Atlas and the calendar

Atlas, your workspace assistant, can work the calendar for you: look up appointments and free slots, book, move, cancel and confirm, answer your invitations, and — for admins — set up professionals and services. Ask in plain language: “Book Emma Johnson for a cardiology check tomorrow at 10”, “What does Dr. Carter have on Friday?”, “Move appointment 749 to Monday morning”. Atlas isn’t the calendar tool your client-facing agents use. That one is configured per agent — see The calendar tool for agents.

Before you start

A Calendar permission — Admin, View All or View Own. Atlas sees exactly what you see in the agenda.

For setup work (professionals and services), Calendar Admin.

What Atlas can read

Ask about	What you get
Appointments	A client’s or a professional’s appointments in a date range, or one appointment by ID — time, service, status, professional
Attendees	Who’s on an appointment: the booker, guests, co-professionals, their answers and confirmation status, and the messages sent to each
Free slots	Real available times for a service, a professional and a date range — the same slots the New Event window offers
Metrics	AI success rate, bookings today, reschedules and appointments this week — within what you can see
Setup	Professionals, services, booking rules, appointment types
Your invitations	Appointments you’ve been invited to and haven’t answered

What Atlas can do

Action	Who can ask	Notes
Book an appointment	Anyone who can book in the agenda	For one client; Atlas finds the client by name or phone and confirms the match with you
Reschedule	The appointment’s organizer, or an accepted co-professional with Can reschedule (time only)	Same rule as dragging a card
Cancel	Organizers only — the main professional or a calendar Admin	Late-cancellation rules apply
Confirm	Organizers	Status Booked → Confirmed
Mark as no-show	Organizers	Only after the appointment has started. The UI has no button for this; Atlas and the API do
Accept, decline or leave an invitation	You, for your own invitations only	Leaving works only on an appointment you accepted
Create, edit or delete professionals	Calendar Admin	Same rules as Settings — deleting is refused while they have upcoming appointments
Create, edit or delete services	Calendar Admin	Includes members, weights, booking rules and turning Google Meet on

Atlas follows the same permissions as the UI. If you can’t cancel an appointment in the agenda, Atlas can’t either — it tells you who can (the appointment’s organizer).

It messages real clients

Booking, moving, cancelling and confirming send the same WhatsApp messages as doing it by hand — reminders, confirmations, reschedule and cancellation notices, per your Notifications settings. So Atlas asks you to confirm before it acts, and its answer lists the messages sent or queued.

Undo

Each change Atlas makes can be undone from the conversation. Undo runs the opposite operation through the calendar, not a quiet rollback:

Undo of	What happens
A booking	A real cancellation — Google event and Meet link removed, reminders retired, a cancellation notice sent if notices are on
A reschedule	Moves it back to the old time and professional, re-checking availability. If the old slot is gone, undo is refused and nothing changes
A status change	Reverts it when the old status can be set again; otherwise refused
A cancellation	Always refused — a cancelled appointment can’t be restored. Book it again
A new professional or service	Deleted — refused while it already has upcoming appointments

What Atlas can’t do

Not available	Detail
Adding or removing guests and professionals	Do it in the appointment window. See Participants
Booking a group or adding guests at booking	Atlas books one client per appointment
Granting Can reschedule or Can edit	Only in the appointment window
Answering someone else’s invitation	Admins do that in the appointment window — Answer for this professional
Reading Google Calendar event details	Atlas doesn’t expose what’s on anyone’s Google Calendar
Restoring a cancelled appointment	Undo of a cancellation is always refused

Next step

Troubleshooting

When a booking doesn’t land.

Getting started

Conversations

Salesflow

Voice agents

WhatsApp agents

SMS agents

Calendar

Organizations

Atlas and the calendar

Before you start

What Atlas can read

What Atlas can do

It messages real clients

Undo

What Atlas can’t do

Next step

Troubleshooting

​Before you start

​What Atlas can read

​What Atlas can do

​It messages real clients

​Undo

​What Atlas can’t do

​Next step

Troubleshooting

Before you start

What Atlas can read

What Atlas can do

It messages real clients

Undo

What Atlas can’t do

Next step