What Are Meeting Tools?
Meeting Tools give your AI assistant the ability to manage scheduling during conversations with prospects.
With Meeting Tools, the AI can:
Check available time slots
Suggest meeting times to prospects
Book meetings once a prospect confirms a time
Reduce manual back-and-forth between reps and prospects
You can find Meeting Tools under:
Settings → Tools
Meeting Tool Types
When adding a meeting tool, you can choose between two tool types.
Check Availability
This allows the AI to retrieve open time slots and present available options to the prospect.
Use this when you want Alta to check your calendar or scheduling provider before suggesting meeting times.
Book a Meeting
This allows the AI to confirm and create the booking once the prospect selects a time.
Use this when you want Alta to complete the scheduling process automatically.
Important Recommendation
For the best scheduling experience, create both tool types for your provider:
Check Availability
Book a Meeting
This allows the AI to manage the full scheduling flow from finding available times to booking the meeting.
How to Add a Meeting Tool
Step 1: Go to Settings
From your Alta account, go to Settings.
Step 2: Open Tools
Click Tools.
Step 3: Add a Tool
Click Add a tool.
Step 4: Select Your Provider
Choose the provider you want to connect.
Available providers include:
Calendly
Microsoft Calendar
HubSpot
Chili Piper
Step 5: Choose the Tool Type
Select the tool type you want to create:
Check Availability
Book a Meeting
Repeat the process if you want to create both tool types for the same provider.
Provider Setup
Calendly
Calendly allows Alta to reference your reps’ real-time availability and book meetings on their behalf during outreach.
What Calendly Can Do
Check Availability
Alta can look up open time slots on your rep’s Calendly calendar in real time. This ensures prospects are only offered times that are actually available.
Book a Meeting
Alta can automatically schedule a meeting directly on your rep’s Calendly calendar when a prospect agrees to a time.
How to Connect Calendly
Click Connect next to Calendly.
Log in with your Calendly account.
Authorize Alta to access the required scheduling permissions.
Microsoft Calendar
Microsoft Calendar allows Alta to keep scheduling in sync with your Outlook or Microsoft 365 calendar.
What Microsoft Calendar Can Do
Check Availability
Alta checks your rep’s Microsoft Calendar in real time before suggesting meeting times to a prospect.
Book a Meeting
When a prospect confirms a time, Alta creates the calendar event directly in Microsoft Calendar and sends the invite automatically.
How to Connect Microsoft Calendar
Click Connect next to Microsoft Calendar.
Sign in with your Microsoft 365 account.
Grant the necessary permissions.
HubSpot
HubSpot allows Alta to keep meeting activity connected to your CRM.
What HubSpot Can Do
Check Availability
Alta can reference HubSpot contact records as part of the scheduling and qualification process.
Book a Meeting
Alta can log booked meetings as HubSpot activities and help keep CRM records updated when a meeting is scheduled.
Chili Piper
Chili Piper enables fast meeting routing and booking, which is useful for teams that use routing rules or round-robin assignment.
What Chili Piper Can Do
Check Availability
Alta can query Chili Piper routing queues to find the next available rep based on your routing logic before suggesting a time.
Book a Meeting
Alta can trigger Chili Piper’s booking flow so meetings are routed, assigned, and confirmed without manual rep intervention.
How to Connect Chili Piper
Click Connect next to Chili Piper.
Enter your Chili Piper API credentials or log in through your workspace.
Select the routing rules or queues you want Alta to use.
Best Practices
Create both Check Availability and Book a Meeting tools for your scheduling provider.
Make sure the connected calendar belongs to the correct rep or scheduling account.
Confirm that permissions are granted during setup.
Test the scheduling flow before using it in live campaigns.