Configure the Appointment Booking AI Workflow Action in Sparkforge
The Appointment Booking Conversation AI action lets the AI book slots on a chosen calendar, with configurable personality, message limit, timeout handling, and channel (SMS, Facebook, or Instagram).
The Appointment Booking Conversation AI workflow action lets Sparkforge's AI book appointments on your behalf. It picks slots from a calendar you select, follows your tone and instructions, and routes the contact down a Booked, Not Booked, or Time Out branch.
Components of the action
Calendar
The AI pulls available slots from this calendar, suggests them, and books the appointment once the contact picks one. Recurring calendars are not supported.
Personality and additional instructions
Two prompt fields. Use them to shape voice, tone, and any constraints, like minimum lead time or specific question patterns, that improve booking probability.
Maximum messages limit
The cap on messages the AI will exchange before giving up and sending the contact down the Appointment Not Booked branch. Range is 5 to 25. Recommended: 15.
Time out value and unit
How long the AI waits for a contact reply before routing the contact down the Time Out branch. In Time Out, use a GoTo action pointing back at this same step to make the AI follow up.
Channel
Where the AI talks to the contact. Supported: SMS, Facebook, and Instagram.
Don't let the bot send confirmation message
By default the AI sends its own confirmation ("Great, you're booked for August 12 at 6 pm"). Check this box and the AI skips that message and sends the contact straight down the Appointment Booked branch. If you enable it, add a confirmation message inside the Appointment Booked branch so the contact still hears back.
Suggested flow
- Add the action and pick a calendar.
- Write the personality and instructions, then test on a single contact.
- Set message limit to 15 and a timeout that matches your audience's response habits.
- Wire the Time Out branch back into the action with a GoTo so the AI nudges quiet contacts.
- Decide whether the AI or your branch sends the confirmation, then keep it consistent.
Frequently Asked Questions
What channels does the AI use?
Why can't I pick a recurring calendar?
What does the message limit do?
How do I get the AI to follow up after a timeout?
Should I let the AI send the confirmation?
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