Sending Booking Links via SMS
Published:
Overview
This guide explains how to configure an AI Voice Agent to send a booking link via SMS during or after a call. The booking link is typically sourced from a third-party scheduling tool and can be triggered by the agent when relevant during a conversation.
Steps to Configure a Booking Link
- Navigate to Call Flows and locate the agent you want to edit.
- Ensure you are in the Advanced View.
- Go to Data and click SMS Actions.
- Hover over the information icon (?) for additional detail on how this feature works.
- Toggle the booking link option on.
- Paste the booking link URL into the provided field (e.g., a Calendly link or similar scheduling tool).
- Click Save.
- Once all changes are made, click Save to Draft or Publish to Production.
Key Notes
| Item | Details |
|---|---|
| Link Source | The booking link is typically provided by a third-party scheduling tool such as Calendly |
| Triggering the Link | The agent must be prompted within the call flow to send the booking link when appropriate |
| Advanced View | Must be enabled to access SMS Actions |
