Skip to main content

Workflow Action: Eliza AI Appointment Booking

Use the Eliza AI Appointment Booking workflow action to automatically hold a conversation with a contact and book an appointment on a selected calendar.

Updated over 3 months ago

Who This Is For / When to Use

This article is for users who want to automate appointment booking inside workflows using a conversational AI action instead of manual scheduling.

What the Eliza AI Appointment Booking Action Does

The Eliza AI Appointment Booking action:

  • Starts a conversational booking flow with the contact

  • Collects availability preferences through AI-driven conversation

  • Books the appointment on a selected calendar

  • Routes the workflow based on success or timeout

The action is designed to replace back-and-forth manual scheduling.

How to Add Eliza AI Appointment Booking to a Workflow

Step 1: Create or Edit a Workflow

  1. Go to Automations > Workflows.

  2. Create a new workflow or open an existing one.

This workflow controls when the AI booking conversation starts.

Step 2: Add the Eliza AI Appointment Booking Action

  1. Click the + icon where you want the booking conversation to begin.

  2. Select Eliza AI Appointment Booking.

This adds the conversational booking step to the workflow.

Configure the Eliza AI Appointment Booking Action

Calendar Selection

Select the calendar where appointments should be booked.

Important:

  • Appointments are created directly on the selected calendar.

  • The calendar determines availability and time slots.

Processing Duration

Set the Processing Duration to control how long the bot actively waits and listens for the contact’s replies.

Use this to:

  • Limit how long the conversation remains active

  • Prevent the workflow from waiting indefinitely

Initial Message

Enter the first message the AI sends to the contact.

Enable Send First Message if:

  • The workflow itself should start the conversation

Disable Send First Message if:

  • The conversation is already started by another action or message

Save the Action

Click Save Action to apply the configuration.

Once saved, the workflow will automatically create outcome paths.

Workflow Outcome Paths

After the action runs, the workflow splits into outcome-based paths:

Appointment Booked

This path runs when the AI successfully schedules an appointment.

Common next steps:

  • Send a confirmation message

  • Apply a tag

  • Notify a team member

Bot Timed Out

This path runs when the AI does not receive a response within the processing duration.

Recommended next steps:

  • Add a human handoff action

  • Send a follow-up message

Appointment Not Booked

If the appointment was not booked and the bot did not time out, you can route the contact into:

  • A follow-up workflow

  • Manual outreach

Each path can be customized independently.

Step 6: Test the Workflow

Testing is strongly recommended before publishing.

  1. Create a test contact.

  2. Trigger the workflow manually or through the trigger conditions.

  3. Complete the booking conversation as the contact.

This allows you to verify:

  • Message flow

  • Calendar availability

  • Correct path routing

Do Not Disturb (DND) Behavior

The Eliza AI Appointment Booking action respects Do Not Disturb (DND) settings.

Contacts can:

  • Enable DND for all sources

  • Enable DND for specific sources only

When DND is active, the AI will not initiate booking conversations.

Common Issues and Fixes

Bot Does Not Start the Conversation

  • Confirm Send First Message is enabled.

  • Ensure the workflow trigger actually fires.

Appointment Is Not Booked

  • Check calendar availability.

  • Confirm the correct calendar is selected.

Bot Times Out Too Quickly

  • Increase the Processing Duration.

Frequently Asked Questions

What is the Eliza AI Appointment Booking action?

It is a workflow action that uses conversational AI to schedule appointments automatically on a calendar.

Can I test the booking bot before publishing?

Yes. Create a test contact and run through the workflow before enabling it for live contacts.

What should I do if the bot times out?

Route the contact to a human handoff or follow-up action using the Bot Timed Out path.

Can I use this action with multiple calendars?

Yes. You choose the target calendar inside each action’s configuration.

Does the bot support different time zones?

Yes. The AI communicates with the contact in their local time while booking the appointment correctly on your calendar’s time zone.

Did this answer your question?