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
Les questions concernant les réunions passées, les réunions à venir, les contacts, les résumés et les tendances ont tendance à mieux fonctionner.
L'Assistant IA ne présente que les informations qui existent dans Calendly, telles que les réunions programmées et les résumés associés.
Oui. Il utilise un cryptage de niveau entreprise et suit les protocoles de sécurité de Calendly pour toutes les communications et actions de planification.
Non. Les discussions ne peuvent pas être sauvegardées pour le moment. Vous pouvez revenir à votre discussion la plus récente tant que vous restez dans le même onglet de navigateur. Si vous ouvrez Calendly dans un nouvel onglet, navigateur ou appareil, la discussion ne sera pas là.