# Workflow Action: AI Appointment Booking Bot

If our software is enabled with this feature, you can use the conversational tool within your workflows to automate booking appointments for your customers. The AI Booking Bot is built on top of Google’s Dialog Flow technology, allowing for powerful, automated booking conversations for your customers. Follow these steps to set up the AI Appointment Booking Bot for your Workflows, allowing you to automate your appointment booking process:

**Step 1: Create a Workflow (or edit an existing one)**

{% embed url="<https://lh4.googleusercontent.com/S1Nd66dC-GeaGzGJdSon4B1pabddVxUYuWTZhem2A5t_CNgxvE2qOBKj0Ecz9t6FUbwdhq7fLG2AqGqAtAoyj75Sj0dei2p8Cq9qe0OQF4LqYbpnqCxugW0Hanhr_EHAYoB8GL5YrSZuhO37gH2MqY0>" %}

**Step 2: Add the AI Appointment Booking Bot action**

{% embed url="<https://lh6.googleusercontent.com/iRwfTSPk3CgwLEE2v1jduiTH3lAEJzX70q9TsQBNFL0mNoxf-UEvjuolTF9lWsU-6KBdoPtbSDtK5q19rhfTQoUx0vu4r-Q_QQuf2rDxd2qsLCsQqD_oK9YnWHAL4aQYSV9ANFYinMzKltnFOs52gJI>" %}

**Step 3: Customize the action configuration**

* Choose the calendar you want the appointment to be booked for
* Choose the amount of time you want the bot to “pay attention” to the **Processing Duration**
* Choose the initial message you want to send and check the box for “Send First Message” (unless you’ve done this in another way)
* Save the action to confirm your changes.

{% embed url="<https://lh5.googleusercontent.com/j2jEZWuBg-cJu3BTEs2zVK7A-5poubV4PFQbr54JCwIf8IXSYsBw60ewCJ3ndnAnc7U_XClxGlZUfO3kfXxAhz7hXaChgOPVZ6bLJPCW-ZBBN346iRsKEIVh3K3wrbXEnq497Mh56DcRO-hxlOJQJRk>" %}

**Step 4: Customize the rest of the Workflow.**

* If the bot is successful in booking the appointment, the contact will go down the left “Did the Bot Book The Appointment” if the bot times out, it will go down the “Did the Bot Time Out?” path.
* (You can further customize the paths as you wish.)

{% embed url="<https://lh5.googleusercontent.com/1zHjVk42VoT_CPibRZyd65bT_2B1Lh2oyBDeQE79hcBtFgmaoWp_GpL13CoOEGkK6lC5Z7jX0bCpC_U6d2mIIOMd7yVbs-AxLznXcdZpYT-ia-xCvkeE8CtL81TMqCfvAYklakp_BLkH7BRe5g-iajo>" %}

**Step 5: If the bot did not book the appointment, the next path option will be “Yes” or “No” for&#x20;*****Did the bot time out?***

* If the bot timed out, you will want to add in a human rollover option (for the “Yes” option).
* (You can continue to further customize the paths as you wish and include all paths for your unique situation.)

{% embed url="<https://lh6.googleusercontent.com/rH-8-SrY5EJ8ixDc9O09x4NRUoyZNfPPUgvHsu0en_UXDUfJMyJQarCmgwdjwtP8u0r5W1x_qz1pVQYpPz52_3gAkOEekpi4WdsmqpW6GBwJ5ivURCMVoEggcMj3QXTCo_WJQWrZF9jXofG676j2Hyo>" %}

* Save the Workflow to confirm your changes.

**Step 6: Test the Workflow and AI Bot**

* We recommend testing the AI Bot Workflow yourself, with a test contact record, so you can best understand how it works and see how your contacts will experience it.
* Create a test contact record for yourself, and run through the Workflow.

**NOTES: The AI Appointment Booking Bot has a DND feature where the user will be allowed to select DND for all sources or any specific source for a lead.**


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://software-help-docs.gitbook.io/knowledge-base/software-guide/workflow-actions/workflow-action-ai-appointment-booking-bot.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
