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The booking feature lets your agent schedule appointments with users directly in the chat. Users select a date, time slot, and duration, then fill out a booking form.

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Setting up booking

1

Enable the booking action

Go to your agent’s Settings tab and add a new Booking action. Give it a name and configure when the AI should offer it (e.g., “when the user wants to schedule a meeting”).
2

Configure basic settings

3

Set duration options

Add one or more duration options that users can choose from:
  • Label — what the user sees (e.g., “30-minute consultation”)
  • Duration — length in minutes
You can offer multiple options like a 15-minute quick call and a 60-minute deep dive.
4

Configure availability

Set your weekly schedule — which days and hours you’re available:Adjust start and end times for each day. Toggle days on or off.
5

Set booking rules

6

Customize the booking form

Configure the fields users fill out when booking. Default fields are Name and Email. You can add:
  • Text fields — for custom information
  • Email fields — with email validation
  • Phone fields — for phone numbers
  • Textarea — for longer messages
  • File upload — accepts PDF, DOCX, XLSX, PPTX, PNG, JPG, TXT
7

Configure cancellation

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Blocking dates

Block specific dates when you’re unavailable (holidays, days off, etc.):
  1. Go to the booking configuration
  2. Add a blocked date with the date (YYYY-MM-DD format) and an optional reason
  3. No slots will be available on blocked dates

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How users book

When the AI triggers the booking action in a conversation:
  1. The user sees available dates based on your schedule and blocked dates
  2. They select a date and see available time slots
  3. They choose a duration option (if multiple are configured)
  4. They fill out the booking form
  5. They receive a confirmation code

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Managing bookings

View and manage all bookings in your agent’s dashboard. Each booking shows:
  • Date and time
  • Duration
  • Confirmation code
  • Form data submitted
  • Status

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Booking statuses

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Public booking API

Booking is also available through the Booking API for custom integrations. Users can check availability, create bookings, and cancel bookings programmatically.