Callback planner
Schedule callback appointments in your own calendar when you're unavailable to take a call right now
Last updated
Schedule callback appointments in your own calendar when you're unavailable to take a call right now
Last updated
The callback planner uses a calendar and a planner to schedule callback appointments.
The calendar can be either an external Google or Outlook calendar, or an internal calendar hosted on DialoX. With a calendar in place, you can create a planner linking to that calendar. The planner allows for some extra configuration such as how many days in advance appointments can be made.
Phone The callback planner can be used to deflect incoming calls and plan callback appointments. Phone
The bare minimum installation process, any extra or optional configuration can be listed under App Settings.
Go to the 'Planning' page, and from the planner picker, choose '+ Add new planner'.
Provide a name, and set the both the day limit and the minutes from now limit.
For the callback appointments we'll be using the 'Slots' strategy to plan our callback appointments.
Finally, link the calendar created in step 1 to the planner and hit 'Save'.
The planner can be configured with the following settings:
Planning title A name for you to recognize the right planner.
Create a note If a note is created, the appointment will be listed in the 'Notes' view. They will also show op in the Inbox - Today view. They will not show up in your (external) calendar. If you leave this option unchecked, they will not show up in the 'Notes' view, but they will show up in your (external) calendar.
Day limit Use this to limit how many days customers can schedule their appointment
Minutes from now How many minutes need to be between the time of making the appointment and the start of the booking itself.
Free/busy or Slots The free/busy search strategy attempts to find gaps in the calendar that haven't been filled yet. As a result, events will not overlap. Free/busy can work with multiple calendars to find the first one that has an open spot.
Free/busy requires availability slots which determine the hours within which to search for an open spot (for example, your opening hours). The slots search strategy requires you to create specific slots up-front. Each slot has a maximum capacity. The planner then tries to find slots that haven't been completely filled yet, and plans an event that matches the starting and ending time of the slot. Events will overlap if the capacity is greater than one.
Operator To reply to inbox channels
Planner To manage the calendar and planners
The playbook is set up with an opening message and two flow files.
The Appointment flow handles the scheduling of the callback appointment.
The Details flow is invoked after finding a slot for the callback appointment. It's used to elicit any information from the user to create the appointment, such as their name, phone number, reason for calling, etc.
The Plan node is responsible for having the dialog with the user to elicit the right date and time to make the appointment.
Once the date and time are selected, the plan node will fire the Details flow for gathering the details needed to making the callback appointment, which are in this case asking for the name, the phone number and the reason for the call:
When the details flow is finished, the appointment will be planned in the calendar of this bot. Inbox users will be able to find the Callback appointments in the Today view of the inbox.
