Booking actions reference
Every Pengo Action for Booking: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions.
On this page
Pengo offers open slots from your Cal.com, Calendly or Google Calendar, books the meeting in the chat, and moves or cancels it when the attendee asks. Booking is included on Team, Business, Plus and Enterprise.
To connect Booking, follow the setup guide. To change what Pengo does, open Intelligence › Actions and pick a mode for each action. See Choose how Pengo acts.
Every action at a glance
| Action | Starts on | Can be set to | AI credits |
|---|---|---|---|
| Book a meeting | Auto | Off, Ask first, Auto | Free |
| Cancel a meeting | Ask first | Off, Team only, Ask first, Auto | 5 |
| Move a meeting | Ask first | Off, Team only, Ask first, Auto | 5 |
| Share a reschedule link | Auto | Off, Auto | Free |
Book a meeting
Offers open times from your calendar and books the meeting in the chat.
- What it does: changes something in Pengo (medium risk).
- Starts on: Auto. You can set it to Off, Ask first, Auto.
- Who it’s for: Any visitor.
- Teammates: Pengo runs it; it isn’t in the Actions button.
- AI credits: none.
For example:
- A qualified lead wants a demo
- A customer asks for an onboarding call
- A prospect wants to talk to sales this week
Cancel a meeting
Cancels a meeting booked through Pengo in your calendar, which lets the attendee know.
- What it does: makes a change in Booking (medium risk).
- Starts on: Ask first. You can set it to Off, Team only, Ask first, Auto.
- Who it’s for: Any visitor.
- Teammates: can run it from the Actions button in the inbox.
- AI credits: 5 per run, charged only when it runs.
For example:
- A prospect can’t make their demo after all
- A customer booked twice by mistake
- An attendee asks to call off their onboarding call
Move a meeting
Moves a meeting booked through Pengo to another open time, and the calendar updates the invite.
- What it does: makes a change in Booking (medium risk).
- Starts on: Ask first. You can set it to Off, Team only, Ask first, Auto.
- Who it’s for: Any visitor.
- Teammates: can run it from the Actions button in the inbox.
- AI credits: 5 per run, charged only when it runs.
For example:
- A prospect asks to push their demo to Thursday
- A customer is running late and wants a later slot
- An attendee’s time zone was wrong and the call needs moving
Share a reschedule link
Gives the attendee their own link to pick a new time for a meeting booked through Pengo.
- What it does: looks something up; it never changes anything (low risk).
- Starts on: Auto. You can set it to Off, Auto.
- Who it’s for: Any visitor.
- Teammates: can run it from the Actions button in the inbox.
- AI credits: none.
For example:
- A prospect wants to pick another demo slot themselves
- A customer asks how to change their booking
- A Calendly meeting needs a new time
Common questions
What can Pengo do in Booking?
Book a meeting, cancel a meeting, move a meeting and share a reschedule link. Pengo offers open slots from your Cal.com, Calendly or Google Calendar, books the meeting in the chat, and moves or cancels it when the attendee asks.
Does Pengo make changes in Booking on its own?
Lookups run on their own. Cancel a meeting and move a meeting wait for a teammate’s approval by default. Book a meeting runs on its own by default. You can set each action to Auto, Ask first, Team only or Off in Intelligence › Actions.
Which plans include Booking?
Booking is included on Team, Business, Plus and Enterprise, alongside Pengo Intelligence.
Can my team run Booking actions themselves?
Yes. While chatting, a teammate clicks Actions in the inbox and runs cancel a meeting, move a meeting and share a reschedule link in one click, with the customer and order already filled in. Pengo drafts the reply to the customer.
How many AI credits does a Booking action use?
Book a meeting and share a reschedule link use no credits. Changes are a flat number of credits per run: cancel a meeting 5 and move a meeting 5. Credits are charged only when an action actually runs, never when it fails, is rejected or expires.
How do I connect Booking to Pengo?
1. In Pengo, open Settings › Integrations › Booking and connect Cal.com with an API key, or Calendly or Google Calendar. 2. Turn on the lead playbook in Settings › Conversations › Lead capture. 3. Pengo offers open times to qualified visitors and books the one they pick.
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