Appointment bots - Showroom appointment

How to configure a bot to book a showroom appointment

What is the Showroom Appointment Assistant?

This chatbot works around the clock to take over the process of scheduling a showroom appointment for online customers.

See more:  For examples of use cases and to understand the potential benefits of this bot, please read the article Use chatbots to automate sales appointments

 

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Hire and configure the bot

Hire the bot

In your Bots  section of the messaging platform, click on the Bot store,  then search for the desired appointment bot, and click Hire

The set-up page will show straight away, or you can click on the bot and navigate to the Configuration tab at the top.

Showroom appointment configuration

Configuring your Showroom Appointment Assistant

Here are the options available: 

Setting Default Description
WhatsApp False If you have WhatsApp activated via Web1on1, the bot can ask to follow up via WhatsApp (Fig 1)
Use WhatsApp Template none When WhatsApp is activated, choose your WhatsApp template here. (Fig 2) 
Select contact details none

When turned on, the bot will ask the client how they wish to be contacted. Email, telephone or optionally WhatsApp. If you choose false, the bot will ask for email and telephone details.

Minimal Time 09:00 The earliest time an appointment can be booked. 
Maximum Time 17:00 The latest time an appointment can be booked
Sunday available no Sunday available for appointments?
Saturday available yes Saturday available for appointments?
Handover message [] Message send to client before handing over to a human 
Notify after 1 Hand over to a human after a defined number of incorrect or unrecognised user responses

Offering WhatsApp as a communication channel

If WhatsApp is activated via Web1on1, the Showroom Appointment Assistant can ask the customer if they wish to follow up via WhatsApp:

Fig 1

 

Using a WhatsApp template

When you've activated WhatsApp in the messaging platform, pick your WhatsApp template.

Read more about how to configure a WhatsApp templated message.

Here's an example of a WhatsApp template: 

Fig 2

How customers select a date and time in the bot between an earliest and latest  time:

Activating the bot 

After the bot is set up and configured, we still have to decide when the bot should jump in and start doing its job. Please visit the How to activate the bot section to learn about how to configure the bot.

 

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