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One Agent Booking to Different Calendars

learn a couple of different ways to get an agent to book to different calendars using custom scenarios or the branch/switch action

Bryce DeCora avatar
Written by Bryce DeCora
Updated yesterday

Overview

It's common for a business to have different products or services that merit allowing a single agent to book conversationally to different calendars. This is easier than ever with CloseBot. Let's look at two different ways that you could do this.

1 Branch / Switch

One way to get your agent to conversationally book to different calendars is to use a branch action or switch action. You can either conversationally collect information that causes the conversation to go to a different appointment booking action or look at variable or field values to branch / switch. This is a great option if you want a controlled flow of routing to the appropriate calendar.

2 Custom Scenarios

Another way to get your agent to conversationally book to different calendars is to use a custom scenario that's looking for a customer's intent to book on a specific calendar. Connect each custom scenario to the appropriate calendar, making sure to add objectives prior to allowing a booking for things like email and name (that may be required by your system before an appointment can be booked.

Summary

You can get creative with how you handle appointment booking. The beauty of CloseBot is how easy it is to build job flows that handle the lead qualification and booking journey the way you want! πŸ“…

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