Books, changes and cancels appointments
It works on the real calendar and only offers slots that exist. No “we’ll call you back to confirm”: the appointment is booked during the call.
It picks up the phone, books the appointment on your real calendar, opens the request with its deadline and takes payment if needed. Afterwards you see it all turn by turn, with what it looked up and who each matter was left with.
4 h
Until the committed date, which is set automatically6
Per appointment at most, with a link to cancel10–12 s
Of recording, with that person’s consent5
To decide who sees and who changes whatIt talks, listens and gets on with things: it checks the calendar, looks things up in your systems and settles whatever can be settled before hanging up.
“Soler Clinic, good morning. You’re speaking to an artificial intelligence assistant. How can I help you?”
“I’d like to book a check-up, on Thursday morning if possible.”
“Thursday at 10:00 with Dr López. I’ll put you down for that and send you a reminder.”
The 10:00 slot existed in the calendar before it was offered, and it is blocked as soon as it is given.
It works on the real calendar and only offers slots that exist. No “we’ll call you back to confirm”: the appointment is booked during the call.
If that phone number is already in a record, it greets the caller by name and picks up where they left off. If not, it opens the record itself while it talks.
Invoices, outstanding debt, availability, contracts. It asks your system at that moment and does not keep a copy of that data.
Callers hang up with a number they can repeat, and the request appears in the inbox with its deadline set.
When the matter is not one for it, it transfers the call to whoever is taking calls at that moment, without the caller having to explain everything again.
If the caller is angry, it replies with a more empathetic voice. And if they talk over it, it stops and listens, as anyone would.
One column per professional, records that write themselves and reminders that go out on time so that the slot is not lost.
The whole day at a glance, with each person’s working hours and their services. Nothing is booked outside working hours, either by phone or by hand.
Every call leaves its record. Duplicates are merged into one, and anyone who often misses appointments is flagged as a no-show risk before they are given an appointment.
They go out automatically, at the time you choose, with a link so that the person can cancel it themselves. Whatever is cancelled in time goes back into the calendar and can be booked again.
The agent books the appointment for the right length of time because it knows which service the caller has asked for, how long it takes and how much it costs. You change it in the panel and it says it differently on the next call, without touching anything else.
People who prefer to write, write. The agent replies on WhatsApp with the same knowledge and the same tools it uses on the phone: it checks the calendar, books the appointment, opens the request and sends the payment link. The conversation goes back and forth in writing, and ends with the same things settled as if the person had called.
The confirmations when an appointment is booked, the reminders and voicemail notifications also go out from there, from the business’s number or from ours. It is all included in the price. Synchronisation with calendars from other providers is coming soon.
And when a conversation needs someone from the team, it is picked up from the inbox: it is assigned to a person, tagged and answered by the business, with the record of whoever is writing alongside.
The agent opens the request during the call, or your team opens it from the panel. The priority sets the deadline, and whatever needs attention now is always at the top of the list.
The date is set automatically when the request is opened, according to the priority it comes in with.
| Priority | Deadline |
|---|---|
| Urgent | 4 hours |
| High | 24 hours |
| Normal | 72 hours |
| Low | 7 days |
If a request goes past its date, it leaves the normal list and moves to the top, flagged.
Each request has its own page with a private link: it shows the reference, what stage it is at (received, in progress, resolved), the day it was opened and the date by which you have committed to resolving it. Only someone with that link can see it.
It is prepared in the panel, tested, and published when it sounds right. Nothing that has not gone through there goes out on the phone.
Each agent is tested from the panel itself: you talk to it, listen to how it answers and correct whatever you do not like. The change only reaches the line when you publish it.
Ten or twelve seconds of someone on your team are recorded, with their express consent and with a record of who recorded it and when. Each voice can also have a more empathetic version for calls that start off on the wrong foot.
You can write it yourself, import it from what you already have, or let it look things up live in your system whenever needed. Anything that changes often (money, availability, health) is looked up at the time and is not stored along the way.
For each field that comes from your system, you choose between three things: whether the agent says it as it is, whether it only partly confirms it (the last four digits, the initial) or whether it never goes any further on any call. You can also require callers to identify themselves before they hear anything of theirs.
The deposit for a booking, the check-up that has just been done or the monthly fee: the agent takes payment on the same call in which it comes up.
The agent sends the link to the caller’s mobile and stays with them while they open it, in case anything goes wrong.
For people who are not comfortable with links. Only the last four digits of the card are stored.
Monthly fees and session packs that are set up during the call and then keep being charged automatically every period.
From the entry you can jump to the conversation it came from and to the appointment it belongs to, so balancing the till is quick work.
Two things you miss when a machine handles the phone: knowing how the business is doing and being able to reconstruct what happened.
You type the question as you would say it out loud, and the answer comes back with the figure and the breakdown. The server does the calculation on your data: the model understands the question, but it does not make up the number.
“How many appointments were booked by phone last week?”
128 appointments, from 194 calls answered. 31 were changed afterwards and 9 were cancelled.
If the question cannot be answered with your data, it says so instead of filling the gap.
Who changed what and when: an agent’s script, a price, opening hours, a request’s deadline. It is logged with the name and time, and so is every occasion on which someone listens to a recording.
The welcome message, the voice, extensions, groups and what happens when no line is free. All on one screen, and all of it can be changed without calling anyone.
It is recorded once and plays on every call, right after the notice that an artificial intelligence is answering.
If all the lines are busy, you decide what happens: callers wait in order of arrival, leave a message, or both.
Your staff’s phones, arranged by department or by site, and who is accepting calls at each time of day.
When someone asks to speak to a person, the call goes to whoever is available at that moment.
We set up an agent with your services and your opening hours; you call, book an appointment, change it and ask about an invoice. Then you see it all in the panel, in writing.