Reminders & follow-ups
Remind, confirm and reschedule, by phone.
An outbound agent that calls ahead of an appointment, confirms attendance and helps reschedule when plans have changed.
JW
Jonas WeberService reminders
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.
- Place the callStart calls from the dashboard, or from your own system through the API when an appointment is booked.
- Pass in the detailsNames, times and reasons reach the conversation as variables, so the agent opens with the right details.
- ConfirmConversationRead back the appointment and ask the customer to confirm.
- RescheduleFunctionIf plans have changed, offer new times and update your booking system.
- Keep the recordEvery call lands in the log with its outcome. Recording is on only if you choose.
Setup
What you connect
- A Twilio number or SIP trunk to call from
- Appointment details, passed in as call variables
- Your rescheduling rules, written into the flow
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.Appointments & bookings Check availability, then book, move or cancel in your booking system.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.
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.