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Documentation Index

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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.

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

SettingDescription
Booking titleTitle shown in the booking interface
Booking descriptionOptional description or instructions
TimezoneYour timezone (IANA format, e.g., “America/New_York”)
Slot intervalTime between available slots: 15, 30, or 60 minutes
Buffer minutesGap between consecutive bookings
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:
DayDefault hoursDefault status
Sunday09:00–17:00Disabled
Monday09:00–17:00Enabled
Tuesday09:00–17:00Enabled
Wednesday09:00–17:00Enabled
Thursday09:00–17:00Enabled
Friday09:00–17:00Enabled
Saturday09:00–17:00Disabled
Adjust start and end times for each day. Toggle days on or off.
5

Set booking rules

RuleDescription
Min notice hoursMinimum hours before a slot can be booked (prevents last-minute bookings)
Max advance daysHow far ahead users can book
Max bookings per slot1 for exclusive appointments, higher for group slots
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

SettingDescription
Allow user cancellationWhether users can cancel their own bookings
Cancellation notice hoursMinimum hours before the appointment for cancellation

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

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

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

Booking statuses

StatusDescription
PendingAwaiting confirmation
ConfirmedBooking is confirmed
DeclinedBooking was declined
CancelledBooking was cancelled by user or admin
CompletedAppointment has taken place
No showUser didn’t attend

Public booking API

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