Appointment Booking Conversation AI Workflow Action

Harness the power of AI with Stack’s “Appointment Booking Conversation AI” workflow action to seamlessly book appointments for you and your clients.

Components of the Workflow Action

Understanding the components of this workflow action will help you configure the AI bot to suit your needs effectively.

Calendar

The selected calendar will be used to fetch available time slots and suggest them to your contact. Once a slot is chosen, the appointment is booked directly on this calendar.

Note: Recurring calendars are not supported.

Personality and Additional Instructions

Customize the AI’s personality and instructions to align with your brand’s voice. This personalization can enhance the likelihood of successfully booking appointments.

Maximum Messages Limit

Set the maximum number of messages the AI bot will use to attempt booking an appointment. If the limit is reached without success, the contact will be directed to the “Appointment Not Booked” branch.

• Range: 5 to 25 messages
• Recommended Value: 15 messages

Time Out Value and Unit

Define how long the AI bot waits for a contact’s response. If there’s no reply within this period, the contact is directed to the “Time Out” branch.

Consider using the “GoTo” action in the “Time Out” branch to loop the contact back to the AI bot for follow-up.

Channel

Choose the conversation channel through which the AI bot will communicate with the contact. Supported channels include SMS, Facebook, and Instagram.

Don’t Let the Bot Send Confirmation Message

By default, the AI bot sends a confirmation message once an appointment is booked (e.g., “Great, you are booked for 12th August at 6 PM”). Checking this option will prevent the AI from sending this message, and the contact will proceed directly to the “Appointment Booked” branch.

Tip: If you disable the confirmation message, ensure you add a confirmation message in the “Appointment Booked” branch to keep the contact informed and engaged.