[Crash Course] The AI Conversational Booking Calendar Triage Guide

So, for those who have a rough time with appointment booking - here is your triage guide to make sure everything is a green-light to go.

In the video I show you a blank assistant where the prompt is just "you are appointment booking bot" and the ai perfectly executes appointment booking with the user - with zero instruction on how. This was to show that if you are having trouble, it could be some configuration on other things and what those other things could be.

📄 Documentation & Materials: https://docs.google.com/document/d/10BJN3HKfb2EAosqLVDS91xlqTcPDlLeWpVuZgyOI65s/edit?usp=sharing

Triage Order [ C-A-S-P-E-R ]:

Calendar [Syncing]- does the assistant have access to the calendar to reference?

Ability [Tools] - does the assistant have the ability to do it?

Settings [GHL Settings] - Does my GoHighLevel calendar have actual availability?

Prompt [Instructions, KB, Temp] - have i told the assistant the correct protocol i want for booking or given it confusing instructions?

Event [Tool called & meta data] - Did the tool get called? If so is the meta data correct? What does it say?

Refresh [Refresh associated resources] - If all else fails it could be your connection, refresh your connection, calendar and tools.

Let me know if this is helpful

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