Eliza AI Appointment Booking Action

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)," this 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 (3) ways;

1. When the Bot successfully books an appointment
2. 
   
3. The Bot timed out: The booking was unsuccessful because the lead didn't respond to the Bot's messages.
4. Other Reasons: For different reasons, such as; no available slots, technical issues, or the Bot couldn't comprehend the lead's query.
5. 
   

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 have a robust booking system.

You can add a message or more branches down each path for additional conditions you created if you wish. That way, even with the bot attending to your customers your business personality can still shine through.