Learning Centre
Learning Centre homeManager pathAgent pathIntegrationsAll tutorialsTemplates
Sign InStart free trial

Connect Microsoft 365

The AI agent books appointments in Microsoft 365, during the call.

Role : ManagerDuration : 2 minOn : Web

The page on callizy.ca

What the integration does

The customer calls, the AI agent looks at your real availability in Microsoft 365, offers a slot and books it. The appointment shows up in your calendar with the customer’s name and number, and the customer gets a confirmation by text.

You set the opening hours, the duration and the buffer between two appointments. The agent never offers a slot that is already taken, even one just added by hand in the calendar. If you allow it, it also cancels or moves an existing appointment.

Before you start

  • Be a manager on the Callizy account.
  • An AI receptionist already created: see Create and test your AI receptionist.
  • The Microsoft 365 account of the calendar to give to the agent.
  • Every plan, from Solo.

Step by step

4 steps, about 2 min
  1. 1

    Connect Microsoft 365

    Open Callizy calendars

    30 s

    In Callizy, Calendars menu, then Connect a calendar. Pick Microsoft 365 and give it a name.

    Calendars/Connect a calendar

    Open this screen in Callizy
  2. 2

    Accept in Microsoft 365

    30 s

    The Microsoft 365 screen opens. Sign in and accept. You come back to Callizy. Works with Outlook and your company’s Microsoft 365 accounts. Video appointments get a Teams link.

  3. 3

    Give it to the AI agent

    Open the agent’s page

    30 s

    AI voice agents menu, your agent, Actions tab, Appointment booking row.

    AI voice agents/Actions/Appointment booking

  4. 4

    Pick the calendar

    30 s

    Select it in the list, set the opening hours and the duration, save. From the next call, the agent offers slots and books.

What you’ll see

The agent’s appointment booking: the calendar, the duration, the hours, what it is allowed to do.
The appointments booked by the agent, with the customer, the calendar and who created it.

Key points

  • The agent never offers a slot that is already taken, even one added by hand.
  • Cancelling and moving an appointment are off by default.
  • The customer gets their confirmation by text.

Settings

You can change them at any time, without reconnecting anything.

Opening hours
Day by day. The agent offers nothing outside them.
Duration and buffer
How long an appointment lasts and the time kept between two.
Cancel and move
Whether the agent can cancel or move an existing appointment. Off by default.
Confirmation text
The customer gets the date, time and address by text, as soon as the call ends. You can be notified too.

Not working?

The agent offers no slots
  1. Check the opening hours in Appointment booking: the agent offers nothing outside them.
  2. Check that there are still free slots in Microsoft 365.
The agent does not book
  1. In the agent’s page, Actions tab, Appointment booking row: is the calendar picked and saved?

Frequently asked questions

Whose calendar?
The one you connect. You can connect several and give each AI agent its own.
What does the customer see?
Nothing of your calendar. The agent only offers free slots.
Is it included in my subscription?
Yes, with AI agents, at no extra cost.

Updated October 27, 2026

In this lesson

Connect Google CalendarThe AI agent books appointments in Google Calendar, during the call.GuideConnect Square AppointmentsThe AI agent books directly in Square Appointments.GuideConnect Wix BookingsThe customer calls, the appointment is in Wix.Guide
PreviousLesson 4 · Get missed calls in SlackNext Lesson 6 · Callizy in Claude or ChatGPT

Go further

Connect Google CalendarThe AI agent books appointments in Google Calendar, during the call.GuideConnect Square AppointmentsThe AI agent books directly in Square Appointments.GuideConnect Wix BookingsThe customer calls, the appointment is in Wix.Guide