AI-Driven Appointment Scheduler

The "AI-Driven Appointment Scheduler" integrates a contact within an AI Bot flow for seamless appointment booking. The bot engages with users and attempts to schedule appointments on the chosen calendar.

Here’s a comprehensive guide to configuring your AI Conversational Appointment Scheduler in a workflow:

Step 1: Initiate a Workflow Trigger

Begin by adding a workflow trigger, such as "Customer Response" or any other trigger that suits your needs.

Step 2: Set the Workflow Action

Next, choose the "AI Appointment Scheduling Bot" as the workflow action. Click on this action to customize its options.

Step 3: Select a Calendar

Pick the calendar that the Appointment Bot will use to schedule appointments when users respond positively.

Step 4: Define Bot Processing Duration

Set the total time (in hours) that the bot will attempt to converse with the user to finalize an appointment before timing out.

Step 5: Initiate the First Message

If you want the bot to start the conversation, check the corresponding box. If not, leave it unchecked.

Step 6: Use Templates or Create a Message

You can either use a pre-designed message template or create a new one for your bot.

Step 7: Set Up Confirmation Messages

Enable the bot to send a confirmation message once an appointment is successfully booked. After enabling this option, you can configure the specific success message, either using templates or custom messages. If no message is configured, the bot will cease further messaging after the appointment is booked.

How the AI-Driven Appointment Scheduler Concludes Conversations

The conversation with the AI bot can end in one of three ways:

1. Successful Booking: The bot confirms the appointment.

2. Timeout: The bot couldn't complete the booking due to a lack of response from the lead.

3. Other Reasons: This includes situations like no available slots, technical difficulties, or the bot not understanding the lead's requests.

Step 8: Add an If/Else Action

The AI Appointment Scheduling Bot workflow action automatically generates an If/Else condition based on whether the appointment was booked. You can add additional messages or branch conditions based on the outcome.

This guide provides a thorough approach to setting up your AI-Driven Appointment Scheduler, ensuring a seamless and efficient workflow.