Healthcare Appointment Booking Agent

Start the setup by writing a clear initial prompt that defines the purpose of the bot.

• The platform will prompt you with clarifying questions.
• Answer these precisely to help tailor the voice agent effectively for your specific use case
• You can select from provided options or Write your own custom answers if the options don't match your needs

• The system uses your prompt and answers to auto-generate an initial version of the voice assistant.
• This includes Welcome message , basic conversational flow , collecting user's data or variable extraction in post call etc.

• Navigate to the Details section of the platform.
• You can edit Welcome Message. Ensure it is friendly and aligned with your brand voice.
• Review each step of the user journey (greeting, intent identification, slot filling, confirmation).
• Edit existing prompts or add new sections to better guide the conversation , edge cases or FAQs.

• Utilize the platform's testing tools present at the top right side of the window:
• Use the Chat interface for text-based interaction (Test With Chat)
• Use the Web Call feature for voice-based testing (Test With Webcall)

Test with chat

Test with web call

• In the "Configuration" tab you can edit or adjust agent configuration.
• Model: Select the desired LLM (Language Model).
• TTS : Configure TTS (Text-to-Speech) and choose appropriate voice settings.
• Adjust filler words and other behavior customization settings as needed.

Updating configuration settings (Model)

Updating configuration settings (Voice)

• Integrate with Google Calendar to enable automatic booking
• Open the Integrations tab.
• Click on Connect next to Google Calendar.
• Complete the OAuth flow to securely link your account.
• Once connected, the calendar will be automatically attached to the agent.
• The bot can check availability, book slots, and send invites.

Integration tab view

Adding Google Calendar Integration

Attach integration view

• You can add knowledge base to your bot to provide additional information.
• Navigate to the Knowledge Base section.
• Upload relevant documents (e.g., PDFs with clinic policies, service descriptions).
• Documents are auto-attached to the bot.
• You can also set rules for when and why the knowledge base should be utilized.

• You can set up what happens after the call is completed.
• Go to the Post Call section.
• Select Email Delivery as a post-call action.
• Enter the recipient's email address.
• Choose what to include in the email such as Call summary , Full transcript , Sentiment analysis , Variable extraction etc.

• Re-test the agent again via chat and web call to confirm all functionalities operate as expected.
• Validate booking flow, fallback responses, and knowledge base retrieval etc and Update the agent based on the requirements.
• Navigate to the Call Logs section to monitor call interactions with evaluation details.