Book Appointments with Contact’s Assigned User

Book Appointments with Contact’s Assigned User

August 04, 20251 min read

Your conversation AI helps you manage customer needs, including appointment booking. However, when using Round Robin calendars, the random appointment owner can be jarring for customers and create confusion. So, we’ve added an override option to minimize those effects. Let’s check it out!

⭐How To Prioritize A Contact’s Assigned User?

  1. To start, head to your calendar settings and edit a Round Robin Calendar.

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  2. Select the contact routing preference.

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  3. Toggle: Always book with the contact’s assigned user in the ON position.

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  4. Click Apply to save your changes.

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⭐How Does This Benefit You?

  • Improved Automation: Seamlessly connect your Conversation AI to your calendar, helping you bypass the standard round-robin scheduling logic to ensure continuity.

  • Enhanced Experience: Automatically book new appointments with the user assigned to that contact, giving your customers a consistent experience.

  • Smoother Set-Up: This helps you efficiently configure your AI Management, with no settings or changes required inside the conversation AI.

This improvement will make your appointment management easier, leading to satisfied customers and increased efficiency. We hope you enjoy using the conversation AI to book appointments for you!

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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