting types that agents use when acting on document deadlines — quick calls, demos or workshops with per-type rules.
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One type for every occasion.
Each type defines how agents book time after document context: duration, buffers, daily limits and lead times. Public booking pages reuse these templates.
Templates for agent time.
Meeting types control how agents book time after document context — one configuration layer for Calendar AI and optional booking.
Agent meeting templates
Types for follow-ups from deadlines and document context — duration, buffers and limits per template.
Availability per template
Time windows and rules per meeting type — when agents book time after document deadlines.
Buffers & limits
Breaks between slots, daily caps and lead time — same template for agents and the optional booking channel.
Booking limits
Max appointments per day, minimum lead time and slot boundaries per agent template.
Colour coding
Colour per type for overview in Calendar AI — visualisation, not a separate product.
Location & mode
Video, phone or on-site — per template for agent meetings after document context.
Typical agent templates
Follow-up from documents
Contract deadline approaching? The agent uses the right meeting type for a follow-up with full document context.
Product demo
Longer slots for demos — the agent picks the type from document context and availability.
Workshop & consulting
Longer templates for complex follow-ups from contract or project documents.
Interview & onboarding
Standardised templates when agents propose meetings from HR documents.
Set up agent meeting templates?
Meeting types control how agents and the optional booking channel schedule time after document context.