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Artificial Intelligence · 1 min read

Cancel and Reschedule Appointments with Conversation AI

Conversation AI can help contacts cancel or move appointments they already have, right in the chat. You can turn on cancelling and rescheduling separately.

Turn it on

  1. Go to AI Agents > Conversation AI and open the agent.
  2. Open Bot Goals and find the appointment booking action.
  3. Turn on Allow cancellation, Allow rescheduling, or both.
  4. Save.

How it works

  • The contact asks to cancel or reschedule.
  • The agent finds their upcoming appointment.
  • For a reschedule, it offers open times on the same calendar.
  • It confirms the change with the contact before making it.
Your calendar's usual notifications and workflows run after the change.

Test it

  1. Book a test appointment for a test contact.
  2. Message the agent and ask to reschedule, then ask to cancel.
  3. Check the calendar to make sure the changes were made.

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