Pause the Chat Bot and Launch Workflows After a Booking
When a contact books an appointment through your AI chat bot, you often do not want it to keep talking, and you may want an automation to start. Two settings in the bot's appointment booking configuration cover both.
The two settings
- Put the bot to sleep: after a booking is made, the bot stops replying to that contact for a period you choose. This prevents awkward automated replies once the meeting is set.
- Trigger workflows: choose one or more workflows from a dropdown to start right after the booking, for example confirmation messages, a prep checklist or an internal alert.
You can turn on either setting or both at once.
Set them up
- Open your Conversation AI bot settings and go to the appointment booking intent.
- Enable Put the bot to sleep and enter how long it should stay quiet.
- Enable Trigger workflows and pick each workflow you want to run.
- Save the bot.
Examples
- Sleep for three days so reminders from your own workflow are the only messages the contact receives, then let the bot resume afterward.
- Start a workflow that tags the contact "Consult Booked", notifies the assigned team member and sends a prep guide.
Good to know: Pick a sleep duration that covers the time until the appointment, otherwise the bot may start chatting again before the meeting happens.
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