Back to work
Conversational AICase study

AI Chatbot for Appointment Booking & Lead Management

Conversational AI chatbot that automates appointment scheduling via Calendly, collects lead information, and stores data for marketing, reducing booking time by 70% with 24/7 availability.

Conversational AI · workflow canvasproduction build
AI Chatbot for Appointment Booking & Lead Management workflow

Context

Businesses relied on manual phone calls and emails for appointment scheduling during business hours only, leading to long wait times, scheduling errors, missed bookings, and lost leads when customers couldn't reach staff immediately.

Approach

Built Botpress chatbot with conversational flows that greet users, collect contact information and service preferences, confirm details with modification options, integrate with Calendly API to redirect users to booking pages and track booking status, send qualified lead data to Google Apps Script for storage and marketing automation, and handle FAQs with knowledge base fallback responses.

Architecture

  1. Botpress conversation flow
  2. User data collection (name/email/phone/service)
  3. Data confirmation & modification
  4. Calendly API integration for booking
  5. Booking status tracking
  6. Google Apps Script API for lead storage
  7. Knowledge QA handling
  8. Post-interaction confirmation

Results

70%Booking time reduced
24/7Availability
40%No-show rate reduction