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Documentation Index

Fetch the complete documentation index at: https://docs.apifycloud.io/llms.txt

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The scheduling preset picks one of three assignment modes, which controls how an agent gets attached to a new booking.

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Pick from options

The customer sees a list of agents in the booking page and chooses the one they want.
  • Public booking page: the UI renders a picker.
  • Availability of each agent is computed independently, so customers only see the agents actually free for the slot they’re considering.
Use this for customer-driven preferences: language, seniority, named account manager, or any reason a customer might want to pick a specific human.

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Any available

The system picks the agent automatically from the pool of agents free at that slot.
  • Public booking page: no agent picker is shown; the customer just picks a time.
  • API: the caller omits assignedAgentId and the engine resolves one on create.
Use this for support-style flows where the customer doesn’t care who takes the call, only that the slot is booked.
When multiple agents qualify for the same slot, the engine picks one deterministically. The goal is a fair distribution across the available pool.

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URL-forced only

The agent is decided up front, by whoever creates the booking.
  • Admin / agent flows: the creator picks the agent explicitly.
  • Public booking page: the distribution link includes the agent’s id as a URL parameter, so every customer who opens that link books that agent.
  • API: the caller passes assignedAgentId in the request.
Use this when each agent has their own distribution link (business cards, personal email signatures, landing pages per rep). Nobody ends up on the wrong calendar.

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Which mode should you use?

ScenarioRecommended mode
One rep, one link (account manager model)URL-forced only
Each rep promotes themselves (sales, coaches)URL-forced only
Customer should choose their preferred agentPick from options
Tier-2 support, equal-skill poolAny available
External CRM already picked the agentURL-forced (API sets assignedAgentId)

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Changing modes later

Assignment mode is part of the scheduling preset. Changing it affects only new bookings — existing bookings keep whatever assignment they were created with.

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What’s next

Agent availability

What the engine checks before accepting a slot.

Booking surfaces

Where bookings come from.