Scheduling

AI agent for appointment booking

An AI agent answers service questions, collects the preferred time and contact details, then prepares a request for your team or an authorized calendar action.

Website

From choosing a massage to a confirmed appointment

The AI agent matches the service to available times in your booking system. The customer chooses a slot and receives confirmation without calling reception.

Iris Studio Website
  1. Customer

    Do you have a one-hour massage available after 4 on Friday?

  2. Telp

    4:30 and 6:00 pm are available. The massage lasts 60 minutes and costs RSD 4,000. Which time would you like? Please include your name and phone number.

  3. Customer

    Friday at 4:30 pm. Jelena Primer, +381 60 0000000.

  4. Telp

    Jelena, your massage is booked for Friday at 4:30 pm. It lasts 60 minutes and costs RSD 4,000. Your appointment number is T-901.

WhatsApp

An appointment change completed in WhatsApp

When the connected system permits changes after checking booking details, the AI agent offers available times and moves the appointment only after the customer chooses.

Forma consultations WhatsApp
  1. Customer

    Please move consultation T-902 from Thursday to Friday. Ana Primer, [email protected].

  2. Telp

    Your appointment is on Thursday at noon. Friday has 10:00 am and 2:00 pm available. Which works for you?

  3. Customer

    Move it to Friday at 2:00 pm.

  4. Telp

    Ana, appointment T-902 has been moved to Friday at 2:00 pm. The consultation lasts 30 minutes. Your Thursday slot has been released.

The customer context

An AI agent answers service questions, collects the preferred time and contact details, then prepares a request for your team or an authorized calendar action.

Answers appointment questions, captures the required details and prepares a request for confirmation or a connected scheduling step.

What this workflow can cover

  • Answer service and preparation questions from approved knowledge
  • Collect service, preferred time, contact details and relevant notes
  • Prepare a scheduling request or use an approved calendar action
  • Escalate exceptions with the complete conversation context

Scheduling

How it works

  1. 1

    A customer asks for an appointment through website chat, a messaging channel or voice.

  2. 2

    The agent explains the process and collects the service, preferred time, contact details and required notes.

  3. 3

    Telp prepares the agreed next step and hands unusual or sensitive cases to the team.

What your team gets

Fewer missed appointment enquiries

Less back-and-forth before confirmation

A clear record of what the customer requested

Telp

How your team keeps control

Business rules stay explicit

Instructions, required details and allowed actions are configured for the selected workflow.

Sensitive steps can wait for confirmation

The agent can prepare a structured request while a person remains responsible for the final action.

Handoff keeps the conversation

Operators receive the customer context, collected data and the point where help is needed.

From a preferred time to a request your team can confirm

The AI agent clarifies the service, preferred day and time, then asks for a contact for the reply. Customers need to know whether they are requesting a slot or receiving a confirmed booking. Voice intake is covered by the phone AI agent.

Prepare service durations, opening hours and rescheduling rules before launch. If availability is not connected, an employee checks the request before confirmation. Intake involving a fault or device follows the service request workflow.

The preferred slot is unavailable

The agent does not promise availability without checking it. It can collect another preferred time, while the final choice follows the available data and your confirmation process.

A customer wants to reschedule

The existing booking and new preference need to be identified. Receiving this request does not mean that the old slot is cancelled or a new one reserved.

FAQ

Frequently asked questions

Does the AI agent confirm bookings immediately?

Only when a connected, permitted booking action is available. Otherwise it collects a request for your team to check and confirm.

What does the agent ask before booking?

The service, preferred time and contact details. You can add relevant questions, such as location or preferred employee, without collecting unnecessary information.

Can it check available appointments?

Current availability needs a connected calendar or suitable business system. Opening hours alone do not establish that a particular slot is free.

What if the customer cannot choose a service?

The agent explains differences using your service descriptions. When the choice needs professional judgement, it collects the question for an employee instead of guessing.

Can customers reschedule or cancel?

The agent can receive those requests. Changing a booking requires a separately supported process and appropriate checks; receiving a message does not itself change the calendar.

Can an employee take over a booking conversation?

Yes. When negotiation or an exception is needed, an employee continues with the existing transcript and details already collected by the agent.

Want to validate this workflow with your own examples?

Tell us the channel, current process and first result you want to improve. We will suggest a focused rollout path and the cases your team should test.