Bookings, tickets and captured details
What the agent can do during a call, and what it saves afterwards.
Depending on its template, an assistant can check available time slots and book an appointment or reservation while the caller is on the line, look up a record, or transfer the call.
Appointments are kept in the platform's own booking list, using the slots you set up.
After the call
When a call ends, the details the template asks for are pulled from the conversation and saved: for example a name, number, the problem, a priority, a budget or an appointment time. They appear in the assistant's Workspace tab as tickets, leads, appointments or collected information.
Sending bookings to your own systems
Add a webhook on the Tools page and new appointments are sent to your URL as they are made. Each webhook shows how often it has run, how often it succeeded and how quickly your system replied, and there is a button to send a test.