Advanced Workflows — Booking Appointments via Phone

Описание: Omni-Channel Appointment Booking with Voice & SMS Agents

Conduit makes it simple to manage appointments across voice, SMS, and other channels. In this video, you’ll learn how to configure booking tools for inbound and outbound voice agents, connect calendars, handle appointment requests over SMS, and build workflows to confirm meetings and prevent double-booking.

By the end, you’ll have an omni-channel system that automates scheduling, reduces no-shows, and keeps your CRM in sync.

Summary

• Voice agents: Configure inbound/outbound agents with shared settings for consistent customer experience
• Calendar integration: Connect Google Calendar or use the Conduit native calendar for booking availability
• Inbound booking: Use prompts and booking tools to schedule appointments directly on calls
• Outbound booking: Trigger calls or SMS follow-ups to engage cold leads and capture availability
• SMS booking: Allow agents to confirm meetings through text replies using the booking tool
• Workflows: Send reminders before appointments, confirm attendance, and update CRM fields
• Gravestones: Prevent duplicate outreach by ending workflows once a booking is confirmed

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🔗 Review our documentation at https://docs.conduit.ai/