Appointment Booking and Confirmation
An AI agent handles appointment scheduling, checks availability against a calendar system, and confirms bookings.
Overview
This use case demonstrates:
- Calendar/scheduling system integration
- Multi-turn conversational data gathering
- Real-time availability checking
- SMS confirmation after booking
- Fallback connect to a human when automation cannot fulfill the request
State flow: PENDING -> ANSWERED -> DISCONNECTED (or -> ANSWERED -> CONNECTED -> DISCONNECTED on fallback)
Example
How It Works
- The AI answers and checks if the caller has existing appointments
- If so, it proactively mentions them and asks if the caller wants to reschedule
- The AI gathers details conversationally: preferred date, time, and service type
- It queries the calendar system for available slots
- If a slot is available, the AI books it, confirms verbally, and sends an SMS
- If no slots are available, the AI explains the situation, connects the caller to the original callee using
connect(), and then leaves the call withclose()
Key Commands Used
answer()- Answer the incoming callsend_audio()- Verbal confirmation and promptsconnect()- Fallback to callee for schedulingclose()- Leave after connecting the caller to the scheduling teamdisconnect()- End the call after a successful booking flow
Related
- AI Receptionist with Database Lookup - Similar CRM integration pattern
- Interactive Notifications - Delivering confirmations interactively
