Make appointment requests easier to complete
A configured AI Voice Agent can collect booking details and check availability when a supported calendar connection and agreed booking rules are in place.
Plan a booking workflow that fits your business
Confirm calendar access, appointment rules, required fields and fallback handling before enabling bookings.
Collect booking details
Ask for the information your team needs, such as service type, preferred time and contact details.
Check a connected calendar
Live availability can be checked only when the calendar integration is supported, authorised and configured for the intended workflow.
Apply booking rules
Use agreed appointment lengths, service eligibility, locations and scheduling limits where the connected system supports them.
Escalate when uncertain
If availability cannot be checked or the request falls outside the agreed rules, the agent can use a configured transfer or callback-request fallback.
Request, verify, then confirm
A booking should be confirmed only after the connected system returns a successful result.
Understand
Collect the service, location and timing requested by the caller.
Check
Query the approved calendar or route to staff if the system is unavailable.
Confirm
Confirm the appointment only after the calendar accepts the booking.
Follow Up
Send any confirmation or reminder only through a supported, configured channel.
Illustrative example
A caller asks for a service appointment. The agent collects the required details and checks a connected calendar. If the time is available and the calendar confirms the booking, the agent can provide the configured confirmation. If the connection is unavailable, the agent should explain that it cannot confirm the time and transfer the caller or request a callback. Reminders, cancellation and rescheduling require their own supported workflows.
Learn about AI Voice Agents and ACE follow-up.