Appointment Booking in Voice AI

Appointment Booking in Voice AI

May 28, 20251 min read

Most customers are used to booking their appointments over the phone. And since old habits are hard to change, having an easy way to manage these requests is essential. So now, your Voice AI Agents can fully handle this process. Exciting right? Let’s check it out.

⭐️Why Is This Feature Beneficial To Your Company?

  • Appointment Automation: The Voice AI agent, along with your Conversation AI, will help you handle all booking needs, from the first scheduling to cancellation and rescheduling management.

  • Seamless Experience: Offer and confirm appointments without leaving the call, reducing manual input and preventing double‑booking when using your AI Agents.

  • Increased Customization: Choose which calendar the AI agent uses for booking and how future interactions will develop based on your management preferences.

⭐️How To Book Appointments With The Voice AI?

  1. First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agent.

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  2. Then, in the “Agent Goals” tab, switch to advanced mode.

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  3. Click “+ New Action” and select Book Appointment.

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  4. Select the Calendar to use, set the total days and slots to offer, and the gap between them, then click Save.

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Once you’ve saved your changes, the Voice AI will prompt customers to book appointments while collecting all necessary information. The Conversation AI will help those customers with any questions they may have and handle cancellations or rescheduling, no separate workflows or booking links needed.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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