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Appointment Booking Conversation AI Bot

Overview​

The Appointment Booking Conversation AI Bot in Stack is designed to streamline the process of scheduling appointments by engaging contacts in a natural conversation. This intelligent bot adapts its dialogue based on user responses, guiding them smoothly towards booking an appointment.

Action Name​

Appointment Booking Conversation AI Bot

Action Description​

This AI-driven action assists contacts in scheduling appointments through a conversational interface. Customize the bot with specific instructions, personality traits, and timeout settings to enhance user interaction.

Action Details​

How to Configure​

  • Calendar: Select the calendar where you manage your appointments.
  • Personality: Define the bot's interaction style. Options include friendly, professional, and more.
  • Additional Instructions: Provide extra guidelines like conversational tips or specific reminders for the bot.
  • Message Limit: Set the maximum number of back-and-forth messages before the bot stops trying to book an appointment.
  • Timeout: Specify how long the bot should wait for a user’s reply.
  • Channel: Choose the communication medium (e.g., SMS, chat) for the conversation.
  • Disable Confirmation Message: Opt-out of sending a confirmation message after an appointment is successfully booked.

Field Descriptions​

  • Calendar: The calendar where appointments are scheduled. (Mandatory)
  • Personality: Instructions about the tone or style of the bot's conversation. (Mandatory)
  • Additional Instructions: Extra notes or guidelines for the bot. (Optional)
  • Maximum Messages Limit: The cap on messages sent before marking an appointment as not booked. (Mandatory)
  • Timeout (Value): The duration the bot waits for a response before timing out. (Mandatory)
  • Timeout (Unit): The unit of time for the timeout (e.g., minutes, hours, days). (Mandatory)
  • Channel: The communication channel used by the bot (e.g., SMS, email). (Mandatory)
  • Don't let the bot send confirmation message: Option to disable the confirmation message post-booking. (Optional)

Example​

Consider a scenario where you want to schedule a consultation. You configure the bot to be friendly and persuasive, encouraging the contact to book their consultation. If the user doesn't respond within 24 hours, as per the timeout setting, the bot ends the conversation and marks the appointment as "not booked."

Additional Notes​

  • Ensure that the bot’s personality aligns with your business's tone and audience.
  • A higher message limit allows for extended conversations, which might delay resolution.
  • If the contact doesn't reply within the specified time, the appointment will be marked as "not booked," and the workflow will continue accordingly.