Overview
Many LeadTruffle users love our AI texting and AI voice features, but manage scheduling through third-party tools like Calendly. With our new Scheduling Beta, you can now manage bookings natively within LeadTruffle—no third-party tools required.
Why It Matters
Centralizes scheduling within LeadTruffle
Enables your AI agent to suggest and book appointments based on real-time availability
Reduces back-and-forth and missed opportunities
How to Get Started
Click Scheduling on the left sidebar in your LeadTruffle dashboard (note: this is a beta feature).
Sync with Google Calendar
Syncing with Google Calendar is optional but highly recommended.
This ensures compatibility with external CRMs and keeps your availability accurate.
After syncing, refresh the page—LeadTruffle will automatically mark your busy/free time slots.
Set Your Availability
Configure general availability rules (e.g., business hours, days off).
Use Date Overrides for exceptions (vacations, holidays, etc.).
Adjust Calendar Settings
Set time zone, appointment length, buffer time between appointments
Define how soon someone can book (book-ahead hours) and how far in advance (max book-ahead days)
Customize the public-facing calendar name
AI Calendar Integration
Your AI agent can now suggest appointments and send booking links to leads automatically.
Turn ON the “Use LeadTruffle Calendar” option
When it’s time to book, the AI will:
Detect your real-time availability
Send your unique LeadTruffle booking link
Let the user choose a time and enter their email
Booking Link Options
Option 1: Use Your Own Booking Link
Turn OFF the LeadTruffle Calendar setting
Paste your external booking link (e.g., Calendly) into the AI agent instructions
Option 2: Use LeadTruffle Calendar
Turn ON the setting
Configure everything under Scheduling first
Let the AI handle the rest!
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.