Setting Up the Scheduler Tool

The Scheduler tool lets your agents book appointments directly in conversation. Visitors can pick available time slots without leaving the chat.

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Step 1: Enable the Tool

1. Open your agent's detail page

2. Go to the Tools tab

3. Toggle Scheduler to ON

4. Click the gear icon to configure

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Step 2: Configure Availability

Set your available time slots:

| Setting | Description | Example |

|---------|-------------|---------|

| Days | Which days are available | Monday-Friday |

| Start Time | Earliest booking | 09:00 |

| End Time | Latest booking | 17:00 |

| Slot Duration | Length of each slot | 30 minutes |

| Buffer Time | Gap between slots | 15 minutes |

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Step 3: Customize the Experience

Booking Form Fields

Choose what information to collect:

• Visitor name (required)
• Email (required)
• Phone (optional)
• Notes/questions (optional)

Confirmation Message

Customize what the agent says after booking:

> "Your appointment is confirmed for [date] at [time]. You'll receive a confirmation email shortly."

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How It Works in Conversation

1. Visitor shows interest in booking

2. Agent offers available time slots

3. Visitor picks a slot

4. Agent collects name and email

5. Booking is created in the system

6. Visitor receives confirmation

Example conversation:

``

Visitor: I'd like to book a meeting

Agent: Great! I have openings tomorrow at 10:00 AM, 2:00 PM, and 4:00 PM. Which works best?

Visitor: 2 PM please

Agent: Perfect! What's your name and email?

Visitor: Jane Doe, [email protected]

Agent: Done! Your meeting is confirmed for tomorrow at 2:00 PM. You'll receive a confirmation email.

``

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Managing Bookings

Owner Dashboard

• View all upcoming bookings
• See visitor details and conversation history
• Reschedule or cancel bookings
• Export booking data

Notifications

• Get notified of new bookings
• Receive reminders before appointments

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Best Practices

• Set realistic hours - Don't offer slots when you're unavailable
• Include buffer time - Prevent back-to-back bookings
• Collect context - Ask visitors what they want to discuss
• Follow up - Use the lead collector after booking