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      Integrations: User Integrations

      This guide provides a straightforward process for integrating Google and Outlook Calendars with SalesAi. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      🔧 Purpose

      The guide is designed to help users connect either Google Calendar or Outlook Calendar to the SalesAi platform. This integration enables scheduling capabilities for AI Agents, allowing:

      • Round Robin bookings across a team using user-connected calendars.

      • 1:1 bookings via custom calendar configurations.

      🧭 Step-by-Step Instructions

      1. Accessing Integration Settings

      • Navigate to the SalesAi dashboard.

      • Click on Settings (bottom left corner).

      • Select Integrations from the menu.

      • Choose User Integrations.

      📅 Google Calendar Integration

      Steps:

      1. Click Connect next to Google Calendar.

      2. In the popup, choose a Google account.

      3. Grant full permissions by selecting the checkbox for "Select All" access (view, edit, and manage calendars).

      4. Review SalesAi's Privacy Policy and Terms of Service, then click Continue.

      5. Return to Integrations > User Integrations to confirm the calendar is connected.

      📆 Outlook Calendar Integration

      Steps:

      1. Click Connect next to Outlook Calendar.

      2. Enter your Outlook email and click Next.

      3. Review permissions requested by SalesAi.

      4. Click Accept to authorize access.

      5. Return to User Integrations to confirm the Outlook Calendar is connected.

      🔌 Disconnecting a Calendar

      • Navigate to User Integrations.

      • Click the Disconnect button next to the connected calendar.

      • A confirmation message will appear indicating a successful disconnection.

       

      Third-Party Services Disclaimer
      Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.

      Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.

      Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
      All warranties, express or implied, are disclaimed to the fullest extent permitted by law.