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Workflow Action: AI Appointment Booking Bot

Charie

The AI Booking Bot is built on top of Google’s Dialog Flow technology

 

If Enrollio is enabled with this feature, you can use the conversational tool within your workflows to automate booking appointments for your customers. The AI Booking Bot is built on top of Google’s Dialog Flow technology, allowing for powerful, automated booking conversations for your customers. Follow these steps to set up the AI Appointment Booking Bot for your Workflows, allowing you to automate your appointment booking process:

 

Step 1: Create a Workflow (or edit an existing one)

 

Step 2: Add the AI Appointment Booking Bot action

 

 

Step 3: Customize the action configuration

  • Choose the calendar you want the appointment to be booked for

  • Choose the amount of time you want the bot to “pay attention” to the Processing Duration

  • Choose the initial message you want to send and check the box for “Send First Message” (unless you’ve done this in another way)

  • Save the action to confirm your changes.

 

 

 

Step 4: Customize the rest of the Workflow.

  • If the bot is successful in booking the appointment, the contact will go down the left “Did the Bot Book The Appointment” if the bot times out, it will go down the “Did the Bot Time Out?” path.

  • (You can further customize the paths as you wish.)

 

 

 

Step 5: If the bot did not book the appointment, the next path option will be “Yes” or “No” for Did the bot time out?

  • If the bot timed out, you will want to add in a human rollover option (for the “Yes” option).

  • (You can continue to further customize the paths as you wish and include all paths for your unique situation.)

 

 

  • Save the Workflow to confirm your changes.

 

Step 6: Test the Workflow and AI Bot

  • We recommend testing the AI Bot Workflow yourself, with a test contact record, so you can best understand how it works and see how your contacts will experience it.

  • Create a test contact record for yourself, and run through the Workflow.

 

NOTES: The AI Appointment Booking Bot has a DND feature where the user will be allowed to select DND for all sources or any specific source for a lead.