Appointments booked from a call or a chat, straight into the calendar
Callers and chatters book real slots — the agent reads live availability from your calendar.
The problem
Sound familiar?
“Booking an appointment means three texts back and forth, and half the time we double-book a slot.”
“Even when someone answers the phone, they are juggling the calendar while the caller waits.”
What the agent does
The agent or assistant reads live availability from your calendar and books the slot itself — on a call it confirms out loud, in chat it offers the times — so appointments land on the calendar without anyone playing scheduler.
Setup
How it works in Canopy
- 1. Set your availability in Calendar. Event types on your calendar define what can be booked and how long it lasts.
- 2. For teams, publish a round-robin pool. A scheduling pool unions everyone’s availability and books the next free teammate without exposing who.
- 3. Let the agent book. On a call, the AI phone agent uses its scheduling tools to offer and confirm a slot; in chat, the assistant does the same.
- 4. Keep the confirmation in the thread. The booking lands on the calendar and the conversation keeps the trail, with a reminder workflow if you want one.
Sample
Sample conversation, illustrative
Caller
I need to bring the car in — sometime this week?
AI receptionist
I have Thursday 9:40 am or Friday 2:15 pm with either mechanic. Which works?
Caller
Thursday morning.
AI receptionist
Booked — Thursday at 9:40, an oil change and brake check. You will get a text confirmation.
Which plan
The plans that carry this.
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
