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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.

Choose how to connect calendars

Knock AI supports 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 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 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 result in the same outcome: reps become eligible to receive routed meetings based on availability and routing rules.

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

What a Google Workspace service account does

A service account uses Google Workspace 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 service account:

  • Reps are onboarded to Knock AI through the Knock AI API.
  • Reps do not need to grant calendar access themselves.
  • Calendar access is controlled by the Google admin at the workspace level.

Two ways to start the setup

From the Knock app in Slack (recommended)

  1. Open the Knock app in Slack.
  2. In the Home tab, find Google Calendar setup.
  3. Click Start to walk through the setup with your Client ID and OAuth scopes.

Not the Google admin? Send it to IT

If you don't have Google Workspace admin access, click Send to IT instead. Knock sends a pre-filled Slack DM to the teammate you select, including the Client ID, OAuth scopes, a short explanation of why it's needed, and a link back to this guide.

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Manually in Google Admin

Follow the steps in the next section using the Client ID and scopes provided.

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

Once you've added the Client ID and scopes in Google Admin, return to the Knock app and click I'm done, verify.

Google can take 2 to 3 minutes to propagate the new delegation. If verification fails, Knock shows the Client ID and OAuth scopes it's checking against so you can compare them to what's in Google Admin. 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.

After the service account is configured

Once domain-wide delegation is granted and the connection is verified, Knock AI coordinates API-based onboarding for your reps. Reps appear as connected in the Calendar Connections page without needing to complete the invitation flow described in Option 2.

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.

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 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
  3. Click on “Calendar Connection”
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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.

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  3. 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 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.

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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
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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.

Connecting calendars from the 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, 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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Connecting calendars from the Personal Hub

  1. Open the personal hub
  2. In the General page click - connect Calendar
  3. Learn more about the personal hub

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 Set Availability.
  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

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