Most customers are used to booking their appointments over the phone. And since old habits are hard to change, having an easy way to manage these requests is essential. The Voice AI agent can help you handle over-the-phone bookings for any selected calendar.
- First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agent.
- Switch to the “Agent Goals” tab.
- Switch to advanced mode.
- Under Setup Your Actions, click “+ New Action” and select Book Appointment.
- Select the Calendar to use.
- Set the total days (1) and slots (2) to offer, and the hourly gap (3) between them.
- Click Save.
Finalize setting your Voice AI as normal, and you’re done! Now you can offer and confirm appointments without leaving the call. Your Voice Agent will collect any information needed for the appointment if not already part of the contact’s details, reducing manual input while increasing your appointment scheduling.
Frequently Asked Questions #
Can the Voice AI Agent book appointments during a call? #
Yes. With the Book Appointment action configured, the agent can offer, confirm, and book appointments without leaving the call.
How do I enable appointment booking for my Voice AI Agent? #
Edit the agent, switch to the Agent Goals tab, switch to advanced mode, then under Setup Your Actions click “+ New Action” and select Book Appointment.
Which calendar does the agent book into? #
You choose the calendar when configuring the Book Appointment action by selecting it from the Calendar option.
Can I control how many slots the agent offers? #
Yes. You can set the total days, the number of slots to offer, and the hourly gap between them.
Does the agent collect the information needed to book? #
Yes. The Voice Agent will collect any details required for the appointment if they are not already part of the contact’s record.
Do I need advanced mode to use appointment booking? #
Yes. The Book Appointment action is configured under the advanced mode of the Agent Goals tab.
