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Setting Up AI Conversational Appointment Booking in Stack

Learn how to set up your AI Conversational Appointment Booking bot within a workflow in Stack. This guide will walk you through each step to ensure your bot is ready to help schedule appointments seamlessly.

Steps to Set Up Your AI Appointment Bot​

1. Create a Workflow​

  • Add a Trigger: Start by creating a workflow and adding a trigger. A common trigger is when a customer replies, but you can choose any trigger that suits your needs.

2. Configure the AI Appointment Bot​

  • Select the AI Appointment Bot: Within the workflow options, choose the AI appointment bot.
  • Set Up the Action: Link the bot to the desired calendar for scheduling.
  • Define Bot Processing Duration: Specify how long the bot should wait for a response before timing out. This ensures the bot doesn't wait indefinitely if there's no reply from the contact.

3. Understand How Conversations End​

The AI conversation can conclude in one of three ways:

  1. Successful Booking: The bot books the appointment successfully.
  2. Bot Timeout: The conversation times out if the lead doesn't respond, and the appointment isn't booked.
  3. Other Reasons: The appointment isn't booked due to issues like no available slots, the bot not understanding the query, or other technical difficulties.

4. Handle Booking Outcomes​

  • Condition for Booked Appointments: Create a condition to handle scenarios where the bot successfully books an appointment. You can set up a message or any other action to confirm the booking.

  • Condition for Timeout: Establish a secondary condition to identify when an appointment isn't booked due to a bot timeout. This helps in understanding if the issue was due to unavailable slots or miscommunication.

  • Condition for Other Failures: Set up a third condition for appointments not booked due to other reasons. Configure actions to address these failures. If you are using the Eliza Agent Platform Subscription, you can route the lead there for further nurturing.

By following these steps, you can effectively set up and manage your AI conversational appointment booking bot in Stack, ensuring a smooth and efficient scheduling process for your contacts.