Skipping Objectives with the Goals Accomplished Checkboxes

▶️ Optimising Appointment Booking with AGENT AI Chatbot

In the fast-paced world of customer service, efficiency is key. Businesses are increasingly turning to AI chatbots like AGENT to handle routine tasks, such as collecting customer information and booking appointments. However, what happens when a customer decides to book an appointment manually through the website? AGENT has the capability to seamlessly skip the conversational booking process if a manual booking is detected. This article explores how to set up this feature using AGENT's goals accomplished field.

Streamlining the Booking Process

Imagine you have a bot that is designed to collect customer addresses and other information, and then conversationally book appointments. While this is an effective method, there are times when customers might prefer to book their own appointments directly on the website. To enhance the user experience and avoid redundant steps, you can configure AGENT to recognize when a manual booking has been made and adjust its workflow accordingly.

Setting Up the Workflow

To achieve this, we will leverage AGENT's goals accomplished field within the snapshot feature. Here's a step-by-step guide to setting up the workflow:

1. Create a New Workflow: Begin by creating a new workflow within AGENT’s interface.

2. Trigger When Appointment is Booked: Set the trigger for the workflow to activate when a customer books an appointment manually.

3. Update Contact Field: Configure the workflow to update the contact field, specifically the goals accomplished field. Check mark the booking as complete.

4. Skipping Objectives: The bot will check mark objectives as they are completed. To skip the conversational booking, you manually check mark the booking objective. This tells the bot to move past this step without engaging in the conversation.

Important Considerations

When setting this up, keep in mind the following:

• Field Selection: Updating the goals accomplished field will deselect all other objectives and only select the booking. While this isn’t an issue initially, if you have skipped other objectives previously, it might cause problems as they will be deselected.

• Save Action: Ensure that the save action is properly configured so that when someone books an appointment manually, the booking objective is marked as complete, and the bot skips this step.

By implementing this workflow, AGENT will efficiently manage both automated and manual appointment bookings, enhancing the overall user experience and ensuring smooth operations.

Benefits of This Approach

Enhanced User Experience

Allowing customers to choose their preferred booking method—whether through the chatbot or manually—ensures a more personalized and satisfactory experience. AGENT adapts to the customer’s actions, making the process seamless.

Improved Operational Efficiency

By automating the check mark process for manually booked appointments, AGENT reduces the need for human intervention and minimizes the risk of redundant tasks. This optimization allows your team to focus on more complex issues.

Cost Savings

Streamlining the booking process with AGENT not only saves time but also reduces operational costs. The bot handles routine tasks, freeing up human resources for other important functions.

Explore More with AGENT

AGENT offers a multitude of features designed to enhance business operations and customer interactions. To learn more about how AGENT can transform your business, visit the official AGENT AI CHAT BOT website and explore the blog section for more insights and articles.

For a practical demonstration of AGENT’s capabilities, schedule a demo by visiting this link. For any questions, refer to the FAQs section or contact our support team through the about page.

AGENT is more than just a chatbot; it is a strategic partner in your business success, providing the tools and insights needed to stay ahead in an ever-evolving market.