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How to Connect Sales Calendars in Knock for Automated Meeting Scheduling

How to Connect Sales Calendars in Knock for Automated Meeting Scheduling

How to Connect Sales Calendars in Knock AI for Automated Meeting Scheduling

Connecting your reps’ calendars is the first step to using Knock AI Conversational Scheduling. Once integrated, Knock AI will route qualified meeting requests to the right rep based on real-time availability, lead data, and your custom rules.

Before inviting reps, make sure the Knock AI Slack app is installed in your workspace.

This guide explains:

  1. How to invite sales reps to connect their calendars from the Knock AI settings.
  2. How to monitor calendar connection status.
  3. How reps connect their calendar through the Knock AI Slack app.

Connecting calendars from the Knock AI dashboard

Step 1: Go to Calendar Settings in the Knock AI Dashboard

  1. Open the Knock AI Dashboard
  2. Navigate to Meeting Links

Step 2: Invite Reps to Connect Their Calendars

  1. Click Invite to Connect - Invite members to connect their calendar
Invite members to connect their calendar
  1. Type in Slack members you want to invite
    1. (Optional) Customize the Slack message that will be sent
    2. Click Send Invite
    3. Copy Invite link - manually copy the connection link and send it manually (e.g., email or slack)
    4. Each rep receives a direct Slack message with a one-click link to connect their calendar.

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  2. Once the request sent, sales rep needs to authenticate with their Google account to complete the connection. Make sure to approve all configuration requested.

Step 3: Monitor Calendar Connection Status

Click Calendar Connections to view the status of all team members in one place. This page shows who is eligible to receive meetings and who still needs to complete calendar authorization.

From this screen, you can also invite additional team members by clicking Invite Member.

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  1. Connected

The Connected section lists reps whose calendars are successfully authorized.

For each connected rep, you can view:

  • Rep name
  • Assigned routing rules
  • Number of meetings booked

Only reps in this section can receive automated meeting bookings.

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  1. Unconnected

The Unconnected section includes reps who are not currently authorized.

This may include:

  • Pending – An invitation was sent but not completed
  • Disconnected – The calendar connection was removed or expired

Reps in this section cannot receive meetings until their calendar is connected. You can select a rep to resend the invitation or remind them to complete the connection process.

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Make Sure at Least One Calendar is Connected

To activate Knock AI’s routing rules for scheduling, you must have at least one rep calendar connected. You can invite more reps at any time and add them to your routing rules as your team grows.

Connecting calendars from the Slack

Sales reps can connect their calendar and manage availability directly from Slack.

Connect Your Calendar in Slack

  1. Open Slack.
  2. Go to the Apps section and select the Knock AI app.
  3. In the Home tab, click Connect Calendar.
  4. Authenticate with your Google account to complete the connection. Make sure to approve all configuration requested.

Once connected, you become eligible to receive meetings based on routing rules and availability. Your status will also update in the Calendar Connections monitoring page, where admins can see that your calendar is connected.

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Manage Your Calendar Availability

After connecting your calendar, you can define when you are available to receive meetings.

  1. In the Knock AI Slack app, click Working Hours.
  2. Use the time selectors to choose the days and hours when you are available for meetings.

Knock AI schedules meetings only during your configured working hours and when your calendar shows availability.

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Next Steps

  1. Connect LinkedIn Accounts
  2. Configure Meeting Routing
  3. Create a Scheduling Link
  4. Share Your Scheduling Link

FAQ: Connecting Sales Calendars in Knock AI

Do all sales reps need to connect their calendar?
Can Knock AI schedule meetings for a rep who has not connected their calendar?
What happens after a rep connects their calendar?
What does “Pending” mean in Calendar Connections?
What does “Disconnected” mean?
Can reps manage their availability?
Does connecting a calendar automatically assign meetings to a rep?