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.

Knock AI supports Google Calendar and Outlook. Each rep connects one calendar, and a team can use both providers side by side.

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

Choose how to connect calendars

A single team can mix providers. Some reps can be on Google and others on Outlook with no change to routing, booking logic, or the buyer experience.

There are two ways to connect sales calendars. Pick the option that matches how your company wants to onboard reps.

Option 1: Google Workspace service account

A single setup by your Google Workspace admin authorizes Knock AI to access reps' calendars at the domain level. Reps do not need to individually connect their calendars.

Use this option if your team runs on Google Workspace and you want to onboard a large team without per-rep authentication.

Option 2: Per-rep calendar invitation

Each rep receives an invitation and connects their own Google Calendar or Outlook through the Knock AI dashboard, the Knock AI Slack app, or the Personal Hub.

Use this option if:

• You are onboarding a small or mid-sized team.
• You want reps to authorize their own calendars individually.
• You are not using a Google Workspace service account.

Both options lead to the same outcome: reps become eligible to receive routed meetings based on availability and routing rules, whichever calendar they use.

Option 1: Set up a Google Workspace service account for Knock AI

What the Google Workspace connection does

The Google Workspace connection uses domain-wide delegation to grant Knock AI access to user calendars at the domain level. This lets a Google admin authorize Knock AI once for the entire workspace, instead of asking each rep to connect their calendar individually.

With a Google Workspace connection:

• The Google admin grants permission once, for the whole domain.
• Permission only - no rep's calendar is connected automatically. After the connection is verified, you select which reps to connect.
• Selected reps do not need to grant calendar access themselves.
• Calendar access is controlled by the Google admin at the workspace level, and by you at the rep level.

How the setup works

Setting up a Google Workspace connection takes three steps, and usually two people. Your IT admin grants the permission in Google, and you do the rest from the Knock AI dashboard.

1. IT grants the permission. If you're not the Google Workspace admin, send them the instructions. You can do that from the Knock app in Slack or from the calendar connection modal in the dashboard - either way, Knock sends one Slack message with everything they need: the Client ID, the OAuth scopes, a link straight to the Google Admin console, and a short explanation of what it's for.



2. You verify the connection. Once IT is done, open the calendar connection modal in the Knock AI dashboard and click Verify connection. Knock does not use the connection until this succeeds.
3. You choose which reps to connect. Verification unlocks Connect members, where you pick the reps who should receive meetings. Nobody is connected until you do this, so granting the permission never connects your whole company.

How to set up the service account

Complete these steps from your Google Workspace admin account.

1. Go to the Google Workspace Admin portal.
2. Navigate to Security → Access and data control → API Controls.
3. Click Manage Domain Wide Delegation.
4. Under API Clients, click Add new.
5. In the Add a new client ID dialog, enter the following:
• Client ID: 110211162547541937635
• OAuth scopes: see the scope options below.
6. Click Authorize.

OAuth scopes

Choose one of the following scope sets when configuring the client.

Minimal scopes (required)

Required for Knock AI scheduling to function. Grants access to calendars, user profile, and email.

https://www.googleapis.com/auth/calendar.freebusy
https://www.googleapis.com/auth/userinfo.profile
https://www.googleapis.com/auth/userinfo.email
https://www.googleapis.com/auth/calendar.events.owned
https://www.googleapis.com/auth/calendar.events.readonly

Knock AI never accesses data outside of the scopes you authorize. Unauthorized scopes are never used, even if listed by the application.

Verify the connection

Verification is a required step Granting permission in Google Admin is not enough on its own. Return to the calendar connection modal and click Verify connection - Knock only starts using the connection, and only lets you connect members, after verification succeeds.

• Success - the modal moves to the Connect members step and shows the Google Workspace connected chip.
• Failure - you get an inline Not connected yet message and the instructions stay on screen, with the Client ID and scopes Knock is checking against so you can compare them to Google Admin.

Google can take 2 to 3 minutes to propagate the new delegation. Common reasons verification fails:

• The Client ID doesn't match what's in Google Admin.
• One or more OAuth scopes are missing or misspelled.
• The new delegation hasn't propagated yet - wait 2 to 3 minutes and retry.
• You're connected to a different Google Workspace than the one you signed in with.

Connect members

Once the connection is verified, choose which reps to connect.

1. Click Connect members.
2. Search your Slack Workspace members. Results are sorted by name.
3. Click + to add a member to your selection. Members who are already connected show as connected and can't be added again.
4. Remove anyone from the selection before you confirm.
5. Click Connect all to connect everyone in the selection at once. You'll get a confirmation with the number of members connected.

Only the members you connect can receive routed meetings. You can come back and connect more members at any time. Invite via Slack is still available here if you'd rather have a specific rep authorize their own calendar.

Option 2: Connect calendars per rep

If you are not using a Google Workspace service account, use one of the following flows to connect each rep's calendar.

Reps can connect either Google Calendar or Outlook. The flows below work the same for both providers. Only the account the rep signs in with changes.

