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AI Conversational Appointment Booking Workflow and Setup

Add a trigger with customer Replied (or any other trigger)

Last updated: May 26, 2026

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On this page

  • The following is a step-by-step guide on how to set up your own AI Conversational Appointment booking bot within a workflow.
  • 1. Create Workflow
  • 2. Select the AI appointment bot in the workflow options
  • 3. The AI conversation will end in one of the three ways.
  • 4. Create a condition if the bot booked an appointment.
  • 5. Create a message or any action for the appointment booked condition
  • 6. Secondary condition if the appointment is not booked due to bot timeout
  • 7. Third Condition - Appointment not booked for any other reason.

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