Book appointments by phone

Three modes, only one active at a time

• Google Calendar: the AI reads your availability and creates the event.
• Outlook / Microsoft 365: same behaviour with your Microsoft calendar.
• Booking link: the AI sends your Calendly (or equivalent) link by SMS or email during the call.

Enable appointment booking

1. 1

   Create an appointment scenario

   In Customer scenarios, add an intent like 'Book an appointment'.
2. 2

   Enable the feature

   In Calendar settings, check the relevant intent to allow appointment booking.
3. 3

   Set your availability

   Define open booking slots, default duration and maximum lead time.

How a phone appointment works

• The caller asks to book an appointment.
• The AI offers available slots from the requested day.
• The caller picks a slot and confirms name, email and phone.
• The appointment is created in your calendar and a confirmation SMS is sent.

Validate an appointment

In the Calls dashboard, open the relevant call. If an appointment is pending, review the details and click Validate to confirm creation.