Scheduling is one of the most common follow-up steps in client service.

A client may ask for time by email. A next meeting may be discussed during a review. A reminder email may need to include a rescheduling link. A follow-up email may need to reference the next appointment.

When Calendly is connected to Vega, Vega can use your Calendly event types, links, availability, and location settings to make those scheduling workflows faster and more accurate.

To connect Calendly to Vega:

Once connected, Vega can retrieve your Calendly event types and use them across different parts of the platform and features.

This includes:

This allows Vega to understand not only that a meeting needs to be scheduled, but also which type of meeting is most relevant.

Your Calendly event types are the foundation of the integration.

For example, you may have event types such as:

When Vega drafts an email or suggests a Calendly event, it can use the context of the conversation to determine which event type makes the most sense.

This is useful in several places.

When a client emails you asking to schedule time, Vega can use your Calendly availability and event types when drafting the response.

Instead of only looking at your Outlook or Google calendar, Vega can also account for your Calendly setup. This helps Vega suggest the right type of meeting and avoid proposing times that do not match your actual availability.

When Vega drafts pre-meeting reminder emails, it can include useful Calendly information when available, such as:

This helps reduce back-and-forth when a client needs to adjust the meeting.

The same applies after a meeting.

If a next step involves scheduling another meeting, Vega can include relevant Calendly details in the follow-up email when appropriate.

Vega can also suggest Calendly events directly.

This can happen in several places:

If the next meeting is discussed during the current meeting, and it is reasonably clear that the advisor and client agreed on a time and location, Vega can suggest creating the Calendly event.

Vega will try to pre-fill the key fields, including:

You can then review the suggestion and confirm it, similar to how you review a CRM note, task, workflow, or contact update.

Once confirmed, Calendly handles the normal scheduling flow, including the calendar invitation, reminders, and any other pre-meeting workflow configured in your Calendly account.

You can also create Calendly event suggestions from the Vega Outlook plugin or the Vega Gmail assistant.

You can ask Vega to help schedule the meeting. Vega can identify the right Calendly event type, check your availability, and prepare the event details for review.

The same can be done from the Vega chat.

Vega will then prepare the Calendly event suggestion and pre-fill the relevant fields based on your Calendly setup.

Vega will not let you submit a Calendly event if required information is missing or if the event does not match your Calendly configuration.

A few examples:

This is important because Vega is creating the event through Calendly’s system. That means the event must follow Calendly’s rules for event types, availability, locations, and phone number formatting.

Let’s say you have two Calendly event types:

Both may support several location kinds, such as:

But another event type, such as “Quick connect (15 min),” may not have a location configured in Calendly.

In that case, selecting “Outbound call” for that event type would not work, because Calendly does not recognize that location option for the event type.

To fix this, you would either:

This is why keeping your Calendly event types clean and up to date is important. Vega can only create events that match the configuration available in your Calendly account.

The Calendly integration helps Vega move from identifying a scheduling need to preparing the actual scheduling action.

It supports:

You remain in control. Vega prepares the scheduling suggestion, but you review and confirm before anything is created.