Workflow templates / Sales & leads
Take booking and appointment requests
One reply asks for the booking details.
Works with: Any channel, Knowledge for AI to read
How it works
- The lead is marked qualified
- The AI writes one reply asking for service, date, time and party size
- It never promises a slot
Steps in the workflow: Trigger, Change stage, AI.
Who it is for
Salons, clinics, restaurants and studios.
Good to know
- Does it book the slot?
- No: the team confirms. Connect a calendar to let the agent book.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.