1What it does
Use the Conversation AI appointment booking action in a workflow. The bot fetches open slots, suggests times and books. Three branches let you follow up on each outcome.
2Who it is for
- Industry
- Any local business
- Platform
- HighLevel
- Category
- Booking
- Tools used
- HighLevel Conversation AIWorkflowsCalendars
3How it works
Every step, in order, is in Workflow at a glance, pinned on the right as you scroll.
- 01 Trigger
Customer Reply, filtered by channel (SMS) and a test tag.
- 02 Action
Trigger: Customer Reply, filter SMS, add a test tag.
- 03 AI / action
Add the Conversation AI appointment booking action and choose the calendar.
- 04 Action
Set tone, instructions, message limit (15 works for most) and timeout.
- 05 Action
Choose whether the bot sends its own confirmation.
- 06 Action
Add actions to booked, not booked and timeout branches.
- 07 Action
Publish and watch Execution Logs.
- Trigger
- Customer Reply, filtered by channel (SMS) and a test tag.
- AI step
- Bot personality and instructions set in the action.
4How it went
Live SMS test in the tutorial booked without manual involvement. No volume results.
Only what the source reports. The source did not report numbers.
5Worth knowing
- Calendar settings (hours, buffers, minimum notice) limit what the bot can offer. A bad calendar makes a bot that offers 6am.
- Multiple-calendar booking only works on prompt-based bots.
6Recipe
Adapted from source Reworded or reconstructed from what the source shows.
Message limit: 15. Timeout: 24 hours. Not booked branch -> nurture. Timeout branch -> one follow-up text next business day.