Calendar booking and in-call SMS actions
Choose between calendar booking and in-call SMS actions for a voice agent, see what each needs, and follow a shared launch checklist.
Actions let a voice agent do something during a call, not just talk. This page helps you pick the right action and prepare to launch it. It's for whoever sets up agents.
Spacebrain currently offers two agent actions:
- Calendar booking checks your Cal.com or Calendly availability and books an appointment.
- Send SMS during calls texts the caller a short, approved message, such as a link or address.
Two different SMS settings
Send Confirmation SMS is part of a calendar booking action and sends after a booking. Send SMS during calls is a separate agent action. Turning on one doesn't turn on the other.
Where to find it
Open Chat & Voice → Agents, open the agent, then select Actions in the sidebar. The Agent Actions page shows Calendar booking and Send SMS during calls.
Choose the action you need
Configure calendar booking
Connect Cal.com or Calendly, pick an event type, set time zones, and test a real booking.
Configure in-call SMS
Turn on texting during calls, write safe instructions, and test delivery and opt-outs.
| You want the agent to… | Set it up in | It also needs | Check before launch |
|---|---|---|---|
| Book an appointment | Actions → Calendar booking | A connected Cal.com or Calendly account and an active event type | The booking appears in your calendar with the right host, time, and meeting link |
| Confirm a booking by text | Send Confirmation SMS inside the booking action | A booking action and a phone setup that can text | Your test phone receives the confirmation |
| Text the caller during a call | Actions → Send SMS during calls | A phone setup that can text, consent, and credits | Your test phone receives exactly the approved text |
For texting US contacts from a local number, you'll also need A2P 10DLC registration.
Launch checklist for any action
- Work in the right workspace, with a role that can manage the connection and the agent.
- Add only the action the agent needs for one clear goal.
- In the agent's instructions, say when it may act, what it must confirm first, and what to say if the action fails.
- Test with your own phone, harmless content, and a free appointment slot.
- Check the result in the other system, such as the calendar or the phone. What the agent says isn't proof.
- Test unclear requests, no availability, failures, opt-outs, and asking twice.
- Launch to a small number of callers first. Review calls, bookings, texts, and credit use.
Sharing and removing actions
- A booking action can be shared by several agents. Unlink removes it from one agent. Delete for everyone removes it from the workspace and every agent.
- The SMS switch is set per agent. Turning it off for one agent doesn't affect others.
- Disconnecting a calendar, deleting an event type, or losing texting registration can leave an agent with instructions for an action that no longer works. Pause affected traffic, fix or replace the action, update the instructions, and test again.
FAQ
Can I use both actions on one agent?
Yes. Set up and test each one separately, then test a call that uses both.
Do actions work in website chat?
These actions are built for voice calls. Test any chat use carefully before relying on it.
Related guides
- Build and operate an AI agent
- Phone numbers, Power Dialer, and outreach
- Integration connection lifecycle
- Troubleshoot agents, calls, and messaging
Next step
Start with the action you need most: Configure calendar booking actions.
Next step
Keep moving
Open the relevant Spacebrain screen or contact support if you need help.
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Knowledge and Chat Widget
Create a knowledge base from documents or your website, attach it to an agent, and add an agent-powered chat bubble to your site.
Configure calendar booking actions
Connect Cal.com or Calendly, create a booking action, link it to a voice agent, and test times, time zones, and meeting links before launch.