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Voice Calls & Scheduling

Erdo agents can place real outbound phone calls on your behalf. You tell an agent who to call and what to accomplish; it dials out, holds a natural spoken conversation, and reports back with a transcript. If the call involves scheduling, the agent can check your calendar availability live and book the meeting before hanging up.
A call is always you asking an agent to make it — in chat, the agent proposes the call and you approve it before anything dials out. Erdo never places calls on its own.

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What you can do

  • Qualify or follow up with a lead — “Call this number, confirm they still want a demo, and note their timeline.”
  • Confirm a detail — “Call the venue and check they have availability for 40 people on the 14th.”
  • Book a meeting on the call — “Call this lead and, if they’re interested, book a 30-minute intro on my calendar this week.”

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Before you start

To do thisYou need
Place callsErdo Voice enabled for your organization
Book meetings on a callYour Google Calendar connected in Settings → Connectors
Booking uses the calendar of the person who asked for the call — yours. The agent checks your availability and creates the event on your calendar, adding the person you called as a guest. If your Google Calendar isn’t connected, an agent asked to book will tell you to connect it first (and won’t place the call), so connect it up front when scheduling is the goal.

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Connect your calendar

1

Open Settings → Connectors

Find Google Calendar in the connector list.
2

Connect and authorize

Sign in with Google and approve calendar access. That’s it — the connection is per user, so each person who wants the agent to book on their behalf connects their own calendar.

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Make a call

Just ask an agent in chat. Give it the number, what to say, and — for compliance — why the call is allowed (an opt-in, an existing relationship, an internal test, etc.). For scheduling, mention it explicitly and include the recipient’s email if you want them invited.
“Call +1 555 010 0142 (Jordan at Acme). Confirm they’re still interested in the pilot, and if so book a 30-minute intro on my calendar sometime next week. They opted in on our site. Invite [email protected].”
The agent will:
1

Propose the call for your approval

You see who it will call and why, and approve before it dials.
2

Hold the conversation

It introduces itself as an AI assistant, follows your instructions, and asks one thing at a time.
3

Check availability and book (if scheduling)

It reads your real free/busy times, offers slots that actually work, and creates the calendar event with the recipient invited.
4

Report back

Ask for the transcript afterward — “What did they say on the call?” — to see exactly what happened.

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Good to know

  • Consent matters. Every call needs a stated reason it’s permitted; the agent won’t place a call without one. If the person asks not to be called again, the agent acknowledges it and ends the call.
  • The agent never claims to be human. It identifies as an AI assistant.
  • Booking won’t guess. If the agent can’t read your calendar (not connected, or access revoked), it tells you rather than booking over your existing events.
  • One calendar per call. Availability and the booked event belong to whoever asked for the call — not the person being called.

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Troubleshooting

You seeWhat to do
”Connect your account in Settings → Connectors”Connect (or reconnect) Google Calendar there, then ask again.
The agent says it can’t bookConfirm your Google Calendar is connected and the connection is healthy in Settings → Connectors.
Nothing happens after you askVoice may not be enabled for your organization — contact your Erdo admin.