Get the details right
Collect the information your business needs and use the configured availability and booking rules.
Bookings from conversations
Find a next step that works for the customer and your team.
Help someone move from an enquiry to an appointment request or a supported confirmed booking, according to your setup.
Respect how you confirm appointments
Some workflows require staff approval. Others permit supported bookings directly. Make the difference clear to the customer.
Let staff finish the work
Your team can review the conversation and use supported appointment actions from the inbox.
In your workspace
A booking request or supported appointment linked to the person who asked for it.
- Configure services, availability, and booking permissions.
- Test a valid request, an unavailable time, and a request that needs staff confirmation.
- For manual booking, open Create appointment in the inbox and review the details.
- Check the resulting appointment state in the supported booking workflow.
What happens next
The resulting appointment state is visible through the supported booking workflow.
What to know before you start
Availability, confirmation and reminder behavior depend on configuration. A demonstration is not a real booking.
Your questions, answered
Can I create an appointment while answering a customer?
Yes. Open the conversation actions, choose Create appointment, then review and save the appointment details from the inbox.
Can the AI confirm every booking?
No. Some setups collect booking requests for staff approval, while others allow supported bookings to be confirmed directly.
Are reminders automatic?
Only if reminders are enabled and configured in your setup. A saved appointment does not by itself guarantee a reminder or payment request was sent.
Connected capabilities
AI conversation controlsGive your AI a clear job and clear boundaries.Cross-channel conversationsKeep useful customer information close to the conversation.Shared team inboxThe assigned teammate can review and continue the conversation.Conversational intake and formsThe right questions, in the right format.