Email and Calendar Integrations
Email and calendar connections let agents work with the communication tools your customers and team already use. An Email Agent can monitor the right shared inbox, while Voice or Messaging Agents can check real availability and book appointments into the selected calendar.
Navigation: Open General → Integrations, then expand Google or the email and calendar integration shown in your workspace.
Connect an account
- Select Connect account.
- Sign in to the account you intend to use.
- Review the requested access and approve only if it matches your use case.
- Return to Versafy and confirm the correct address is listed.
You can connect more than one account. Use clear ownership and avoid personal mailboxes unless your organization has approved them for customer operations.
Use the account with an Email Agent
Inbox assignment lets you dedicate an agent to a business purpose such as sales@ or support@ without monitoring unrelated mail. Open Email & Messaging → Email Agents, select an agent, then open Inbox. Add the connected inbox to the agent. A connected account is not monitored until you assign its inbox to an agent.
If an inbox reports an authorization issue, reconnect the account from Integrations and return to the agent.
Use the account for calendar booking
Calendar booking lets a customer move from enquiry to a confirmed appointment in the same call or conversation, without waiting for a teammate to exchange available times. Open the agent’s tools or AI Behavior settings, enable Calendar Booking, and select the correct calendar inbox. Configure timezone, working hours, meeting duration, and other meeting defaults before testing.
Test an available time, an unavailable time, and a request outside working hours. Confirm that the event appears on the expected calendar and contains the expected meeting details.
Understand connection scope status
An account may be connected for email but still need additional approval for calendar features, or the reverse. Follow the scope-status prompt shown beside the feature rather than disconnecting an otherwise working inbox.
Remove an account
Before removal, check:
- Email Agents that use the inbox;
- Voice or Messaging Agents that use its calendar;
- notification sender settings that may use it.
Assign replacements first, then remove the connection.
Troubleshoot email and calendar connections
Inbox sync stops
Reconnect the account, confirm the inbox is still assigned, and use one manual sync.
Calendar is not selectable
Confirm calendar access is approved for that account and refresh the agent editor.
Bookings use the wrong time
Compare the connected calendar timezone, agent meeting settings, workspace timezone, and user’s profile timezone.