Appointment Booking (AI)

The AI Receptionist can book appointments automatically through natural conversation. Customers can describe what they need, and the AI finds the right service and available time.

Booking Workflow

When a customer requests to book, the AI follows this workflow:

1. 1. Understand Request

   The AI interprets the customer's natural language to determine what service they need.

2. 2. Check Availability

   The AI checks your calendar for available time slots that match the service duration.

3. 3. Present Options

   The AI presents available dates and times to the customer.

4. 4. Confirm Booking

   Once the customer selects a time, the AI confirms the booking and sends a calendar invitation.

5. 5. Follow Up

   The AI schedules reminder messages and adds the lead to your CRM.

Availability Check

The AI checks availability in real-time using your connected calendar. It considers:

• Your configured working hours
• Existing appointments and busy events
• Buffer times between appointments
• Maximum bookings per day limits
• Holidays and special closures

Confirmation Process

After a booking is made, the confirmation process includes:

• Instant confirmation — Customer receives immediate confirmation in the chat
• Email confirmation — Detailed email with appointment details and calendar link
• SMS confirmation — Optional text message confirmation
• Calendar invite — Add to Google Calendar, Outlook, or iCal
• Reminder sequence — Automated reminders at configured intervals

Multi-Service Booking

The AI can handle complex booking scenarios:

• Customers can book multiple services in one conversation
• The AI can recommend services based on customer needs
• Package deals and bundled services are supported
• Bookings for multiple attendees are supported