Let your AI Agent schedule appointments
With appointment types you determine when your AI Agent may offer an appointment and under what conditions. You define the duration, what information is needed and whether a Teams meeting should be created. Your AI uses these settings as a reliable template during every conversation.
In short
Appointment types determine which appointments may be scheduled automatically. Each type contains duration, AI instruction, required customer data and optionally a Teams meeting. Your AI uses appointment types to directly suggest suitable time slots.
Your AI never deviates from your settings. An appointment is only offered when all conditions from the appointment type are met, such as duration, availability and required data.
Appointment types only work when your calendar is connected. Connect a calendar first (Outlook now, Google soon) if you have not done so yet.
What you configure in an appointment type
Appointment name
For example: Demo, Intake, Service visit, Advisory meeting.
Instruction for the AI
A short explanation that helps the AI determine when this type should be used. For example: 'Use this appointment type when someone wants to schedule a product demo.'
Duration
The number of minutes the appointment lasts.
Buffer
Extra time before or after the appointment. Useful for travel time, preparation, wrap-up, breaks or focus time.
Teams meeting (on/off)
Choose whether the appointment should be a Teams meeting. Turn the Teams meeting toggle on and a Microsoft Teams invitation is automatically sent to all participants.
Calendars
Select in which calendars this appointment type may be scheduled.
Data the AI should collect
The AI automatically requests the information needed for this appointment type, such as name, phone number, postcode and house number, email address or a note.
Availability
You determine on which days and times your AI may schedule this type. A time slot is only offered when both your calendar and the appointment type show availability.
How to create an appointment type
Go to Agent, then Agenda
Agent is in the left menu. Open the Agenda tab and scroll to Appointment types.
Click Add appointment type
A form opens where you configure the appointment type.
Fill in the settings
Fill in the fields: name, when the agent may propose this type, duration and buffers, which calendars get an invite, whether a Teams meeting is added, which contact details the agent asks for, who receives a confirmation (notification recipients) and on which channels this type may be booked.
Save
After saving, the appointment type appears in the list. You can always modify or remove it later.
Viewing your scheduled appointmentsConnecting your calendar