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Overview

The Call-to-Action tab is where you define which actions Frank is allowed to perform during an active conversation. Currently available:
  • Calendar integration (Cal.com)
  • Call transfer
  • Calendly integration (documentation coming soon)
  • Open HTTP request (documentation coming soon)
More Call-to-Actions are in development and will be documented as separate subsections once they become available.

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Cal.com – Calendar Integration

With the Cal.com integration, Frank can book an appointment in your calendar during the conversation – without the lead needing to visit an external booking page.

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Setup

1

Define the integration name

Give the integration a clear name. This helps the agent understand what kind of appointment is being booked (e.g., “Discovery Call 30 Min”).
2

Add an appointment description

Describe the appointment in one sentence. The agent uses this description to select the correct action during the conversation.
3

Enter your Cal.com API key

Copy your API key from Cal.com and paste it here.How to find your Cal.com API key:
  1. Log into your Cal.com account
  2. Go to Settings → Developer → API Keys
  3. Create a new API key and copy it
A dedicated video tutorial for this setup is available separately.
4

Enter the Event ID

Enter the Event ID of the appointment type Frank should book. Find the Event ID in the settings of the relevant event in Cal.com.
5

Select the server region

Choose which infrastructure your Cal.com account uses:
  • cal.com – Internationally hosted
  • cal.eu – Data stays entirely within the European Union
6

Select booking confirmation method

Choose how the booking confirmation is sent to the lead:
  • Via SMS
  • Via Email

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Call Transfer

With the call transfer feature, Frank can automatically transfer a live call to a team member or a shared phone line – for example when a lead is highly qualified and wants to speak with a human right away. A shared phone line allows multiple sales team members to be available simultaneously, with the first available person taking the call.

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Setup

FieldDescription
NameWho or what is the transfer target (e.g., “Sales Team East”)
Phone numberThe number to transfer the call to
DescriptionA description of when this transfer should be triggered – Frank uses this to automatically decide whether and when to transfer
The more precisely you describe when the transfer should happen (e.g., “Transfer when the lead wants to speak with an advisor immediately and has already signaled strong interest”), the better Frank can decide when to initiate it.

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Calendly Integration

(Documentation coming soon – a dedicated video tutorial will be provided)

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Open HTTP Request

(Documentation coming soon)