> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfrank.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tab: Call-to-Action

> Configure actions Frank can take during a live call – appointment booking, call transfer, and more.

## 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)*

<Info>
  More Call-to-Actions are in development and will be documented as separate subsections once they become available.
</Info>

***

## 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.

### Setup

<Steps>
  <Step title="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").
  </Step>

  <Step title="Add an appointment description">
    Describe the appointment in one sentence. The agent uses this description to select the correct action during the conversation.
  </Step>

  <Step title="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

    <Note>A dedicated video tutorial for this setup is available separately.</Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="Select booking confirmation method">
    Choose how the booking confirmation is sent to the lead:

    * Via **SMS**
    * Via **Email**
  </Step>
</Steps>

***

## 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.

### Setup

| Field            | Description                                                                                                                    |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Name**         | Who or what is the transfer target (e.g., "Sales Team East")                                                                   |
| **Phone number** | The number to transfer the call to                                                                                             |
| **Description**  | A description of when this transfer should be triggered – Frank uses this to automatically decide whether and when to transfer |

<Tip>
  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.
</Tip>

***

## Calendly Integration

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

***

## Open HTTP Request

*(Documentation coming soon)*