Connecting
Each teammate connects their own account:- Go to Data → Integrations → Google Calendar.
- Click Connect to open Google sign-in.
- Approve the required Calendar permissions.
Customer meetings
Quivly syncs events from your primary calendar, covering a rolling window of 30 days in the past and 60 days ahead. This is not an unlimited historical import or a sync of every shared calendar. Events are linked to customers using attendee contact emails and customer domains. Linked events appear in the customer’s Communications tab when you have access to them. Imported events are visible to the connection owner by default; linking an event to a customer does not automatically share it with every teammate. Sync runs automatically. Use Sync to request a refresh of your connection, then check Activity → Your sync health for progress or errors. The tool activity log is separate from calendar sync health.Meeting Prep
Open Configure to enable Meeting Prep, choose how far ahead to prepare, select optional Skills, and set up Slack delivery. These preparation settings apply across your organization. Read Meeting Prep in Communications for the complete setup, brief contents, generation controls, and eligible meetings.Where it’s used
- Actions: Calendar event steps open a composer with date, time, duration, and attendees from the customer’s contacts.
- Agents: App Action steps can create events as the CSM owner, a specific teammate, or the agent’s publisher.
FAQ
Can Quivly see my existing meetings?
Can Quivly see my existing meetings?
Yes. Quivly imports events from your primary calendar within the sync window. Check the connected account, event date, customer matching, visibility, and sync health if a meeting is missing from Communications.
What if Calendar access expires or permissions are missing?
What if Calendar access expires or permissions are missing?
Use More options → Reconnect Google Calendar and approve the required Calendar permissions. Then check your sync health to confirm events are being imported.
