AI Booking Bot Workflow Action in Sparkforge
The AI Booking Bot action runs a conversational flow that guides a contact to schedule on a chosen calendar. Configure personality, channel, message cap, and timeout, and the bot handles the back-and-forth until the appointment is booked or skipped.
The Appointment Booking Conversation AI Bot action drives a contact toward a calendar booking through SMS or chat. The bot adapts its replies based on the contact's responses and stops when the appointment is booked, the message limit is hit, or the timeout expires.
How to configure
- Calendar: the calendar that should hold the booking.
- Personality: the tone the bot uses (friendly, professional, etc.).
- Additional Instructions: rules or reminders for the bot to follow during the conversation.
- Message Limit: the maximum back-and-forth messages before the bot gives up and marks the appointment as not booked.
- Timeout: how long the bot waits for a reply before timing out (value plus unit: minutes, hours, or days).
- Channel: the medium for the conversation (SMS, chat, etc.).
- Disable Confirmation Message: turn off the post-booking confirmation if you want to handle it yourself.
Field reference
| Field | Description | Required |
|---|---|---|
| Calendar | Calendar to book against. | Yes |
| Personality | Tone and style for the bot. | Yes |
| Additional Instructions | Optional guardrails for the conversation. | No |
| Maximum Messages Limit | Cap on bot messages before giving up. | Yes |
| Timeout (Value/Unit) | How long to wait on a reply before quitting. | Yes |
| Channel | SMS, chat, or other supported channel. | Yes |
| Disable Confirmation | Skip the auto-confirmation message after booking. | No |
Example flow
For a consultation booking flow, set the personality to friendly and persuasive, the channel to SMS, the message limit to 8, and the timeout to 24 hours. If the contact does not reply inside that window, the bot stops, the appointment is marked not booked, and the workflow continues down the no-booking branch.
Tuning notes
- Match the bot's personality to your brand voice. A wellness clinic and a roofing company should not sound the same.
- Higher message limits allow longer conversations but also delay the workflow when contacts go cold.
- If the contact does not respond inside the timeout, the appointment is treated as not booked and the workflow proceeds.
Frequently Asked Questions
What channels does the booking bot support?
What happens if the contact does not reply?
Can I keep the bot from sending a confirmation message?
Is there a maximum number of messages the bot will send?
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