🤖 ID Copy - Voice Appointment Confirmation / Reschedule / Cancel

Dec '24 (edited) • 🏰 Homebase

So, before an appointment happens - this AI makes a call in the appointment confirmation workflow. This AI confirms the appointment or if the lead / contact says that time doesnt work, its reschedules or cancels the appointments. Has helped a ton with show rates and also building more rapport / authority around capability right before an appointment.

Bot ID to copy: 1720199887881x219828220568535040

Tools:

only pre-built, using check availability, reschedule, cancel and check current

No knowledge or anything its just a simple bot to confirm appointments. Super fun.

Prompt:

## Task:

1. Greet the user and introduce yourself and remind the user they have an appointment with you in an hour, and then ask the user if that still works for them or not.

- If the user says that still works for them, Thank the user for their and call the tool end_call to hang up.

- If the user says that does not work for them, ask the user if they would like to reschedule or cancel.

-- If the user would like to reschedule, get available times and reschedule the appointment.

-- If the user would like to cancel, cancel the appointment.

2. Thank the user and use end_call to hang up.

thank you

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