Enhanced Appointment Logic Streamlines Scheduling in Conversation AI

Streamline Your Scheduling with Enhanced Appointment Logic in Conversation AI

We're excited to announce a new update designed to improve your scheduling experience within Conversation AI. Introducing the Enhanced Appointment Booking Logic, which allows for seamless scheduling, rescheduling, and cancellation of appointments. This improvement aims to enhance automation and provide a better user experience by letting the bot detect existing future appointments and guide users based on their specific needs.

Enhanced Appointment Booking Logic: A New Milestone

With this update, Conversation AI now offers a more intuitive approach to handling appointment requests. Whether users wish to book a new appointment, reschedule, or cancel an existing one, the AI can now intelligently manage these requests, ensuring a smoother interaction process.

Practical Use Cases

Consider a situation where a contact wants to book an appointment:

  • "I want to book an appointment."
    The bot first checks if there are any future appointments. If future appointments exist, it asks if the user would like to book an additional one or reschedule an existing appointment.

  • "I want to cancel my appointment."
    The bot allows users to see their upcoming appointments and select which one to cancel, asking for a reason. If cancellation is due to a time conflict, the bot will suggest rescheduling instead.

  • "I want to reschedule."
    The bot displays upcoming appointments and enables the user to choose one for rescheduling, promoting efficient time management.

The flexibility of bulk canceling and rescheduling is supported, with future enhancements like recurring appointments in mind.

How Does It Work?

Booking Flow:

  • When a user requests a new appointment, the bot checks for future bookings.
  • If such appointments exist, the bot prompts the user:
    “You already have an appointment. Do you want to book another one or reschedule?”

Rescheduling Flow:

  • Triggered when a user expresses the desire to reschedule an appointment.
  • The bot presents all upcoming appointments (no time restriction), displaying the first five, allowing the user to choose which one to reschedule.

Cancellation Flow:

  • Users can select multiple appointments for cancellation.
  • Reasons for cancellation are requested, and if the reason is a time conflict, the bot suggests rescheduling:
    “If something came up, I can help you reschedule instead of canceling. Would you like to pick a new time?”

Key Features and General Rules

  • Appointment details are shown as calendar slots, including date, day, and time, adjusted according to the user's timezone.
  • New bookings are logged in the calendar linked with the bot.
  • Rescheduling and cancellations are possible on any calendar at the contact level.
  • The system accommodates all appointment statuses.

Experience a preview of these new features with the screenshots below:
Screenshot 2025-05-09 at 5
Screenshot 2025-05-09 at 6
Screenshot 2025-05-09 at 6
Screenshot 2025-05-09 at 6

This feature is currently available via Labs, allowing users to prototype and experience its capabilities.

Looking for more insights? Check out the latest enhancements in your Email Statistics Dashboard.

SMBcrm ©2025 | All Rights Reserved
A Leads 365 LLC Company