Calendar & Calls

The Calendar & Calls feature connects your Google Calendar to the platform, enabling automatic call transcript analysis that feeds into your market intelligence. When prospects book calls from your outreach campaigns and those calls happen on Google Meet, the system fetches the transcript and analyzes it with AI -- extracting buying signals, competitive mentions, key moments, and more.

Connecting Google Calendar

To get started, go to Calendar in your dashboard sidebar and connect your Google Calendar account.

1. Click "Connect Google Calendar"
2. Sign in with your Google account and grant the necessary permissions
3. Your calendar events will sync automatically

Multi-Account Support

You can connect multiple Google Calendar accounts. Each account gets its own color in the calendar view, making it easy to distinguish between them. This is useful if your team members have separate calendars or if you use different Google accounts for different purposes.

To add another account, click the "+ Add" button in the account legend strip and select "Connect another calendar".

Calendar View

Once connected, you'll see your calendar events in a familiar calendar interface. You can switch between a monthly calendar grid and a chronological list view.

Each event shows the title, time, attendees, and whether a Google Meet link is attached. Click on any event to open its detail view.

Call Transcripts

When a calendar event has a Google Meet link and the call has taken place, the system can fetch the transcript directly from Google Meet.

Fetching Transcripts

On the event detail page, you'll see a "Fetch Transcript" button if a Google Meet link is detected. Click it to retrieve the transcript from Google's servers.

The system:

1. Extracts the meeting code from the Google Meet link and identifies the correct conference record
2. Fetches all transcript entries (paginated if the call was long)
3. Resolves participant names and emails by cross-referencing Google Meet participants with your calendar event attendees
4. Stores the full transcript with speaker names, timestamps, and text

Once fetched, you can read the complete transcript on the event page, with each speaker clearly labeled and entries shown in chronological order.

Automatic Analysis After Fetch

When a transcript is fetched for an event that is linked to a campaign recipient through booking tracking, the system automatically triggers call analysis after the transcript is saved. You don't need to manually start the analysis -- just fetch the transcript and the rest happens automatically.

Call Analysis

After a transcript is fetched, the system analyzes it with AI. If the event is linked to a campaign recipient (see Booking Tracking below), analysis is triggered automatically.

What Gets Extracted

Call analysis produces the same 9 dimensions as email reply analysis (sentiment, intent, interest level, objections, questions, topics, what worked, what didn't work, and a summary) plus call-specific dimensions:

Context-Aware Analysis

The AI doesn't just analyze the transcript in isolation. It also considers the prior email context -- the original outreach email and the prospect's reply that led to the call -- to produce a more accurate analysis. This means the AI understands what was promised in the email and whether the call delivered on those promises.

Viewing Call Analysis

On the event detail page, you'll see the full analysis alongside the transcript. The analysis includes all dimensions listed above, with the call-specific fields displayed prominently.

Call analyses also appear in the Insights dashboard alongside email reply analyses, both in the Recent Analyses feed and in the aggregated intelligence.

Booking Tracking

The system tracks when campaign recipients book meetings. This creates the link between your outreach campaigns and the calls that result from them.

How Bookings Are Linked

When a calendar event's attendees match a campaign recipient's email, the system creates a campaign booking that links the event to the specific campaign and recipient. This can happen:

• Automatically -- the system matches events to recipients based on email addresses
• Manually -- you can link an event to a campaign recipient from the event detail page

What Booking Tracking Enables

Once a call is linked to a campaign recipient:

• The transcript is fetched and analyzed automatically
• The call analysis is attributed to the correct campaign, agent, product, and company scopes in the Insights system
• A "Booked" indicator appears on the reply analysis in the Insights dashboard
• Booking timing analytics become available in the Insights sidebar

How Calls Feed Into Intelligence

Call analyses merge with email reply analyses in the insights system:

1. Aggregation -- call data contributes to the total counts, sentiment breakdowns, and interest levels at every scope (company, product, agent, campaign)
2. Qualitative synthesis -- when the AI synthesizes market intelligence, it draws from both email and call data, producing call-specific insights and email vs. call divergences
3. Suggestions -- the intelligence that drives agent suggestions, persona suggestions, and company strategy suggestions incorporates call data alongside email data

The more calls you analyze, the richer your market intelligence becomes -- especially for dimensions like buying signals and competitive mentions that rarely surface in email.

Tips

• Connect your calendar early -- even before you start getting bookings, having your calendar connected means the system is ready to fetch transcripts as soon as calls happen
• Check for unlinked calls -- if a booking wasn't automatically matched, you can manually link it from the event detail page
• Review call analyses -- call data provides uniquely valuable intelligence (buying signals, competitive landscape) that email replies alone can't capture
• Use multiple calendar accounts -- if your team uses different Google accounts, connect them all to capture every call

Next Steps

• Read about Insights to see how call data feeds into your market intelligence
• Learn about Campaigns to understand how bookings are tracked
• See AI Sales Reps to understand how call intelligence improves your agents