What it does
An AI Employee looks at connected calendar availability, offers times that match your rules, books the appointment, and sends the confirmation and reminders you want.
AI Workforce / Sales
Sales
Appointment Booking
WHENEVER A SLOT IS NEEDED
The problem
Customers want a time now. Staff is on another call, the calendar is in another tab, and the booking never happens.
Trigger
Starts whenever a customer asks to book, or a workflow reaches the booking step.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Phone
- SMS
- Website chat
- Calendar
- CRM
What it reads
- Connected calendar availability
- Service type, duration, buffers, and staff rules you define
- Customer details already on the record
Actions it can take
- Offer allowed windows
- Write the appointment to the calendar
- Send confirmations and reminders on the channels you choose
- Update the CRM with the booking
Human controls
- You define bookable services, buffers, and who owns each calendar.
- Set which times are public vs. held for the team.
- Require human confirmation for jobs that need a review first.
Workflow steps
- 1The customer asks to book, or a workflow reaches the booking step.
- 2The AI Employee checks connected calendar availability.
- 3It offers allowed windows based on service type, duration, and staff rules.
- 4The appointment is written to the calendar with customer details.
- 5Confirmation and reminder messages go out on the channels you choose.
Example use case
A customer calls at lunch and wants a Thursday consult. The AI Employee sees two open windows, books 2:30 p.m., writes the notes into the CRM, and texts a confirmation with the address and what to have ready.
Often handled by your AI Receptionist, as part of the broader AI Workforce.
How to customize
You define bookable services, buffers, public vs. held times, and whether certain jobs need a person first. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Lead Follow-Up
Responds immediately, answers common questions, qualifies the opportunity, and keeps the conversation moving until they book, buy, or need a person.
Speed-to-Lead
Picks up the new inquiry the moment it arrives, starts the conversation, and captures the details your team needs to take the next step.
Lead Qualification
Asks the questions your team would ask, scores the opportunity against your rules, and routes ready leads to a person.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.