📅 Booking Action ​
The Booking Action allows your AI Agent to automatically schedule meetings, consultations, appointments, and service bookings with customers.
This action is useful for businesses that provide services and need customers to reserve a specific date and time.
Examples:
- AI setup consultations
- Dental appointments
- Beauty salon reservations
- HR consultations
- Legal consultations
- Coaching sessions
- Product demos
Ainisa can create bookings using:
- Google Calendar
- Calendly
📍 Creating a Booking Action ​
Navigate to:
AI Agents → Select AI Agent → AI Actions → Create Action → Booking
Step 1: Create the Action ​
Fill in the basic information:
| Field | Description |
|---|---|
| Action Name | Internal name of the booking action |
| When To Use | Instructions explaining when AI should use this booking action |
Example:
- Action Name:
Setup Service Booking - When To Use:
Use this action when a customer wants to purchase our setup service and schedule a meeting.
📅 Step 2: Connect a Booking Provider ​
Open the Provider tab.
Booking Actions require a booking provider where appointments will be created.
Supported providers:
- Google Calendar
- Calendly
Google Calendar ​
If you select Google Calendar:
- Click Connect Google Calendar
- Authorize your Google account
- Select the calendar that should receive bookings
- Configure booking settings
After connecting Google Calendar you can configure:
| Setting | Description |
|---|---|
| Timezone | Your business timezone |
| Slot Duration | Length of each appointment |
| Buffer Time | Time between appointments |
| Booking Window | How many days ahead customers can book |
| Working Hours | Available booking times for each day |
You can also enable or disable:
- Check Availability
- Book
- Cancel
- Reschedule
Calendly ​
If you select Calendly:
- Click Connect Calendly
- Authorize your Calendly account
- Select the event type you want Ainisa to use
Important: Calendly integrations require an active paid Calendly subscription.
🧩 Step 3: Configure Variables ​
Open the Variables tab.
Variables define what information the AI should collect from customers before creating a booking.
Built-in Booking Variables ​
The following variables are always collected automatically by the booking system:
| Variable | Description |
|---|---|
| guest_name | Customer full name |
| guest_phone | Customer phone number |
| guest_email | Customer email address |
These fields cannot be removed because they are required for booking creation.
Custom Variables ​
You can also create additional variables that AI should collect.
Examples:
| Variable | Description |
|---|---|
| notes | Additional information about customer needs |
| company_name | Customer company |
| service_details | Details about requested service |
| complaint | Customer complaint or issue |
| budget | Available budget |
Variables can be marked as required or optional.
The AI will automatically ask customers for required information before creating the booking.
🛠️ Step 4: Configure Services ​
Open the Services tab.
Services allow customers to choose what type of appointment they want to book.
If multiple services are configured, the AI will ask customers which service they need before scheduling the appointment.
Service Configuration ​
For each service you can define:
| Field | Description |
|---|---|
| Service Name | Name of the service |
| Duration | Appointment duration in minutes |
| Price | Service price |
| Description | Additional service information |
| Active | Whether the service can currently be booked |
Examples ​
Dental Clinic ​
- Teeth Cleaning
- Teeth Whitening
- Implant Consultation
Beauty Salon ​
- Cosmetics
- Hair Styling
- Facial Treatment
HR Consultant ​
- CV Creation
- Career Consultation
- Interview Preparation
AI Agency ​
- Basic Setup
- Business Setup
- Advanced Setup
🤖 How AI Uses Booking Actions ​
When a customer requests an appointment:
- AI determines that the Booking Action should be used.
- AI asks the customer which service they need (if multiple services exist).
- AI collects required booking information.
- AI checks available appointment slots.
- AI suggests available dates and times.
- Customer selects a slot.
- Ainisa creates the booking in Google Calendar or Calendly.
- The customer receives booking confirmation.
💡 Example Workflow ​
Customer:
I want help setting up an AI Agent for my business.
AI:
Great! I can schedule a setup consultation. Which setup package are you interested in?
Customer:
Business Setup.
AI:
Please provide your name, email address, and phone number.
AI then:
- Collects booking information
- Checks available calendar slots
- Offers available times
- Creates the appointment automatically
✅ Notes ​
- Multiple Booking Actions can be created for a single AI Agent.
- Google Calendar and Calendly are currently supported providers.
- Google Calendar allows availability checking, booking, cancellation, and rescheduling.
- Calendly requires an active paid Calendly plan.
- Guest name, email, and phone are always collected automatically.
- Custom variables can be added to collect additional customer information.
- Services are optional but recommended when offering multiple appointment types.