This section covers:

1. How to invite reps to connect their calendars from the Knock AI dashboard.
2. How to monitor calendar connection status.
3. How reps connect their calendar through the Knock AI Slack app or Personal Hub.

Send invite to connect calendars from 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
3. Click on “Calendar Connection”

Step 2: Invite Reps to Connect Their Calendars

1. Click Invite to Connect - Invite members to connect their calendar
2. Type in Slack members you want to invite
• (Optional) Customize the Slack message that will be sent
• Click Send Invite
• Copy Invite link - manually copy the connection link and send it manually (e.g., email or slack)

Each rep receives a direct Slack message with a one-click link to connect their calendar.


3. Once the request is sent, the rep chooses Connect Google Calendar or Connect Outlook Calendar in the Slack message and authenticates with that account to complete the connection. Make sure to approve all configuration requested.

Connecting calendars from Slack

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

How to 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, under Connect Calendar, click Connect Google or Connect Outlook.
4. Authenticate with that Google or Microsoft 365 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.

Knock supports one calendar per user.

Connecting calendars from the Personal Hub

1. Go to the personal hub
2. General > Integrations > click Connect next to Google Calendar or Outlook Calendar
3. Authenticate with that Google or Microsoft 365 account to complete the connection. Make sure to approve all configuration requested.

Monitor and manage Calendar Connections

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.

Connected - The Connected section lists reps whose calendars are successfully authorized or pending (an invitation was sent but not completed).

For each connected rep, you can view:

• Rep name
• Assigned routing rules
• Number of meetings booked
• Timezone (with country flag)
• Weekly slots (from availability setup)
• Avg. hrs per day

Only connected reps can receive automated meeting bookings.

Clicking a connected rep opens their calendar settings, where the admin can view and edit:

• Timezone
• Daily availability
• Meeting limits (limits and buffers)
• Copy the rep's personal meeting link

Disconnected - The disconnected section includes reps who are not currently authorized.

This may include users that their 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.

Disconnect a calendar

You can disconnect any rep from the Calendar Connections page, whether they were connected through Google Workspace or individually.

A disconnected rep stops receiving meetings immediately. The Google Workspace permission stays in place, so you can reconnect them later without involving IT again.

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

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Do all sales reps need to connect their calendar?

No. Only reps who should receive automated meeting bookings need to connect their calendar. However, at least one calendar must be connected for scheduling and routing to function.

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Can Knock AI schedule meetings for a rep who has not connected their calendar?

No. Knock AI only schedules meetings for reps listed as Connected in the Calendar Connections page. Reps in a Pending or Disconnected state cannot receive meetings.

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What happens after a rep connects their calendar?

Once connected:

• The rep becomes eligible for routing based on your meeting rules.
• Their status updates to Connected in the Calendar Connections monitoring page.
• Knock AI can check availability and book meetings within their configured working hours.

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What does “Pending” mean in Calendar Connections?

Pending means an invitation was sent, but the rep has not completed the calendar authorization process.

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What does “Disconnected” mean?

Disconnected means the calendar was previously connected but authorization was removed or expired. The rep must reconnect their calendar to receive meetings again.

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Can reps manage their availability?

Yes. After connecting their calendar in Slack, reps can configure their Working Hours. Knock AI only schedules meetings during those selected days and times and when the calendar shows availability.

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Does connecting a calendar automatically assign meetings to a rep?

No. Connecting a calendar only makes the rep eligible for scheduling. Meeting assignment still depends on your routing rules and qualification logic.

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Does Knock AI work with Outlook?

Yes. A rep can connect Google Calendar or Outlook. Knock uses whichever calendar is connected for availability, event creation, rescheduling, and cancellation. The calendar provider is invisible to the buyer.

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Can some reps use Google and others use Outlook?

Yes. A workspace and a single routing rule can contain both. Single rep, Any Calendar, Round Robin, All Calendars, and CRM Owner routing all work with mixed groups. The provider never affects routing eligibility, only whether the rep has a connected calendar.

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What happens if a calendar connection is lost?

The rep moves to Disconnected and stops receiving new bookings until they reconnect. Knock notifies the rep in Slack with a reconnect action, and meetings already booked are not cancelled.

On this page

• How to Connect Sales Calendars in Knock AI for Automated Meeting Scheduling
• Choose how to connect calendars
• Option 1: Google Workspace service account
• Option 2: Per-rep calendar invitation
• Option 1: Set up a Google Workspace service account for Knock AI
• What the Google Workspace connection does
• How the setup works
• How to set up the service account
• OAuth scopes
• Verify the connection
• Connect members
• Option 2: Connect calendars per rep
• Send invite to connect calendars from Knock AI dashboard
• Step 1: Go to Calendar Settings in the Knock AI Dashboard
• Step 2: Invite Reps to Connect Their Calendars
• Connecting calendars from Slack
• Connecting calendars from the Personal Hub
• Monitor and manage Calendar Connections