All integrations
Outlook Calendar integration

Book appointments into Outlook Calendar from the chat.

Your agent books customers into your Outlook Calendar from the chat, so your team sees new appointments where they already plan their day.

How to connect
WhatsAppWebsiteInstagram
Adviser workspace prepared for a booked call
Outlook Calendar + Steps AI
Illustrative conversation

Can I book a consultation this Thursday?

Thursday has 11:00 or 3:30 free. Which suits you?

Bookings in your own calendar. The details you ask for. One view of every booking.

Calendars

What you can do with Outlook Calendar connected.

Built for clinics, tutors, consultants and service businesses, where the agent is measured by the bookings it makes.

Book from any channel

Customers book on WhatsApp, Instagram, Messenger or your website, and the appointment goes into Outlook Calendar.

Collect the details you need

Choose which details to ask for before a booking, such as name, email, company or job title, and edit the wording.

Decide when the agent should book

Describe in plain English when the booking skill should be used, and give examples of when it should not.

See every booking in one place

The Calendar screen in Steps AI shows bookings from Google Calendar, Outlook Calendar, Calendly, Cal.com and Square Appointments together.

In practice

A conversation connected to Outlook Calendar.

See the conversation alongside the information in your connected tool. Sample data is shown for illustration.

Outlook Calendar · New booking
When
Thursday, 3:30 PM
Name
Priya N.
Email
Collected in chat
Illustrative record
WhatsApp conversationIllustration

Can I book a consultation this Thursday?

Steps AI

Thursday has 11:00 or 3:30 free. Which suits you?

3:30 please.

Steps AI

You are booked for Thursday at 3:30. A confirmation is on its way.

How to connect

Connect Outlook Calendar in a few minutes.

No code. You sign in to the app once and you choose which agents use it.

  1. 1

    Connect Outlook Calendar

    Open Resources, then Apps, and choose Outlook Calendar. Sign in, or enter your account details, to connect it to your workspace.

  2. 2

    Add it to your agent

    Connecting adds Outlook Calendar to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.

  3. 3

    Add the booking skill to your agent

    In your agent's skills, switch on Book appointment, choose Outlook Calendar as the provider and pick the details to collect.

FAQ

Questions about the Outlook Calendar integration.

Which calendars can I connect?

Steps AI connects with Google Calendar, Outlook Calendar, Calendly, Cal.com and Square Appointments.

Can I use more than one calendar?

Yes. Connect as many as you need. Each booking skill uses one of them, and the Calendar screen shows all of them together.

What details does the agent ask for?

You choose. Name, email, company and job title can each be switched on or off, and you can edit how they are asked.

See Steps AI work with Outlook Calendar.

Book a demo and we will walk through a real conversation using Outlook Calendar and your own information.