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Integration

Microsoft Calendar Integration

How to connect and use Microsoft Outlook / 365 Calendar with your CLIA agent.

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Última actualización: Apr 8, 2026calendarmicrosoftintegration

Microsoft Calendar Integration - User Guide

What is This?

Connect your Microsoft Calendar (Outlook) to CLIA so that your voice agent can automatically schedule appointments when customers call.

What Gets Connected?

When you connect Microsoft Calendar:

  • CLIA can create calendar events automatically from voice calls
  • Events are created in your Outlook calendar (the one you choose)
  • You can disconnect at any time from your settings

What Permissions Are Requested?

CLIA requests:

  • Read and write calendars: To create events when appointments are scheduled
  • Offline access: To keep the connection working (refresh tokens)

We never:

  • Read your existing events (unless you explicitly use that feature)
  • Delete or modify existing events
  • Access your email or other Microsoft services

How to Connect

Step 1: Go to Settings

  1. Log in to your CLIA dashboard
  2. Navigate to Settings → Integrations
  3. Find Microsoft Calendar and click Connect

Step 2: Authorize CLIA

  1. You'll be redirected to Microsoft (Azure AD)
  2. Sign in with the Microsoft account that has the calendar you want to use
  3. Review the permissions CLIA is requesting
  4. Click Accept or Continue

Step 3: Choose Your Calendar

  1. After connecting, you'll see a list of your calendars
  2. Select the calendar where you want appointments to be created
  3. Click Set as Default

Step 4: Test It

  1. Make a test call to your voice agent
  2. Ask to schedule an appointment
  3. Check your Outlook calendar - you should see the event!

How It Works

When a customer calls and asks to schedule an appointment:

  1. Voice agent understands the request (e.g., "I'd like to schedule a meeting tomorrow at 2 PM")
  2. Agent creates the event in your Outlook calendar automatically
  3. You receive confirmation in the call log
  4. Event appears in your Outlook calendar

Managing Your Connection

View Connection Status

Go to Settings → Integrations → Microsoft Calendar to see:

  • ✅ Connected: Everything is working
  • ❌ Disconnected: Calendar is not connected
  • ⚠️ Error: There was a problem (click to reconnect)

Change Default Calendar

  1. Go to Settings → Integrations → Microsoft Calendar
  2. Click Change Calendar
  3. Select a different calendar
  4. Click Save

Disconnect

  1. Go to Settings → Integrations → Microsoft Calendar
  2. Click Disconnect
  3. Confirm the action

Note: Disconnecting will prevent the voice agent from creating calendar events, but won't affect existing events.

Troubleshooting

"Calendar not connected" error

  • Solution: Go to Settings → Integrations and reconnect Microsoft Calendar

Events not appearing

  • Check: Is the correct calendar selected as default?
  • Check: Are you looking at the right Microsoft account?
  • Check: Check call logs for any error messages

"Permission denied" error

  • Solution: Reconnect and make sure you click "Accept" when Microsoft asks for permissions
  • Note: If using a work/school account, your IT admin may need to approve the app

Need to use a different Microsoft account?

  1. Disconnect the current account
  2. Reconnect with the new Microsoft account
  3. Select the calendar you want to use

"AADSTS" errors

These are Microsoft authentication errors. Common ones:

  • AADSTS65001: You need to grant consent - reconnect and click "Accept"
  • AADSTS50020: Account not found - check you're using the correct Microsoft account
  • AADSTS70011: Invalid permissions - contact support

Privacy & Security

  • Your calendar credentials are encrypted and stored securely
  • Only CLIA's backend can access your calendar (not the frontend)
  • You can revoke access at any time from Microsoft Account settings or CLIA settings
  • We never share your calendar data with third parties

Work/School Accounts

If you're using a Microsoft work or school account:

  • Your IT administrator may need to approve the CLIA app before you can connect
  • Some organizations restrict calendar access - check with your IT department
  • You may need to use a personal Microsoft account instead

Support

If you need help:

  1. Check the troubleshooting section above
  2. Contact support with:
    • Your CLIA account email
    • The error message (if any)
    • Screenshots of the issue
    • Whether you're using a personal or work/school account