Do you wish you could have an assistant who could handle your appointment setting but lack the budget? With the “AI Appointment Booking Bot” that’s not a problem. This action hands the contacts over to an AI Bot; the bot will chat with the user and try to book the appointment on the selected calendar.

Sounds interesting? Let’s learn how to set it up step by step.

Creating The Workflow #

Start by adding any workflow trigger, such as Customer Replied. Next, select the “Eliza AI Appointment Booking” action.

Configuring The Action #

Select a calendar from the drop-down menu. When customers respond positively, the Appointment Bot will schedule them in that calendar.

Set the “Total Bot Processing Duration (in Hours),” which defines the maximum time the bot will engage with a contact before timing out.

If you want a proactive bot, check the “Send First Message?” box; this will allow it to start the conversation. Otherwise, leave it unchecked and the bot will be limited to responding.

You can use a template for your messages or create a new one here.

Check the box if you want the bot to send a confirmation message upon successfully booking the appointment. Once you check the Confirmation Message box, you get another box to configure the success message to be sent.

Note: If you do not configure a message, the bot will stop processing messages upon successfully booking the appointment.

How an AI Appointment Conversation Ends #

The AI Conversation can end in either of these three ways:

• When the Bot successfully books an appointment.
• The Bot timed out: The booking was unsuccessful because the lead didn’t respond to the Bot’s messages.
• Other Reasons: For different reasons, such as no available slots, technical issues, or the Bot couldn’t comprehend the lead’s query.

You’ll see these three outcomes reflected in an If/Else action that will be created automatically. You can add any actions you want after it to build a robust booking workflow.

Frequently Asked Questions #

What does the Eliza AI Appointment Booking action do? #

It hands contacts over to an AI bot that chats with them and attempts to book an appointment on a calendar you select.

How do I choose where appointments are booked? #

Select a calendar from the drop-down menu; the bot schedules positive responders into that calendar.

What does the Total Bot Processing Duration setting control? #

It defines the maximum time the bot will engage with a contact before timing out.

Can the bot start the conversation itself? #

Yes. Check the “Send First Message?” box to make the bot proactive; leave it unchecked to limit the bot to responding.

How does the AI conversation end? #

It ends when the bot successfully books an appointment, when it times out because the lead stopped responding, or for other reasons such as no available slots or technical issues.

What happens after the conversation ends? #

An If/Else action is created automatically reflecting the three outcomes, so you can add follow-up actions for each path.