Appointment automation

Take scheduling out of the back-and-forth.

Let customers book, move, or cancel an appointment in a natural conversation. Connect availability, business rules, and confirmations so every booking carries the details your staff need to prepare.

THE OUTCOME

A confirmed time, the right details, and a clearer calendar.

Example appointment journeyProduct preview

A conversation, connected to your business.

RequestMove a consultation to Friday
AvailabilityRead from the connected calendar
ConfirmationUpdated time sent to the customer
Identify bookingCheck optionsConfirm change
Illustrative product previewVagary Voice
01

Find a time that works

Use calendar tools to check availability and capture service, location, and customer preferences.

  • Cal.com and Google Calendar connections
  • Service and location questions
  • Booking, cancellation, and rescheduling flows
02

Keep the details together

Match the customer with the right record and carry booking context into the next conversation.

  • Contact lookup
  • Structured appointment details
  • Cross-call history
03

Close the confirmation loop

Trigger confirmations and reminder workflows through the channels your customers already use.

  • SMS and WhatsApp actions
  • Scheduled reminder calls
  • Staff handoff for exceptions
THE WORKFLOW

From a conversation
to a completed task.

Connect the steps that make the outcome possible.

  1. 01

    Set booking policy

    Specify appointment types, required information, cancellation rules, and situations that require staff approval.

  2. 02

    Connect live availability

    Connect the scheduling system and test conflicts, unavailable slots, timezone differences, and changed customer preferences.

  3. 03

    Confirm the commitment

    Repeat the agreed time and location, save the booking, and send the customer a clear confirmation.

  4. 04

    Measure completed visits

    Inspect booking completion, rescheduling outcomes, no-shows, and staff intervention to find friction beyond the initial call.

PUT IT TO WORK

Make it useful
in your business.

Start with a specific conversation, connect the right systems, and define what a successful outcome looks like.

01

Service consultations

02

Clinic administration

03

Property viewings

04

Sales discovery meetings

A CLOSER LOOK

Useful questions.
Straight answers.

Discuss your requirements
Can the agent schedule into our existing system?

Use the calendar integrations or connect your scheduling system through a custom API tool. Availability and booking rules come from that connected system.

Who handles unusual booking requests?

Route exceptions such as special accommodations, approval requirements, or ambiguous requests to staff with the customer’s preferences attached.

What is a sensible first deployment?

Choose one appointment type with clear rules. Track completed bookings and attendance, then extend the workflow to reminders, rescheduling, and additional locations.

MAKE YOUR NEXT CONVERSATION COUNT

Give every conversation
somewhere better to go.

Start with one agent. Build an operation around what works.