Setting up the Scheduling Agent

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Getting the Scheduling Agent running in Microsoft Teams takes a few minutes. An administrator handles installation and calendar connections; from then on anyone in the tenant can @mention the agent and start scheduling.

Step 1: Install the agent in Teams

A Microsoft 365 administrator installs the Cronofy Scheduling Agent app into your tenant. Once it’s available, individual users can add it from the Teams Apps catalog so they can @mention it in chats and channels.

If you’d like help getting the app deployed across your tenant, contact your account manager or support.

Step 2: Connect calendars

The agent reads availability from the calendars connected to your Cronofy Organizational Account. It supports Google, Microsoft 365, Exchange, and Apple Calendar.

If your organization is already using Cronofy, your existing calendar connections work straight away. If you’re new to Cronofy, an administrator should:

  1. Sign in to the Cronofy Dashboard.
  2. Invite team members to connect their calendars, or set up enterprise calendar connections for automated provisioning.
  3. Confirm conferencing integrations (such as Zoom, Google Meet, or Microsoft Teams video conferencing) so the agent can add the right conferencing link to invitations.

Step 3: Match Teams users to calendars

The agent needs to know which Cronofy account belongs to which Teams user. The first time someone @mentions the agent, it asks them to link their Teams identity to their Cronofy account. This is a one-off step per user.

For larger deployments where you’d rather not have each user authorize individually, talk to your account manager about provisioning users automatically from your identity provider.

Step 4: (Optional) Configure scheduling templates

Scheduling templates let admins pre-configure meeting types and the rules that go with them — default duration, buffers, working hours, conferencing, and how the host is chosen for group meetings. When users ask the agent to schedule something covered by a template, it applies those rules automatically.

Templates are optional. Without them, the agent uses each host’s default meeting settings.

Step 5: Try it

In any chat or channel, type:

@Cronofy what's on my calendar tomorrow?

If the agent replies with your schedule, you’re set up. If it asks you to connect your account first, follow the prompt and try again.

Removing the agent

To remove the Scheduling Agent, an administrator can uninstall it from the Manage apps section of the Teams admin centre. Calendars stay connected to Cronofy and can be used by the Scheduler and other integrations.