Appointments & bookings
Book, move and cancel in your own booking system.
The agent checks availability, offers free times and books, moves or cancels appointments during the conversation.
TR
Thomas ReedDental clinic
00:00How it works
How it runs
The main steps, in the order a customer meets them. You can change any of them in the flow builder.
- GreetingConversationWelcome the customer and ask what they need.
- What they needLogic SplitSend new bookings, changes and cancellations down separate paths.
- Customer detailsExtract VariableCapture the name, phone number and what the appointment is for.
- Get available slotsFunctionAsk your booking system's API for free times and offer them.
- Book, move or cancelFunctionConfirm the choice and update the booking through the same API.
- ConfirmConversationRead back the details and close the conversation.
Setup
What you connect
- Your booking system's or calendar's API, imported as an OpenAPI spec
- Your services, durations and rules for what can be booked
- A person to hand over to for anything unusual
Products
Where it runs
The same flow, knowledge and connections work on each of these channels.
Use cases
More use cases
Start with one and add more as you go.
Customer support Answer common questions from your own documents, at any hour.Orders & requests Take orders and service requests and pass them to the right system.Lead qualification Ask the qualifying questions, score the lead and book a follow-up with sales.Routing & handover Recognise what the customer needs and bring in the right person with full context.Reminders & follow-ups Call customers ahead of appointments to confirm or reschedule.
See it working with your own customers.
Tell us how your customers reach you and what they ask most, and we'll show you this flow in your demo.