AI Assistant overview

Beta

AI Assistant is currently in beta for select users. Tell us how you’d like to use it by contacting us.

Calendly’s AI Assistant helps you quickly find meeting, contact, and recap information across Calendly, saving you time you’d otherwise spend searching for things manually.

Think of AI Assistant as a smart, conversational search experience that helps you surface the information you need, right when you need it.

For example, you can ask AI Assistant to:

  • Find action items from a past meeting.
  • Summarize recent meetings with a specific person.
  • Tell you when your next meeting is scheduled.
  • Count how often you’ve met with a customer or team.
  • Help you prepare for your daily meetings.

Using AI Assistant

AI Assistant is designed for open-ended questions and exploration. You can type natural-language prompts to discover insights across your scheduling history.

Examples of prompts you can use:

  • What were the action items from my meeting with John?
  • Summarize my last three meetings with Hilary.
  • When’s my next meeting with Morgan?
  • How many times have I met with the Acme Corp team?
  • Help me prepare for my meetings today.

Because AI Assistant supports a wide range of prompts, you don’t need to follow a strict format. Clear, specific questions usually produce the best results.

Best practices

  • Ask focused questions that reference people, timeframes, or outcomes.
  • Use AI Assistant to prepare before meetings by reviewing past conversations and action items.
  • Consistently use Calendly Notetaker in your meetings so AI Assistant can surface better insights.

Frequently Asked Questions

What kind of questions work best with AI Assistant?
Questions about past meetings, upcoming meetings, contacts, summaries, and patterns tend to work best.

Can AI Assistant see everything in my calendar?
AI Assistant only surfaces information that exists within Calendly, such as scheduled meetings and related recaps.

Is AI Assistant secure?
Yes. It uses enterprise-grade encryption and follows Calendly’s security protocols for all communication and scheduling actions. Learn more.

Can I save chats with AI Assistant?

No. Chats can’t be saved right now. You can return to your most recent chat as long as you stay in the same browser tab. If you open Calendly in a new tab, browser, or device, the chat won’t be there.