Enable intelligent meeting scheduling within conversational pathways using webhook integration
{{}}
syntax. For example, if you want to use the caller’s name in your scheduling node, you can reference it as {{contact_name}}
in the body of your webhook request. A default example of this is the start_datetime
variable.
When adding this node to your pathway, we include a default start_datetime
variable to be extracted from the conversation. This variable represents the starting date and time the caller is interested in scheduling an appointment for. This variable is not required to be explicitly answered by the caller, and will default to the current date and time if not provided. We additionally include it as a variable in the body of the webhook request:
available_slots
field. In the above example, the JSON path would be $.available_slots
. Feel free to press the ”+” button to the left of the field to automatically add the JSON path to the list of response variables. Additionally, any other variables you want to extract from the webhook response can be added to the list of response variables in the same way.
Wait until the user has given a valid time and the agent has confirmed the time. The agent must explicitly repeat the date and time back to the user, and the user must agree that they want to confirm the appointment for that date and time.This loop condition keeps the agent in the scheduling node until the necessary prompts are achieved. There’s also an additional section below where you can add your own instructions or set conditions for when you want the agent to exit the scheduling node. For example, if you would like to allow the caller to cancel the appointment scheduling, you can include the following prompting:
The condition can also be true when the user wants to cancel or stop scheduling an appointment.
chosen_datetime
. This will be an ISO formatted string based on the caller’s preferred date and time for the appointment. Moving forward, this can be used as a variable in an additional webhook node to schedule the appointment with your appointment scheduling system.
For any additional questions, please reach out to hello@bland.ai or any other support channels.