Configure Post-Appointment Booking Actions with Conversation AI

Introduction

Your CRM's Conversation AI platform now includes powerful options for managing what happens after a contact successfully books an appointment. These new settings allow you to control bot behavior and automate follow-up actions, ensuring a seamless and tailored experience for your contacts.

Available Post-Booking Actions

Within the Appointment Booking configuration, you will find two new settings designed to enhance your automation after an appointment is booked.

Put the Bot to Sleep

This option lets you automatically disable the Conversation AI bot for a specified period after an appointment is booked. When enabled, the bot will stop sending automated responses, preventing unnecessary messages to contacts who have already completed their booking.

You can set the duration for which the bot remains inactive, giving you control over when automated conversations resume.

Trigger a Workflow

You can also choose to automatically start one or more workflows immediately after an appointment is booked. A dropdown menu lets you select from your existing workflows, and you can configure multiple workflows to run in sequence, enabling automated follow-up tasks, notifications, or other processes.

Using Both Features Together

These two settings can be used independently or simultaneously. For example, you can put the bot to sleep for 24 hours while also triggering a confirmation email workflow, ensuring your contact receives important information without additional bot interaction.

This combination allows for highly customizable automation tailored to your specific business needs and customer journey.