Knowledge BaseAI FeaturesAI Booking Assistant
    AI Features

    AI Booking Assistant

    Ai Features

    AI Booking Assistant

    The AI Booking Assistant automates appointment scheduling by conversing with leads and customers naturally. It checks your calendar availability, suggests times, and confirms bookings without requiring manual intervention from your team.

    How It Works

    When a lead or customer expresses interest in booking a meeting, the AI Booking Assistant takes over the scheduling conversation. It accesses your connected calendar in real-time, offers available time slots, handles rescheduling requests, and sends confirmation details once a booking is made.

    Setting Up the Booking Assistant

    Step 1:Navigate to Settings > AI and find the Booking Assistant configuration.
    Step 2:Connect the calendar you want the AI to use for checking availability.
    Step 3:Set your booking preferences: minimum notice time, buffer between appointments, and available time slots.
    Step 4:Configure the assistant's messaging style and instructions for how it should handle scheduling conversations.
    Step 5:Enable the booking assistant on the channels where you want it active (SMS, chat, email).
    Step 6:Test by sending a message requesting an appointment to verify it responds correctly.

    Capabilities

    • Checks real-time calendar availability before suggesting times.
    • Offers multiple time slot options for the contact to choose from.
    • Handles timezone differences automatically.
    • Sends booking confirmation with appointment details.
    • Sends appointment reminders before the scheduled time.
    • Handles rescheduling and cancellation requests.
    • Collects required information (name, email, reason for meeting) before confirming.

    Tip: Pair the AI Booking Assistant with your AI Chat Assistant on your website for a fully automated lead capture and scheduling experience.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group