How AI Booking Works
Let AI or your scheduler convert intent into a calendar hold when you connect booking.
Overview
When appointment booking is configured, AI and automations can offer open times and write confirmed slots back to the CRM. That reduces back-and-forth texts after a call or chat.
- 1
Connect calendar or booking settings under CRM → Calendar / booking configuration (per your workspace setup).
- 2
Teach the AI agent which services map to which appointment lengths.
- 3
Test a booking from chat and from a voice path if enabled.
- 4
Confirm the lead shows the appointment on its timeline.
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