Can Amy and Andrew schedule meetings with my coworkers by looking at their calendar?

Last Updated: May 23, 2018 02:29PM EDT
Amy and Andrew make it easy to schedule meetings with your coworkers. If you and your guest(s) are in the same company (on the same domain) and using Google calendar or Office 365, our system can retain your shared calendar settings. This means Amy and Andrew can see free/busy information and can easily find a time when you and your coworkers are free, without having to ask them.  This is a preference for those on our Team and Enterprise plans, and a Team admin can set it up by going to my.x.ai/admin/preferences.

Do Amy and Andrew know if my coworker is in a different timezone?
Yep! Amy and Andrew will check to see what timezone your coworker's calendar is in and take that into account when finding a time. If for some reason they aren't able to get the timezone information from the calendar, they'll fallback to using your timezone information. You can also let Amy and Andrew know over email what timezone your coworker is in.

How do I start using this with my coworkers?
This feature is available to those on our Team or Enterprise plan. A team admin is able to turn this on for all team members by going to my.x.ai/admin/preferences.  Once it's been turned on for your team, just ask Amy or Andrew to schedule a meeting with your coworkers (be sure to use their work email) and any external guests as you usually would. As an added bonus, when you meet with only coworkers on your domain and Amy and Andrew have all of their free/busy information, they will send an invite right away with no negotiating. Scheduling Nirvana. :)

Who is considered a coworker?
Any meeting participant who is on the same domain as you will be considered a “coworker," and Amy and Andrew will not ask them for a time if the free/busy information from their calendar is visible.

What information from my coworkers' meetings do Amy and Andrew use?
Amy and Andrew are only using the free/busy information and the timezone information from your coworkers' calendars. Even if you are able to see full event information, such as meeting participants or meeting titles, Amy and Andrew are not using this information.

Want to turn on calendar sharing?  
Those on our Team or Enterprise plan can turn it on by having a team admin go to my.x.ai/admin/preferences. For those on our Individual plan, you can upgrade to Team by going to my.x.ai/subscription.



Set up Instructions for Google (Office 365 instructions below)

1. Enable Coworker Scheduling and select Google as the calendar type. Then click the SAVE button.



2. You'll see a confirmation that Coworker Scheduling is enabled for Google and you're all set!




Set up Instructions for Office 365

1. Enable Coworker Scheduling and select Office 365 as the calendar type. Then click the SAVE button.



2. You'll see a screen that asks you to download some instructions to complete set up.



3. 
Those instructions lay out 2 steps for you to complete. Here's the recap of them: First you'll need to create an Office 365 connection account for us to use. If you've already set up Amy on your domain, you can use the same account and do not need to create a new one. Second, you'll need to authorize x.ai to use that connection account to view the shared calendar information for your coworkers.

4. Once you've authorized x.ai to use this connection account, you'll be redirected back to my.x.ai/admin/preferences and see a button to test the connection. Click "TEST YOUR CONNECTION"



‚Äč5. 
You'll see a confirmation that the connection was successful and you're all set to use Coworker Scheduling!


 
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