Overview
Real-time booking with Voice OS enables seamless appointment scheduling, allowing users to book meetings instantly through an AI assistant. This guide walks you through the process of setting up real-time booking.
🔹 Step-by-Step Guide to Creating an OS Appointment in Voice OS
1️⃣ Create a New Appointment Action
Navigate to the Actions tab.
Click Real-Time Booking.
Click Create.
2️⃣ Connect OS Calendar
Select your OS Calendar.
Click Connect.
Choose your Subaccount (Agency accounts don’t have calendars, so a subaccount is required).
Click Create again to finalize the connection.
3️⃣ Configure Your Booking Settings
Select OS Calendar.
Use the dropdown to pick your calendar.
Click Next.
Update the Calendar Title if needed.
Enable Automatically Confirm Appointments.
Adjust the number of days available in the first exchange. (This doesn’t limit the Assistant from offering slots beyond this timeframe.)
Adjust the number of slots per day shown in the first exchange. (Additional slots can be offered if required by the user.)
Set the time gap between slots.
Click Save.
4️⃣ Enable Real-Time Booking for an Assistant
Return to the Assistants tab.
Select the Assistant where you want to enable Real-Time Booking.
Go to the Actions tab.
Click Add.
Select the Real-Time Booking Action you just created.
🎯 Benefits of Real-Time Booking in OS
✅ Seamless Scheduling – Users can instantly book appointments via AI-powered conversations.
✅ Automated Confirmation – Reduce no-shows with instant appointment confirmations.
✅ Flexible Availability – Assistants dynamically adjust slot offerings based on user needs.
✅ Improved User Experience – Real-time responses ensure a smooth booking process.